1. Home
  2. AccessAlly
  3. CRM Automations
  4. Automate a Free Standalone Course in Infusionsoft

Automate a Free Standalone Course in Infusionsoft

Giving away a course for free? Great! You can fully automate a standalone course in Infusionsoft with AccessAlly. After you use the Course Wizard to set up your course pages, it’s time to head into your CRM to create the corresponding automation that will release the course to your clients.

Not using Infusionsoft? Check out the other CRM automations here.

Preferred: Use the Integrations Guide Inside the Course Wizard

The steps on this page all correspond to the Integrations guide that’s located inside the Course Wizard. We do recommend that you use the Integrations guide, since it will tell you exactly which tags and webhooks you need (they change depending on what course you are trying to automate).

Standalone Course Release Automation Steps

While different products, Infusionsoft and Keap share the same automation builder.

1. Create a Campaign

To set up your course campaigns in Infusionsoft/Keap, log into your account, then go to Marketing > Campaign Builder.

Click Create a Campaign.

Give the campaign a name.

If you are using Keap (not Infusionsoft), go to Campaigns -> Explore campaigns -> Build your own

2. Create Trigger Event

To trigger the user generation, create the goal that you would like to use to kickstart this automation:

Option 1: When a webform is submitted
Use this method if you ask users to submit an Infusionsoft webform as a means to sign up for your free course. (Highlighted in pink in the screenshot below)

Option 2: When a tag is applied
Use this method if you would like the automation to simply begin when a tag is added to a user. This is the most flexible option. (Highlighted in green in the screenshot below)

Option 3: When a purchase is made
(Not applicable for a free course – it is the blue highlighted option in the screenshot below)

3. Apply Course Tags

Drag-and-drop the “Sequence” element and link it to the trigger event (“purchase” or “newsletter sign up”)

Open the sequence, and drag-and-drop the “Apply/Remove Tag” process

Open the “Apply/Remove Tag” process, add the Access tag for the course. Since this is a paid course, you can also add the Purchase tag for ease of identification in the future.

Both the Access Tag and the Purchase Tag are specific to each course/offer, and can be found inside AccessAlly.

Add a second “Apply/Remove Tag” process, choose the “Remove” option and select the Revoke Access tag.

4. Add Send HTTP Post Action

Drag-and-drop the “Send HTTP Post” process

Open the “Send HTTP Post” process, and set the “POST URL” to the one specified inside the Integrations guide.

Toggle the process to “Ready”

5. (Optional) Send Login Info

Drag-and-drop the “Email” element

Using “Merge” fields to add the login information to the email

  • Username is the email address. It is listed under “Contact Fields (most common)” -> “Email”
  • Password is the custom field configured in Infusionsoft Settings. It is listed under “Contact Fields (custom)”

Toggle the element from Draft to Ready when finished editing.

6. Finish the Welcome Sequence

Toggle the sequence from Draft to Ready when finished editing. This is what the completed sequence should look like.

7. Create Revoke Access Portion

Important: The revoke sequence is only used for clients who can requested a refund / cancellation for the standalone course. It will negate the course access permission, so please use it with caution.

In the main campaign view, create a Goal that is achieved when a Contact “Applies a Tag” and name the goal accordingly.

Configure the tag to be the Revoke tag set up for the course.

Drag-and-drop the “Sequence” element, link it to the goal, and name it accordingly.

Open the sequence, and drag-and-drop the “Send HTTP Post” process.

Note: the configuration is similar to Step 4, except rather than using the “aal_genpass” command, it uses “aal_updateuser”.

Toggle the process to “Ready”

Toggle the sequence from Draft to Ready when finished editing. This is what the completed sequence should look like.

8. Publish the Campaign

Publish the campaign when done. Always test the campaign before making the course available for the public.

Updated on October 13, 2020

Was this article helpful?

Related Articles


If you have any questions, we're just an email away.

We take your success seriously, and you'll always get a speedy reply from a real person during business hours.


AccessAlly is the #1 WordPress Course and Membership Solution for Industry Leaders


You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.