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How to Set Up a Paid Course In Infusionsoft

When selling an AccessAlly paid course, there is some prep work that needs to be done. This prep work will allow you to create a campaign flow that enables a user to purchase your product, then automatically apply the necessary tags so the buyer can access to the course.

This tutorial will walk you through creating a paid course workflow within AccessAlly and Infusionsoft. (If you are an Ontraport user, all you need to do is Step 1 & 2. The rest of the steps will be taken care of when you create your Ontraport course campaign, whereas in Infusionsoft it must be taken care of in 2 separate places.)

The flow of an online sale should generally go as follows: Sales Page > Order Form > Thank You Page > Confirmation Email

Step 1: Create Sales Page in WordPress

The sales page is just another WordPress page on your website. Include any necessary sales information about the product or course that you’re offering, then hit “publish.”

Step 2: Create Thank You Page in WordPress

This is the page the user will be redirected to after purchasing your course. Add a welcoming message and any necessary directions, such as “check your inbox for your login information” or any other relevant information. Once this page is finished, hit “publish.”

Step 3: Create a Product in Infusionsoft

To do this, log into your Infusionsoft account set up the product that you’ll be selling:

Set Up A Paid Course in Infusionsoft

Select Add Product, then fill out any pertinent information.

Next, create an order form in Infusionsoft (E-Commerce Setup > Order Form > Add New). This will be used as an entry goal in your campaign process.
Your order form should include:

  • Price
  • Name of product
  • Header image
  • Product image (optional)
  • Product description in order form (optional)
  • Link to terms & conditions (optional)

Step 4: Create the Order Form

Go to E-Commerce in the main dropdown menu to locate the E-Commerce setup > Checkout > Order Forms.
Order forms

Then, hit “create new.”

Create New

Add the product that you created in Step 3, then go to the “Thank You Page” tab to designate the URL of the WordPress thank you page you created in Step 2.


Lastly, go to the LINKS tab to retrieve the unique URL associated with this purchase form.

On your product sales page (created in Step 1), you can link to this URL in any way you wish – whether through an simple text link, a button, or a linked product image.

Order Form Link

Step 5: Create your Course Campaign>

You’re now ready to create the course campaign for this product. Go to the Standalone Course Campaign Setup or the Stage-Release Campaign Setup guide to learn how to integrate your paid course into the sales sequence.

Updated on November 29, 2017

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