This format will automatically release each module of your course on a weekly basis.
Not using ActiveCampaign? 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).
Dripped Course Release Automation Steps
This work flow is used to automatically create users on the WordPress membership site and give access to the appropriate content when a customer signs up for your course.
1. Create a Welcome Sequence
Go to Automations in the main navigation menu. Click on “Create an automation”.
Choose “Start from Scratch”, and then click “Create”.
2 Choose the starting condition for a paid course
A Paid Course is only released on successful payment. Because the payment processing is handled external to ActiveCampaign, the payment processing platform needs to add a tag when the payment is successful.
The trigger for the release sequence is when the tag is added.
Select the tag Made Purchase tag that is added on successful payment.
3. Assign Access Tag
Add an action after the starting condition.
Select “Add a tag” in the “Contacts” section.
Select the Access tag for the course.
Add a new action and select “Remove a Tag” in the “Contacts” section.
Select the Revoke tag for the course.
4. Generate User Password with a Webhook
Add a new action and select “Webhook” in the “Conditions and Workflow” section.
Set the “URL” to the
5. Send Login Information (Optional)
To give enough time for the login information to be generated, it is recommended to add a short wait before sending the login information.
Add a new action and select “Wait” in the “Conditions and Workflow” section.
Configure a 5-minute wait.
Add a new action and select “Send an email” in the “Sending Options” section.
You can customize the welcome email just as for any other ActiveCampaign emails.
To add the login information to the email, click on “Personalize”.
- Username: by default, the username is the email address. If AccessAlly been configured to save the username to a custom field, then select the custom field configured AccessAlly in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Username Field.
- Password: Select the custom field configured AccessAlly in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Password Field.
- Add Access Tag: this adds the permission tag to the client.
- Notify AccessAlly: once the access tag has been added, notify AccessAlly of the change.
Finish editing the email and return to the Automation section.
6. Create content release sequence for course module
(Optional) If the modules are released on a schedule, you can add a waiting period between the module release. You can find the “Wait” action in the “Conditions and Workflow” section.
Releasing each module involves two actions:
Add Access Tag
Add an “Add a tag” action in the “Contacts” section
Select the Access tag for the specific module.
Add a new action and select “Webhook” in the “Conditions and Workflow” section. (The webhook can be found inside the Integrations guide in your Course Wizard).
7. Activate the Automation
Give the Automation a name and switch it from “Inactive” to “Active”.