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Automate a Dripped Release for a Paid Course in Ontraport

Selling a course? Great! After you use the Course Wizard to set up your course pages and set up the Offer to sell it, it’s time to head into your CRM to create the corresponding automation that will release the course to your clients.

This format will automatically release each module of your course on a weekly basis.

Not using Ontraport? 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 Campaign

In Ontraport, go to Campaigns in the main navigation menu. Click on “New Campaign”.

Choose “Start from scratch” to begin to create your campaign.

Give the new Campaign a descriptive name.

2. Configure the Trigger

A Paid Course is only released on successful payment. Add a new trigger by clicking on the + button beside ADDED TO CAMPAIGN.

If you are using the Ontraport Smart Form to take orders, add a Contact submits a form trigger and select the order form. Important: configure the trigger only when the order is is successful.

Alternatively, if you are using the AccessAlly Order Form to take orders, add a When Contact is added to Tag trigger and select the Payment Successful tag.

3. Apply Course Access Tags

Add a new item by clicking on the “+” and choose “CHANGE TAGS”.

Select the Access tag as the tag to add.

Add a second “CHANGE TAGS” action and REMOVE the Revoke Access tag.

The following configuration is optional, but very useful when testing the campaign manually.

Add a new action under the original ADDED TO CAMPAIGN starting condition.

Choose the GO TO item under the Filters tab.

Connect the GO TO item to the first CHANGE TAGS item.

4. Add a Webhook to Generate the User in AccessAlly

Add a Webhook (under the Advanced tab) item to the campaign.

In SETTINGS, set the “destination URL” to your genpass webhook (found inside the AccessAlly Course Wizard).

and set the “Post data” to contactId=[Contact ID]

IMPORTANT: please copy-and-paste the URL and the Post data from the Integrations guide in the Course Wizard, because they must be entered exactly as shown here and the correct capitalization is crucial.

5. Send login information (optional)

Add “SEND AN EMAIL” item to the campaign.

In SETTINGS, select CREATE NEW MESSAGE in the dropdown and name the message. Then, select Save & Edit.

You can create the email just like a regular Ontraport email. This tutorial will use the Simple Mail editor.

You can use the “Insert Merge Fields” dropdown to customize the login information.

  • Username: by default, the username is the email address
  • Password: the password custom field shortcode is based on the password field configured in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Password Field

Click “Save” button to save the welcome email and back to the campaign editor.

6. Release course modules

Important: This step needs to be repeated for every module in the Stage-Release course.

Releasing stage-release modules involve the same 4 steps:

  • Configure a delay before the new module is released.
  • Add Module Access Tag.
  • Ping AccessAlly through a Webhook
  • (Optional) Send notification email

Add a WAIT item after the previous module is released.

Configure the delay before the new module is released.

Add a CHANGE TAGS item and select the Access tag for this specific module.

Add a Webhook (under the Advanced tab) item to the campaign.

In SETTINGS, set the “detination URL” to the updateuser webhook found in your integration guide.
and set the “Post data” to: contactId=[Contact ID].

IMPORTANT: please copy-and-paste the URL and the Post data from your Integration guide, because they must be entered exactly as shown here and the correct capitalization is crucial.

(Optional) You can send a notification email that the new module is available.

7. Add END and publish the campaign

Add END as the last item.

With all the items configured, click on Publish to make the campaign live.


8. Create Refund/Revoke Access Rule (optional)

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.

Add a new item right before the END. The revoke operation is added to the same campaign because it will also prevent the client from receiving any unreleased modules.

Choose the GOAL item.

Add a goal for When Contact is added to Tag, and choose the Revoke Access tag.

Add a Webhook (under the Advanced tab) item to the campaign.

In SETTINGS, set the “destination URL” to your update_user webhook.

and set the “Post data” to: contactId=[Contact ID]

IMPORTANT: please copy-and-paste the URL and the Post data from the Integration setup tab, because they must be entered exactly as shown and the correct capitalization is crucial.

With all the items configured, click on Publish to make the campaign live.

Updated on October 8, 2020

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