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Automate a Paid Standalone Course in Infusionsoft

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.

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

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.

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 on product purchase, create a goal that is applied when a Contact “Purchases a Product”.

(A free course would have a different trigger).

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 March 9, 2020

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