When a new student registers for a free online course, there’s usually a sequence of events that has to take place before they can actually access your course.
First, the opt-in must be submitted successfully. Then, the tech tools have to receive the info and create a new user (complete with a password). Finally, this new login info must be emailed to the new student … all before they can login and access the course material.
The challenge with this lag is that the student has to wait several minutes–or hours–to access the course material. Perhaps not the biggest deal-breaker, but it can get frustrating fast. Lost emails, distractions, and loss of that initial excitement can all get in the way of an amazing first-experience.
That’s why it’s a great idea to set up an auto login after registration for your free courses.
How A WordPress Auto Login After Registration Works
An auto-login after a free course registration works when you’ve built your free course inside your AccessAlly membership site, right alongside your paid courses.
AccessAlly will then generate a special link known as an On Demand Login. All you have to do is take this link, use it as your opt-in Thank You page URL, and voila.
The magic happens:
A website visitor sees your offer for a free course, they opt-in, and immediately are redirected inside your membership site, logged in under their own, brand-new user.
This is 5-star treatment at its finest.
Here’s an article that talks about the strategy more in-depth: The Login Optin™ Strategy
How to Set Up An Auto Login After Registration for your WordPress Site
The steps below assume that you have your AccessAlly site set up and that your free course is built and ready to go.
Step 1: Choose Your Redirect URL
What page inside your membership site do you want users to be sent to when they submit the opt-in form? A course page? The main dashboard?
Choose your URL and get it ready for the next step.
Remember that some pages on your membership site may require additional permission tags to view.If you wish to send new subscribers to these pages, please make sure that the proper permission tags are added in your opt-in form’s settings.
Step 2: Create an On-Demand Login Link
Inside your membership site, go to: AccessAlly > Custom Operations > Add New.
Name your custom operation, and make sure it’s set to on demand login information
This screenshot shows how the settings will appear:
Add the URL to the page you want to use in the “Redirect to this URL on successful login” area.
IMPORTANT: Click on the “save” button at this point.
Step 3: Add the New Link To Your Opt-In, As Your Thank-You Page URL
Now, you’ll need to copy the URL created by AccessAlly. This will be used as the “thank you page” URL in your opt-in form settings.
Next, access the opt-in form’s settings in your CRM, so you can add the URL from the previous step.
When editing your Infusionsoft form, go to Thank-You Page. Here, make sure the Thank You page is set to display a Web Address. Paste the URL into the field and save.
When setting up your opt-in form, go to SETTINGS and make sure the “Custom URL” is selected. Paste the URL into the field and save.
When editing your ActiveCampaign form, go to Options. In the “On Submit” section, make sure it’s set to Open URL. Paste the URL into the field and save.
When editing your Drip form, go to Post-Signup. In the “Custom Post Submission Page” section, paste the URL into the field. Make sure to check the box directly below in order to activate this. Then, click save.
Step 4: TEST
As always, please test your setup before making it live. A good workflow to test this feature is:
- Access your new opt-in form in an incognito window.
- Fill out the opt-in form using an email address that does not belong to a current membership site user.
- After submitting the form, you should be automatically logged into the membership site and redirected to the designated URL (the one you added to the settings in Step 1).
- Check your CRM to make sure the email and permission tags appear properly.
- Repeat the testing steps again. Testing multiple times is a good practice.
ConvertKit does not currently have the functionality necessary to pass data back to the thank you page. Please contact them and ask them to prioritize this functionality (you can send this page as a link to them to make sure they know what you’re referring to!).