How To Connect Course and Funnel Checkout Using Triggers

July 31, 2024•1 min read

Follow these steps to connect your membership to your funnel checkout, enabling access for the purchaser:

Part 1: Create an offer and add the course/product to it in the membership editor area.

To access the membership editor area navigate to Membership > Products > Offers > Create Offer. You'll see a list of all your offers:

Check out the article "How to Build and Edit an Offer in Memberships" with a step-by-step video on creating offers.

Part 2: Choose between two options to give your contacts access after making a purchase.

Option 1: Create a trigger based on two-step checkout that grants access to the offer.

Option 2: Toggle on the Membership Offer option in the funnel product settings.

Step 1: Click into the Funnel > Edit > Products.

Step 2: Toggle on the Membership Offer and Select the offer in the dropdown.

Step 3: Save to confirm your changes.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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