How To Connect Course and Funnel Checkout Using Workflows

July 30, 2024•1 min read

Follow these steps to connect your membership to your funnel checkout

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 Funnels + Websites > 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 using a Workflow or Membership Email Default

Option 1: Toggle on the Membership Offer option in the payment product settings.

Step 1: Click on Payments > Products

Step 2: Select “View” on the product

Step 3: Select the price, click edit, click on the advance options dropdown, toggle on membership offer and select the membership

Step 4: Save to confirm your changes.

*Note: Make sure to add/re-add the product to the funnel page with the order form.

Option 2: Create a workflow

Step 1: Navigate to Automations > Workflows and click “Create Workflow” then choose “Start from scratch”

Step 2: Add a trigger for Order Form Submission and add the filters to specify the location and type

Step 3: Add an action for Membership Grant Offer and select the offer

Step 4: Save everything and publish the workflow to ensure it isn’t in draft mode.

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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