How to Set Up a Free Course In AccessAlly

There may be an instance where you want to offer no-cost courses to your clients. These free courses can be a great tool to get users into your membership area and on your list, and at that point, you can upsell them into your paid programs.

What you will want to do is first, build out your free course in AccessAlly. This can be a Standalone Course or a Stage Released Course.

Create a Standalone Course in AccessAlly Guide

Create a Stage Released Course In AccessAlly Guide

Once you have your course created, you will need to setup your free course CRM automation. This is a required step to keep your free users automated and get them access to the free course.

The automation is very similar to a paid course, however a free course will require you to use an opt-in form (do not use an order form) that is embedded in your site or added into a popup.

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Written Tutorials

STEP 1: Create an opt-in form in your CRM system

Each CRM system should provide you with the ability to create opt-ins. This will allow you to add users to a list as well as trigger an automation to give your users access to your free course content.

*If you do not like the look of your forms provided by your CRM system, check out PopupAlly Pro which will allow you to create customized forms to apply to your site as a embedded form or popup.

Guides to create opt-ins:

ActiveCampaign Guide

ConvertKit Guide

Drip Guide

Infusionsoft Guide

Ontraport Guide

STEP 2: Locate The CRM Automation Guide Inside AccessAlly

The “Guide” to setting up your CRM automations is built inside your AccessAlly plugin.
To locate it, go to the AccessAlly Course Wizard > Edit/Modify Existing Courses.

Here, you can choose the course you’d like to create the CRM automation for by clicking on the “EDIT” button.

If you have fully set up the course pages as instructed in the previous tutorial, the edit button will take you to the Checklist.

Click on the link for “click here for CRM campaign setup guide”.

Now, you’re inside the CRM automation setup guide. Here, you can see at a glance which CRM you’re integrated with and which course you’re building out the CRM automation for.

If you would like to change courses, just select the correct one from the dropdown menu.

STEP 3: Follow Your Specific CRM Instructions

The CRM Automation Guide will walk you through each step of the setup process. It’s recommended that you use the Guide inside your membership site (as opposed to the next part of this tutorial), as the links and tags you need are dynamic and will match up with the course you’re building.

However, if you want a refresher, click on the toggle for your integrated CRM to see all the steps.

Infusionsoft

Infusionsoft

Step 1: Create a Campaign

To set up your course campaigns in Infusionsoft, log into your account, then go to Marketing > Campaign Builder > Create a Campaign.

Step 2: Designate a Goal – Submits a Web Form

If you’re setting up a campaign for a free course, select the “Submits a Web Form” option for your goal. Double click on this to reveal additional settings. In the form options, you can add the URL of your Thank You page so that the user is redirected from the form back to your website. This is recommended!

Screen Shot 2016-02-23 at 4.30.37 PM

Under the “Code” Tab, you can retrieve the HTML code to copy/paste into your website’s opt-in page:

Screen Shot 2016-02-23 at 4.30.52 PM

After this step is completed, switch the tab in the top right corner from DRAFT to READY. You can now return to the campaign builder to configure the sequence.

Step 3: Add Your Sequence & Apply Course Tags

Each time you add a component to the Campaign Builder, you’ll need to connect the steps by hovering over an item, then dragging the green arrow that appears to the next step in the process.

The course tags you need to apply will appear inside AccessAlly’s CRM Automation Guide.

Step 4: Send HTTP Post Action

HTTP posts: Each time you apply a tag in an Infusionsoft campaign, it is important to immediately follow it with this step, which instructs Infusionsoft to communicate the tag change with AccessAlly. When you are using the CRM Automation Guide inside AccessAlly, the correct HTTP will appear:

PLEASE DOUBLE CHECK YOUR HTTP SETTINGS & URL! The majority of issues with a user not receiving appropriate login information or access is caused by an incorrect HTTP setup.

Step 5: Send Login Information Via Email (Optional)

The final part of the initial welcome sequence consists of the welcome email.

Since this email will communicate the username and password to the new user, you’ll want to include two merge fields: email & password. After you’ve finished drafting the email, toggle the element from “draft” to “ready.”

It’s always a good idea to test the campaign with a couple different valid email addresses to ensure you haven’t forgotten any steps and the communication is running smoothly between AccessAlly and Infusionsoft.

Step 6: Create Revoke Sequence (Optional)

If you want to revoke access for people who default on payments, you’ll also need to set up a specific revoke sequence.

The details and screenshots are shown inside the AccessAlly CRM Automation Guide. But in short, you’ll take these steps:

  1. Goal = Applies A Tag (This tag should be the Revoke tag configured for your course)
  2. Add a Sequence: Add A Tag (the “PAYF” Tag for your course) + Send HTTP Post (to update the user’s permissions)

Step 7: Make Campaign Live

Once each step has been switched from “draft” to “ready” and all items in the sequence and campaign are connected, your new campaign is ready to go live!

Ontraport

Ontraport

Step 1: Create a Welcome Campaign

The first thing you’ll need to go is log into your Ontraport account and go to Campaigns > Add New Campaign > Start From Scratch.

Step 2: Apply Course Tags

A Free Course starts when a client opts in to a free offer. Add a new trigger by clicking on the + button beside ADDED TO CAMPAIGN. Add a Contact submits a form trigger and select the form that will be used to collect the client information (name, email, etc).

Step 3: Apply Course Tags

In this next step, it’s important to both add the “access” tag for your course and remove the “revoke access” tag, in the event that someone cancelled their access in the past, (and received the revoke access tag) but re-purchased.

Step 4: Add a Webhook to generate a new user in AccessAlly

This step will generate the user with proper access tags inside AccessAlly.
To do this, add a Webhook (under the Advanced tab) item to the campaign. In the settings, the “destination URL” and “post data” information will need to be filled out. You can find the appropriate information inside the CRM Automation Guide for this course inside AccessAlly.

Step 5: Send login information (optional)

Step 6: Add END and publish the campaign

Step 7: Create Refund/Revoke Access Rule (optional)

If you would also like to create a refund/revoke access automation inside Ontraport, please see this tutorial: How To Set Up a Refund / Revoke Access Automation In Your CRM

ActiveCampaign

ActiveCampaign

Step 1: Create a Welcome Sequence

Step 2: Configure the starting condition

A Free Course does not require payment and starts when a client “Submitted a form”. Select the form that will be used to collect the client information (name, email, etc).

Step 3. Assign Access Tag

Step 4. Generate user password through a Webhook

Step 5. Send login information (optional)

Step 6. Activate the Automation

Step 7: Create Refund/Revoke Access Rule (optional)

If you would also like to create a refund/revoke access automation inside ActiveCampaign, please see this tutorial: How To Set Up a Refund / Revoke Access Automation In Your CRM

ConvertKit

ConvertKit

1. Create a welcome sequence

2. Customize Welcome email (with login info)

3. Create the welcome automation

4. Configure the event that triggers the automation

Here you will choose ‘Subscribes to a Form’ and then select the form you created for this.

5. Apply course tags

6. Add tag to trigger the AccessAlly webhook

7. Add to welcome sequence to send the login info

8. Make the automation Live

9. Create the Refund/Revoke Access Sequence (optional)

If you would also like to create a refund/revoke access automation inside ConvertKit, please see this tutorial: How To Set Up a Refund / Revoke Access Automation In Your CRM

Drip

Drip

Step 1: Create a Release Workflow

To set up your course campaigns in Drip, log into your account, then go to AUTOMATION > NEW WORKFLOW.

Choose a descriptive name for this workflow, then click “create.”

Step 2: Add a Trigger

Once your new workflow has been created, it’s time to determine the “trigger” that will kickstart the course sequence. The type of trigger you choose will depend on the type of course you’ve created:

A Free Course does not require payment and starts when a client “Submitted a form”. Select the form that will be used to collect the client information (name, email, etc).

Step 3: Assign Access Tag

The Access Tag allows users to view the course materials. To add this to your workflow, add a step after the starting trigger. This next step is ACTION > APPLY A TAG. Select the Access Tag for your course.

You’ll also want to add ACTION > REMOVE A TAG and select the “Access PAYF” tag for the course. This step is useful for clients who have refunded and then re-purchased.

Step 4: Generate user password through an HTTP Post

This next step will create a custom password for each new user.  To do this, add a new action in your sequence and select “Webhook” in the “Conditions and Workflow” section. The CRM Automation Guide inside AccessAlly will give you the appropriate HTTP URL that you can simply copy/paste into your automation, as indicated in the example below:

Step 5: Send Login Information (Optional)

To prevent Drip from sending out a blank password, we need to add a short, 1-minute delay before sending out the welcome email.To add the login information inside the email, you can use the Drip shortcodes/merge fields:

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

Save the email, update the action and return to the Workflow.

Step 6: Start the Workflow

Active the Workflow by clicking on the “Start” button.

Step 7: Create the Refund/Revoke Access Workflow (optional)

If you would also like to create a refund/revoke access automation inside Drip, please see this tutorial: How To Set Up a Refund / Revoke Access Automation In Your CRM

Updated on March 2, 2018

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