Linking Your Course and Funnel Checkout Using Workflows

Step 1: Setting Up an Offer in the Membership Section

To integrate your course or product with your funnel checkout, the first step is to create an offer in the membership section. Follow these steps:

• Access the Membership Section: Navigate to the Membership area and select Offers, then click on Create Offer.

• Create Your Offer: You'll see a list of all available offers. For a detailed guide on creating and customizing offers, refer to the "Membership Offers" tutorial, which includes a video walkthrough.

Step 2: Choosing Between Workflow Automation and Membership Email

After setting up your offer, you have two main options for linking it to your funnel checkout: using Workflow automation or the Membership Email Default.

Option 1: Membership Offer Toggle

• Go to Payment Product Settings: Navigate to the Payments section and select Products.

• Select Your Product: Choose the product you wish to link.

• Edit Price and Activate Membership Offer: Adjust the price, and under the "Advance Options" dropdown, toggle on the "Membership Offer" option. Then, select the appropriate membership.
  
  

• Save Your Changes: Ensure that your changes are saved. Be sure to add or re-add the product to the funnel page containing the order form to secure the connection.
  
  

Option 2: Building a Custom Workflow

Creating a custom workflow provides more flexibility and control when linking your offer to the funnel checkout.

• Navigate to Workflows: Go to the Automations section, select Workflows, click on Create Workflow, and choose Start from Scratch.

• Set Up a Trigger: Choose Order Form Submission as the trigger, and specify the location and type using filters.
  
  

• Add an Action to Grant Membership: Select the offer you want to link.

• Save and Activate: Ensure all settings are saved, then publish the workflow to activate it. Double-check that the workflow isn’t left in draft mode.
  
  

Troubleshooting Tips and Common Issues

• Offer not appearing in funnel checkout: Double-check that you’ve correctly added or re-added the product to the funnel page with the order form after making any changes.

• Workflow not working: Ensure that the workflow is published and not in draft mode. Also, verify that all triggers and actions are correctly configured.