Add a Customer to Membership, Course, or Offer

Your 3 Ways to Grant Access

In BizStackPro, you can grant membership access in three common ways. Choose the method that best matches your setup:

• Funnels (recommended for paid access): Sell a product connected to an offer and access is granted automatically.
• Workflows (great for automation): Trigger on purchase or form submission, then grant the offer.
• Manual (quick fixes): Add access from a contact record (best for support/admin use).

Method 1: Grant Access Using a Funnel

Step 1: Publish an Offer and Link It to a Product

1. Create your offer in Memberships → Courses → Offers → Create Offer.
2. Publish the offer (draft offers won’t show up when linking products).
3. Go to Payments → Products → Create Product.
4. Fill out product details, then under pricing/additional options, select your membership offer.
5. Save the product.

After purchase, the customer is automatically added to the course—no extra steps needed. Currency is set based on the sub-account’s location.

Step 2: Add the Product to Your Funnel Order Form

1. Open your funnel and select the page that has your order form.
2. Click Products → Add Product and attach the membership product.
3. Save your changes.

Step 3: Direct Customers Into the Membership Area

1. Open (or create) the page that loads after purchase.
2. Add a button → in Button Actions, set the action to Membership.
3. Save the funnel page.

Method 2: Grant Access Using Workflows

Step 1: Choose a Purchase-Related Trigger

A common setup is using an Order Form Submission trigger, then filtering by funnel, page, or submission type (opt-in, sale, bump, upsell).

Step 2: Add the “Course Grant Offer” Action

1. Add the Course Grant Offer action.
2. Select the offer you want to grant.
3. Publish the workflow.

Make Sure Login Credentials Get Sent

Access is one thing—credentials are the other. Use one of the two options below so customers can log in successfully.

Option 1: System “Welcome Email” (Fastest)

1. Go to Memberships → Courses → Settings.
2. Enable Send Welcome Email and choose a template.
3. Save.

This sends credentials automatically. If you need customization, build a custom email template and use available custom values.

Option 2: Workflow Email Using “Membership New Signup”

1. Create a workflow with the Membership New Signup trigger.
2. Optionally filter by a specific offer.
3. Add a Send Email action using a template or the email builder.
4. Include custom values such as:
   • Email (the member’s email address)
   • Login URL (Magic Link) (secure link to log in and set a password)
5. Save and Publish the workflow.

Manual Access (Use for Admin/Support)

You can manually grant access from a contact record. This is helpful for support, refunds, or edge cases—but automation is usually cleaner.