Quick Answer
How do you give a customer access to a BizStackPro Membership offer?
Publish the Membership offer and either connect it to a product sold through a funnel, grant it with the Course Grant Offer workflow action, or add access manually from the customer's contact record. Also enable the Membership welcome email or create a signup workflow so the customer receives login credentials.
Three Ways to Grant Membership Access
BizStackPro provides three common ways to add a customer to a Membership course or offer. The right method depends on how the customer qualifies for access.
Funnel Purchase
Connect a published Membership offer to a product and sell the product through a funnel order form. Access is granted after payment is processed.
Workflow Automation
Use a purchase, form, tag, or other qualifying trigger followed by the Course Grant Offer action.
Manual Access
Grant access from the customer's contact record when handling an administrative or support situation.
Access and login credentials are separate
Granting an offer gives the customer access, but the welcome email or a separate workflow must provide the information needed to log in.
Membership Access at a Glance
Before You Begin
Prepare the Membership offer and decide how customers should qualify for access.
- Create the Membership course or content.
- Create and publish the offer customers should receive.
- Decide whether access comes from a purchase, workflow, or manual action.
- Prepare a product if customers will purchase through a funnel.
- Choose how login credentials or a Magic Link will be delivered.
- Prepare a test customer before making the process available publicly.
Method 1: Grant Access Using a Funnel
Connect the published Membership offer to a payment product and sell that product through a funnel order form.
Create the Membership Offer
Open Memberships → Courses → Offers and select Create Offer.
Publish the Offer
Publish the completed offer. An offer that remains in Draft will not be available when connecting it to a product or funnel.
Create a Product
Open Payments → Products, select Create Product, and complete the product details.
Connect the Offer
Under the product's pricing or additional options, select the Membership offer and save the product.
According to the original guide, the offer currency is set automatically according to the sub-account's location.
Add the Product to the Order Form
Open the funnel page containing the order form, select Products → Add Product, attach the Membership product, and save the changes.
Direct the Customer to the Membership Area
Open or create the page displayed after purchase. Add a button and set its Button Action to Membership, then save the funnel page.
Consider providing a Magic Link
A Membership Login URL or Magic Link can let the customer enter the Membership area and set a password with less friction.
Method 2: Grant Access Using a Workflow
Use a workflow when access should be granted automatically after a qualifying purchase, form submission, tag, or pipeline event.
Create the Workflow
Open Workflows and create the automation that will grant the Membership offer.
Choose the Trigger
Select a trigger that matches how the customer qualifies for access. A common option is Order Form Submission.
Add Trigger Filters
When necessary, filter by the funnel, page, or submission type, such as opt-in, sale, order bump, or upsell.
Add Course Grant Offer
Add the Course Grant Offer action and select the published offer the customer should receive.
Publish the Workflow
Review the trigger and action, then publish the workflow.
Use workflows for conditional access
Workflows are useful when different products grant different offers or when Membership access depends on tags, forms, or pipeline stages.
Send the Customer's Login Credentials
Choose the system welcome email or a Membership signup workflow so customers receive the information needed to log in.
Option 1: System Welcome Email
- Open Memberships → Courses → Settings.
- Enable Send Welcome Email.
- Select the email template.
- Save the settings.
This option sends the Membership credentials automatically. You can create a custom email template when more control over the message is needed.
Option 2: Membership Signup Workflow
- Create a workflow using the Membership New Signup trigger.
- Filter by a specific offer when needed.
- Add a Send Email action.
- Include the member's email address and Membership Login URL or Magic Link using the available custom values.
- Save and publish the workflow.
Use Membership New Signup for credential delivery
According to the original guide, this trigger helps prevent credentials from being sent repeatedly when another workflow grants access more than once.
Method 3: Grant Access Manually
Manual access can be useful for administrative support, testing, refunds, or other exceptions.
Open the Customer's Contact Record
Locate and open the contact who needs Membership access.
Grant the Membership Offer
Use the available Membership controls on the contact record to select and grant the appropriate offer.
Confirm Credential Delivery
Check whether the customer already received a welcome email or needs a separate login message.
Check your automations before granting access manually
If workflows already manage credential emails, manual access can cause duplicate emails, unexpected templates, or missing workflow triggers.
Membership Access Best Practices
Frequently Asked Questions
What happens if I don't publish my Membership offer?
How is the currency for an offer determined?
Do I need to do anything after payment to grant access?
Why aren't login credentials being sent?
Can I manually grant access to a Membership offer?
Continue Learning
Continue learning how to create Membership offers, grant access, and deliver login credentials with these related Help Center guides.
