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Manually Grant Access to Memberships – BizStackPro Help

Manually Grant Access to Memberships

Q: What if the contact already has membership access?

Credentials may not be resent automatically. Notify them with a separate workflow and include a magic login link or password reset instructions.

Q: How do I ensure credentials are sent for manual grants?

Turn off default membership emails and use a workflow with the Membership New Signup trigger to send the Login URL and instructions.

Q: Can I grant access to many contacts at once?

Yes. Apply a temporary tag to multiple contacts and use a workflow triggered by Contact Tag Added to grant access in bulk.

Q: What’s the difference between Membership New Signup and Offer Access Granted?

Membership New Signup typically fires on first-time join events, while Offer Access Granted is better for subsequent grants you (or a workflow) initiate.

Q: How can I track the status of manual access?

Use a temporary tag (for example, “Offer A – Free Access”) and remove it after the workflow completes so you can track progress cleanly.

Use tags and workflows to grant offers without charging. Send credentials reliably, handle existing members, and avoid duplicate emails.

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Granting Access Without a Standard Checkout Flow

There are times when users need access to your membership without going through a normal purchase or signup process, such as migrations or complimentary access.

Manual access allows you to grant offers directly using tags and workflows, giving you control over who receives access and when it happens.

Without a clear process, users may receive duplicate emails, miss login instructions, or gain access without knowing how to use it.

This guide will walk you through how to grant access manually while keeping communication clear and avoiding common issues.

To start, it helps to understand when manual access is the right approach.

When to Grant Access Manually

Platform migrations: Move members from another platform without re-charging them.
Complimentary access: Grant access to a specific person, team, or cohort.

Tip: You can grant access directly from a contact record, but workflows are usually more reliable for sending login instructions consistently.

Prepare a Product & Offer

Create or clone a product: Start with a new product or copy an existing one.
Create an offer: Attach the product to an offer (you can do this from Products too).
Optional checkout link: Open the offer and copy the checkout URL for later use.

Avoid duplicates: If workflows send credentials, consider disabling default Membership emails (Memberships → Courses → Settings → Email Settings) so users don’t receive multiple messages.

Grant Access with Tags & Workflows

Step 1: Create a Temporary Tag

Create a tag like Offer A – Free Membership Access. You’ll use it to trigger the grant workflow and to track who has been processed.

Step 2: Workflow 1 — Grant the Offer

Trigger: Contact Tag Added (filter for your temporary tag).
Action: Course – Grant Offer (select the offer).
Optional: Remove the temporary tag after the grant completes.
Publish the workflow.

Step 3: Workflow 2 — Send Login Instructions

Trigger: Membership New Signup (best for first-time credentials emails)
Action: Send an email (or SMS) that includes the user’s Login URL (magic link) and next steps.
Alternative trigger: Use Offer Access Granted when you’re granting additional access later and only need a notification.
Publish the workflow.

Step 4: Apply the Tag to Contacts

Apply the tag to individual contacts to grant access one-by-one.
Apply the tag in bulk (manual selection or import) to grant access to many contacts at once.

Handling Existing Members

If a contact already has access, credentials may not resend automatically.
Send a separate notification email that includes a magic link or password reset instructions.

Best practice: Keep “Credentials Email” and “Access Granted Notification” as two separate workflows so you can reuse them without confusion.

Grant access without friction

Tag-triggered workflows let you add offers in bulk and send reliable login instructions—without duplicate emails.

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Frequently Asked Questions

What if the contact already has membership access?

Credentials may not resend. Notify them via a separate workflow and include a magic link or password reset instructions.

How do I ensure credentials are sent for manual grants?

Disable default membership emails and use a workflow with Membership New Signup to send the Login URL and instructions.

Can I grant access to many contacts at once?

Yes—apply a temporary tag to multiple contacts and trigger a Contact Tag Added workflow to grant access in bulk.

What’s the difference between Membership New Signup and Offer Access Granted?

New Signup is best for first-time access and credentials. Offer Access Granted is better for later grants when you only need a notification.

How can I track the status of manual access?

Use a temporary tag during processing and remove it when the workflow completes.

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Grant & Communicate Access the Right Way

Keep your process clean: grant offers with one workflow, then send login instructions with another so members always get the right message.

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Clean automations. Better onboarding.

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