# How to Grant Access to Membership Courses Using Workflows > Learn to automate membership course access in GHL Customer Care with Workflows. Step-by-step guide to streamline onboarding, assign offers, enhance user experience. - Source: https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/how-to-grant-access-to-membership-courses-using-workflows - Section: Memberships & Communities / Membership/Courses Sites - Reading time: 3 min - Images: 6, each explained below --- This help article will show you how to grant access to your membership courses using workflows in GHL Customer Care. Whether you’re managing online learning programs, exclusive content, or training materials, workflows provide an automated way to enroll users seamlessly. --- **TABLE OF CONTENTS** - [What is Granting Membership Access Using Workflows?](#what-is-granting-membership-access-using-workflows)[](#key-benefits-of-granting-membership-course-access-via-workflows) - [Key Benefits of Granting Membership Course Access via Workflows](#key-benefits-of-granting-membership-course-access-via-workflows)[](#how-to-grant-access-to-membership-courses-using-workflows) - [How To Grant Access to Membership Courses Using Workflows](#how-to-grant-access-to-membership-courses-using-workflows)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-article) - [Related Article](#related-article) --- # **What is Granting Membership Access Using Workflows?** Granting Membership Access using Workflows is a no-manual-touch way to enroll people into your GHL Customer Care membership courses. Instead of adding members one-by-one, you define triggers (e.g., form submission, payment completed, tag added) and an action, Course Grant offer, so access is given automatically and immediately. --- ## **Key Benefits of Granting Membership Course Access via Workflows** - **Automation at Scale:** Eliminate the need for manual enrollment by automatically granting access upon user signup or payment. - **Enhanced User Experience:** Members gain immediate access to courses without delays, improving satisfaction and reducing inquiries. - **Error Reduction:** Automations minimize the risk of human errors, such as forgetting to enroll a user or assigning incorrect access levels. - **Time-Saving:** Focus on creating valuable content while workflows handle the administrative tasks. - **Customizable Triggers:** Tailor workflows to suit your business model, such as granting access after a specific form submission or purchase. --- ## **How To Grant** **Access to** **Membership Courses Using Workflows** ### **Step 1:** Navigate to Workflows 1. Log in to your sub-account account. 2. From the dashboard, go to **Automation** > **W****orkflows**. ![Step 1: Navigate to Workflows (image 1 of 6)](https://jumpshare.com/share/PG5a8nkQMSpaHAk6u8QK+/Screen+Shot+2025-11-24+at+6.02.42+PM.png) **Step 1: Navigate to Workflows (image 1 of 6)** This screenshot appears in the "Step 1: Navigate to Workflows" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Log in to your sub-account account. From the dashboard, go to Automation > W orkflows. The navigation path used here is Automation > W. Immediately after, the guide continues: Click on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI. - Path: Automation > W - What this covers: Log in to your sub-account account. From the dashboard, go to Automation > W orkflows. - Controls: Automation, W, orkflows - Next: Click on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI. Full procedure: 1. Log in to your sub-account account. 2. From the dashboard, go to Automation > W orkflows. ### **Step 2:** Create a New Workflow 1. Click on the **\+ Create Workflow** button. 2.  Create your workflow **from** **scratch, using templates,** or **using AI.** ![Step 2: Create a New Workflow (image 2 of 6)](https://jumpshare.com/share/FjI0DUh9HRkJIIDHClUQ+/Screen+Shot+2025-11-24+at+6.07.57+PM.png) **Step 2: Create a New Workflow (image 2 of 6)** This screenshot appears in the "Step 2: Create a New Workflow" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Click on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI. Immediately after, the guide continues: Select the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters. - What to click: Click on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI. - Controls: + Create Workflow, from, scratch, using templates,, using AI. - Next: Select the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters. Full procedure: 1. Click on the + Create Workflow button. 2. Create your workflow from scratch, using templates, or using AI. ### **Step 3:** Set a Trigger 1. Select the **trigger** that will initiate the workflow, such as: - Form submitted. - Payment completed. 2. Select the form/s, payment source using filters. ![Step 3: Set a Trigger (image 3 of 6)](https://jumpshare.com/share/WqF375o6FyRIxKIEXikT+/GIF+Recording+2025-11-24+at+6.12.43+PM.gif) **Step 3: Set a Trigger (image 3 of 6)** This animation appears in the "Step 3: Set a Trigger" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Select the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters. Immediately after, the guide continues: Choose Course Grant Offer as the action. Select the course or membership product you want to grant access to. - What to choose: Select the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters. - Controls: trigger - Next: Choose Course Grant Offer as the action. Select the course or membership product you want to grant access to. Full procedure: 1. Select the trigger that will initiate the workflow, such as: 2. Select the form/s, payment source using filters. ### **Step 4:** Add an Action 1. Choose **Course** **Grant** **Offer** as the action. 2. Select the **course or membership product** you want to grant access to. ![Step 4: Add an Action (image 4 of 6)](https://jumpshare.com/share/liNEHINTkegpJTxR9IhQ+/GIF+Recording+2025-11-24+at+6.16.57+PM.gif) **Step 4: Add an Action (image 4 of 6)** This animation appears in the "Step 4: Add an Action" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Choose Course Grant Offer as the action. Select the course or membership product you want to grant access to. Immediately after, the guide continues: Run a test to ensure the workflow operates as expected. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. Once tested, toggle the workflow to Publish and then Save the…. - What to choose: Choose Course Grant Offer as the action. Select the course or membership product you want to grant access to. - Controls: Course, Grant, Offer, course or membership product - Next: Run a test to ensure the workflow operates as expected. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. Once tested, toggle the workflow to Publish and then Save the workflow. Full procedure: 1. Choose Course Grant Offer as the action. 2. Select the course or membership product you want to grant access to. ### **Step 5:** Test  & Publish Workflow 1. Run a **test** to ensure the workflow operates as expected. 2. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. ![Step 2 of 3: Verify that the membership access is granted correctly and any…](https://jumpshare.com/share/TLfUb9zhdSvuoADyq8Ur+/Screen+Shot+2025-11-24+at+6.19.35+PM.png) **Step 2 of 3: Verify that the membership access is granted correctly and any…** This screenshot accompanies step 2 of 3 in the "Step 5: Test & Publish Workflow" section of "How to Grant Access to Membership Courses Using Workflows". At this point in the walkthrough you verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. The next step is to once tested, toggle the workflow to Publish and then Save the workflow. - What this covers: Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. - Controls: test, Publish, Save - Next: Once tested, toggle the workflow to Publish and then Save the workflow. Full procedure: 1. Run a test to ensure the workflow operates as expected. 2. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. <- this image 3. Once tested, toggle the workflow to Publish and then Save the workflow. 3. Once tested, toggle the workflow to **Publish** and then **Save** the workflow. ![Step 5: Test & Publish Workflow (image 6 of 6)](https://jumpshare.com/share/Zw7lJxsMhqdtryUxd7n7+/Screen+Shot+2025-11-24+at+6.21.06+PM.png) **Step 5: Test & Publish Workflow (image 6 of 6)** This screenshot appears in the "Step 5: Test & Publish Workflow" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Run a test to ensure the workflow operates as expected. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. Once tested, toggle the workflow to Publish and then Save the workflow. Immediately after, the guide continues: Q: Why isn’t my Welcome Email from Membership settings being sent? - What to choose: Run a test to ensure the workflow operates as expected. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. Once tested, toggle the workflow to Publish and then Save the workflow. - Controls: test, Publish, Save - Next: Q: Why isn’t my Welcome Email from Membership settings being sent? Full procedure: 1. Run a test to ensure the workflow operates as expected. 2. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. 3. Once tested, toggle the workflow to Publish and then Save the workflow. --- ## **Frequently Asked Questions** **Q: Why isn’t my Welcome Email from Membership settings being sent?** This usually happens when you've also **created a Welcome Email in your Workflow**. If you program a Welcome Email in a Workflow, the system **automatically disables the option to send the default Welcome Email** from Membership settings. As a result, **no Welcome Email is sent at all**, unless your Workflow explicitly includes an email step for it. Only **use one method** to send your Welcome Email—either: 1. Enable it in **Membership** Settings, OR 2. Program it in a **Workflow** with an Email step. **Q: Can I set up multiple workflows for different membership courses?** Yes, you can create separate workflows for each course to customize triggers and actions based on specific needs. **Q: What happens if a payment fails?** You can configure workflows to handle failed payments by notifying the user and pausing their access until payment is resolved. **Q: Can I combine workflows with email campaigns for membership?** Absolutely! Use workflows to trigger personalized email campaigns, such as welcome emails or course completion reminders. **Q: How do I track users who gained access through workflows?** GHL Customer Care provides tracking and reporting tools to monitor user actions and workflow performance. --- ## **Related Article** - [Getting Started - Launch a Course](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-launch-a-course) [ ](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/understanding-courses-dashboard) - [Understanding Courses Dashboard](https://docs.ghlcustomercare.com/docs/memberships-and-communities/membership-courses-sites/understanding-courses-dashboard) - [Paid Courses inside Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/paid-courses-inside-communities) - [Advanced Course Unlock Options in Communities](https://docs.ghlcustomercare.com/docs/memberships-and-communities/communities/advanced-course-unlock-options-in-communities) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com