Automations
๐Ÿ”‘ Clients4.3GHL

New Course Sales

Validates a course purchase, then tags the buyer, grants course access, notifies the team, and sends a welcome email and SMS.

1 trigger 9 steps 2 branches Intermediate
What it does

When a course purchase is completed, this automation checks the workflow trigger to confirm it's a valid new course sale. Confirmed purchases are tagged with the course name, engagement score is updated, a Slack notification fires to alert the internal team, an internal notification is logged, Facebook community access is granted, course content access is provisioned, and then a welcome email and SMS sequence launches โ€” with a 7-day wait before the next follow-up step. Unrecognised triggers exit cleanly without firing the sequence.

The value

Course buyers need three things immediately after purchase โ€” confirmation they made the right decision, access to what they paid for, and a clear next step. This automation delivers all three within minutes of payment. The internal Slack notification means the team knows about every new course sale in real time. The Facebook community access grant means the buyer is welcomed into the community instantly, increasing early engagement and reducing buyer's remorse. All of it happens automatically, regardless of the time of day or who's online.

Where it fits

This sits at the intersection of sales and client delivery for the education or course arm of the business. For any client running online courses, memberships, or training programs, this automation is the activation engine that turns a transaction into an experience. Fast access, warm welcome, and community integration in the first few minutes sets the tone for the entire learning journey โ€” and dramatically improves completion rates and client satisfaction.

Overall purpose

Automatically onboard new course customers by tagging the contact, increasing engagement, notifying the internal team, granting course access, and delivering a welcome email and SMS immediately after purchase.

The build โ€” trigger โ†’ steps โ†’ branches

Triggerentry point

Course Product Order Submission

Course Product Order Submission

Contact submits an order for the configured course product.
If / Elsesplits into 2

What Is The Trigger?

New Course Sale9 steps
  1. Add Contact Tag

    Action

    Add Contact Tag ยท customer

    Recommended: Replace with a course-specific tag if desired.

  2. Increase Contact Engagement Score

    Action

    Modify Contact Engagement ยท +5 Points

  3. Internal Slack Notification

    Notify

    Slack Notification

    Notify the team of a new course purchase.; Slack integration is currently a placeholder and requires configuration.

  4. Internal Notification

    Notify

    Internal Notification ยท Title: New Course Sale

    Includes Customer Name and Purchase Amount.; Notify all internal users of the new course sale.

  5. Facebook Conversion API Event

    Action

    Facebook Conversion API ยท Event: Course Purchase

    Record the purchase with Meta (Facebook) Conversions API.; Pixel, Access Token, Event Value, and other settings are currently placeholders.

  6. Grant Course Access

    Action

    Grant Course Access

    Automatically enrol the customer into the purchased course.; Grant access to the membership area.

  7. Welcome Email

    Email

    Subject: ๐ŸŽ‰ Welcome to [Course Name]!

    Welcome the customer.; Provide login instructions.; Share the course access link.; Explain next steps.; Provide support contact details.

  8. Welcome SMS

    SMS

    Send SMS

    Confirm course access.; Provide the login link.; Offer support information.; Reinforce the welcome message.

  9. Wait โ€” 1 Day

    Wait

    Time-Based Wait ยท 1 Day

None0 steps

No actions configured.

No actions

coursesalesonboardingmembershipwelcomeemail