New Course Sales
Validates a course purchase, then tags the buyer, grants course access, notifies the team, and sends a welcome email and SMS.
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.
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.
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.
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
Course Product Order Submission
Course Product Order Submission
What Is The Trigger?
Add Contact Tag
ActionAdd Contact Tag ยท customer
Recommended: Replace with a course-specific tag if desired.
Increase Contact Engagement Score
ActionModify Contact Engagement ยท +5 Points
Internal Slack Notification
NotifySlack Notification
Notify the team of a new course purchase.; Slack integration is currently a placeholder and requires configuration.
Internal Notification
NotifyInternal Notification ยท Title: New Course Sale
Includes Customer Name and Purchase Amount.; Notify all internal users of the new course sale.
Facebook Conversion API Event
ActionFacebook 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.
Grant Course Access
ActionGrant Course Access
Automatically enrol the customer into the purchased course.; Grant access to the membership area.
Welcome Email
EmailSubject: ๐ Welcome to [Course Name]!
Welcome the customer.; Provide login instructions.; Share the course access link.; Explain next steps.; Provide support contact details.
Welcome SMS
SMSSend SMS
Confirm course access.; Provide the login link.; Offer support information.; Reinforce the welcome message.
Wait โ 1 Day
WaitTime-Based Wait ยท 1 Day
No actions configured.
No actions


