How to grant access to a course automatically after opt-in on a form

In this article, you will learn how to automate the process of giving a contact access to a course when they register using your capture form.

What you'll need:

To automatically give access to a course after a form opt-in, follow these steps:

In the funnel editor, click on the page which contains the form, and then click on "Edit page". (number 1 in the image)

Click on the form's button to display its settings in the panel on the left. For the "Action when button clicked" field, select "Submit form", and choose to redirect them to the page of your choice. (number 2 in the image)

Close the editor and open the "Automation rules" tab on the same page. Click the "Add rule" button. (number 3 in the image)

Select as action "Enroll in course", then choose the type of access you wish to grant to your students.

It is imperative not to forget to save the automation rule by clicking on "Save rule". (number 4 in the image)

Updated on: 10/06/2025

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