How to Grant Course Access With Workflows in Sparkforge

Workflows enroll members into Sparkforge courses without manual touches. Define a trigger, add the Course Grant Offer action, and access is given the moment the condition fires.

Why use workflows for course access

• Scale: No manual enrollment, no missed signups.
• Speed: Members get access the moment payment or signup completes.
• Fewer errors: No risk of forgetting to enroll someone or assigning the wrong offer.
• Flexible triggers: Form submitted, payment completed, tag added, and more.

Build the workflow

Step 1: Open Workflows

1. Sign in to your sub-account.
2. Go to Automation > Workflows.

Step 2: Create a workflow

1. Click + Create Workflow.
2. Start from scratch, a template, or AI.

Step 3: Add a trigger

1. Pick a trigger such as Form Submitted or Payment Completed.
2. Filter to the specific form or payment source.

Step 4: Add the action

1. Add the Course Grant Offer action.
2. Pick the course or membership offer to grant.

Step 5: Test and publish

1. Run a test and confirm access is granted and any follow-up emails fire.
2. Toggle the workflow to Publish, then Save.

Welcome email gotcha

If a workflow includes a Welcome Email step, the system disables the default Welcome Email from Membership Settings. Pick one method only: enable it in Membership Settings, or program it inside the workflow. Don't do both.