Before You Dive In
This article is one step from our Master Help Guide: All About Courses. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Customise our course signup workflow template
Tag or email your contacts after they sign up to a course
Important Note: If you're selling your course via a sales page/funnel, please follow the Sales Funnel Master Guide instead. This step is ONLY for using Ivorey's pre-populated "Course Offer Checkouts"
Setup Your Course Signup Workflow (Template Provided)
After you’ve created your course offer and checkout, the last step is to set up a workflow. This tells Ivorey™ what to do whenever someone signs up - whether your course is free or paid. The workflow will automatically tag contacts, send notifications, and send any additional emails you like - so everything runs smoothly behind the scenes.
Click here for the written steps
Click here for the written steps
To customise and use our course signup workflow template, from the main menu, go to Automation > [Workflows]
Locate the Bonus Workflow folder and then the "Course Offer Signup Workflow Template"
Duplicate it, open the copy, and re-name it according to your particular course.
Edit the Trigger:
Confirm the trigger is New Signup.
Add a Filter > Offer and select the correct course offer.
Create a unique workflow for each course.
Add a Tag:
Use a clear format like Purchased – [Course Name] or Signed Up – [Course Name].
This makes it easy to segment and track contacts later.
Customise the Internal Notification:
This is an optional step to notify you/your team by email or in-app when someone signs up.
Choose specific team members ,or have it go to all.
Customise the placeholder text and message.
(Optional) Add a Welcome Email:
Insert a pre-written email template from your account, or write a short congratulatory message.
If not needed, delete this step. Remember the login details get sent automatically from a different area of Ivorey™ (Courses > Settings > Email Settings)
Toggle your workflow to [Publish Mode] and click [Save]
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Courses to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Still Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍