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
After you’ve created your course offer and checkout, the last step is to set up a workflow. This tells Ivorey
what to do when 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.
To customise and use our course signup workflow template, from the main menu, go to Workflows > locate the "Bonus Workflow Templates" folder > and locate the "Course Offer Signup: Product Name" workflow template
Click the three dots (⁝) to the right of the template > click [Duplicate Workflow]
Open the copy, and re-name it at the top according to your particular course
Edit the Trigger:
Confirm the trigger is New Signup
Add a Filter > Offer and select the correct course offer
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
(Optional) If you'd like to also grant access to a Community:
Add a new step before Internal Notification > set the action step to [Grant Group Access] > and select your specific community group under 'Groups' (make sure you've already created your Community Group)
Add a tag like Added - [Community Name] or Joined - [Community Name]
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 under User Type, 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] at the top right of your screen > and click [Save]
Repeat the above steps for each course
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
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 
