---
title: "course signup workflows for offer checkouts"
description: "Learn all about building workflows for course offer checkouts, and access our step-by-step instructions, FAQs, and everything you need to know!"
url: https://help.ivorey.io/en/articles/12157412-course-signup-workflows-for-offer-checkouts
collection: "courses"
updated: 2026-11-04
language: en
---

# course signup workflows for offer checkouts

Learn all about building workflows for course offer checkouts, and access our step-by-step instructions, FAQs, and everything you need to know!

## before you dive in

This article is one step from our [Master Help Guide: All About Courses.](https://cqcighsbi.gleap.help/en/articles/10055762-all-about-courses-a-master-help-guide) We recommend starting with 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
    

> **Warning:** If you're selling your course via a sales page/funnel, please follow the [Sales Funnel Master Guide](https://cqcighsbi.gleap.help/en/articles/11131278-all-about-sales-funnels-a-master-help-guide) instead. This step is ONLY for using ivorey's pre-populated "Course Offer Checkouts".

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## set up 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 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.

click here for the written steps

1.  To customise and use our course signup workflow template, from the main ivorey menu, go to **Automations** > **Workflows** > open the **\[Workflow Templates\]** folder > and open the **\[Courses\]** folder
    
2.  Click the three dots **\[⋮\]** to the right of the **Course Offer Signup: Product Name** template > and click **\[Duplicate Workflow\]**​
    
3.  Open the copy, and re-name it at the top according to your particular course​
    
4.  Edit the **Trigger**:
    
    1.  Confirm the trigger is **New Signup**
        
    2.  Add a **Filter > Offer** and select the correct course offer​
        
5.  Add a **Tag**:
    
    1.  Use a clear format like “Purchased – \[Course Name\]” or “Signed Up – \[Course Name\]”
        
    2.  This makes it easy to segment and track contacts later​
        
6.  (Optional) If you'd like to also grant access to a **Community**:
    
    1.  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](https://cqcighsbi.gleap.help/en/articles/12093477-create-and-brand-a-community))
        
    2.  Add a tag like “Added - \[Community Name\]” or “Joined - \[Community Name\]​”
        
7.  Customise the **Internal Notification**:
    
    1.  This is an optional step to notify you/your team by email or in-app when someone signs up
        
    2.  Choose specific team members under User Type, or have it go to all
        
    3.  Customise the placeholder text and message​
        
8.  (Optional) Add a **Welcome Email**:
    
    1.  Insert a pre-written email template from your account, or write a short congratulatory message
        
    2.  If not needed, delete this step. Remember the login details get sent automatically from a different area of ivorey (**Portals** > **Client Portal** > **Client Portal Settings** > **Email Settings** > **\[Courses\]** tab) ​
        
9.  Toggle your workflow to **\[Publish\]** at the top right of your screen > and click **\[Save\]**
    
10.  Repeat the above steps for each course
     

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## next steps

> **Success:** If you’ve completed the steps above, head back to the [Master Help Guide on Courses](https://cqcighsbi.gleap.help/en/articles/10055762-all-about-courses-a-master-help-guide) 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.

* * *

## need help?

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](https://ivorey.io/services) 🤍

## Related

- [all about courses: a master help guide](https://help.ivorey.io/en/articles/10055762-all-about-courses-a-master-help-guide.md)
- [create a course](https://help.ivorey.io/en/articles/12050212-create-a-course.md)
- [customise your course branding](https://help.ivorey.io/en/articles/13631428-customise-your-course-branding.md)
- [automated course login and notification emails](https://help.ivorey.io/en/articles/12050530-automated-course-login-and-notification-emails.md)
- [customise a course offer checkout](https://help.ivorey.io/en/articles/12157355-customise-a-course-offer-checkout.md)