Who This Is For / When to Use
This article is for Kyrios users selling courses or memberships through funnels who want purchases to automatically grant access and send the correct emails.
Use this setup when a customer completes a checkout and should immediately receive course access and login information.
How Course and Funnel Connections Work
Courses are connected to funnel checkouts through Offers and Workflows.
The workflow listens for a checkout event, grants the correct offer, and sends emails or notifications as needed. This approach ensures:
Automatic course access after purchase
Correct handling of new vs. existing members
Full control over welcome and login emails
Courses and offers must be published before they can be used in workflows.
Part 1: Create and Publish an Offer
An offer links a product or course to a membership.
Steps
Go to Memberships → Products → Offers.
Click Create Offer.
Select the course or product to include.
Save and Publish the offer.
Important:
Courses must be published before they appear in offers.
Offers must be published to appear in workflow dropdowns.
Part 2: Choose How Membership Emails Are Sent
There are two supported methods for sending membership emails after checkout.
Option 1: Use Membership Default Emails (No Workflow Emails)
This option uses system-generated membership emails.
Steps
Go to Payments → Products.
Open the product used in the funnel.
Click Pricing and select the price.
Open Additional options.
Toggle Membership Offer ON.
Select the published offer.
Save changes.
Required: Remove and re-add the product to the funnel order form.
Option 2: Use a Workflow for Full Control (Recommended)
This option provides full customization and is recommended for advanced setups.
Part 3: Grant Course Access Using a Workflow
The workflow grants access after checkout.
Steps
Go to Automation → Workflows.
Click Create Workflow → Start from Scratch.
Add the Order Form Submission trigger.
Add filters for:
Funnel or website
Page
Submission type (Sale)
Save the trigger.
Add the Grant Offer Action
Click the + icon under the trigger.
Select Course Grant Offer.
Choose the published offer.
Save the action.
Part 4: Send Membership Login Emails Using a Workflow
Use a separate workflow to send login credentials for new signups.
Step 1: Add the New Signup Trigger
Create a new workflow.
Add the New Signup trigger from the Courses category.
Save the trigger.
Step 2: Add a Wait Step
Add a short delay before sending emails.
Use a 1–3 minute wait.
This allows the system to determine if the contact is new or existing.
Step 3: Add the Email Action
Add an Email action.
Build the email using custom values.
Include:
Contact First Name
Contact Email
Membership Login URL (Magic Link)
To insert the login link:
Click the Custom Values icon.
Select Course → New Signup → Login URL (Magic Link).
Part 5: Save and Publish
All workflows must be published to run.
Steps
Save each action.
Toggle the workflow to Publish.
Test using a real checkout and test email address.
Best Practices
Use workflows instead of system emails for advanced control
Separate access-granting and email workflows
Use temporary tags to detect new vs. existing members
Always test with a real checkout flow
Re-add products to funnels after pricing changes
Common Issues and Fixes
Offer Not Appearing in Workflow
Cause: Offer is not published.
Fix: Publish the offer and refresh the workflow.
Member Receives New Signup Email Twice
Cause: No differentiation between new and existing members.
Fix: Use wait steps and temporary tags.
Login Link Missing
Cause: Incorrect custom value used.
Fix: Use the New Signup Login URL magic link.