Who This Is For / When to Use
Use Magic Links when you want to send members direct, password-free access to courses, communities, or other membership content via email, SMS, workflows, or conversations.
What Are Magic Links
Magic Links are secure, user-specific login URLs that automatically authenticate a contact or user and open the membership area or a specific section.
Magic Links:
Must be sent through the system (email, SMS, workflows, or conversations)
Use custom values such as
{{contact.email}}Only work if the contact already has access to an offer
Where to Find Membership Magic Links
Go to Memberships.
Select Courses.
Open Settings.
Click Site Details.
Configure Site Details for Magic Links
Fill in the required site information so Magic Links generate correctly:
Title
Subdomain
Support Email
Support Phone Number
Click Save, then refresh the page to ensure Magic Links update.
User Link vs Learner Link
Two Magic Links are available under Site Details:
User Link
Logs in users who belong to the account (staff)
Intended for internal access
Learner Link
Logs in contacts who are members
Used for sending access to courses and memberships
Auto-login works only if the contact has been granted access to an offer.
Sharing a Non-Auto-Login Link
If you want to share the membership URL without auto-login:
Copy the Magic Link.
Remove everything starting from the
?symbol.Share the base URL only.
This opens the membership area but requires manual login.
Use Magic Links in Emails and Text
Magic Links can be added as:
Text hyperlinks
Buttons
Workflow messages
Add a Magic Link as Text
Paste the Magic Link into the URL field when inserting a hyperlink.
Add a Magic Link to a Button
Paste the Magic Link into the button URL field.
Use Magic Links in Workflows
Magic Links can be automated using workflows.
Use a trigger such as Offer Access Granted.
Add an action like Email or SMS.
Insert the Login URL (Magic Link) custom value into the message.
Generate Section-Specific Magic Links
You can generate Magic Links that open specific areas like:
Courses
Communities
Affiliates
Navigate to Memberships > Client Portal > Dashboard, then click Generate Magic Link and select the destination.
Common Use Cases
Password-free login for members
New member onboarding
Course access reminders
Promotional or time-sensitive access
Multi-device access without password resets
Common Issues and Fixes
Magic Link does not auto-login
Confirm the contact has access to an offer and the link was sent through the system.
Member reports link expired
Generate and resend a new Magic Link.
User redirected but sees no content
Verify the correct offer is assigned to the contact.