Who This Is For / When to Use
Course creators and membership-based businesses.
Accounts that need to remove access when a subscription expires, a tag changes, or a condition is no longer met.
Use cases where course access must be tightly controlled and updated automatically.
What the Course Revoke Offer Action Does
The Course Revoke Offer action removes a contact’s access to a specific course or membership offer.
After this action runs:
The contact immediately loses access to the selected course product.
The contact record and history remain unchanged.
Other course offers are not affected unless additional revoke actions are added.
This action only revokes access. It does not delete the contact or the course product.
How to Add the Course Revoke Offer Action
Step 1: Create or Edit a Workflow
Go to Automations > Workflows.
Click Create Workflow or open an existing workflow.
Step 2: Add a Workflow Trigger (Optional)
Click Add New Trigger.
Select any trigger that should control when course access is revoked.
Triggers are optional. This action can also be used in workflows entered from other automations.
Step 3: Add the Course Revoke Offer Action
Click the + icon below the trigger or workflow step.
Select Course Revoke Offer from the Actions list or use the search bar.
Step 4: Configure the Action
(Optional) Edit the Action Name to change how it appears in the workflow builder.
In Offer, select the course or membership offer to revoke.
Step 5: Save the Action
Click Save Action to apply the configuration.
Step 6: Save, Test, and Publish the Workflow
Click Save in the top-right corner.
Use Test Workflow to confirm correct behavior.
Toggle the workflow from Draft to Publish when ready.
Example Use Case: Expired Course Access
Scenario
A contact’s subscription expires and their access to a premium course must be removed immediately.
Workflow Setup
Trigger: Contact tag added =
expiredAction: Course Revoke Offer
Selected Offer: Advanced Marketing Strategies
Follow-up Action: Send email notification
Result
When the expired tag is applied, the contact’s access to the course is revoked and a confirmation email is sent.
Common Issues and Fixes
Course Access Is Not Revoked
Confirm the correct course offer is selected.
Verify the contact actually entered the workflow.
Ensure the workflow is published.
Contact Still Sees Course Content
Check for other active offers that grant access to the same course.
Review execution logs to confirm the revoke action ran successfully.
FAQ
What does the Course Revoke Offer workflow action do?
It removes a contact’s access to a selected course or membership offer when the workflow action runs.
Do I need to publish the workflow for this to work?
Yes. Workflows in draft mode do not execute actions.
Can I revoke multiple courses in one workflow?
Yes. Add multiple Course Revoke Offer actions, one for each course or offer.
Can I edit the revoke action after it is created?
Yes. You can update the selected offer or the action name at any time by editing the workflow.
Should I revoke access before deleting a course product?
Yes. Revoking access first ensures the contact’s permissions are correctly updated and prevents lingering access.