Video Summary
In this tutorial, I show you how to properly grant access to a course offer when selling through a funnel in HighLevel. This method eliminates the need for automation (though automation is still optional for tagging and follow-up). I walk through the offer creation, product pricing configuration, the buried membership access toggle, and how it all connects to your funnel checkout page.
By the end of the tutorial, you’ll understand:
- Why simply selling an offer doesn’t automatically grant access
- Where to find the hidden toggle in the product pricing settings
- How to connect a product to an offer for instant course access
- How to optionally use automation for tagging or onboarding
- The difference between order-based and access-based automation triggers
Tools Used:
- HighLevel – Get a 30-Day Free Trial
Key Takeaways 🚀:
💡 Turn On the Hidden Toggle: Access to the course offer is not granted just by selling the product. You must enable the “Membership Offer” toggle under the specific product price settings and select the appropriate offer.
💡 Funnels Rely on the Product Settings: Funnel checkouts only pass the product purchase—without the toggle enabled, no access is granted.
💡 Automations Are Optional: With the toggle enabled, access is automatic. Use automations if you want to tag users, send emails, or kick off an onboarding sequence.
💡 Flexible Triggers: Choose between automations triggered by an order submission or access being granted—each has its own use cases.
💡 Upsell Products Need the Toggle Too: If you’re selling an offer via an upsell step, make sure the upsell product also has the membership offer toggle turned on, or access won’t be granted.
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