A short YouTube tutorial (presented by Matt of CF Pro Tools) explaining how to enroll a customer into a ClickFunnels 2.0 course by creating/assigning a workflow that triggers on opt-in or purchase and enrolls the user (including submodules) into the selected course. The video covers prerequisite checks, selecting the workflow, setting the trigger (opt-in or purchase), updating the funnel step, and verifying enrollment via the customer center. The clip includes a closing CTA linking to CF Kickstart 2.0.
Questions this video answers
Matt (CF Pro Tools)
April 26, 2024
Jaime Smith
Chapters
Hey, it's Matt with CF Pro Tools. In this video we're going to look at how to enroll somebody into a course that you've created in click funnels 2.0. So the first thing you want to do, make sure that you have a course created. Of course, I'm not going to go through that here in this video, but make sure you go into your marketing tab there. Make sure that you have some workflows created. Make sure that you have one. I've got one created here called Access a Course. Go into that workflow, make sure that you have an actual workflow so that it triggers upon somebody opting in or purchasing a product. Those are the triggers you want to use. And then make sure that they're enrolled into whatever it is that's the action. Make sure that you're enrolling them into said course. Maybe if it's in this case, CF Kickstart. I've got different Kickstart, CF Pro Tools, different courses here. And then once you've checked off what it is that you want to check off, you make sure that you've checked off everything inside to make sure that all of the sub modules are also selected. Update the step and then go back to your funnel. In this case, we want to go over here to the Kickstart 2.0 funnel and we're actually going to go to the opt in and then we're going to make sure that a workflow has been assigned to this. We're going to click this little lightning bolt over here. Now you remember we were using Access a Course. We're going to select that workflow and we're going to say the events you choose will trigger the following workflow. We've already done that. So what we want to do is set this trigger to opting in and attach the workflow. We'll come down here, double check that this does what it's supposed to do. Everything's all set with the correct courses and then we're going to update that step. Bam. We're all good to go here. Now when somebody goes to that first page in the funnel, they opt in. They will now be loaded into that course. They can now go to the customer center and and find and access the course that they've now purchased or opted in to be a part of. Okay, hopefully that helps. I hope you guys have enjoyed this content. If you guys would like to get a hold of CF Kickstarter 2.0, I'll leave a link down in the description that you can go to to opt in and become a part of CF Kickstart 2.0. And then if you guys want to get to know more about Click Funnels, click Funnels 2.0. That little program will show you exactly how to use it. And see how I did that. All right, I'll see you guys in another video. Take care. Of.
