Trigger Automations With the Signup Feature on the Client Portal
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Brant Pearson
It would be nice to be able to Trigger/grant access to an Offer when the Contact is created using the Signup feature on the Client Portal.
I've tried every Workflow Trigger associated with Memberships, BUT none of them can grant/trigger access to our course via the Signup feature on the Client Portal.
It seems logical that we could use a Sign-up Trigger on the Client Portal to grant access to :
- Memberships (course)
- Affiliate program
- Community
Right now, if a contact uses the sign-up feature on the Client Portal and hasn't been granted access to a course, affiliate program or community in some other way, they end up in an empty space with empty screens.
Right now, this Signup feature doesn't really allow you to sign-up for anything 😉
We want to use the Signup feature on the CP to grant access to our courses either without emailing users credentials or to trigger automation that sends them the credentials.
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D
Don Bishop
We need this!
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Daniel Doherty
100% agreed. it even offers them an OTP to login. They login. Nothing. It doesn't make any sense to do this and then not to have a trigger to automate it. When someone fills in a form to GHL - they go straight in. No need to automate that. This thing, they go in. But nothing to indicate how they signed up.