After you have created your course in Thrive Apprentice and you have set up the "SendOwl Settings" as well, you will have the possibility to determine who will have access to your course.
This means that you can set up a restriction for the course and make it available only if the visitors of your website are logged in and have already bought one of your SendOwl products, or if he/she will buy one now.
In order to do this, you will have to add a SendOwl access rule to your course while setting up the general "Access Restrictions" for it as well as, following these steps:
Setting up Access Restrictions
First, you will need to access the course that you have created, by clicking on it, in your Thrive Apprentice dashboard:
Then, after you have accessed the course, click on the “Access Restrictions” tab from the course page:
When the tab opens, activate the “Restrict access” option:
A drop-down will open where you can set up the restrictions:
Access Rules - SendOwl protection options
The first thing you will have to set up is the Access Rule for SendOwl. Click on the "Add Rule" option from the "Access Rules" section:
This will open a section with the access rule options you can set for your course. By default, the "WordPress Role" option will be available here. Besides this one, the rules you can set depend on what connections/plugins are activated on your website.
In our case, you will have to look either for the "SendOwl Product" or the "SendOwl Bundle" option, depending on what you want to protect your course with.
If you want to protect the course with a SendOwl product, then click on that option; if you want to protect it with a SendOwl bundle, then click on that option:
Note: In this example, we will go with the "SendOwl Product", but please note that the process is the same for the "SendOwl Bundle" option as well.
Once you have selected the access rule option ("SendOwl Product" in this case), a drop-down will appear with the SendOwl products that you have set up. Here you can determine what products a visitor needs to have (meaning he/she bought them previously) in order to be able to access the course.
This section contains every product that you have added to your SendOwl account. In order to select the products, check the box next to their name:
After you have selected the products, click on the "Add Rule" button, to add the SendOwl part of the restrictions for the course:
Note: It might happen that the products/bundles that you have created do not appear here. In such cases, you will have to refresh the products/bundles list.
You can do that by clicking on the "Settings" from the upper right part of the page to open its drop-down. Then choose "SendOwl" from the drop-down:
From there, click on the "Get Purchase Links" button from the "Purchase Links" section:
Then, choose either the Product or the Bundle option, based on what you need to refresh the list for and once you have selected it, click on the "Refresh Products List" or the "Refresh Bundles List" button:
After you have done this, your products/bundles will appear when you try to set up the SendOwl Access Rule. Thus, you can go back to the "Access Restrictions" and continue with selecting the product/bundle you want to protect the course with.
Once the access rule is added, you can continue with setting up the general restrictions for the course. These are the exclusions, the “Message for users that do not have access” and the "Restriction label".
In this section, below the "Access Rules", you have the possibility to select a number of lessons that will be excluded from the restrictions you set up for this course. This way you can offer the first lesson(s) to visitors who have not purchased the products/bundles that are needed for accessing the course.
All you have to do is use the up/down arrows to select the number of lessons you wish to offer without restrictions:
This is optional, so if you do not wish to exclude any lessons, then simply leave the number of excluded lessons on 0. This way, your whole course will be protected and people will need to buy the SendOwl product you have selected to be able to access the course.
The next section consists of the “Message for users that do not have access” field. Here you can set up an informative message for the visitors who will try to access the course, or parts of the course, that are not available to them.
This field is completed by default with a standard message. However, you can easily delete this (just select it and delete it) and fill in the custom message that you want to display instead:
While setting up this message, you should also include a call-to-action (something like: “Buy this course now!”) in it and link it using the linking option from the text formatting & styling options above the box.
In order to do this, select the text you want linked and click on the linking option (chain icon). Then, in the drop-down that opened, you can paste the URL where you want to redirect the users, who will click on the linked text (call to action):
This URL should be one of the purchase links that you have set up for one of your products. If you need more details on how to create the purchase links, please read this article.
Furthermore, you can also use the text formatting and styling options to make your message suitable for your goals.
In the “Restriction Label” field, you can set up restriction labels that will be displayed on the index of the courses with restrictions.
The “Only for Logged-In Users” label is added by default here, but if you want to add other labels as well, click on the down arrow next to the default label’s name:
In the drop-down that appeared, you can write the name of the new label in the “Add Label field”. After that, click on the color circle next to it. This will open a color picker where you can select the preferred color for this new label and click on “Apply”:
Once you have done these, click on the “Add Label” button and the label will be added, so you can select it from the “Restriction Label” drop-down anytime.
The restriction label will be displayed for your course, on the course index page of your website, like this:
After you have set up the restrictions, you will need to click on the “Save” button, from the bottom left side of the "Access Restrictions" tab, to save them:
The final step is to publish the course and all of its content (if you have not done this already), in order to make it visible on the course page of your website.
Once you have set up all the restrictions, you can check how the course will be displayed for the logged-in visitors of your website, as well as the ones who are not logged in.
Note: Please make sure that not only the content of your course but the course itself is also published.
In order to see how the course will be displayed for logged-in users, simply click on the “Preview Course” option from the upper right part of the page.
This will open the course in a new tab, in the same browser, where you are logged in as the admin of the website.
Here is an example of it:
Users who are not logged in:
In order to see how the course is displayed for people who are not logged in, open the page, where the course can be found, in an incognito window or in another browser, where you are not logged in.
When a visitor who is not logged-in will try to access the restricted parts of the course, he/she will be presented with a few options, based on the restrictions that you have set up.
Naturally, they will see the message that you have set up to inform them about the restriction:
If they have previously purchased the necessary products, then, once they log in, using the login form that appeared under the message, they will have access to the entire course.
When the visitors who have not bought the product, will try to access the restricted parts of the course, they will have to click on the linked call-to-action part of the message:
This linked call-to-action will redirect them to the Registration page that you have set up in your “SendOwl Settings”.
On this page, they will be prompted to either log in or register and once they do this, they will be sent to complete the payment process.
After the payment process is finalized, the visitors will be redirected to the beginning of the course or the static confirmation page, depending on your Thank You Page Settings, and they will get full access to the course.
Note: Please keep in mind, that in some cases it might happen, that the IPN (Instant Payment Notification) is delayed, so the visitor who bought the course will not have instant access to the course.
Nevertheless, in about 5 minutes, this issue should disappear and the access will be granted to the visitor/buyer.
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