With Thrive Automator, there are plenty of flows that you can create in order to automate your work.

We have decided to create a series of articles in which we show specific examples of automations that can be created using our new plugin.

This article will show you how to create an automation for users that try to access a course of your online school, but do not have access to it because they have to purchase it first. What you can do, is to add them to your autoresponder, and send them a welcome e-mail with a discount code that they can use when purchasing the course.

For this walkthrough you will need to do the following:

  • publish your Thrive Apprentice course and add it to a product

  • use a checkout tool or a membership plugin for the purchasing process (I will use SendOwl)

  • create an automation in Thrive Automator

  • use an autoresponder, for sending out the discount email

Note: This automation only works for the already existing users on your website. The visitors who do not have an account will not be added to this workflow.

Here is how to achieve this:

1.Set up the Product in Thrive Apprentice

Start by setting up your course and adding it to a product:

After you do this, you will be redirected to this view where you can set up access restriction rules and other requirements:

You can use the options from here to configure who gets access to this product, as well which pages will be displayed to those visitors and users who do not have access to it.

2.Set up the 'Access requirements' in Thrive Apprentice

Make sure that that access to this product is granted only to those users who are purchasing the product through SendOwl:

We have several articles in our knowledge base that explain how you can create a SendOwl product and how to tie it to your Thrive Apprentice courses:

3.Configure the 'Access restriction rules'

Next, in the "Access restriction rules" tab, you can configure the pages that will be shown for the users who do not have the right permissions to access the product:

  • User not logged in

For the users who are not logged in you can simply use the "redirect to login & registration page" option:

Here's an article that you might find useful if you want to read more about setting up this page.

  • Not yet purchased

For those users who are already logged in but have not purchased the course, you will have to use the "Display custom content" option:


Important!

In order to start the automation, the users will have to land on the restricted content page, that shows up when you choose the "Display custom content" option:

So, when you get to this step, make sure the "Display custom content" is selected.


Just like in the case of any other page, this too can be customized:

Here's where you can include the button with the purchase link:

When clicked, the button should redirect the user to the checkout page of the service you are using to sell your course. It might be a course that needs to be purchased through a membership plugin or a checkout tool (such as MemberMouse, SendOwl, ThriveCart, etc.).

In this example I am using SendOwl, and I've generated the purchase link directly from the SendOwl tab of my Thrive Apprentice settings:

This article from our knowledge base might be useful to you if you want to learn how to generate a purchase link:

And this article will take you through a step by step process for selling your Thrive Apprentice course with SendOwl:

Additionally, what you can also do on this page is to inform the users that by clicking on the buy button, they will be automatically added to your mailing list. This way, they can check their inbox for the discount code, before proceeding to the checkout:

4.Set up the Automation in Thrive Automator

Now you can proceed with the final step, which is creating the automation. Firstly, access Thrive Automator from the Thrive Dashboard:

If you have not yet created any automations, you'll be taken to this dashboard where you can add your first automation. If you have previously created automations, you can simply proceed with adding a new one:

You'll next have to select the trigger that will set off the automation:

Open the drop-down list and select the "User tries to access a restricted course" field:

This means that the automation will be triggered when a user from your website will try to access a course for which you have configured access restrictions.

Now move to the next step and set a condition for this trigger. This means that the trigger will only fire when the condition is met. Open the drop-down list:

Select "Course title" from the list:

This condition will allow the automation to continue its flow only if the course title matches the one that you set up in this field. This way you are isolating the course that you are promoting through your sales page.

Select the product from the list, and then click on "Done":

Next, for this example, the trigger will be followed by the action of adding the user to an autoresponder. So go ahead and add a new action for your automation, like so:

You are thus creating a workflow in which the users who try to access a course to which they do not have access will be automatically added to your mailing list and get a discount code sent to them via email.

Make sure that you have a valid API connection set up in your Thrive Dashboard with the autoresponder of your choice. Here's a list of all the services that support API integration with Thrive Themes.


Note: In your autoresponder, you will have to set up the e-mail with the discount code for the purchase that will be automatically sent out once the user is added to your mailing list. The process might be different depending on the autoresponder you are using.

For this example I've used ActiveCampaing, where I've set up an automated campaign that sends an email immediately after someone subscribes:

The email contains the discount code that the students can use when purchasing the course:


Back to the automation steps, after you set the action of adding the user to an autoresponder, you will next have to choose the service that will be used. Open the drop-down list and pick the autoresponder:

The next step is choosing a mailing list to which the user will be added. To do that, open the second drop-down list and choose one:

This is all that needs to be done at this stage. The automation should look like this:

Now, the only thing left to do is to save your work and run your automation:

Also, if you haven't done this at the beginning of your automation, don't forget to rename it as it will be easier for you to find it if you are planning on creating multiple automation on your website:

And that's pretty much it!

This is how you can automatically send out a discount code to all users who try to access a restricted course protected by a checkout tool/membership plugin. Not only will they start the purchasing process, but they'll also be added to your mailing list so that you can send them other promotions and offers.

Hopefully, this tutorial was useful to you! Make sure to check out the dedicated section from our knowledge base, if you want to learn more about Thrive Automator.

Also, don't hesitate to rate this article with a smile if it was helpful to you! :)

Did this answer your question?