Infinity3 Help Centre

Use a course offer to give the right learners access to your training.

Before you start

Prepare your course and decide whether access is free, paid or included in another service. Check the learner’s contact details, particularly their email address.

Create an offer

1. Open Memberships → Courses → Offers.
2. Select Create Offer.
3. Name the offer and select the course or courses it includes.
4. Configure the available pricing and access settings.
5. Save, review and publish the offer.

For a paid checkout, check that the selling product is linked to the intended published membership offer. A payment alone does not grant course access if that connection is missing.

Grant access through a workflow

1. Open Automation → Workflows.
2. Create or edit a workflow with an appropriate enrolment trigger.
3. Add Course Grant Offer and select your existing offer.
4. Add an email step with the appropriate learner access instructions or portal link.
5. Test with a test contact before publishing the workflow.

For paid access, use a trigger and conditions that confirm the qualifying purchase.

Things to know

• The grant action requires an offer that already exists.
• Granting access does not automatically send login instructions through that action.
• Repeated workflow runs can repeat follow-up emails, so check enrolment conditions.

If access is not granted, contact Infinity3 with the offer name and test contact details.