WEBVTT 1 00:00:00.880 --> 00:00:04.900 Hello, and welcome to how to control access to your course. 2 00:00:05.440 --> 00:00:15.120 So in this video, I'm gonna go over how to control access to the site that your course lives on and then to the course itself and the modules and lessons inside of that course. 3 00:00:15.120 --> 00:00:17.625 Right? So there's different methods we're gonna go through, 4 00:00:18.185 --> 00:00:19.085 product purchases, 5 00:00:19.545 --> 00:00:22.045 list sign ups, or via a trigger, 6 00:00:22.505 --> 00:00:23.705 or via an automation. 7 00:00:23.705 --> 00:00:28.445 So those are the four methods I'm gonna go over on how to release access to your course. 8 00:00:29.189 --> 00:00:31.189 Two things you wanna check before we do that. 9 00:00:31.189 --> 00:00:35.530 Always before you wanna give access, you wanna check the site settings and the course settings. 10 00:00:35.910 --> 00:00:38.489 So the site, you can find under content sites. 11 00:00:38.870 --> 00:00:42.730 So let's go to the site where I have my course. I'm gonna go to Megafit. 12 00:00:43.705 --> 00:00:46.345 And then you'll see the course is gonna be living under the courses tab. 13 00:00:46.345 --> 00:00:51.245 But if I go to the configure tab, here I can decide whether this site is gonna be public or not. 14 00:00:52.265 --> 00:00:58.365 Something to keep in mind here is that if your site is open to the public but your course lives on that site, 15 00:00:58.950 --> 00:01:03.530 Sometimes people have a use case for this if they want to advertise the site to nonusers. 16 00:01:04.549 --> 00:01:14.250 The problem is if this the course lives on that site and they, purchase the course and they go to the site to try to find the course, they won't be able to access it until they log in. 17 00:01:14.485 --> 00:01:18.905 So even though the site is open, they will still have to log in to access, and sometimes 18 00:01:19.604 --> 00:01:21.865 that can be a little bit confusing of a user experience. 19 00:01:22.005 --> 00:01:25.465 So we usually recommend keeping the course on a closed site. 20 00:01:26.005 --> 00:01:26.645 That way, 21 00:01:27.045 --> 00:01:36.480 when they go to the site after they purchase, they will have to log in no matter what, and then they'll be able to get access to the course depending on where you put it in the site, in the navigation menu or link on the page, etcetera. 22 00:01:37.580 --> 00:01:39.500 Okay. So that's the first thing. 23 00:01:40.140 --> 00:01:48.035 And then if you make this public or you don't, regardless, whether it's open or closed, you'll still need to give access to the site. 24 00:01:48.035 --> 00:01:51.175 You'll need the system to send login information because, again, 25 00:01:51.635 --> 00:01:55.975 if it's open or not, they have to log in for the system to know that they have access. 26 00:01:56.515 --> 00:01:59.475 And then I will show you how to do that. So that's just a reminder here. 27 00:01:59.475 --> 00:02:03.520 So you make the changes here, make it public or not depending on what you prefer, and save changes. 28 00:02:04.220 --> 00:02:06.640 The other place to go is your course settings. 29 00:02:06.700 --> 00:02:10.800 We wanna make sure the publish state is dripped, and I'll explain what I mean by that. 30 00:02:10.860 --> 00:02:15.555 So you're gonna go to the courses tab, and you're gonna click on the course that you're releasing access to. 31 00:02:16.034 --> 00:02:18.055 And then you're gonna click on the course settings. 32 00:02:18.194 --> 00:02:23.015 Also, a little tip is on this page, you can find the course settings here as well to make it faster. 33 00:02:24.114 --> 00:02:28.375 Okay. So in the settings here under publish state, you'll see four different options. 34 00:02:28.650 --> 00:02:29.950 Draft is super straightforward. 35 00:02:30.250 --> 00:02:38.270 Obviously, anyone who's an admin can see everything in draft mode, but people who are not administrators on your account will not see drafted content. 36 00:02:39.050 --> 00:02:42.510 Published means that anyone who has access to the site 37 00:02:43.035 --> 00:02:48.815 will have access to this published course, so regardless of what product they paid for. 38 00:02:49.355 --> 00:02:56.395 So that's tricky because you might wanna release access to a specific course based on a product that they bought, and publish state will not do that. 39 00:02:56.395 --> 00:02:59.070 That's just everyone who has access to the site gets access. 40 00:02:59.610 --> 00:03:08.190 So that's why I recommend dripped because dripped means that if the course is set to dripped, they will not be able to access it unless they have 41 00:03:08.490 --> 00:03:09.630 received access 42 00:03:09.930 --> 00:03:14.350 some sort of way through one of the methods that I'm gonna show you, one of the four methods. Right? 43 00:03:14.705 --> 00:03:19.045 So dripped is the status you wanna set it to. And then the last thing is schedule. 44 00:03:19.105 --> 00:03:21.364 That literally is just for you to basically, 45 00:03:21.825 --> 00:03:22.144 if, 46 00:03:23.105 --> 00:03:34.170 if a course is in schedule mode and you choose the date it's gonna be published on, that means the course is in draft mode up until this day and time, and then we'll automatically publish it at that time. 47 00:03:34.170 --> 00:03:36.430 But, again, it'll move to published state. 48 00:03:36.810 --> 00:03:38.969 So that's just what schedule mean means. 49 00:03:38.969 --> 00:03:42.109 So you wanna keep it on dripped and save your changes at the bottom. 50 00:03:42.465 --> 00:03:51.205 And really quickly, I'm not not gonna go into too much depth here, but the content inside the course, you can release access to all at once by just making sure it's all published. 51 00:03:51.345 --> 00:03:56.760 Again, they just have to get access to the course first, and then they'll be able to access everything inside of it that way. 52 00:03:57.080 --> 00:04:08.060 If you're wanting to drip out access to each module, you can, change the modules to drift so they get access to the course, and then you can drip them out by number of days after they get access, 53 00:04:08.920 --> 00:04:14.495 or via an automation that fires after they get access and gives them access to each module, and you'll have to set that up. 54 00:04:14.495 --> 00:04:24.914 I'm not gonna go into depth too much depth there, but that is possible as well, and we have other videos talking about how to drip out access to your course modules and lessons that you can watch as well. 55 00:04:25.900 --> 00:04:27.900 Okay. So the four different methods I'm gonna go over. 56 00:04:27.900 --> 00:04:30.860 We're gonna start with the first one, the product purchase. 57 00:04:30.860 --> 00:04:35.920 So giving access to your course through a product. So you're gonna go to sales products, 58 00:04:36.460 --> 00:04:41.405 and you're gonna choose the product, and you're gonna go to the content tab. So this is the money. 59 00:04:41.945 --> 00:04:45.545 You're gonna choose the title of the site that you wanna give access to. 60 00:04:45.545 --> 00:04:49.625 So, again, if you made it closed, you'll see a closed lock. If it's open, you'll see an open lock. 61 00:04:49.625 --> 00:04:54.720 Regardless, you have to check this box and then check the box next to the course you're releasing access 62 00:04:55.180 --> 00:04:59.200 to, and that will trigger the system to give them access to both the site and the course. 63 00:04:59.420 --> 00:05:02.400 Now if you have a box checked next to a site, 64 00:05:03.100 --> 00:05:07.175 this is what triggers the system to send them automatic login info. Info. 65 00:05:07.175 --> 00:05:11.275 So it will generate a Simplero ID and a password for them automatically 66 00:05:11.655 --> 00:05:12.475 in an email. 67 00:05:14.055 --> 00:05:23.370 Now if you do that, we do, down here under content settings, have the option to turn off the email that gives them access to their content that gives them the login info. 68 00:05:23.509 --> 00:05:25.770 You can preview that email here. It's pretty basic. 69 00:05:26.310 --> 00:05:30.810 But if you turn off that email, you have to release them their login info some other way. 70 00:05:31.030 --> 00:05:34.215 So you would have to do it via an auto response or something else. 71 00:05:34.215 --> 00:05:36.955 You can see here I have an auto response that's in draft mode. But, 72 00:05:37.335 --> 00:05:42.715 if I wanted to give them their login info manually myself here, I can click on this little 73 00:05:43.095 --> 00:05:45.515 thing here and then choose Simplero ID. 74 00:05:46.055 --> 00:05:48.235 Click here and choose generated password. 75 00:05:49.860 --> 00:05:50.020 Oops. 76 00:05:50.660 --> 00:05:51.780 I'm not sure why it's not showing up. 77 00:05:51.780 --> 00:05:55.240 I think it's just being wonky, but you would choose generated password. 78 00:05:55.620 --> 00:05:58.900 And then what that does is you would still oh, there we go. 79 00:05:58.900 --> 00:06:00.979 You would still have to tell them, like, hey. 80 00:06:00.979 --> 00:06:06.505 If the password is blank for you, this means that you have already received login info. 81 00:06:06.505 --> 00:06:08.845 You already have the password, and you changed it. 82 00:06:09.865 --> 00:06:13.805 So you reach out if you're having trouble, and we can reset your password for you. 83 00:06:14.425 --> 00:06:19.220 So that would probably be the best thing just because what happens is in that login info email, 84 00:06:20.000 --> 00:06:22.560 we will send them an auto generated password. 85 00:06:22.560 --> 00:06:26.660 But if they've already purchased something from you or some other Simplero vendor 86 00:06:27.360 --> 00:06:37.465 with the same email address, we're gonna send them the same Simplero use, usernames, same Simplero ID, and we're gonna send them the same auto generated password if they haven't changed it yet. 87 00:06:37.685 --> 00:06:41.525 If they've changed the auto generated password, obviously, we don't have that on file. 88 00:06:41.525 --> 00:06:47.420 So they would have to just go and, you know, change it or find the password they changed it to. 89 00:06:48.440 --> 00:06:55.900 And so we let them know in our default login email that if they already have one, just reminding you, you reset this password. 90 00:06:56.535 --> 00:06:59.015 Go, go change it here, and we give them the link to change. 91 00:06:59.015 --> 00:07:05.355 So you'll just have to make that say that manually in an email if you're gonna send them their login info manually. 92 00:07:05.575 --> 00:07:06.075 Okay? 93 00:07:06.535 --> 00:07:16.650 The other thing that you can do is choose not to create Simplero IDs automatically for participants, which means that they purchase, and then they're automatically taken to a page where they can set their own username and password. 94 00:07:16.950 --> 00:07:22.730 I'm not gonna go into too much detail here, but they can always get to that page through their profile, their purchases. 95 00:07:23.405 --> 00:07:25.745 Find it's the thank you page for the product. 96 00:07:25.965 --> 00:07:30.125 It's got their, the option to use to create their own username and password. 97 00:07:30.125 --> 00:07:34.785 And if they haven't done that yet, you can also go to that page on their profile. 98 00:07:35.165 --> 00:07:35.885 You can find it 99 00:07:36.990 --> 00:07:38.450 See if I can find that here. 100 00:07:42.030 --> 00:07:45.490 There's no participant on this. Let me go ahead and find a 101 00:07:46.430 --> 00:07:47.410 purchase here 102 00:07:50.775 --> 00:07:52.075 in our test account. 103 00:07:53.175 --> 00:07:54.695 So you can see here John Smith. 104 00:07:54.695 --> 00:07:59.275 He didn't create his login info, so you could click on see as under the participant. 105 00:08:00.455 --> 00:08:04.710 And this will take you to the place where it says, hey. They still have to set up their Sinclair ID. 106 00:08:04.710 --> 00:08:07.770 You can share this link with them if they're having trouble finding this page, 107 00:08:08.389 --> 00:08:12.490 and we give you the link. But they can also get here from their dashboard purchases. 108 00:08:13.430 --> 00:08:16.009 Okay. So that's a really important thing to note. 109 00:08:16.229 --> 00:08:19.515 The next way that they can get access is through a list sign up. 110 00:08:19.755 --> 00:08:23.375 It's literally almost the exact same thing. So if you go 111 00:08:23.835 --> 00:08:25.135 to go over here. 112 00:08:25.915 --> 00:08:27.355 Go to list sign up. 113 00:08:27.835 --> 00:08:31.115 Find the list that you wanna give access to the course from. 114 00:08:31.115 --> 00:08:33.295 So seven steps to lose weight, let's say. 115 00:08:33.434 --> 00:08:37.429 You're gonna go to the content tab again, and then you're gonna do the exact same thing. 116 00:08:37.429 --> 00:08:41.770 Check the box next to the site to trigger the login info, and then check the box next to 117 00:08:42.390 --> 00:08:44.410 the beginner or whichever course. 118 00:08:44.710 --> 00:08:52.305 Now, keep in mind, when they're signing up to a list, they're gonna get access to this for free because the list is not something that they pay for to join. 119 00:08:52.605 --> 00:09:00.865 So that would just be, you know, if you wanna give them free access to a membership site or access to a free membership site or something like that. 120 00:09:01.644 --> 00:09:02.790 You can do that through a list. 121 00:09:03.589 --> 00:09:07.130 And then the course can live on there. But, again, it's a free course in that case. 122 00:09:07.589 --> 00:09:12.730 The other way is through an automation. So we're gonna go over here to marketing automations. 123 00:09:13.990 --> 00:09:16.329 I'm gonna create a new one here, create new automation. 124 00:09:17.035 --> 00:09:23.595 You'll see when you create an automation, these object types, that's just basically saying where where is this automation gonna be triggered from. 125 00:09:23.595 --> 00:09:26.895 Is it a list? Is it a product? I'll choose product, for example. 126 00:09:27.275 --> 00:09:30.575 And then you're gonna give it a name, so dripping out my course. 127 00:09:32.340 --> 00:09:37.240 And if you're not sure which object yet, you can choose flexible, and it'll work for for most things. 128 00:09:38.100 --> 00:09:43.735 Okay. Create automation. So now I would add a step that then gives access to the site first. Right? 129 00:09:43.735 --> 00:09:47.115 Because I have to get access to the site, and then they need to get access to the course. 130 00:09:47.654 --> 00:09:52.694 So trick is you can type site, little trick, and now you'll find it here. It's on the list. 131 00:09:52.694 --> 00:09:57.880 It's just a long list. And then you'll choose the site name, and then save changes changes. 132 00:09:58.420 --> 00:10:01.220 And then you're gonna add another step that gives access to the course. 133 00:10:01.220 --> 00:10:04.360 So you'll go over here, and you're gonna choose give access to course. 134 00:10:04.900 --> 00:10:07.560 Find the course, and then boom, create step. 135 00:10:07.940 --> 00:10:17.425 If you had set your modules to be dripped as well or some lessons inside of it and you wanna drip them out over time, you can add wait steps for a period of time. 136 00:10:17.425 --> 00:10:19.445 Like, let's say, I wanna wait for 137 00:10:20.145 --> 00:10:20.964 seven days 138 00:10:21.904 --> 00:10:27.125 and then drip out access to a module, then I can add a step after that wait step, 139 00:10:28.050 --> 00:10:30.050 and type course or module. 140 00:10:30.050 --> 00:10:33.190 And you'll see here I can give access to a course module or a course lesson. 141 00:10:33.490 --> 00:10:43.735 Now the modules and the course lessons are not gonna the course, the module, or the lesson are not gonna show up as an option to give access to in an automation unless they're set to drift. 142 00:10:44.274 --> 00:10:46.754 Right? So these courses were set to drift, which is great. 143 00:10:46.754 --> 00:10:52.134 We were able to choose them and give them access, but none of the modules inside these courses are set to drift. 144 00:10:52.300 --> 00:10:56.800 And so that's why I can't find them. I can't find any modules to drip out. 145 00:10:57.340 --> 00:10:58.860 So that's just something to keep in mind. 146 00:10:58.860 --> 00:11:02.240 Everything that you wanna release through an automation has to be set to drift. 147 00:11:03.340 --> 00:11:03.840 Okay? 148 00:11:04.300 --> 00:11:06.320 And the last way is really simple. 149 00:11:06.940 --> 00:11:08.000 It's through a trigger. 150 00:11:08.355 --> 00:11:13.575 So with the automation, before I go into the triggers, you will have to add a trigger to start the automation. 151 00:11:13.875 --> 00:11:14.375 Okay? 152 00:11:14.755 --> 00:11:21.780 So you're giving access to everything through an automation, but the automation is just gonna sit here until you actually, add a trigger to start it. 153 00:11:21.860 --> 00:11:25.800 Because my object type was product participant, I'm gonna choose the product. 154 00:11:25.940 --> 00:11:28.520 So I can just type, no. I cannot. Sorry. 155 00:11:30.340 --> 00:11:32.600 I'm gonna go down here, and I'm gonna find 156 00:11:33.300 --> 00:11:35.945 product, and then I'm gonna choose participant activated. 157 00:11:35.945 --> 00:11:39.005 Let's say, anytime they purchase the four week crash course, 158 00:11:39.465 --> 00:11:42.845 start the trigger, and give them access to these things. Okay? 159 00:11:43.145 --> 00:11:47.005 Now that's a trigger to start the automation, which gives access to the content. 160 00:11:47.210 --> 00:11:51.150 If you were to just have a trigger fire and just give access to the course, 161 00:11:51.530 --> 00:11:53.710 you can do it through marketing triggers. 162 00:11:54.490 --> 00:11:59.530 This could be if, like, let's say they do any of these actions and then you want them to get access. 163 00:11:59.530 --> 00:12:01.070 So let's say I 164 00:12:02.515 --> 00:12:04.775 let's say I subscribe to a list, 165 00:12:05.875 --> 00:12:10.055 then I could say when they subscribe to a list, give access to a site, 166 00:12:10.435 --> 00:12:13.895 choose the list, and choose the site, and then create trigger. 167 00:12:14.860 --> 00:12:17.760 But that's one trigger that just gives access to the site. 168 00:12:17.980 --> 00:12:22.560 I have to add another trigger that says when they join this list. Oops. 169 00:12:22.779 --> 00:12:24.480 I guess typing list did not work. 170 00:12:25.339 --> 00:12:26.160 Hold on. 171 00:12:26.855 --> 00:12:28.635 Here. When their subscription is activated. 172 00:12:29.014 --> 00:12:30.555 When their subscription is activated, 173 00:12:31.175 --> 00:12:37.915 do this, give access to course. Right? Which list and which course. You can create trigger. 174 00:12:37.975 --> 00:12:40.230 So you can do it individually with triggers. 175 00:12:40.230 --> 00:12:54.090 But, again, if you're gonna be giving access to more than one thing, like a site and a course and possibly other modules or lessons and maybe sending emails along with that, I would probably use an automation instead of individual triggers for every single piece of content. 176 00:12:55.205 --> 00:12:58.325 Okay. So those are the ways to give access to your course. 177 00:12:58.325 --> 00:13:01.465 If you have any questions, reach out to support. We're here for you, 178 00:13:02.005 --> 00:13:03.145 and have fun 179 00:13:03.605 --> 00:13:04.825 setting up your access.