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    Doug

    How to Use Courses & Communities as Lead Magnets in HighLevel

    How to Use Courses & Communities as Lead Magnets in HighLevel - YouTube

    This tutorial provides a step-by-step guide on using HighLevel to automate the delivery of courses and communities as free lead magnets. By connecting a simple form submission to an automated workflow, users can instantly grant access to digital products without manual intervention. The video also covers advanced strategies for offering temporary "trial" access to communities and using automated reminders to convert those leads into paying customers.

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    Key Takeaways

    • Form-Driven Access: The process starts with a standard HighLevel form to capture lead data; the only essential field required for the automation to work is the email address.
    • Workflow Triggers: Use the "Form Submitted" trigger in HighLevel Automations and apply a filter to specify the exact lead magnet form you created.
    • Granting Access Actions:
      • To give a Course, use the "Course Grant Offer" action.
      • To give a Community, use the "Grant Group Access" action (note: HighLevel refers to communities as "groups" within the automation builder).
    • The "Magic Link": When sending the welcome email, use the dynamic value for "membership contacts login URL magic link." This allows users to log in automatically and prompts them to set a password upon their first visit.
    • Managing Temporary Access: You can create a limited-time trial by adding "Wait" steps followed by a "Revoke Group Access" or "Course Revoke Offer" action at the end of the workflow.
    • Automated Upselling: Use wait periods to send a series of reminder emails that encourage users to purchase full access before their trial expires.
    • Preventing Accidental Revocation: If a lead purchases the product during their trial, use a "Goal" step or a separate purchase workflow with a "Remove from Workflow" action to ensure they aren't kicked out of the product by the original lead magnet sequence.