Please install Yoast or RankMath to use breadcrumbs.

How to Manually Grant Access to Memberships for GoHighLevel

How to Manually Grant Access to Memberships

You may want to manually grant access to a membership. Perhaps you are migrating over from another system and you don’t want to charge customers who’ve already paid, or you just want to give it to a particular person for free. If it’s a membership that has a paid option, follow these steps to grant free access: 

Step 1: Setup the Free Offer. Create a new offer, or duplicate an existing one. (You can follow our other tutorials if you need help setting up a new offer).

  • To duplicate an existing offer, clone the product.
  • Add your offer.
  • Preview and copy the URL from the free offer. (You’ll need it in a later step.)

Step 2: Create a Tag for the Free Offer

  • Under Tags, create a tag such as “Offer A – Free Membership Access”

Step 3: Setup the appropriate triggers.

  • Trigger 1 When Tag (created in Step 2) is added, then grant offer. (Filter the free offer you created in Step 1).
    • Save and Activate the Trigger.
  • Trigger 2 When Offer Access Granted, send an email.
    • Here you will need to paste in the link copied in Step 1.
      • NOTE: DO NOT use the custom value for login URL, as that requires a password.
    • Save and Activate the Trigger.
  • Step 4: Add the Tag (created in Step 2) to grant the offer to one or multiple contacts.
    • This can be done when importing a list, or by adding to existing contact record(s).

NOTE: Membership New Signup signifies an action was done by the contact– they filled out a form, made a purchase, etc. while Offer Access Granted implies an action done by YOU giving them permission to access the offer.

Related Articles

Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable LLC 2024 | All Rights Reserved

Come & join us LIVE in Sydney!

Marketing Agencies & HighLevel Meetup Australia & New Zealand

Fishburners - Sydney CBD - September 5th and 6th, 2024. Get Your Tickets Now!
Share this with someone who needs to know!

Grab our free techincal onboarding checklist