How to Manually Grant Access to HighLevel Memberships
Key Takeaways
- 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:.
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
Tired of Being the Admin, the Marketer, and the Closer?
You didn't start your business to spend hours building funnels, managing calendars, and chasing follow-ups inside HighLevel. What if someone else handled all of that for you?
Our HighLevel-trained virtual assistants know the platform inside and out — workflows, pipelines, social scheduling, reporting — so you can focus on closing deals and growing your business. Starting at only $164 per week.
- 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.
- Here you will need to paste in the link copied in Step 1.
- 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.
The Complete Operator's Playbook
Weekly strategies from top-performing agencies
Join 5,000+ operators who get weekly tutorials, templates, and strategies that are actually working right now.
Matt @ HLPT
Founder, HL Pro Tools
Matt and his team of 250+ are known for making it easy to win with GoHighLevel. They bundle tools, trainings and team time for a complete solution. You can use them for all your HighLevel needs from white label support to done-for-you fractional marketing services.
Related Articles
How To Setup Drip Content for Subcategories in HighLevel Memberships
Step 1: Navigate to Membership > Products > All Products Step 2: Click into a particular product. Step 3: Click the + next to the category,
Matt @ HLPTHow To Add A Customer to Your HighLevel Membership Area, Course or Offer
It’s important to understand the different options for how you may add somebody to your product or to your offer or to your membership area
Matt @ HLPTHow To Use HighLevel Membership Themes
Using Membership Themes allows you to enhance your members’ experience while honing your brand identity. You can customize your product pag
Matt @ HLPT