> For the complete documentation index, see [llms.txt](https://software-help-docs.gitbook.io/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://software-help-docs.gitbook.io/knowledge-base/software-guide/memberships/how-to-add-a-customer-to-your-membership-area-course-or-offer.md). # How To Add A Customer to Your Membership Area, Course, or Offer It’s important to understand the different options for how you add somebody to your product, to your offer, and to your membership area as a whole. Follow along to learn how you can use workflows and funnels to do so. **Part 1: Granting Access Using a Funnel** **Step 1: How to Give Access via a Funnel** Granting access to a membership area requires you to create a payment product that links to your membership offer. That offer links to your membership product as an included course when you create an offer. * Go to the products menu in Payments >Products and select Create Product {% embed url="" %} * Fill in the data requested, and select “additional options” under the pricing section to toggle on and select your membership offer. {% embed url="" %} * Click Create to save and confirm these changes * If you need to make an existing product a membership offer view the product and edit the price. Then toggle on the membership offer and save {% embed url="" %} {% embed url="" %} {% embed url="" %} * Next, navigate to your funnel and select “products” * Then, select “add product”, add in your product information, and click “save” *Note: You need to add the product to the page/step with the order form.* {% embed url="" %} **Step 2: Give the customer access to the membership area in the same funnel after they make their purchase.** * Navigate back to the funnel overview and select or create a page/step after the purchase of the membership. * Click Edit. * In the editor, add a new button to the funnel. Then scroll down the button settings. * Click on the button actions and change it to link to “Membership”. This enables the button so customers will be directed to the membership area upon clicking. {% embed url="" %} ***Note:** It is common for customers to be sent their log in information through a separate email once they’ve purchased a membership product. However, if you want them to get direct access right away, this option works too. (Check out our other tutorials on how to create and send welcome emails with login details.)* ***Note:** You can also use a magic link to accomplish this with a URL see our article on that for more information* Now you know the most common way you can give customers access to your membership area or course. **Part 2: Granting Access Using Workflows** **Step 1: Start the Workflow with a Trigger.** * In this example, we’ll use a two-step order form. Similarly, with triggers, you can filter by a particular funnel, page, and submission type. *Note: With submission type, you would filter for Bumps, Options, Sales, and Upsells* {% embed url="" %} * Select the action “Membership Grant offer” and choose what offer to grant. {% embed url="" %} {% embed url="" %} * Save the action. * Save the Workflow. * Switch from Draft > Publish mode for the Workflow to function. **Part 3: Sending Login Credentials** **Option 1: System-Generated Email Using a Template** **Step 1:** Navigate to Memberships > Settings > Toggle On the "Send Welcome Email" option. {% embed url="" %} **Step 2:** Choose a template from the dropdown list. {% embed url="" %} ***Note:** You will need to create your own template to create a custom welcome email and the Default Template is not editable or viewable without testing it. You would accomplish this with custom values continue this article to see what this means* ***Note:** This will send an automated email from the system with login credentials to the user when they complete the offer checkout. This email template can be customized and saved within the Email Builder* **Step 3:** Save your changes. **Option 2: Sending unique credential emails using Workflows** * Add the Membership new Signup trigger to the second workflow {% embed url="" %} * Add the Send Email action and either use a template that includes membership custom values or build one within the workflow email builder. {% embed url="" %} * Publish and save when finished {% embed url="" %} ***Note:** The Membership Grant action will trigger the default email or the membership new signup triggers for membership emails.* ***Please Note:** You can grant an offer manually from the contact page but this is not the best option if you are using a workflow to send login credentials. This will only work correctly for templates in email settings. If you enabled the templates in Membership > Settings > Email Settings. View our articles on magic links and membership emails for more information.* ***Please Note:** Credentials not sending can be fixed by sending a magic link or a password reset from the contact area. View our articles on membership credentials for more information.* ***Please Note:** If you use the Offer Access Granted Trigger keep in mind credentials will not be sent. Credentials will only populate the first time an offer is granted when using the Membership New Signup trigger with workflows.* ***Please Note: Membership New Signup** signifies an action was done by the contact – they filled out a form, made a purchase, etc., or can be viewed as the first offer granted. While **Offer Access Granted** implies an action done by YOU or a workflow giving them permission to access the offer after the first time.*