How do I automatically enroll someone in a course after they opt-in?

Create an automation rule with the trigger “Funnel step form subscribed” and the action “Enroll in course”.

What access types can I choose?

You can choose Full access, Drip content, Partial access or Partial access with drip.

Do students still receive the access email?

Yes. They automatically receive the standard course access email with login details.

How to grant access to a course automatically after opt-in on a form

One of the most powerful and popular ways to give free access to a course on systeme.io is to do it automatically when someone submits an opt-in form. This method is perfect for lead magnets, free challenges, free modules, or any free course you want to use to grow your list.

Here is the complete step-by-step guide.

1. Prepare your opt-in page and form

You need a sales funnel that contains at least:

An opt-in page with a form
A thank-you page (recommended)

Open the funnel, select the page that contains the form, and click Edit page.

Make sure the form has at least one field of type Email and a button.

2. Set the form button action to “Submit form”

In the page editor, click on the form button to open its settings in the left panel.

In the field Action when button clicked, select Submit form.

You can also choose where the visitor should be redirected after submitting (usually the thank-you page or the next step of the funnel).

Save the page and close the editor.

3. Create the automation rule

Still on the same opt-in page (outside the editor), open the Automation rules tab.

Click Add rule.

Click the + button to add a trigger and select Funnel step form subscribed.

This trigger fires the moment someone successfully submits the form on that page.

4. Add the “Enroll in course” action

Click the + button next to the action area and choose Enroll in course.

Select the course you want to give access to, then choose the access type:

Full access – immediate access to everything
Drip content – progressive release according to your delays
Partial access – only specific modules
Partial access with drip – combination of both

Click Save rule.

That’s it! From now on, every contact who opts in on this form will automatically be enrolled in the course and will receive the standard access email.

What the student receives

As soon as they submit the form:

They are added as a student of the course
They receive the automatic course access email with their username and the link to set their password
They can start learning immediately (or according to the drip schedule)

This method is the recommended way to give free access to a course. You can also combine it with tags, email campaigns, or other automations if needed.

For more ways to give access, see What are the different methods for giving access to a course? and How to grant free access to a course.

If you want to do the same for a course bundle, the process is almost identical (the action is simply “Enroll in a course bundle”).

Conclusion

Automatically granting course access after an opt-in on systeme.io is one of the cleanest and most effective lead magnet strategies. In just a few minutes you can turn any opt-in form into a free course enrollment machine.

Set up the automation once, and every new subscriber will instantly receive access and the login email.

Use this method for free trainings, free challenges, or free modules and grow both your list and your student base on systeme.io.

Last updated: August 2, 2026 · Based on How to grant access to a course automatically after opt-in on a form

How to grant access to a course automatically after opt-in on a form

1. Prepare your opt-in page and form

2. Set the form button action to “Submit form”

3. Create the automation rule

4. Add the “Enroll in course” action

What the student receives

Conclusion

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