Enroll people from a conversational form

The Enroll in Course action gives the person filling in your conversational form access to one of your courses, and emails them a link to start. Use it when you want a form in front of the course — a qualifying questionnaire, an upsell, or a payment with options the course page does not offer.

#Before you start

The form must collect the person’s email before the action runs. Without it, nobody can be enrolled.

#Add the action

#Free courses

Put the action on any step after the email question — usually the last one. The person gets the access email within about a minute.

#Paid courses

Put the action on the step that the Payment Checkout action’s success exit leads to. The course is delivered when the payment is confirmed — even if the buyer pays by PIX or boleto and never comes back to the form.

#Check the result

The action stores its outcome in $ELENROLLSTATUS. Put it in an email to yourself or on a later screen to see what happened:

The form always moves on, whatever the result, so ask for the email before this step and make that question required. That rules out no_email.

#When it goes wrong

• The designer says the course is not published yet. Publish the course before the form goes live. Requests for a course that is still a draft are turned down and are not retried after you publish.
• The action is greyed out. e-Learning is not included in this account’s plan.
• Testing in preview does not enroll anyone. In preview the enrollment is only simulated. Test with the published form and a real email address.