Course Onboarding Automation in GHL

See how to welcome new course students with a simple GHL workflow. This video shows each step, from the course trigger to the welcome email.

What you’ll learn:

• Add the Product Started trigger for your course.
• Set a five-minute wait before the email.
• Write and add your student welcome email.
• Check the settings, test, and publish the workflow.

When a student starts your course, you want them to know what happens next. You should not have to watch for each new student or send the same email by hand. With course onboarding automation in GHL, you can trigger that first welcome as soon as a student starts the course you choose.

The workflow is simple:

• Start with Product Started. This trigger runs when a contact starts your selected course.
• Choose the right product. Use the Product filter and Is Any Of to select the course you want.
• Wait five minutes. This gives GHL a little time to process the course start before moving on.
• Send the welcome email. Give your student a warm welcome, clear next steps, and useful tips for getting started.

That five-minute wait may seem like a small detail, but it helps you avoid sending the email the instant a student starts. From there, keep your message short and useful. Tell students what to expect and what they should do first. Your course onboarding automation then takes care of the repeat work, while each student gets the same clear welcome.

Sending welcome emails by hand may work when only a few students join your course. But as more students come in, it becomes one more task you have to track. You need to notice each new course start, send the email, and make sure nobody gets missed. Course onboarding automation takes care of that repeat work for you.

Once your GHL workflow is active, each student can follow the same welcome process:

• You do not need to keep checking for new course starts.
• Each student receives the welcome email after the five-minute wait.
• You can give students clear instructions on what to do first.
• Every student can receive the same useful course tips and guidance.
• You can update the welcome email whenever your course or advice changes.

You still decide what your students receive and how you speak to them. GHL simply sends the message when the right course is started. That is where this setup earns its keep. You write the welcome email once, improve it when needed, and let the workflow handle delivery. Your students get a clear and consistent start, while you have one less manual task to remember.

When a student starts your course, they should not have to guess what to do next. They have already taken the first step. Now you need to give them a clear path forward. Course onboarding automation helps you do that without adding another manual task to your day.

A well-timed welcome email can help you:

• Confirm that the student is in the right course.
• Tell them what they should do first.
• Set clear expectations before they start the lessons.
• Share useful tips that can help them keep learning.
• Remind them where to get help if they get stuck.
• Give each new student the same clear starting point.

The key is not sending more email. It is sending the right email when your student needs it. Your GHL workflow handles the timing, while you stay in control of the message and advice. With course onboarding automation, you can give each new student a clear start without having to remember another follow-up task.

You’ll build this course onboarding automation inside the Automations area of your GHL sub-account. The setup is simple. When a student starts the course you choose, GHL waits five minutes and then sends your welcome email.

Before you begin, make sure your online course is already set up in GoHighLevel. You’ll choose that course for the Product Started trigger, add the Wait action, then create your welcome email. Here are the steps to set up and publish your student welcome workflow in GHL.

• Access the Workflow Builder from the Automation Section.
• Set the Product Started Trigger After Renaming Your Workflow.
• Rename the Product Started Trigger and Add a Filter.
• Set the Product as the First Filter Before Saving the Trigger.
• Search for and Add the Wait Action Element.
• Rename the Wait Action Element and Set the Time Period to 5 Minutes.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Welcome Email Subject Line and Body.
• Open the Workflow Settings, Then Set the Contact Timezone Before Returning to the Builder.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Make sure you’ve already created your online course.

• Create your course onboarding automation workflow using the Workflow Builder in the Automation section.

1.1 Click Automation.

• You will be taken to the Workflows tab by default.

1.2 Click Workflows.

• You will see a list of workflows, along with options such as Create Folder, Build Using AI, and + Create Workflow.

1.3 Click + Create Workflow.

• A dropdown menu will appear with several options, including + Start from Scratch.

1.4 Click + Start from Scratch.

• You will be taken to the Workflow Builder.

• Rename your workflow, then set the Product Started trigger.

2.1 Rename your workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new name for your course onboarding automation workflow.

2.2 Click Add New Trigger.

• The trigger library will appear, where you can search for and select a trigger.

2.3 Search for and select Product Started.

• You will be taken to the Product Started trigger settings.

• Give the Product Started trigger a clear name, then add a filter.

3.1 Rename the Product Started trigger.

• This makes it easier to identify on the course onboarding automation workflow canvas.

3.2 Click Add Filters.

• A drop-down filter will appear below the Add Filters button.

• Choose Product as the filter, then select your created online course before saving the trigger.

4.1 Select Product from the first drop-down filter set.

• Another drop-down filter will appear below the second filter.

4.2 Select the Is any of operator.

4.3 Choose your created online course.

• The chosen online course should appear in the second drop-down filter.

4.4 Click Save Trigger.

• The trigger will now appear on the course onboarding automation workflow canvas.

• Click the Add New Element button, then search for and select the Wait action element.

5.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

5.2 Search for and select the Wait action element.

• You will be taken to the Wait settings.

• Rename the action element and choose the For a Set Period of Time option.

6.1 Rename the Wait action element.

• This makes the course onboarding automation workflow easier to read on the workflow canvas.

6.2 Select the For a Set Period of Time option.

• You will see two input boxes where you can set the time period for this action element.

6.3 Type 5 in the Time Period field.

• By default, the time period is set to minutes.

6.4 Click the Save Action button.

• The Wait action element will now appear on the course onboarding automation workflow canvas.

• Click Add New Element, then search for and select the Send Email action element.

7.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

7.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

• Set the sender details and subject line for this course onboarding automation workflow email.

8.1 Rename the Send Email action element.

• Use a clear and simple name.

8.2 Enter the sender name.

• You can also use a custom value for the sender name.

8.3 Enter the sender email address.

• You can also use a custom value for the sender email address.

• Enter the subject line and content for your Welcome email.

9.1 Enter the Welcome email subject line.

• Keep the subject short and clear.

9.2 Enter the first Welcome Email body.

• Keep the message clear, polite, and helpful.

9.3 Click Save Action.

• The Send Email action element will now appear on the course onboarding automation workflow canvas.

• Click the Settings tab at the top of the workflow canvas, then set the Contact Timezone in the Communication section before returning to the workflow builder.

10.1 Click the Settings tab.

• You will be taken to the workflow settings section.

10.2 Toggle on the Allow re-entry and Allow multiple opportunities.

10.3 Set the Contact Timezone.

• This helps the workflow send messages based on the contact’s local timezone.

10.4 Click the Builder tab.

• You will return to the workflow canvas.

• Turn on Publish and save your course onboarding automation workflow.

11.1 Turn on the Publish toggle.

• The toggle will turn blue to show that it is active.

11.2 Click Save.

• The red dot on the Save button will disappear, confirming that your workflow has been saved.

Your welcome email has one simple job. It should help your student know what to do next. Keep it short and clear. With course onboarding automation, you can send this email soon after a student starts your course.

Your welcome email should:

• Thank the student for joining your course.
• Tell them what they will learn.
• Give them a simple plan to follow.
• Ask them to take notes as they learn.
• Remind them to finish each task.
• Tell them where to get help.
• Ask them to keep track of their progress.

Do not try to teach the whole course in your first email. Give your student a warm welcome and a clear place to start. GHL can take care of sending the email for you. Your course onboarding automation then gives each new student the same clear start without adding more work to your day.

When more students join your course, it is easy for a welcome email to get missed. One student may start in the morning. Another may start late at night. With course onboarding automation, you can give each student the same clear welcome without watching for every new start.

Your GHL workflow can help you:

• Send the same welcome message to each new student.
• Give each student clear next steps.
• Avoid checking for new course starts by hand.
• Send the email after the five-minute wait.
• Keep your welcome process simple as more students join.
• Cut down on repeat work for you and your team.

You still decide what goes in the email. You can change the message or tips when your course needs an update. GHL takes care of sending it at the right point in the workflow. This gives each student a clear start while your course onboarding automation handles the task in the background.

When a student starts your course, you want them to feel ready to learn. A clear welcome can help with that. With course onboarding automation, you can give each new student useful steps right from the start.

Your GHL workflow can help you:

• Tell students what they should do first.
• Share useful tips soon after they start.
• Give students a simple plan to follow.
• Tell them where to ask for help.
• Give each student the same clear welcome.
• Save you from sending each email by hand.

You are not trying to give students every detail in one email. You are giving them a clear place to start. GHL sends the message for you, while you stay in control of what it says. Your course onboarding automation helps each student start with clear steps, even as more people join your course.

A simple workflow can still raise a few questions, mainly when you set it up for the first time. These FAQs cover the key parts of course onboarding automation in GHL, from choosing the right trigger to testing the final workflow.

Once your course onboarding automation is live, GHL can handle the welcome process for you. When a student starts your chosen course, the workflow waits five minutes and sends your email. You set it up once, then let the workflow do its job.

Before you rely on it, run a quick check:

• Make sure the Product Started trigger uses the right course.
• Check that the Wait action is set to five minutes.
• Read your welcome email and check each link.
• Make sure the sender name and email are correct.
• Check that Contact Timezone is selected.
• Make sure the workflow is saved and published.
• Test the full workflow before using it with students.

Keep this workflow simple. You do not need extra steps unless they serve a clear purpose. Test it again when you change the course, email, or workflow settings. Your course onboarding automation can then handle the repeat work while you give each new student a clear and useful start.