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Controlling Access Upon Purchase

Alright. So in this lesson, I want to talk about controlling access that your products provide. Okay? So once someone purchases your product, what's gonna happen next. So we're gonna jump into that together.
I'm gonna go ahead and choose 1 of our products from our test account here. So let's say this product was giving access to a course, for example. Then you would need to give access to the course through the product. Right? So the product is what they purchase and the course is where the content will live.
So the product is gonna need to give access to the course. Okay? Hope that makes sense. If for example, you're selling an ebook or a PDF or whatever that is, then it's the same process. The product needs to give access to the ebook or the PDF.
Right? So What you'll do is you'll go to sales products and you'll find the product that you wanna use. And then once you're in that product, go ahead and click on the content tab here. So here at the top, again, if you're selling an ebook or a simple audio download or something like a PDF where they can just click it and download it, you can just add the file here. So under content files, go ahead and click add a file.
And then I'm just gonna pick a random Phoebe Place 3 d placeholder. That's what I will pick. So you would add it here. You can give it a stamp, etcetera. And then the place that it's gonna show up is the default banking page for the product.
So if you use the default banking page, which is every product comes with a default thing to page that you can add text to, but it'll have default words on it saying thank you. And if you put the content file here, then it'll just show up automatically on that banking page at the bottom and say, here's your content, click here, and they can click it, and they can download it. Okay? So this is a great place to put that. If you're getting access to a course, you would select the membership site that the course lives on to give access to that site.
Since it's probably a closed site and then check the box next to the course that you wanna give access to. Now if you don't give access or any course that you've created, if it's in drip mode, or if it's in draft mode, no 1 is gonna be able to see it. Right? Now if it's in drift mode, and you give access to it, the people who are given access to the product will see that course. Right?
But if it's in drift mode and someone has not been given access, they didn't buy the product that gives access, etcetera, then they wouldn't see that course. Just wanna clarify that there. So if they don't have access to the product, they won't have access to what the product provides, which would be this membership site and this course if these boxes are checked, for example. Now another thing here so this is the default thank you page. Right?
So if you're using the default thank you page, you can check this box and add some custom copy to the banking page that would go here. And then beneath that would be the ebook or whatever file you added here, and it would say, you know, use your content. Or it would have the link to the membership site with the course that they just purchase access to. That will also show up on the thank you page. You could also redirect to a custom URL as a thank you page instead, so like a completely different page that you entirely create yourself.
But keep in mind that if you do that and you check this box, then you're not gonna be able to this is not gonna show up. Right? Because this only shows up on our default banking page or this text. So you'd have to make sure that the custom page has everything that you need it to have. And then this is just more about removing the ability to download allowing refunds, not sending them links to access their content, but you don't wanna check that if they if this is the first they're purchasing and they don't have access, you would wanna make sure that's not checked so that they do get their content.
And then last thing you can do here is you could add a trigger that starts an automation that gives them access. Right? Or a trigger can do many things. It can send them an email. It can do all this stuff.
1 example of getting access through an automation instead of the product is that when they purchase the product and then you could start an automation, have a trigger that fires when they become a participant that's activated. Start an automation, choose the automation, and that automation could give them access as well. And we've got some other guides that go into that in more detail. This is more of a high level overview. But that's another option.
Instead, if you don't wanna give access via the product, That would mean that you could give and revoke access via that automation versus if you give access here via the product, You can't revoke access yourself or in an automated way. The only way access would get revoked is if they stop paying for their subscription, or they cancel their purchase, you know, those are really the only ways if it's if your product is getting access. So it just depends on what you need. Yeah. So that's pretty much it.
The only other thing that to keep in mind too is every product has an auto responder that you could do. So if you wanted instead, 1 thing that I usually recommend is that if you're getting access to a membership site and a course, or even a freebie PDF right here. What you can do is you can also add that freebie to the auto responder. Instead of just adding it to the thank you page. Because that way, if there's people who close out of the thank you page too fast, they'll at least have the email with the freebie in there.
And people who received the email, they may have or they may have missed the email, but they saw the thank you page. You see what I mean? So you're kinda catching both possibilities. So if you want, you could, you know, add an auto response. And then in the auto response, you could link the PDF here.
And the way you would do that just so you know how to do it is you could type out what you want the button to say. Download your content. Obviously, you'd add like copy in. Thing. And then what you're gonna do is you're gonna highlight the text, click on insert link, and you wanna create this into a button.
So you'll need to paste the URL to your media file here, and I'll show you where to find it, and then click display as a button and insert. So the way to find that is if you go to content media library right here and then you just click on this little clipboard icon Copy the or if you haven't uploaded it yet, upload your PDF right here. Right? Then click on the little clipboard icon, Copy that to your clipboard for whatever freebie that you want to add to the button. Then again, type out what you want the button to say, highlight the text, click on the insert link, paste it here, display as a button insert.
Right? So now when they click this button, it will automatically download that file to their to their computer. Okay. So hopefully that makes sense. Those are the options.

Now that a customer has purchased a product we need to give them access to what they purchased! 

We'll show you how in this lesson. If you want to learn how to use drip content, you can also check this written guide.


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