TracklerPro does not have a built-in payment system. But with a smart combination of your own website, open invitation links, and workflows, you can run a paid course fully automatically, including a welcome message and automated follow-up.
Step 1: Handle payment through your own website
Payment is processed outside of TracklerPro, using a tool you already use or want to start using. Think of:
Mollie, Stripe or PayPal for one-off payments or single purchases
ThriveCart or Kajabi for sales pages with automated emails
WooCommerce or Shopify if you have an online store
Make sure you send a confirmation email after a successful payment. Include the open invitation link to the course in that email.
Step 2: Create a tag and set up the open invitation link
First create the tag course via Settings > Tags. Without this step you cannot select the tag when creating the invitation link. Read more about creating tags in the article about tags.
Then create an open invitation link via Settings > Track Invitations. Add the tag course to the invitation. Copy the link and paste it into your confirmation email.
Anyone who clicks the link and signs up will automatically receive a new Track with the tag course. Read more about how open invitations work in the article about open invitations.
Step 3: Set up a workflow
With a workflow you automate the follow-up. Create a new workflow with the following setup:
Trigger: Track created so the workflow starts as soon as a new Track is created via the invitation link.
Condition: Track tags, contains, 'course' so the workflow only runs for Tracks with the correct tag.
Action 1: Send a personal welcome message to the Trackee, with the course added as an attachment.
Action 2: Wait x days or weeks, for example 14 or 21 days, depending on the length of your course.
Action 3: Send a follow-up message with upsell to point the Trackee towards a next step, such as a personal coaching programme.
Frequently asked questions
Can I make the open invitation link expire after purchase?
No, open invitation links in TracklerPro do not have an expiry date. If you want to prevent the link from being shared widely, turn off the open invitation once the sale is closed.Does every paid course need its own invitation link?
Yes, create a separate link per course with the corresponding tag. This ensures the workflow only triggers for the right participants.How do I make the course visible to the Trackee?
Add the course to a Collection and link that Collection to the Track. Without a Collection, the course is not visible to participants.