How to Add Quick Actions to Courses

Course quick actions allow you to set up automated workflows triggered by specific events in your courses. This feature helps streamline course management and enhance student engagement.

You can add quick actions at three levels:

1. Course level

2. Module level

3. Lesson level

Once you set up a quick action, it will automatically run when the specified trigger event occurs. This allows you to automate tasks like sending congratulatory emails or unlocking bonus content. In this article, you’ll learn how to set up, manage, and effectively use Course Quick Actions to optimize your course management and student engagement.

---

Requirements

• An active ClickFunnels account

• The Automations app added to your workspace

• An existing course

---

Adding Quick Actions to Courses

1. Navigate to Courses from the left menu.

2. Click the lightning bolt (⚡) icon next to the course name in the courses list to open Quick Actions. For a module or lesson, open the course and click the lightning bolt (⚡) icon next to the module or lesson name.
   

   Note

   The lightning bolt (⚡) icon isn’t shown on small (mobile) screens.

3. Select Add Quick Action from the popup.

4. Click Add Trigger and choose a trigger for your Quick Action:

   • Course level:

     • Completes course

     • Enrolls in course

   • Module level:

     • Completes course module

   • Lesson level:

     • Completes course lesson

     • Views course lesson

5. Click Add Effect and select an effect that will occur when the trigger is activated.

6. Use the toggle switch to activate your Quick Action.
   

Note

To ensure your Quick Actions are functioning properly, test them by simulating the trigger action (e.g., complete a lesson) and verify that the intended effect works as expected.

To learn more about effects and triggers, refer to the How to Manage Quick Actions article.

---

Managing Quick Actions

To change a Quick Action’s trigger or effect, add more Quick Actions, or delete a Quick Action, click the lightning bolt (⚡) icon again and follow the steps in the How to Manage Quick Actions article.

---

Managing Quick Actions from the Automations App

1. Navigate to Automations > Quick Actions in the left sidebar.

2. Click Courses, Course Lessons, or Course Modules tabs in the top menu to View related Quick Actions.

3. To edit a Quick Action:

   1. Locate the Quick Action. You can filter actions by course or effect type using top-right dropdowns.

   2. Modify the trigger or effect.

   3. Use the toggle to enable/disable.

4. Delete an action by clicking the three dots (⋮) icon on the right side of the Quick Action and selecting Delete.