Set up the free trading education course

The Trading education — 1 week journey sends five beginner lessons: how the markets work, pips/lots/leverage, risk management, a first demo trade and going live.

1. Create the journey

1. Go to Marketing Email → Journeys → New journey.
2. Pick Trading education — 1 week (Education group).
3. Review the five lessons and edit the copy, links and sender.
4. Click Activate.

The trigger is Tag is added → education.

2. Create the sign-up form

1. Go to Forms and click Free trading course form.
2. The preset adds the tag education (see Tag new leads with), a course-style button and a thank-you message.
3. Save, then share the link or embed it on your website or landing page.

Every submission creates a lead tagged education, and the course starts within a minute.

Other ways to enrol

• Bulk tag leads with education on the Leads page.
• Select leads → Add to journey → Trading education.
• Use Enrol existing inside the journey to include leads already tagged education.

After the course

Leads who click the final lesson are tagged education-completed and moved to Interested, so your sales team can follow up. Everyone who finishes gets the education-completed tag.