Memberships

Follow these steps to make an offer for your membership course. Step 1: Creating Your Offer Navigate to offers and click on “create offer”. Name the offer and then select the product you will offer. (You will need to create a product ahead of time before you can make it a membership offer. ) Once […]

Within the Membership section,  you can create posts under your categories. Follow these simple steps to learn how! Navigate to Memberships > Products > All Products. Click into a product, and under your category, you can manage your post(s). Click the Edit icon next to the “blank post” placeholder. In the new window, you give

Within the Membership section, you can create categories of products from templates or use a DIY build-your-own option. Follow these quick steps to get started with creating and editing categories in the Membership Section. Navigate to Memberships > Products > All Products. Click “Create Product” or click into an existing one. If you create a

There are a few options to send credentials when someone creates their Membership account. You may want to customize this email for your members, so follow these steps to review your options: Option 1: System-Generated Email Using a Template Step 1: Navigate to Memberships > Settings > Toggle On the “Send Welcome Email” option. Step 2: Choose

This article will go over the difference between a Membership Product and an Offer and how the two work together. What is a Product? A product is a single course (made up of categories and posts) that lives in your membership area. What is an Offer? An offer is where you can bundle together one or more

Follow these steps to connect your membership to your funnel checkout, enabling access for the purchaser: Part 1: Create an offer and add the course/product to it in the membership editor area. To access the membership editor area navigate to Funnels + Websites > Membership > Products > Offers > Create Offer. You’ll see a list

The membership triggers are an important part of your system. Using triggers, you can automate several features of your system, using “if, then” scenarios so that “if” something occurs, “then” one or more action is triggered to occur. We have other tutorials that provide great overviews on triggers, and in this article, we will focus

This article will walk you through the steps to set up drip content for subcategories in the Memberships area of your system. Step 1: Navigate to Membership > Products > All Products Step 2: Click into a particular product. Step 3: Click the + next to the category, and choose “Add Subcategory” from the dropdown menu. Step 4: Click

It’s important to understand the different options for how you may add somebody to your product or to your offer or to your membership area as a whole. Follow along to learn how you can use triggers and funnels to do so. Part 1: Granting Access Using a Trigger There are many different ways you

You may want to manually grant access to a membership. Perhaps you are migrating over from another system and you don’t want to charge customers who’ve already paid, or you just want to give it to a particular person for free. If it’s a membership that has a paid option, follow these steps to grant