Memberships

1. Turn Off the Default Welcome Email Start by navigating to the Memberships tab located on the left-hand side of your dashboard. Once there, follow these steps: Select "Settings" and then "Email Settings" from the available options. You'll see an option labeled "Send Welcome Email." Toggle this off to prevent the default welcome email from being sent to new members. Don’t forget to click "Save" to apply your changes. 2. Prepare Your Membership Portal Link Before you create the custom email, make sure you have the correct link to your membership portal ready: If you're using a custom domain, verify that it’s working correctly. If you’re using the default link provided by your CRM platform, copy the link and make any necessary adjustments (like adding a "www" or correcting the format). 3. Set Up a Trigger for Your Custom Email Now that you’ve disabled the default email and have your portal link ready, it’s time to set up the custom email: Go to the triggers section in your CRM. Create a new trigger based on "New Signup" or "Offer Access Granted." Give it a name like "Membership Sign Up Email" for easy reference. You can add filters to target specific membership offers if needed. 4. Configure the Custom Email Action Once your trigger is set up, configure the action to send your custom email: Select "Send Email" as the action when setting up your trigger. Enter your email address or your organization's email in the "From" field. Customize the email content to include the membership portal link, as well as login details like the email and password. You can use custom HTML to enhance the design and make the email align with your brand. Save and publish your workflow to ensure the email is sent to new members automatically. Troubleshooting and FAQs Troubleshooting Tips: If your custom email isn’t sending, check that your trigger is active and configured correctly. Frequently Asked Questions: Can I use custom HTML in my welcome email? Yes, adding custom HTML allows you to style your email to fit your brand, creating a more engaging and visually appealing message. What if I don't have a custom domain for my membership portal? You can still use the default link provided by your CRM. Just ensure the link is formatted correctly to work properly. This setup will help you create a more personalized welcome experience for your new members, ensuring they receive the necessary information with a touch of your brand's style.

The latest update to the CRM platform offers enhanced control over membership site access, allowing for manual password resets and immediate notifications to ensure seamless access for contacts. This feature aims to address and resolve access issues more efficiently, enhancing overall user satisfaction. Step-by-Step Guide Access Contact Details: Begin by navigating to the Contacts section in your CRM dashboard. Select the contact whose membership access needs to be managed. Reset Password: Within the contact's profile, locate the option to reset their membership site password. You have two options: Generate a New Password: Automatically create a secure, system-generated password. Custom Password: Manually enter a password of your choice to reset the user's access. Send Notification: After resetting the password, you can immediately notify the contact via email. This notification ensures that the contact is informed of the change and can log in to the membership site without delay. Practical Example Suppose a contact is unable to log in due to password issues. With this new feature, you can quickly reset their password and notify them instantly, allowing them to regain access in just a few minutes. This quick resolution not only improves their experience but also reduces the volume of support tickets related to access problems. Section 2: Improved Membership Sign-Up Experience Overview The CRM platform has simplified the sign-up process for new members, removing unnecessary steps and enhancing the overall user experience. This streamlined process ensures that users can immediately access the content they signed up for, reducing friction and boosting engagement. Step-by-Step Guide Simplified Sign-Up Process: When a new user registers for a membership or course, the system now bypasses the traditional email verification step. This change allows users to access their dashboard and course content immediately after signing up. Immediate Dashboard Access: Upon completing the sign-up form, users are directed straight to their dashboard, where they can begin engaging with the course materials right away, without needing to verify their email. Practical Example Imagine a new user eager to start your course. With this updated process, they can sign up and access the course materials without waiting for an email confirmation. This immediate access encourages users to dive into the content while their enthusiasm is at its peak, leading to higher engagement rates. Troubleshooting Tips and FAQs What if a contact still can't access the membership site after resetting their password? Verify that the contact is using the correct email address and ensure there are no typos in the password. If the issue persists, check the membership settings to confirm that the contact has the appropriate access permissions. How can I ensure a smooth transition to the new sign-up process for existing members? Communicate the changes clearly through email or announcements within the membership site. Providing detailed instructions on how the new process works will help avoid any confusion and ensure a smooth transition.

The Certificates feature offers several benefits that can enhance the experience of your course members and boost your brand’s visibility: Boost Member Engagement: Providing personalized certificates encourages course completion and builds loyalty, giving members a tangible reward for their efforts. Strengthen Brand Identity: Customize certificates with your brand’s colors, logos, signatures, and badges, ensuring they align with your professional image. Automate the Process: Certificates can be issued automatically via email upon course completion, ensuring immediate recognition and enhancing member satisfaction. How to Create and Issue Certificates 1. Start by Creating a Course Navigate to the "Memberships" area from your dashboard. Select "Courses" followed by "Products." Click on "Create Product" to begin setting up a new course. 2. Define Your Course Offers In the "Offers" section, determine whether the course will be free or paid, and set up the access parameters accordingly. 3. Design Your Certificate Access the "Certificates" tab within the course settings. Click on "New" to create a certificate. You can either start with a template or design one from scratch, incorporating your brand’s elements. Once you're satisfied with the design, save your certificate. 4. Link the Certificate to Your Course Go back to the "Courses" section and select the course. Under the "Certificates" tab, attach the certificate you created. Save the changes to ensure the certificate is linked properly. 5. Issue and Preview Certificates Once members complete the course, they will receive an automated email with their personalized certificate. You can monitor and manage issued certificates from the "Issued Certificates" tab. Preview the certificate to ensure it appears as intended. Manually Sending Certificates If you prefer to send certificates manually or want to preview them before sending them to actual members, follow these steps: Create or Edit Your Certificate: Adjust your certificate as needed. Send the Certificate: Click the airplane icon to begin sending the certificate manually. Fill Out Instructor Details: Enter the instructor's name in the provided field. Select Recipient: Choose the recipient from your contact list. If the recipient isn't in your contacts, click "Add New" to input their details. Troubleshooting and FAQs What if a member doesn't receive their certificate? Verify that the member has completed the course and check that their email address is correct. Advise them to look in their spam or junk folders. Can certificates be customized for each course? Yes, you can design unique certificates for different courses, providing a tailored experience for your members. How can I update a certificate after it’s been issued? To update a certificate, edit the design and manually reissue it to the affected members.

This section guides you through the process of creating and editing offers for your membership courses, allowing you to set prices, manage products, and enhance your sales strategies. Whether you're introducing new courses or updating existing ones, this feature helps you control the financial aspects of your educational products effectively. Prerequisites for Adding Course Prices Before setting prices for any course product, ensure that your account is connected to a payment processor like Stripe. Without this connection, you won't be able to assign a price to your products, and they will default to being free offers. Revenue and Sales Tracking Units Sold: This section shows the total number of products sold within the last 30 days. Revenue This Month: Displays the total revenue generated within the current month. All-Time Revenue: Shows the cumulative revenue generated from all products since their creation. Filtering and Sorting Products Filter by Published or Draft Mode: Easily filter your products to view either those that are published or still in draft mode. Product List Overview Display Image: Shows the image associated with each course offer. Title: Displays the title of each course product. Product: Indicates the number of products available for each course. Price: Displays the pricing for each course product. Net Revenue: Shows the net revenue generated by each product. Preview: Click the eye icon to preview the course product. Edit: Click the edit icon to modify the course product. More Action - Checkout: Use this option to edit the checkout settings for the product. Creating a New Offer To create a new course offer: Click on the "Create Offer" button. On the new offer page, you can: Add a title for the product. Select the course product you are creating an offer for. Set the price (requires a payment processor). Editing Offer Details After setting up the new offer, you will be redirected to a page where you can further edit the offer details: Title and Nickname: Update the offer title and set a nickname for internal use. Description: Provide a brief description of the offer. Included Products: Add additional products to this offer. Price: Edit the price by selecting a pricing plan—free, one-time payment, or recurring subscription. Image: Upload an image for the offer page. Upselling with Offers Upsell: Increase revenue by adding an upsell offer that appears after the initial purchase. Click on "Add an Upsell" to include this option. Additional Offer Management Options Get Link: To share the course product, click on "Get Link" and then the "Copy" button to copy the URL. Preview: To see how the course offer looks to your customers, click on the "Preview" icon. Delete Offer: If you need to remove a course product offer, use the "More Action" dropdown menu and select "Delete." Conclusion With the membership offer management tools, you can efficiently create, edit, and manage the pricing and distribution of your course products. These tools empower you to optimize your revenue streams, track sales performance, and offer compelling upsells to maximize customer value.

The analytics section provides a comprehensive overview of the progress and performance of your course members. This tool helps you track user engagement, monitor course completion rates, and assess the effectiveness of your educational content. The analytics feature is divided into several key areas to give you detailed insights into both course and assessment metrics. Course Progress Monitoring Viewing Course Progress You can easily view the progress of each course and its associated assessments. This includes: Progress Level: Displayed as a percentage, indicating how much of the course the member has completed. First Login: Shows the date and time of the member's initial login to the course. Last Visit: The most recent date and time the member accessed the course. Login Count: The total number of times the member has logged into the course. Detailed Course View Once you select a specific course, you'll be directed to a detailed page where you can pick the product you wish to analyze further. Here, you’ll find: Email: The email address of the member who logged in. Progress: A visual bar showing the completion percentage. Start Date: When the member first accessed the product. Last Login: The last recorded visit to the course. Login Count: The total number of logins. Search and Filter For those with a large number of members, use the search and filter options to quickly locate specific users by email. Member Progress Analytics The member analytics dashboard provides an overview of the progress of every user enrolled in your courses. Tracking Individual Progress For a more detailed analysis, you can click on specific icons to view how each member is progressing through the course. Member Lesson Completion This section shows which lessons the selected member has completed so far. Marking Course Steps as Complete Instructors can manually mark course steps as complete using a simple checkbox. Managing Membership Offers Click on the "Update Offers" tab to manage the membership offers for the selected member, including adding or deleting offers. Assessment Analytics Assessment Progress Overview To view progress related to assessments, navigate to the assessment progress table. Assessment Details The assessment analytics section provides detailed information, such as: Title: The name of the assessment. Member Name and Email: The member's name and email who took the assessment. Completion Status: Whether the assessment was completed. Result: Pass or Fail status. Score: Percentage score of the assessment. Actions: Allows viewing the member's submitted answers. Use filters to narrow down the data by specific products or results, ensuring you have the most relevant information at your fingertips. Conclusion This analytics section is a powerful tool for monitoring and improving the educational experiences you offer. By leveraging these insights, you can enhance course effectiveness, improve user engagement, and ensure that your members are getting the most out of their learning journey.

The “Membership Products” section is where you create and manage the educational content you provide to your audience. Whether you're building courses, creating memberships, or designing any other educational materials, this is the hub for all your content management needs. Here, you can edit product details and structure them to ensure they align with both your vision and your audience's expectations. Quick Access to Your Products Search Functionality To quickly locate a product, use the search bar to filter by name. This feature is particularly useful when you have multiple products and need to access one quickly. Sort Options Use the "Sort" drop-down menu to organize your products according to your preferences, whether by name, date, or any other criteria that suit your needs. Building a New Product Create Product Click on the "Create Product" button to start building a new course module or membership product. This is where you can customize the content, ensuring it meets your and your audience's needs. Utilizing Product Templates Available Templates Sprint Course: Ideal for short, focused learning experiences. Marathon Course: Perfect for more in-depth, extended learning paths. Membership: Best suited for ongoing, subscription-based educational content. Build Your Own: Provides full customization to create a unique product structure. Within each template, you can add modules, categories, posts, and sub-categories. Additionally, you can manage the content by editing details like thumbnails, and visibility settings, or setting them as drafts, locked, or drip-fed content. Next Steps Now that you understand the basics, you're ready to start creating products that will help you grow, maintain, and educate your audience. Whether you're offering coaching, promoting customer awareness, or providing educational content, this tool will be invaluable in delivering high-quality products to your clients.

Navigate to MEMBERSHIPS > COURSES, COMMUNITIES, CERTIFICATES The membership section is your go-to area for creating and managing membership and course products. Here, you can bundle these products into offers, providing a streamlined experience for your members. The design is user-friendly, allowing for easy navigation and efficient management of your products. Additionally, this section includes powerful analytics tools to help you track the performance of your offerings. Dashboard Analytics The dashboard provides valuable insights, displaying analytics from the last 30 days. This overview allows you to quickly assess how your products are performing, helping you make informed decisions about future offerings and adjustments. Key Features Create Memberships: Design and manage your membership products to offer ongoing educational content or other exclusive materials to your audience. Course Products: Build and customize courses tailored to your audience’s needs, whether they are short, intensive sprints or longer, in-depth marathons. Bundling Offers: Combine multiple products into offers that you can easily manage and sell as bundles, making it simpler for members to access a comprehensive learning experience. Why Use This Section? This section is designed to give you a clear, organized space to manage your educational products. Whether you're focusing on growing a membership base or delivering top-notch courses, the tools provided here will support your goals with ease and efficiency. Plus, the built-in analytics ensure you always have a pulse on how your offerings are performing, enabling you to make data-driven decisions to enhance your membership and course products.

Overview Before launching your membership portal, it's essential to customize various sections to ensure a seamless and user-friendly experience for your visitors. The following guide walks you through the necessary steps to set up key areas of your portal, including site details, branding, domains, email settings, and app configurations. Site Details This section allows you to establish the foundational information and branding for your membership portal. Site Info: Title: Set the title of your membership portal. It’s advisable to use your company's name, as this will represent the entire portal. Subdomain: Customize the subdomain to something memorable for easy access. This will be the link visitors use to log in. Support Email & Phone Number: Add contact details where visitors can reach your support team for assistance. Magic Link: Generate a magic link if you want to provide access to a course without requiring payment or subscription. This can be useful for special promotions or internal use. Advanced: Manage additional features like Custom JS, CSS, and tracking codes. Branding: Logo: Upload your brand’s logo with recommended dimensions of 640x640. This will be displayed across your site. Favicon: Add a favicon with recommended dimensions of 32x32. This small icon will appear in the browser tab. Custom Domains Customizing your domain is crucial for professional branding and easy access. Connect Existing Domain: Generate and add your custom domain. Ensure you set up the necessary CNAME record in your domain settings to link it properly. Email Settings This section enables you to customize the automated emails sent to your visitors. Email Customization: Send Welcome Message: Toggle on to send a welcome email to new members. Customize the template as needed. Send Drip Message: Automatically send emails when new content is available in a drip sequence. Send Offer Access Email: Enable this to notify members when they gain access to a new offer. App Settings Customize the user experience for both desktop and mobile versions of your portal. Enable PWA (Progressive Web Application): Turn this on to allow your portal to function as both a web page and a mobile app across devices. App Details: App Name & Short Name: Define the app’s name and a shortened version if the full name is too long. App Icon: Upload icons in the recommended dimensions (512x512 and 192x192). These icons will appear in app drawers and splash screens. App Colors: Choose a color palette to ensure your app aligns with your brand’s aesthetics. Finalizing Your Setup Once you’ve configured all the settings, make sure to save your changes to avoid losing any edits. This guide will help you tailor your membership portal to reflect your brand and enhance the user experience, ensuring that all elements are aligned with your business objectives before you go live.

Connecting to a Payment Processor Begin by integrating your payment processor, such as Stripe, to collect payments directly from your customers. This integration will allow you to monetize the courses you create, setting up a seamless gateway to memberships. Creating a New Course You can choose from templates like "Sprint," "Marathon," or "Membership" to kickstart your course creation. Alternatively, you can build a course from scratch. The process for each option is similar, and for this guide, we’ll use the "Sprint Course" template as a reference. Generate Course Product: Start by giving your course a name and then click "Create Product" to save it. Once created, your course will be listed as shown below. Here, you can edit, preview, customize, or clone the course, and set a price for it. Structuring Your Course Outline and Categories: To add a category, click the (+) icon next to Product Structure. Enter a title for the category and save it. Adding Lessons: You can add lessons to your course by selecting "Add Lesson" and giving it a title. Preview your lesson by clicking the "Preview" button. Upload videos by selecting "Select Video" (supported formats include .mp4, .webm, and .mov). Customize the lesson’s content, visibility, and add a thumbnail (recommended size: 1280x720). Save your progress to avoid losing any changes. Adding Subcategories: Create subcategories within your course for more detailed structure. Provide a title, description, and assign it to a parent category. Decide on the content type (lesson or assessment) and set visibility options. Adding Assessments: Include quizzes or assignments as assessments within your course. For quizzes, define questions, answer options, and set passing criteria. For assignments, provide instructions, upload templates, and customize submission confirmation messages. Managing Your Course: Adjust course details such as the title, description, and thumbnail. Set visibility modes (Draft, Published, Locked, or Drip) for different course components. Preview, clone, or delete courses as needed. Customization: Add instructor information, including a headshot, name, and biography. Customize your course with logos, favicons, and theme layouts to enhance branding. Advanced Customization: Integrate custom JS, CSS, or tracking codes to tailor your course experience further. Managing Offers: Link offers to your course, edit checkout pages, and manage service agreements. Interacting with Students: View and manage comments left by students on lessons and assessments. This guide provides a comprehensive approach to creating, customizing, and managing your course within the platform. By following these steps, you can develop a structured, engaging learning experience that is tailored to your audience's needs.