Courses

This feature is designed to make learning more accessible and enjoyable for all members of our community. Administrators and Owners can now effortlessly add free courses to the Learning Tab, offering valuable educational content for everyone to explore. Adding a Course Admins and Owners play a crucial role in curating the learning experience. Here's how they can easily add courses to the Learning Tab: Click "Add Courses": Navigate to the Learning Tab and click on the "Add Courses" option. Choose the Course: Select the course you wish to include from the available options. Course Availability: Once added, the course will be readily available on the Learning Tab for all members to access and benefit from. Deleting a Course We understand that course offerings may need to be updated or changed from time to time. Removing a course is just as simple: Click "Delete": To remove a course from the Learning Tab, click the "delete" button. Course Access One of the key benefits of this feature is that once an admin or owner adds a course to the Learning Tab, all members of the group immediately gain access to the course content. This makes learning a shared and collaborative experience within the community. Notifications To ensure that no one misses out on these exciting learning opportunities, all users will receive email notifications whenever a new course is added to the group by an admin or owner. This keeps everyone informed about the latest educational resources available. By leveraging this new feature, you can make educational content more accessible and create a richer, more engaging learning environment for all members of your community.

Creating a course in the CRM is a vital task that enables you to deliver structured and engaging content to your audience. By following these steps, you can effectively design, customize, and manage your courses, ensuring they align with your students' needs and your curriculum objectives. Getting Started To start, go to the "Memberships" section of your dashboard. Within this section, you'll find the "Products" option, where you can view existing courses or initiate a new one. By selecting "Create Product," you'll have the option to either use a pre-designed template or build a course from scratch. For this guide, we'll focus on the custom creation approach. Course Creation and Customization Begin by naming your course product. This name should be reflective of the course content and its objectives, as it will be visible to your students. Once named, you can proceed to customize your course, starting with the "Details" section. Here, you can edit the title, description, thumbnail, and instructor information. You also have the option to add custom code and adjust other core aspects of the course. Recommended Dimensions: Product Thumbnail: 1280x720 Instructor Headshot: 300x300 Logo: 640x640 Favicon: 32x32 Next, in the "Customize" section, you can personalize the course page's appearance by selecting colors, background images, and adjusting sections and lessons to match your branding. You can also save these themes for future use. The "Offers" tab allows you to manage any course-related offers linked to the product, including titles, prices, and checkout options. Once you have connected an offer to the course from the Membership > Offers section, you can view and edit the checkout page. The Checkout page consists of: Offer Details: You can edit the offer banner, video, poster image, Logo image, and checkout copy. Extra Contact Info: You can enable the collection of addresses and phone numbers. Service Agreement: Enable or disable the Service Agreement as a requirement. You can also customize your agreement text. The "Comments" area is where you can monitor and respond to student interactions with your lessons and assessments. The "Certificates" section enables you to manage certificates for course completions. Structuring and Organizing Your Course With your course setup, it's time to build the content. Start by organizing your course into categories or modules, which can include lessons, subcategories, and assessments. Adding lessons is at the core of your content creation, allowing you to incorporate text, images, and files. You can also adjust settings like the title, category, and visibility of each lesson to ensure that only published lessons are accessible to students. The drag-and-drop feature allows for easy rearrangement of modules and lessons, helping you manage extensive content effortlessly. Incorporate assessments into your product to evaluate how well learners understand the material. You can select either a Quiz or an Assignment as the type of assessment and ensure each has a title. Actions Menu The Actions menu offers several options for managing your lessons, subcategories, and assessments: Draft Mode: Keep your course unpublished and editable until you're ready to go live. Published Mode: Once editing is complete, switch to Published mode to make your course available to students. Locked Mode: For products with multiple categories, use Locked mode to require visitors to complete certain categories before accessing others. Drip Mode: Set timed access to each category based on the number of days after purchase. You can also collapse or expand categories, preview your course content, and use the "More Actions" menu to clone, share, or delete your product. Managing Your Course Offerings After setting up your course, you can manage all your course offerings from the "Your Products" page. This central hub allows you to preview, edit, clone, and share courses easily, keeping everything organized and accessible. Troubleshooting Tips Preview Your Course Regularly: Ensure that your course looks and functions as intended by frequently previewing it. Check Visibility Settings: If a lesson doesn’t appear in the course preview, verify that it’s set to “Published.”

Our password management system has been upgraded with advanced features to provide greater flexibility and security. Users now have the ability to set their own passwords, utilize personalized Magic Links, and experience a more streamlined login process. Additionally, the previous password custom field has been replaced by a new login URL custom field to enhance user experience. These updates aim to simplify password management, improve onboarding efficiency, and offer a more secure and user-friendly system. Key Features in Password Management User-Defined Passwords: Users can now create their own passwords using the login URL, eliminating the need for automatically generated passwords. Magic Links: Personalized Magic Links are included in all course-related emails and triggers, enabling users to set their passwords with ease. Redirect to Set Password Page: Users who attempt to log in without setting a password will be redirected to the Set Password page, ensuring they complete this necessary step. How the System Works Sending the Initial Email The system will automatically send an initial email when an offer is granted or a purchase is completed, depending on your settings. If the default template is enabled in the Membership Settings, the email will include a link for login access. For custom email templates, make sure to include the Login URL custom field. If you have set up a workflow to send the initial email, be sure the login URL is included in either the template or plain text editor. ? Note: Users will need this link to set their passwords. Setting the Password If users try to log in without having set their password, they will automatically be redirected to the Set Password page. Forgot Password Process If a user forgets their password, they will receive a reset link allowing them to create a new password within two hours of their request. Once the password is reset, users will be automatically logged in. Important Notes on the New Features Removal of Password Custom Field: The password custom field has been removed from all template builders and workflow email options. Users cannot add this field to new templates, and any existing templates containing this field will no longer populate it. Magic Links Implementation: New personalized Magic Links will be used in all emails and triggers via the login URL custom field. By adopting user-specific Magic Links and removing the password custom field, we have streamlined the process and greatly improved the overall user experience.

The expiry date feature allows administrators to assign expiration dates to certificates issued within the system, offering enhanced control over the validity and management of these certificates. Expiry dates can be configured either at the template level or for individual certificates, providing the flexibility needed to meet organizational requirements. This guide will cover the functionalities, advantages, and best practices for effectively managing certificate expiration within your platform. Key Features and Advantages Versatility: You can set expiration dates at the template level for uniformity or adjust them for individual certificates as required. Automated Handling: Once established, the system automatically manages certificate expiration, including restricting access to expired certificates and sending automated reminder emails prior to expiration. Compliance Assurance: Manage certificate validity to comply with internal policies or regulatory standards effectively. Configuring Expiry Dates Follow these steps to assign expiry dates to certificates: Step 1: Access Certificate Builder Navigate to the "Certificate Builder" section under the Memberships tab. Here, you can create and manage certificates. Step 2: Setting the Expiry Date At the Template Level: In the certificate template actions dropdown menu, find the option to set an expiry date. Select the desired expiration date for all certificates generated from this template. This expiry date will apply universally unless a specific certificate has a customized date. At the Individual Certificate Level: After issuing a certificate, you can customize the expiration date for that specific certificate. Step 3: Save Your Changes After selecting the expiration date, ensure that you save your changes by clicking the "Set Expiry Date" button. This confirms that the expiry settings are properly applied to either the certificate template or the individual certificate. Frequently Asked Questions Q: Can users access certificates after they expire? No, once a certificate has expired, users will no longer be able to view or access it. It's important to communicate the expiration dates and renewal procedures well in advance. Q: When are reminder emails for certificate expiry sent? Reminder emails are automatically sent 2 and 7 days before the certificate’s expiration date. Troubleshooting Tips Certificate Visibility Issues: If users are unable to view certificates, verify that the certificates are still within their validity period and that the expiration settings are correct.

Managing comments effectively is key to creating an interactive and orderly online learning environment. In this guide, we’ll walk you through how to enable, hide, and lock comments for your lessons within different product categories. We’ll also cover managing comment visibility and the steps to delete or restore comments. By mastering these features, you can maintain a well-structured and engaging commenting system for your courses. Understanding Comment Features Enabled: The comment box will be visible, displaying existing comments and allowing students to add new ones. Hidden: The comment box and all existing comments will be hidden from view. Locked: Existing comments remain visible, but no new comments can be added by students. Steps to Enable, Hide, and Lock Comments Access Your Product Settings Navigate to the "Products" tab. Choose an existing product or create a new one. Manage Comments Click on the "Comments" section. Control Comments for Categories To manage comments across all lessons in a category, select the appropriate option—enable, hide, or lock—from the dropdown menu. Control Comments for Specific Lessons If you prefer to manage comments on a lesson-by-lesson basis, select the specific lessons within the category and choose whether to enable, hide, or lock comments for each. Managing Comment Visibility Instructor Only: The comment is visible only to the course creator. Public: The comment is visible to both students and the course creator. User Selection: The user decides the visibility when posting a comment. Centralized Comment Management Access the Comments Manager In the "Products" tab, open the Comments Manager to view and manage all comments across your courses. Deleting and Restoring Comments Deleting a Comment: Locate the comment in the Comments Manager, select it, and click "Delete." Restoring a Deleted Comment: Go to the "Deleted" tab, find the comment you wish to restore, and click "Restore." Frequently Asked Questions Can I enable comments for individual lessons instead of an entire category? Yes, comments can be enabled for specific lessons within a category through the Comments section in the Products tab. What happens to existing comments when I hide the comment box? Hiding the comment box will make existing comments invisible on the page. Can students still view existing comments if the comment box is locked? Yes, students can see existing comments, but they won't be able to add new ones if the comment box is locked. Troubleshooting Tips Comments Not Visible: Check that comments are not set to hidden and verify the visibility settings. Unable to Restore Deleted Comments: Ensure you are in the "Deleted" tab within the Comments Manager. Comment Visibility Issues: Double-check the visibility settings for each comment to ensure the correct option is selected. By following this guide, you can keep your membership site’s comment section well-managed, contributing to a more engaging and organized learning environment.

Drip content is an effective method for releasing content to your audience over time rather than all at once. This approach helps maintain ongoing engagement and can be particularly beneficial for educational courses, training sessions, or any situation where a gradual release of information is advantageous. How to Implement Drip Content Follow these steps to set up a drip content schedule for your memberships: Step 1: Structure Your Content Begin by organizing your content into a main category. Create Categories and Subcategories: Set up your main category to encompass the entire course or program. Within this category, create subcategories that correspond to the intervals at which you plan to release content (e.g., Week 1, Week 2, Week 3). Step 2: Distribute Your Content Once your categories are set up, assign the relevant content—such as videos, articles, or other materials—to the appropriate subcategories. This distribution should reflect the timing of your drip schedule. Step 3: Activate Drip Content For each subcategory, activate the drip content feature to control when members can access the content. Set Access Timing: Specify how many days after enrollment the content should become available. For instance, set the Week 2 content to unlock 7 days after a member joins, and Week 3 to unlock after 14 days. Example in Practice Consider a membership program that spans three weeks. You want to release different content each week: Create Subcategories: Establish a subcategory for each week. Assign Content: Place the appropriate content into each week’s subcategory. Schedule Drip Content: Configure Week 2’s content to become accessible 7 days after the member’s start date, and Week 3’s content to unlock after 14 days. Testing Your Drip Content Setup Before launching your program, it’s essential to test the drip schedule: Test Enrollment: Sign up using a test email. Verify Content Access: Confirm that Week 1 content is immediately accessible, and that Week 2 and Week 3 content are set to release according to the scheduled intervals. Troubleshooting Common Issues Content Not Releasing on Schedule: Ensure each piece of content is correctly placed in its respective subcategory, and verify that the drip settings are configured accurately. Early Access Issues: If members report accessing content sooner than intended, double-check the drip intervals and ensure no overlap is causing premature access. Frequently Asked Questions Can I adjust the drip schedule after members have joined? Yes, you can modify the drip schedule, but be aware that any changes will affect all members and might alter their content consumption timeline. Is there a limit to the number of subcategories I can create for drip content? No, you can create as many subcategories as needed to match your content delivery plan.

Creating a course within the CRM is a critical step in delivering well-organized and engaging content to your audience. By following the outlined steps, you can effectively design, tailor, and manage your courses, ensuring they align with your students' needs and the goals of your curriculum. Getting Started Begin by navigating to the "Memberships" area on your dashboard. Within this section, you'll find the "Products" tab, where you can either explore existing courses or initiate the creation of a new one. Selecting the "Create Product" option gives you the flexibility to choose between using a pre-existing template or building a course entirely from scratch. For this guide, we will focus on the custom creation approach. Course Creation and Customization The initial step in developing your course is to give your product a name. This name should clearly reflect the course's content and objectives, as it will be visible to your students. Once you've named your course, proceed to the customization phase, starting with the "Details" section. Here, you can edit important information such as the course title, description, thumbnail, and instructor details. Additionally, you have the option to add custom code and make other key adjustments to the course structure. The recommended image dimensions are as follows: Product Thumbnail: 1280x720 Instructor Headshot: 300x300 Logo: 640x64 Favicon: 32x32 In the "Customize" section, you can further personalize your course page by selecting colors, background images, and adjusting various sections and lessons to align with your branding. You can also save these themes for use in future courses. The "Offers" tab allows you to manage offers related to the course, such as setting titles, prices, and customizing checkout options. Once you've linked an offer to the course through the Membership > Offers section, you will have the ability to view and modify the checkout page. The Checkout page consists of: Offer Details: You can edit the offer banner, video, poster image, Logo image, and checkout copy. Extra Contact Info: You can enable the Collect Address and phone number. Service Agreement: Enable or disable the Service Agreement as a requirement. You can also customize your agreement text. The "Comments" area is where you can monitor and respond to student interactions in your lessons and assessments. The "Certificates" section lets you manage certificates for course completions. Managing and Organizing Your Course With your course structure established, it's time to build the content. Start by organizing your course into categories or modules, which can include lessons, subcategories, and assessments. Adding lessons is central to content creation, allowing you to incorporate text, images, and files. Ensure that each lesson is properly titled, categorized, and set to "Published" so that it is accessible to students. The drag-and-drop functionality simplifies the process of arranging modules and lessons, making it easy to manage extensive content. Simply click on the three horizontal lines next to the content you wish to move, then drag and drop it into the desired position. To assess student understanding, incorporate quizzes or assignments into your product. Ensure that each assessment is titled appropriately to maintain organization within your course. Actions Menu The Actions menu provides several options for managing your lessons, subcategories, and assessments: Draft Mode: Keep your course in Draft Mode to make edits before it goes live. Published: Once your course is ready, switch to Published mode to make it available to students. Locked: For courses with multiple categories, use the Locked mode to require students to complete one category before accessing the next. Drip Mode: Control when each category becomes accessible to students by setting a delay after purchase. Collapse/Expand: Adjust the display of each category by clicking the up-down arrow next to the visibility mode menu. Preview: Click the Preview button in the upper right corner of the Outline page to view your content. More Actions: To clone, share, or delete your product, click the three-dot menu next to the Preview button. Managing Your Course Offerings After your course is set up, you can manage all your course offerings from the "Your Products" page. Here, you can preview, edit, clone, and share courses by hovering over the course and using the three-dot action dropdown. This centralized hub simplifies course management and keeps your offerings organized. Troubleshooting Tips To ensure a smooth course creation process, keep these tips in mind: Preview Your Course: Regularly preview your course to ensure everything looks and functions as intended. Check Visibility Settings: If a lesson isn't appearing as expected, double-check that it's set to "Published."

You can use the quiz feature to foster interactive learning experiences within your courses. This guide outlines the process for creating, tailoring, and finalizing quizzes in your CRM. You’ll learn how to integrate assessments, modify quizzes to align with your educational goals, and enhance questions for better student engagement. Additionally, we’ll cover how to preview and publish your quizzes to ensure they’re fully prepared for student interaction. By following these steps, you can establish an effective and dynamic assessment framework that enhances learning outcomes. Starting with Assessments Begin by navigating to the membership course where you want to incorporate an assessment or quiz. Identify the relevant category or subcategory where the assessment should be placed, then click the plus icon to add it. Name your assessment, choose the type (for this guide, we’re selecting “Quiz”), and click "Save" to secure your choices. Personalizing Your Assessment After setting up your assessment, you can personalize it to better fit the needs of your course. Setting a Required Score Determine if the quiz needs a passing score, and if so, specify the percentage required to pass. Custom Feedback Craft specific messages to either congratulate students on passing or inform them if they need to retake the quiz. Inserting Questions Click "Add Question" to begin inputting your quiz questions. You can select from single-choice or multiple-choice formats. For each question, you can: Identify the correct response. Remove unnecessary options. Add explanations to clarify the answers. Make sure to save your changes to keep your progress intact! Enhancing Quiz Engagement To make your quiz more captivating and informative, consider these enhancement options: Cloning Questions Duplicate a question by selecting the clone feature—ideal for questions that are similar but require slight modifications. Reordering Questions Easily rearrange questions by dragging and dropping them into your preferred sequence. Formatting Tools Adjust text style, size, and color. You can also format content, insert coding, and align text as needed. Transform questions into bullet points or numbered lists, adjust indentations, and insert hyperlinks to external content. Adding Visuals Incorporate images into your questions from your media library or via a source link. You can also modify the image size and aspect ratio. Finalizing Your Quiz Before making your quiz accessible to students, choose its visibility status: Draft: Select this if your quiz is still in progress and not yet ready for student access. Publish: Choose this when your quiz is fully prepared and ready for students. The visibility setting indicates whether your assessment is currently available to students. Use this to control access. Previewing and Going Live After finalizing your quiz, preview it to ensure everything is functioning as expected. Keep in mind that answer submission is only available when students access the quiz through the actual domain, not in preview mode. By following these steps, you can establish a comprehensive and engaging assessment system. Always review your quiz through the preview option before making it live to ensure it’s fully ready for your students. With these strategies, you can create quizzes that effectively measure and enhance student learning outcomes. Troubleshooting Tips Disappearing Content When Reordering: If content inside a question seems to disappear when you reorder, simply close and reopen the question to refresh it. Saving Progress: Always save your work after making changes to ensure all updates are applied.

Your CRM offers a straightforward migration tool that allows you to easily transfer your courses from Kajabi, ensuring that all your published lessons are preserved and ready for use on your new platform. This guide provides detailed instructions on how to successfully complete the migration process, along with tips for resolving common issues that may arise. Important Notice: Only Published Content: The migration will include only published lessons from Kajabi. Assignments, quizzes, and assessments will not be transferred. Theme Recommendations: For the best results, it's recommended to use the "Encore Site" theme for your Library section and the "Premier Product" theme for your Product section. Step 1: Starting the Import Process Navigate to the Membership Area: Log in to your CRM account and go to the ‘Products’ section within your Membership Area. Here, you can either create a new product or choose to import an existing course. Select Import from Kajabi: To begin the migration, choose the 'Import from Kajabi' option.  Step 2: Entering Required Information Input Kajabi Credentials: Enter the email address associated with your Kajabi account. Provide your Kajabi password. Input the Kajabi domain you wish to migrate from. Once all details are entered, click 'Import' to initiate the process.  Completion of Migration After following these steps, your courses will be successfully imported into your CRM, making them available for further management and distribution on your new platform. Whether you're moving your entire educational platform or just selected courses, this process ensures that your content remains organized and accessible. Frequently Asked Questions (FAQs) Q: Why does the "Course Import Failed" error occur? Theme Mismatch: Make sure that the selected theme during import is compatible with your course content. Credential Errors: Double-check that the username and password you've entered are correct, as incorrect credentials will cause the import to fail. Domain Issues: Verify that the domain provided is correct and properly configured with the "/login" path (e.g., "domainName/login"). User Cancellations: If you cancel the import process, you will need to start the process from the beginning for any further attempts. Q: What leads to an Authentication Error? Authentication errors usually happen due to incorrect credentials or domain information. Make sure to carefully review and verify these details before starting the import to avoid this issue.