If you are using the chat widget feature, you can add your chat widget to your Membership section of your system, for your contacts that are using the Membership section.
Follow these steps to add your chat widget to your Membership section. (Check out our other tutorials if you need assistance creating and setting up your chat widget).
Step 1: Grab your Chat Widget code
Step 2: Add the code to your Membership Settings
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 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 […]
When creating or teaching a course it’s important to get real time feedback from your students/participants. This allows you to know how effective your course is. Providing feedback to your students/participants is also critical for their performance and learning. By adding comments to your membership section, you can create and foster an engaged learning environment. […]
Using Membership Themes allows you to enhance your members’ experience while honing your brand identity. You can customize your product pages by section, and choose between handpicked, customized themes. Step 1: Choose A Theme Step 2: Customize The Theme Keep in mind that if a section is customized after the theme setting is changed, the […]
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 […]
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 […]
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 […]
Within the Membership section, you can create posts under your categories. Follow these simple steps to learn how!
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.