PRODUCTS are where you create and organize all your content. To quickly get started, select one of our product templates. These templates act as the blueprint to quickly build and organize your content. Learn More about product types
Step 1: Add a product
Go PRODUCTS from the side menu
Click the blue add icon button
Select a product template that fits your goal
Give it a name and short description
Step 2: Edit / Manage product pages
Click the title of a page to start editing your content
Sort the order of pages to manage the users sidebar menu
Step 3: Product setting - Learn More
These images will display on your user site's library page.
2) Name and description
User facing product name and description.
3) Product categories
Your site's library page will determine what category your users can filter by to view this product.
4) Teaser URL
IF a user does not have access to a product AND the teaser is enabled, this URL will redirect the user to learn more about your product and potentially buy access. Typically this is a URL to a landing page or order form hosted by other systems like WordPress or Keap.
5) How do you want this product delivered?
Immediate - all pages are immediately available
User advanced - new pages unlock when users complete the previous page
Time-delayed - pages unlock on a predetermined timer schedule
Set to live mode
Toggle this on to make this product live for your users.
Enable product menu
This adds a side menu to all product pages
Enable member progress tracking
Toggle this feature on to add an option for your users to make a page complete.
This will also add a checkmark and allow your users to keep track of their progress
Toggle this feature on to show the product in the library. This will show a locked ICON and adds a link to a sales/landing page (see Teaser URL)
7) Connector Data
Parameters needed to run automation and/or sync data with the connected app.
How do I bundle products together?
Memberships or Product Bundles allow you to group together products and give access to all under one access level.
How do I give users access to a Product?
Apply the product tag in your CRM (must have connector added) OR add the product to the user record under the permissions section. See User Management
How do I preview a product?
Preview is coming soon. In the meantime, just log in as a user that has access to that product.