The PRODUCTS tab is where you create and organize all your content. Products are divided into two types: Standard Products and Collections. Collections can contain multiple Standard Products, but Standard Products are restricted to containing Pages and Sections.
Click here to learn more about Organizing your Products and Content
Step 1: Adding a Standard Product
Go PRODUCTS from the side menu
Click the blue add icon button
2. Choose the Standard Product Option
3. Select a product template that fits your goal (Learn more about Standard Product Templates)
4. Give it a name and short description
Step 2: Edit / Manage product pages
Click the title of a page to start editing a page
Sort the order of pages to manage the users sidebar menu
Step 3: Standard Product Settings - Learn More
These images will display on your user site's library page.
2) Name, Description, and Slug
User facing product name and description.
Slug will be the section of the URL that is specific to this product
3) Product categories
Your site's library page will determine what category your users can filter by to view this product.
4) Purchase URL
If a user does not have access to a product and "Show teaser to users without access" 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 (Publish)
Toggle this on to make this product live for your users.
(Only works if at least one page in the Content section is saved as live as well)
Show card in library
Enable this setting to show the Product Card in the Library for all your members to see
Show teaser to users without access
Toggle this feature on to show the product in the library to users who do not have access. This will show a locked ICON and adds a link to a sales/landing page (see Purchase URL)
Enable product menu
This adds a side menu to all pages within the product
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
Show Time Tracking
This will show an estimated time for each page in the product and a total estimated time for the product equal to the estimated time for all pages added together.
Send email notification when users get access
Enable this setting to send an email when a user gains access to this product
7) Connector Data
Parameters needed to run automation and/or sync data with the connected app.
How do I bundle products together?
Collections allow you to group together Standard Products and give access to whole groups of products under one access level. Learn More
How do I give users access to a Product?
Apply the product tag in your CRM (must have connector added)
add the product to the user record under the User Access 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. More detailed instructions can be found here