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

  1. Go PRODUCTS from the side menu

  1. 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

Learn more:

Step 3: Standard Product Settings - Learn More

1) Image

  • 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

6) Advanced

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

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