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Standard Product Settings

Instruction on how to configure and mange Product settings

Updated over a week ago

Overview

To edit a product's settings, go to the Products list and click to open the desired product. Product settings are organized into 3 main tabs to make it easy to manage all the options available.

  • Info: Manage product image, name, description, connector info

  • Content: Organize product pages/content

  • Settings: Access controls, Purchase & delivery methods, advanced Settings

  • Comments (optional): This tab shows when you have enabled comments in settings.

Publishing Products

To display your product on your CustomerHub site, you need to switch the "DRAFT" toggle to "LIVE". Once you have turned on the toggle, remember to save the product by clicking the "Save" button at the bottom. This will make the product visible ("live") and accessible to your Users on your site.

Badge Color

The square beside the "Set as Live" toggle will only appear if the Product is in a Membership or Bundle. The color will be determined by the settings in the Membership or Bundle and there will be multiple badges if the Product belongs to many Memberships and/or Bundles. You can find out more about Collection Settings here.

Info

1. Product Images

Displays on the card of each product in the users' library page. We recommend an image size of at least 800px wide and a 16:9 aspect ratio.

2. Product Categories

Create product categories to make it easier for your users to find products on the library page. When a product category is applied it allows your members to filter the library page by that category.

PRO TIP: Categories allow Admins to filter products in the products list area.

By clicking "manage categories" you can:

  1. Create new categories

  2. Rename existing categories

  3. Delete categories

  4. Reorder categories

Creating New Product Categories:

To create a new Category, click on "manage categories", fill in the space with the name of the category you would like to add then click "Save"
โ€‹

Renaming Categories:

To rename an existing category, click the pencil button next to the category you would like to rename. Then enter the new name in the input field and click save. You may change the name again or select a new category name to edit by clicking the corresponding pencil icon.


โ€‹Deleting Categories:

To delete a category, click the trash can icon next to it.

Reordering Categories:

The order of the categories can be changed by clicking and dragging.

3. Product Name, Description, and Slug

Name and Description - a product is also displayed on the card of each product on the users' library page.

Slug - is automatically generated based on the name provided when the product was created. Whatever is in this field can be edited at any time to determine the part of the URL that indicates this product. CustomerHub product URLs follow this format:

NOTE: Every CustomerHub URL will contain "customerhub.com"

4. Connector info

  1. When you connect an app to CustomerHub we will automatically create corresponding indicators for each product and display information for those indicators in the product's settings. For example, the Keap connector info includes the tag ID and the name of the tag this product is connected to.

  2. The Simple ID is used for advanced automation. You can find out more about that here.

Content

This setting tab allows you can manage all the pages for your products.

1. Manage the order of content

Using drag and drop you can manage the order of your content and set how it will appear for your Users.

2. Estimated time, comment count, publish status

  • Add or adjust the estimated time in minutes to complete the page via the individual page settings.

  • Comment count gives you a quick view of the amount of engagement per page. Go to the comments tag to moderate comments.

3. Quick settings menu

Clicking the 3 dots menu allows you to quickly manage each page.

Settings

1. Product Access

This dropdown specifies who has access to this product.

Everyone (no login required)

  • Select this option if you want your product accessed by both visitors and users. This gives you the ability to offer a "Free preview" and encourage visitors to pay for premium content.

NOTE: This requires Public Content to be enabled.

All Users (login required)

  • Automatically un-lock the product to ALL users that have a login to your site.

Only users who have been given access

  • This option requires each user to be assigned specifically to this product to access it. Go to a user and see the product access settings.

2. Purchase Method

โญ New feature

CustomerHub you can now sell access to your products directly from CustomerHub. We offer two methods for purchasing product access.

  • Send buyer to a Sales page, then to a Checkout page

  • Send buyer directly to a Checkout page

Sales page + Checkout page

Selecting this option under the Purchase Method of your product settings allows you to set up a CustomerHub-hosted Sales page that links to a Stripe Checkout or external URL. The external URL option will enable you to use any custom page you may be using to sell your products. (ei. Keap Orderform, Shopify, Woocommerce)

Checkout page

This purchase method will send visitors and Users directly to the Strip Checkout page OR a custom external URL. If you enable the "Show locked card to users without access" setting in your advanced product settings, visitors or users who click on the locked product in your CustomerHub library will be taken to the Stripe checkout or external URL page. Learn More - Stripe Connector Configuration | CustomerHub Help Center

3. Delivery types

How do you want this product delivered?

  • Immediate - all pages are immediately available when a member views this product. If the content menu is enabled, they will be able to click on any page to view that page.

  • User Advanced - All pages except the first will start locked. New pages will unlock when users complete the previous page.

  • Time-delayed - All pages except the first will start locked. The following pages unlock on a predetermined schedule.

NOTE: When a Product is accessed through a Collection, then the product will follow the Collection's delivery type. For more information, please read Collection Settings.

4. Advanced Settings

  • Show card in the library - This option will determine whether or not the product will be visible in the Library. This option will not affect if the product card is visible when added to pages using the page editor.

  • Show locked card to users without access - This will determine if a user will be able to see the product card outside of the library before gaining access. You will want this option enabled if you are using a Purchase URL for your product and you have it visible in the Library.

  • Show product content menu - This adds a side menu on the product making it easy for our users to navigate to other pages within the product.

  • Show progress tracking indicators - Enable this to allow your members to mark each page complete before moving to the next page in your product and show a progress bar. This option will be overridden when accessed as part of a Collection but will be followed normally if accessed by clicking on the product's Product Card.

  • Show time tracking indicators - This will display the estimated time to complete the product (based on the total time assigned in the Page Editor)

  • Send email notification when users get access - This will send a standard email from [your-subdomain]@customerhub.com with a link for your users to access their new content. If they have not created their password to log in with yet, then they will be able to after clicking the link. This email can be customized slightly by accessing the Branding Center.

  • Enable comments - This enables comments for each specific page.

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