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Standard Products: Overview, Templates, and Settings

Learn how to create, configure, and launch Standard Products in CustomerHub using pre-built templates designed for courses, memberships, video content, and more.

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✳️ What is a Standard Product?

A Standard Product is the foundation for delivering digital content in CustomerHub. It includes:

  • Sections and pages to organize your content

  • Delivery rules to control access

  • Built-in progress tracking and engagement features

  • Full control over how and when users access the content

Standard Products are ideal for:

  • Online courses

  • Video series

  • Single-download offers

  • Dripped programs

  • Micro memberships


🧩 Standard Product Templates

When you create a new Standard Product, you’ll be prompted to choose a Product Template. Each template provides a pre-configured structure for common use cases. You can still customize everything after creation.

Template options:

  • Micro Membership
    Launch a micro membership to start generating recurring revenue fast with minimal content requirements.

  • Online Course
    Create an online course with advanced lesson delivery, progress tracking, and sequential navigation.

  • Training Video
    Upload a single video that can be viewed on demand and automatically marked as complete when watched.

  • Webinar Replay
    Share a webinar recording with related downloads and resources on one convenient page.

  • Drip Series
    Deliver a series of videos or content sections that unlock based on a set schedule (e.g., daily, weekly).

  • Digital Download
    Offer a single downloadable file (PDF, worksheet, etc.) with instructions and a branded layout.

💡 Want full control? Choose Start from scratch to build a product from the ground up.


🛠️ How to Create a Standard Product

  1. Go to Products
    From your admin dashboard, navigate to the Products section.

  2. Click “+ New Product”

  3. Choose “Standard Product”
    Select the Standard Product type when prompted.

  4. Pick a Product Template
    Select one of the templates above to get started with a tailored setup.

  5. Enter your product details
    Add a product name, description, and optional category.

  6. Click “Create”
    You’ll be taken to the product dashboard where you can add content and configure options.


📁 Tabs Inside a Standard Product

Each Standard Product includes 4 key tabs:


1. Info Tab

Set basic information and view connector sync status.

  • Name – The product title shown to users

  • Slug – The unique URL ending for the product

  • Description – Shown in search and Library previews

  • Image – Custom image for your product card

  • Category – Groups your product in the user Library

  • Connector Info – Shows integrations with Stripe, Keap, ActiveCampaign, and more


2. Content Tab

Add and manage your content.

  • Sections – Organize content into modules or topics

  • Pages – Add content using various page templates (Lesson, Video, Download, etc.)

  • LIVE Status – Ensure pages are marked LIVE to appear to users

  • Drip Settings – Delay content access by days or fixed dates


3. Comments Tab

Enable and manage user discussions.

  • View Comments – See all user-submitted comments

  • Filter by Page – Review comments per page

  • Reply & Moderate – Engage with users directly

  • Enable/Disable – Controlled via Settings Tab > Advanced Settings


4. Settings Tab

Control access, pricing, delivery, and product behavior.

  • Product Access – Choose who can view the product

  • Purchase Method – Assign pricing and connect to a checkout

  • Delivery Method – Options include:

    • Immediate

    • Dripped

    • User-Advanced

  • Advanced Settings – Toggle visibility, progress tracking, comment permissions, and more


🚀 Publishing Your Product

Make sure your product is fully ready before going live:

  1. Set all content sections and pages to LIVE

  2. Configure your access rules and delivery method

  3. Add pricing or connect a checkout flow

  4. Use the top toggle to mark the product from DRAFT to LIVE

  5. Test access using a test user or checkout flow

⚠️ It’s essential to test your site as a real user to confirm product access and navigation work correctly. Follow our Test User Setup guide to create a test account and validate the experience.

Once published, your product will:

  • Appear in the user Library (if set to show)

  • Be accessible via direct link, sales page, or checkout

  • Start tracking user progress and engagement


✅ Best Practices

  • Start with a Template – Pick the closest-fit product template to save time.

  • Keep Content Sections Focused – Use short titles and keep related content grouped together.

  • Use Progress Tracking – Enable progress indicators so users know what’s next.

  • Preview Before Launch – Test access, navigation, and purchase flows before going live.

  • Mark Everything LIVE – Pages, sections, and the product itself must be set to LIVE to be visible to users.

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