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Create, Build, and Configure Your Course in CustomerHub

Learn how to create a new course product, add your content, and configure settings to deliver your course with confidence.

Updated yesterday

🧠 Before You Begin

Before building your course, make sure you’ve:

  • βœ… Defined your course promise (what transformation the user will achieve)

  • βœ… Mapped your course structure (modules, lessons, delivery method)

  • βœ… Gathered your course content (videos, PDFs, audio, downloads, etc.)


πŸ“¦ What Is a Course Product?

A course product in CustomerHub is a container for your course content. It provides a structured environment where you can add lessons, organize modules, control access, and track progress.

Each course product has:

  • A customizable layout

  • Dedicated settings for access and delivery

  • Integration with checkout and automations


πŸ’‘ Why Creating a Course Product Matters

Your course product defines how users experience your course. By using a structured product, you can:

  • Present your content in a cohesive way

  • Guide users through a transformation journey

  • Control access and drip content

  • Enable progress and time tracking

  • Customize the experience based on your course goals


🧱 Step 1: Create a Course Product

  1. Go to the Products page.

  2. Click the + button and choose Standard Product.

  3. Select the Online Course template.

  4. Give your course a:

    • Name

    • Description

  5. Click Create Product.

    • Verify or change the Slug (URL path)

    • Add a Cover Image

πŸ’‘ The Online Course template includes layouts, pages, and structure to help you get started fast.


πŸ“„ Step 2: Add Your Course Content

Once your course is created, you’ll be taken to the Content tab.

  1. Use the + Add button to add a new page or section.

  2. Add a Page and choose a page template based on the content:

    • Lesson (Video + summary + download)

    • Video

    • Audio

    • Download

    • Course Overview

    • Course Summary

  3. Fill out the page:

    • Add title, media, and instructions

    • Attach any downloads (PDFs, worksheets, etc.)
      ​

  4. Organize your content into sections (optional) if you want to create modules or themes.
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  5. Use drag-and-drop to reorder pages as needed.

βœ… Tip: Try to keep each page focused and digestible to help users stay engaged.


βš™οΈ Step 3: Configure Course Settings

Navigate to the Settings tab to customize how your course works:

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πŸ’­ Why Configuring Course Settings Matters

Settings define how users experience your content. Whether you want to offer a self-paced course, drip modules, or control who has access, your configuration plays a key role in aligning the course experience with your goals.


πŸ” Product Access

Decide who can access this course:

  • Free for everyone

  • All Users (login required)

  • Only Users who have been given access

    • By purchase or manually given access

πŸ’΅ Purchase Method

Set how users buy the course:

  • Sales Page + Checkout

  • Direct Checkout

  • No purchase (manual access only)

🚚 Delivery Method

Choose how users receive the content:

  • Immediate: All pages available right away

  • Progress-based: Next page unlocks when previous is completed

  • Scheduled: Pages drip based on a set schedule

🧩 Advanced Settings

Toggle features on/off depending on your needs:

  • Show in library

  • Show card preview before access

  • Show course menu

  • Enable progress tracking

  • Enable time tracking

  • Send email notification when access is granted

  • Allow users to comment on the course material

πŸ› οΈ You can update these settings anytime based on feedback and course evolution.


πŸ” Step 4: Preview and Finalize

  • Use the Preview feature to check the user experience.

  • Review your content and layout.

  • When everything looks great, flip the toggle from DRAFT to LIVE at the top of your product to publish.


πŸ’‘ Best Practices

  • βœ… Use engaging visuals and video to boost completion rates

  • βœ… Use short page titles and clear instructions

  • βœ… Group related content into sections or modules

  • βœ… Enable progress tracking for better visibility into user activity

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