π§ Before You Begin
Before building your course, make sure youβve:
β Defined your course promise (what transformation the user will achieve)
β Mapped your course structure (modules, lessons, delivery method)
β Gathered your course content (videos, PDFs, audio, downloads, etc.)
π¦ 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
π‘ 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
π§± Step 1: Create a Course Product
Go to the Products page.
Click the + button and choose Standard Product.
Select the Online Course template.
Give your course a:
Name
Description
Click Create Product.
Verify or change the Slug (URL path)
Add a Cover Image
π‘ The Online Course template includes layouts, pages, and structure to help you get started fast.
π Step 2: Add Your Course Content
Once your course is created, youβll be taken to the Content tab.
Use the + Add button to add a new page or section.
Add a Page and choose a page template based on the content:
Lesson (Video + summary + download)
Video
Audio
Download
Course Overview
Course Summary
Fill out the page:
Add title, media, and instructions
Attach any downloads (PDFs, worksheets, etc.)
β
Organize your content into sections (optional) if you want to create modules or themes.
βUse drag-and-drop to reorder pages as needed.
β Tip: Try to keep each page focused and digestible to help users stay engaged.
βοΈ Step 3: Configure Course Settings
Navigate to the Settings tab to customize how your course works:
β
π 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.
π 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
π΅ Purchase Method
Set how users buy the course:
Sales Page + Checkout
Direct Checkout
No purchase (manual access only)
π 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
π§© 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
π οΈ You can update these settings anytime based on feedback and course evolution.
π 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.
π‘ Best Practices
β Use engaging visuals and video to boost completion rates
β Use short page titles and clear instructions
β Group related content into sections or modules
β Enable progress tracking for better visibility into user activity



