Membership Products and Offers Overview

This article will explain the difference between a Membership Product, Offer, and Payment Product and how they work together.

What is a Membership Product? 

A product is a course (made up of categories and posts) that lives in your membership area.

What is an Offer? 

An offer is where you can bundle together one or more products and determine a price (If you are using the native check-out function with Stripe). 

For Example, 1 offer can be $$$ for 3 products, and another can be $ for 1 product.

Customers will only see what products are included in the offer they purchased.

What is a Payment Product? 

A payment product is found at Payments > Products. This is the way that you would add a product to a website or funnel. The payment product price has a toggle that you can use to link it to an offer. This offer would link any included membership products as a part of the purchase. See our other membership articles for more information.

How to create an offer (Memberships)

Creating an Offer

1. Go to the Memberships tab.
2. Hover on Courses on the top, and in the dropdown menu, choose Offer.
3. Enter a title and for your offer, select the product(s) or course(s) you want to include, set the price, and then click Create.

Your offer will now be set up with the selected products at the specified price.

Note: The currency will be determined according to the account's location.

The offer will remain in the "DRAFT" tab until you publish it. 

For more information on building offers in memberships, check our article “How to Build and Edit an Offer in Memberships”

Note: Users can also create, view, and filter offers, all from within Offers sub tab within The Courses Products. All offers linked to the particular product will show in this tab.

Adding membership offer to a product

• Click on the "Payments " tab > then the "Products" tab. 

• Click on the "+ Create product" button
• Add Product Information
• Add Pricing name, type, and amount
• In Pricing, click "ADDITIONAL OPTIONS"
• Toggle on the memberships option, and select the membership offer.

Note: For the membership offer to be displayed in the dropdown, it must be published.

Once the payment is made, there is no need for any additional setup. The user will be automatically added to the membership course.

To ensure that your users receive their credentials, be sure to enable the 

"Send welcome email" option in the membership settings.

• Navigate to Memberships > hover on Courses and click on Settings.
• In Email Settings, toggle on “Send Welcome Email”

Pro Tips

1. Bundle Strategically: When creating an offer, think about how to bundle products to add value for your customers and encourage them to purchase more. For example, group-related courses can be offered together for a discounted rate.
2. Test Your Offer: Before publishing your offer, test the purchase process to ensure that everything works smoothly and that customers receive the correct products and pricing.
3. Update Regularly: Review and update your offers regularly to reflect new products, changes in pricing, or special promotions. Keeping offers current can help maintain customer interest.
4. Use Welcome Emails: Enable the "Send Welcome Email" option to ensure new members receive their login credentials and any important information about their membership promptly.
5. Personalize with Custom Values: Enhance your membership experience with custom values for deeper personalization. These can be applied across post descriptions, offers, offer descriptions, and quizzes to create a tailored experience for your users. Available options include:

• Contact-specific values: Personalize communication with details unique to each user.
• Time-based values: Add dynamic elements tied to specific dates or times for scheduling or tracking purposes.
• Course-specific values: Incorporate category or post titles for more relevant and engaging content.
• Location-specific values: Deliver regionally tailored messaging to suit your audience's location.

FAQ

Q1: How do I know if my offer is published?
A1: Your offer will remain in the "DRAFT" tab until you publish it. Check its status and make sure it is published to make it available for purchase.

Q2: Can I change the products included in an offer after it’s been created?
A2: No, you cannot edit the products included in an offer once created. If you need to change the products, you must create a new offer.

Q3: What happens if I don’t enable the “Send Welcome Email” option?
A3: If you don’t enable the “Send Welcome Email” option, new members won’t receive their login credentials or other important information automatically. You may need to send this information manually.

Q4: How do I link a membership offer to a payment product?
A4: Go to the "Payments" tab, then "Products," and create or edit a product. Under "Additional Options," toggle the memberships option and select the published membership offer you want to link.

Q5: Can I use custom values in my course content? Yes! You can apply course-specific A5 :values like category titles or post titles to make the content more relevant to your users based on their current course or learning module.

Q6: How do location-specific values work? Location-specific values allow you to deliver A6:messaging tailored to the user's geographical location, making your communications more regionally relevant.