Who This Is For / When to Use
Use this guide when you want to sell or grant access to one or more courses through an offer, control pricing, or limit access by date or duration.
Step 1: Create a New Offer
Steps
Navigate to Memberships.
Hover over Courses and select Offers.
Click + Create Offer in the top-right corner.
Enter the required fields:
Title
Products (select one or more courses)
Offer Type (Free, One-Time, or Subscription)
Price
Price Text Override (optional)
Leave Payment Mode set to Live if you intend to collect real payments.
Click Save.
Result
The offer is created and linked to the selected product(s). All offers tied to a product appear in that product’s Offers tab.
Step 2: Edit Offer Details and Content
After saving, you are taken to the offer editor.
What You Can Configure
Title and Description
Custom Values (contact-based, time-based, course-based, or account-based personalization)
Custom JS, CSS, or tracking code (Advanced section)
Products included in the offer
Offer Thumbnail (image shown next to the course)
Pricing and payment type
Draft or Published status
Using Custom Values in Descriptions
Custom values can be inserted into offer descriptions to personalize content dynamically, such as learner names, dates, or course-specific data.
Step 3: Configure Pricing and Access Rules
Pricing Options
Free
One-time payment
Recurring subscription
Pricing is edited from the right-hand panel under Offer Pricing.
Step 4: Set Offer Access Duration (Expiry by Days)
Use this when access should automatically expire after a set number of days from purchase.
Steps
In Offer Access, enable Restrict access to a specific amount of days.
Enter the number of days (for example: 180 for 6 months, 7 for one week).
Save the offer.
How It Works
Access starts immediately after purchase.
Access is automatically revoked when the duration ends.
Step 5: Set a Start Date for Offer Access
Use this for launches, cohorts, or pre-sales.
Steps
In Offer Access, enable Begin access at a specific date.
Select the desired start date.
Save the offer.
How It Works
Members can purchase before the start date.
They can see the course overview only.
Lessons unlock automatically on the start date.
Note: You can use a start date, an expiry duration, or both together.
Step 6: Preview and Share the Offer
Preview the Offer
Click Preview to view the checkout and offer layout.
Preview mode does not track progress or completion.
Share the Offer
Click Get Link to copy the checkout URL and share it externally.
Step 7: Publish the Offer
Change the status from Draft to Published.
Confirm changes.
The offer is now live and available for purchase or assignment.
Common Issues and Fixes
Offer not visible
Confirm the offer status is Published.
Ensure at least one product is attached.
Members cannot access content
Verify the offer access dates and expiry settings.
Confirm the member has been granted the offer.
Preview does not show progress tracking
This is expected behavior.
To fully test, assign the offer to a test contact and log in as that contact.
FAQs
Can I bundle multiple courses into one offer?
Yes. You can attach multiple products to a single offer to create bundles or all-access passes.
What happens if a member buys another offer for the same course?
The system merges access, extending availability based on the newest offer.
Can I combine a start date and expiry duration?
Yes. Access begins on the start date and expires after the configured number of days.
Can I add tracking or custom code to an offer?
Yes. Custom JS, CSS, and tracking code can be added in the Advanced section.
Can I personalize offer descriptions?
Yes. Custom values can be inserted into descriptions, posts, and quizzes.