Who This Is For / When to Use
Use this article when setting up paid or free memberships, bundling courses, or connecting memberships to checkout pages, funnels, or websites.
Core Concepts and Definitions
What Is a Membership Product?
A Membership Product is a course that lives inside the Memberships area.
It contains modules, sub-modules, lessons, quizzes, and other learning content.
Members can only access a Membership Product if it is included in an Offer they have purchased or been granted.
What Is an Offer?
An Offer defines:
Which Membership Products are included
The price (one-time, free, or paid)
Visibility (Draft or Published)
Offers control what content a member can see after purchase.
Example:
One Offer = multiple Membership Products for a single price
Another Offer = one Membership Product at a lower price
Members only see the products included in the Offer they purchased.
Shows the Offers list with pricing, product count, and publish status
What Is a Payment Product?
A Payment Product is created under Payments > Products.
It is used to sell access through:
Websites
Funnels
Checkout pages
A Payment Product connects checkout to access by linking to a published Offer.
Once linked, purchasing the Payment Product automatically grants access to all Membership Products in that Offer.
Shows Payments > Products with Membership Offer linking option
How Membership Access Works (End-to-End)
Membership Product = the course content
Offer = defines price and which products are included
Payment Product = connects checkout to the Offer
Once payment is completed, no additional setup is required.
The member is automatically added to the correct Membership Products.
How to Create an Offer (Memberships)
Step 1: Open Offers
Go to Memberships, hover over Courses, then select Offers.
Shows navigation to Offers under Memberships > Courses
Step 2: Create the Offer
Click + Create Offer
Enter an Offer title
Select one or more Membership Products
Set the price
Click Create
The currency is determined by the account’s location.
Step 3: Publish the Offer
New Offers are created in Draft status.
They must be Published before they can:
Be purchased
Appear in Payment Product dropdowns
Shows Draft vs Published offer status selector
How to Link an Offer to a Payment Product
Step 1: Open Payment Products
Go to Payments > Products, then click + Create Product (or edit an existing one).
Step 2: Enable Membership Access
Complete product details and pricing
Open Additional Options
Toggle Membership Offer
Select a published Offer
Shows Membership Offer toggle and dropdown selection
Important:
Only published Offers appear in the dropdown.
Email Notifications for Membership Access
To ensure members receive login credentials and access information, enable welcome emails.
Enable Welcome Emails
Go to Memberships
Hover over Courses, then click Settings
Open Email Settings
Enable Send Welcome Email
Shows Email Settings with Send Welcome Email enabled
Common Issues and Fixes
Offer Does Not Appear in Payment Product
Cause: Offer is still in Draft
Fix: Publish the Offer
Member Did Not Receive Login Details
Cause: Welcome email is disabled
Fix: Enable Send Welcome Email in Membership Email Settings
Products Need to Change After Offer Creation
Cause: Offers cannot be edited after creation
Fix: Create a new Offer with the correct Membership Products
FAQs
How do I know if an Offer is published?
Check the Offer status in the Offers list. Published Offers are labeled Published.
Can I edit the products included in an Offer?
No. Once created, product selection cannot be changed. Create a new Offer if changes are needed.
What happens if I don’t enable the welcome email?
Members will not automatically receive login credentials or access instructions.
How do I bundle multiple products together?
When creating an Offer, select multiple Membership Products and set a single price.
Can I use custom values in Membership content?
Yes. Custom values can be used in:
Offers and Offer descriptions
Course content
Quizzes and posts
Available types include:
Contact-specific
Time-based
Course-specific
Location-specific