💎 Digital Products Setup
🛍️ E-commerce Store Method:
- Go to Sites → Add Store
- Creates 5 pages automatically
- Add products in Payments & Products
- Upload up to 10 files per product
- Set collections for organization
🎯 Funnel Method:
- Create new funnel (blank)
- Add one-step order form
- Connect subdomain
- Attach product to page
- More control over design
💡 Pro Tip: Use e-commerce for 10+ digital products. Use funnels for custom sales pages and better control.
📚 Course Structure
⚠️ Critical Rule: You MUST create an OFFER for every course to grant access. No offer = no access!
📖 Course Creation Steps:
- Go to Memberships → Course Products
- Create your course content
- Create an OFFER (free or paid)
- Offer connects to contact for access
- Course appears in student's library
| Location |
Purpose |
| Course Products |
Create course content |
| Offers |
Grant access & pricing |
| Learning Tab |
Community course display |
| Nine Dots → Courses |
Student's personal library |
👥 Community & Access Control
🏠 Client Portal Setup:
- Sites → Groups → Client Portal
- Learning Tab: Free courses for all
- Course Library (9 dots): Personal access
- Private Channels: Paid content
🔒 Private Channel Strategy:
- Create locked channels for paid content
- Share digital product links in posts
- Restrict member posting (read-only)
- Grant access via automation
💡 Best Practice: Use private channels for digital downloads and paid community content. Pin important posts for easy access.
⚙️ Automation Workflows
🔄 Payment Automation:
- Trigger: Payment Received
- Filter: Specific Product
- Filter: Payment Status = Success
- Action: Grant Access
📧 Access Options:
- Send email with download links
- Grant private channel access
- Grant course offer access
- Add to client portal
⚠️ Remember: Add a 1-minute wait and tag contacts in workflows to ensure proper processing time.
🎨 Product Organization
📝 Naming Convention:
- Label offers clearly (e.g., "Hair Tips OFFER")
- Distinguish between offer products and learning products
- Organize by type and access level
| Product Type |
Best For |
Setup Method |
| Digital Downloads |
Templates, PDFs, Files |
E-commerce or Funnel |
| Full Courses |
Video series, Programs |
Course Products + Offers |
| Community Content |
Exclusive posts, Links |
Private Channels |
🚨 Common Issues & Solutions
❌ "I don't see my course"
Solution: You didn't create an OFFER. Every course needs an offer to appear.
❌ "Students can't access content"
Solution: Check if the offer is attached to their contact record.
❌ "Too many similar products"
Solution: Learning tab creates NEW products. Use offers for existing courses.
💡 Pro Tips:
- Start with offers, then add to community
- Use funnels for custom sales pages
- Pin important posts in channels
- Test workflows before going live