Membership Areas
Membership Areas delivers gated online courses, training portals, and premium content through a branded member portal. Build courses with video lessons, text content, downloadable resources, quizzes, and certificates. Control who gets access, when content unlocks via drip schedules, and how learners progress. Unlike Teachable, Kajabi, or Thinkific, the system integrates directly with your CRM, payments, and workflows, so enrollments, completions, and progress tracking trigger automated follow-up.
What Membership Areas Does
Create course products organized into categories (modules) and posts (lessons). Each lesson supports video (up to 4 GB per file or external embeds from YouTube, Vimeo, Wistia), text, images, and downloadable attachments. Package products into offers with pricing options (free, one-time payment, recurring subscription, or bundles). Grant access automatically via workflows triggered by form submission, payment, tag addition, or pipeline stage change.
Drip content releases lessons on a schedule relative to each student’s enrollment date. In-app notifications alert students when new content unlocks. Progress tracking shows completion percentages, lesson-by-lesson activity, and course analytics. Certificates generate automatically upon completion.
The courses dashboard displays 30-day metrics: top/least performing courses, revenue, checkouts, upsell conversions, average order value, and the progress funnel (signed up, started, completed). Export data to CSV for deeper analysis.
Key Configuration Options
Create a course product: Navigate to Memberships > Courses > Products, click Create Product, choose format (Sprint, Marathon, Membership, or Build Your Own), name the course, add categories (modules), add posts (lessons) with video, text, images, and attachments, and save.
Create an offer: Go to Memberships > Courses > Offers, click Create Offer, fill in name and description, assign one or more course products, set pricing (free, one-time payment, recurring subscription, or bundle), switch status to Published, and save.
Configure drip schedules: Open a course product, click a category, set the number of days after enrollment that content unlocks, and save. Repeat for each module. In-app notifications alert students when new lessons unlock.
Grant access via workflow: Navigate to Automation > Workflows, create a workflow with a trigger (Form Submitted, Payment Received, Tag Added, Pipeline Stage Changed), add the Course Grant Offer action, select your offer, and publish.
Enable certificates: Open course product settings, navigate to the Certificate section, enable generation, customize the template with branding and dynamic fields (student name, completion date), and save. Students download certificates upon completion.
Customize member portal: Go to Memberships > Courses > Settings, upload logo, set brand colors, customize layout and navigation, preview the portal, and configure a custom domain (courses.yourdomain.com) for a fully branded experience.
Power Features
Bundled offers: Assign multiple course products to a single offer at a discounted package price. Bundles increase perceived value and encourage students to buy multiple courses at once.
In-app upsells: Present additional course offers during the student experience. Upsells increase average order value without requiring separate marketing campaigns.
Progress funnel analytics: View how learners move from signed up to started to completed. Identify drop-off points and improve retention by shortening videos, adding interactivity, or breaking dense modules into smaller chunks.
Paid courses inside communities: Link course products to community groups. Students who purchase the offer gain access to both lessons and group discussions, events, and peer networking.
Workflow-triggered welcome emails: Build custom welcome emails inside workflows or use the default email from Membership Settings. If you add a workflow email, the default is disabled automatically.
Pro Tips
- Start with a clear course outline before building. Map categories, lessons, and content flow on paper to ensure a logical learning path and prevent rework.
- Use drip content strategically. Match the schedule to content complexity: simpler topics unlock faster, complex modules benefit from longer gaps between releases.
- Automate enrollment via workflows triggered by form submission, payment completion, or tag addition. Never rely on manual enrollment for courses sold at scale.
- Monitor your progress funnel regularly. If you see a big drop between “Started” and “Completed,” investigate lessons where students disengage.
- Promote certificates in your offer description and remind students throughout the course. Completion rates improve when there is a tangible reward at the finish line.
Common Questions
What is the difference between a product and an offer?
A product is the course content (lessons, videos, materials). An offer is the package that grants access to one or more products and defines pricing. You need both to enroll students.
How does drip content work?
Drip content releases lessons on a schedule relative to each student’s enrollment date. Set the number of days after enrollment that each module unlocks. Students see locked content with a countdown.
Can I automate course enrollment?
Yes. Create a workflow with a trigger (Form Submitted, Payment Received, Tag Added), add the Course Grant Offer action, select your offer, and publish.
What is the maximum video file size?
The platform supports uploads up to 4 GB per video. For larger recordings, compress the file or split it into shorter segments.
How do I revoke course access?
Open the student’s contact record, navigate to their membership section, and remove the offer or product. Automate revocation via workflows triggered by subscription cancellation or tag removal.