Campaigns are temporary offers or promotions that can be sold to members.
A campaign can have its own price, duration, access rules, and contract, and it can optionally convert into a regular membership afterward.
This guide explains how to create and configure a campaign from start to finish.
Step 1 — Navigate to Campaigns
Go to the Dashboard.
Click Sales.
Select Memberships.
Click Campaigns.
Click + New Campaign.
Step 2 — Fill in Basic Information
Start by completing the general campaign details.
Name
Enter a clear and recognizable campaign name.
Description
Describe what the campaign includes and who it is for.
Contract
Select a contract that members must accept.
This can be:
A standard contract
A contract created specifically for this campaign
This step is very important.
Step 3 — Decide What Happens After the Campaign
Choose whether the campaign should convert into a membership once it ends.
Examples:
Trial campaign → converts into a monthly membership
Intro offer → ends without conversion
Select the option that fits your setup.
Step 4 — Configure Pricing and Frequency
Payment Type
Choose whether the campaign is:
One-time payment
Recurring payment (e.g. monthly)
Price
Enter the campaign price.
VAT
Select the correct VAT rate.
Setup Fee
Optional one-time fee charged at purchase.
Step 5 — Set Access and Permissions
Define what the campaign gives access to:
Class bookings
Training access
Other system permissions
This controls what members can do during the campaign period.
Step 6 — Set Campaign Duration
Decide when the campaign is active.
Start Date
If no start date is set, the campaign becomes active on the purchase date.
You can also:
Set a fixed start date
Limit the campaign to a specific date range
Duration
Instead of dates, you can set a duration such as:
1 week
1 month
5 days
The duration starts from the purchase date.
Step 7 — Set Communication
Welcome Email
Select the email sent automatically when the campaign is purchased.
Step 8 — Choose Sales Method
Decide how the campaign can be sold:
Manual only (staff sends it directly)
Available on the sales page (members can buy it themselves)
Step 9 — Set Purchase Availability
Define when the campaign can be purchased:
Purchase from (start date)
Purchase until (end date)
This controls when the campaign is visible and available for sale.
Step 10 — Save the Campaign
Click Save.
Your campaign is now created and ready to be sold or sent to members.