Creating a course enables you to deliver structured and engaging content to your audience. By following these steps, you can efficiently design, customize, and manage your courses, ensuring they meet the needs of your students and reflect the objectives of your curriculum.
To begin, navigate to the "Memberships" section from the left sidebar. Here, you will find the "Products" tab, where you can view existing courses or start the creation of a new one. Selecting "Create Product" gives you the choice to use a pre-designed template or build a course from scratch.
For this guide, we will focus on the custom creation approach.
Naming Your Product
The first step in crafting your course is to name your product. This name should reflect the content and objectives of your course, as it will be visible to your students.
Outline
Start by organizing your course into categories or modules, which can include lessons, subcategories, and assessments.
Adding lessons is the core of your content creation, allowing you to include text, images, audio files, and files. You can also adjust settings such as the title, category, and visibility of each lesson, ensuring that only published lessons are accessible to students.
Drag and Drop
The drag-and-drop feature makes it easy to rearrange modules and lessons, helping you to manage extensive content with ease. Simply click the three horizontal lines to the left of the content you wish to rearrange, then drag and drop it to the correct position.
Assessments
Incorporate assessments into your product to gauge how well learners comprehend the material, providing insight into their knowledge and skills. You can select either a Quiz or an Assignment as the type of assessment. Ensure that you include a title for each!
Actions Menu
In the Actions menu, you have several options for managing your lessons, subcategories, and assessments:
Draft Mode: Your product remains unpublished and editable in Draft Mode. Make any necessary changes until you are ready to go live.
Published: When editing is complete, switch to Published mode to make your product live.
Locked: For products with multiple categories, use the Locked mode to require visitors to complete previous categories before accessing subsequent ones. Click the "Locked" icon and select the prerequisite post that must be marked as complete to unlock the next category.
Drip Mode: Set access limits for each category based on the number of days after purchase. Specify the time frame for visitor access to each category.
Collapse/Expand: Adjust the display of each category by clicking the up-down arrow next to the visibility mode menu.
Preview: Click the Preview button in the upper right corner of the Outline page to view your content.
More Actions: To clone, share, or delete your product, click the three-dot menu next to the Preview button.
Details
In the “Details” section, you can edit the title, description, thumbnail, and instructor information. You also have the option to add custom code and adjust other core aspects of the course.
The recommended dimensions are as follows:
Product Thumbnail: 1280x720
Instructor headshot: 300x300
Logo: 640x64
Favicon: 32x32.
Customize
In the "Customize" section, you can personalize the appearance of your course page by selecting colors, and background images, and adjusting sections and lessons to align with your branding. You can also save these themes for future use.
Offers
The "Offers" tab allows you to manage course-related offers linked to the product, including titles, prices, and checkout options.
Checkout Page
Once you have connected an offer to the course from the Membership > Offers section, you will be able to view and edit the checkout page.
The Checkout page consists of:
Offer Details: You can edit the offer banner, video, poster image, Logo image, and checkout copy.
Extra Contact Info: You can enable the Collect Address and phone number.
Service Agreement: Enable or disable the Service Agreement as a requirement. You can also customize your agreement text.
Comments
The "Comments" area is where you can monitor and respond to student interactions to your lessons and assessments.
Certificates
The "Certificates" section lets you manage certificates for course completions.
After setting up your course, you can manage all your course offerings from the "Your Products" page, where you can preview, edit, clone, and share courses by hovering over the course and clicking on the three-dot action dropdown. This central hub makes course management straightforward and organized.
By following this structured approach, you can create a well-designed and engaging course that meets your students' needs. This process not only allows you to deliver valuable content but also provides you with the tools to effectively manage and enhance your course offerings within the CRM, ensuring a seamless educational experience for your audience.
Troubleshooting Tips
Preview Your Course
Regularly preview your course to ensure it looks and functions as intended.
Check Visibility Settings
If a lesson does not appear in the preview of your course, ensure it’s set to “Published.”
Further Reading