In this article, you will learn how to build and edit an offer in a membership.
Step 1: Create your offer
- Navigate to Sites - Memberships - Offers - Create Offer
- Give a title to this offer, connect it with a product, and give it a price.
- Leave this with the toggle on Live if you plan to collect real payments
- Save
Step 2: Build your membership
- Edit the title if needed
- Give it a nickname if you want (this will only be visible to you)
- Add a description
- In case you need to, you can add custom JS, CSS, and/or tracking code.
- Make sure you have selected the proper product (or products)
- On the section on the right, you can set this to draft or published
- Edit the price (if it's free, a one-time payment, or a recurring subscription)
- Add the image that will be displayed next to your course
- Save
Step 3: Preview your membership
- Click the preview link to see how your offer would look like
- If you want to share your page with others, click on the Get Link text to grab a copy of the URL
Note: In preview mode, the Track Progress and Mark as Complete features won't work, since you are viewing everything from a preview perspective. To test this, you will need to create a test contact, give yourself the offer, and access the membership as if you were a regular customer
Step 4: Complete the Setup and View your Course
- When you finish editing the checkout page, click on save
- Navigate back to offers and see what you created.