How to Manually Grant Access to Memberships
You may want to manually grant access to a membership. Perhaps you are migrating over to Infinite Sales and you don’t want to charge customers who’ve already paid, or you just want to give it to a particular person for free. If it’s a membership that has a paid option, follow these steps to grant […]
How To Add A Customer to Your Membership Area, Course or Offer
It’s important to understand the different options for how you add somebody to your product, to your offer, and to your membership area as a whole. Follow along to learn how you can use workflows and funnels to do so. Part 1: Granting Access Using a Funnel Step 1: How to Give Access via a […]
How To Setup Drip Content for Subcategories in Memberships
This article will walk you through the steps to set up drip content for subcategories in the Memberships area of your system. How to access: Step 1: Navigate to Membership > Courses > From the dropdown select Products Step 2: Click on a particular product. Step 3: Click the + next to the category, and choose “Add Subcategory” […]
Membership Products and Offers Overview
This article will explain the difference between a Membership Product, Offer, and Payment Product and how they work together. What is a Membership Product? A product is a course (made up of categories and posts) that lives in your membership area. What is an Offer? An offer is where you can bundle together one or […]
How To Customize The Membership Welcome Email Using Membership Settings or Workflows
There are a few options to send credentials when someone creates their Membership account. You may want to customize this email for your members, so follow these steps to review your options: Option 1: System-Generated Email Using a Template Step 1: Navigate to Memberships on the left >Courses at the top right> Settings from the dropdown […]
How to Create and Edit Categories in Memberships
Within the Membership section, you can create categories of products from templates or use a DIY build-your-own option. Follow these quick steps to get started with creating and editing categories in the Membership Section. Navigation and Creation Choose a Template or Build Your Own: Add Audio Files to Membership Courses: Infinite Sales gives you the […]
How to Build and Edit an Offer in Memberships
In this article, you will learn how to build and edit an offer in a membership. Step 1: Create your offer Note: Offers can also be created directly within the Products tab. Step 2: Build your membership Step 3: Preview your membership Note: In preview mode, the Track Progress and Mark as Complete features won’t work […]
Resending Membership Credentials
In this article, we’ll go over how to resend membership credentials. This can be done a few different ways. Manually resending them Step 1: Step 2: Resetting and Resending Frequently Asked Questions (FAQ) 1. How can I manually resend membership credentials to a user? 2. What should I do if the original membership credentials email […]
Membership Settings: Site Details
In this article, we will review the Membership Settings’ Site Details section. Site Info Navigate to Memberships > Courses > Settings > Site Details. Here, you can modify the following: You can also create, copy, or regenerate Magic Links, which are one-click sign-in links. Note: These must be sent through the system to function correctly, either […]
Magic Links for Memberships
Magic links are a great way to get contacts auto-logged into their membership area and sent to where courses reside. This article will go over magic links and how to use them. Magic Links Location Navigate to Sites > Memberships > Settings > Site Details to view the domain information related to your memberships. Enter […]