Membership Assessments and Quizzes
Membership assessments and quizzes can be a great way to check the progress of your members’ progress as they work through your course. Creating an Assessment Follow along to learn how to create and manage Membership Assessments. Step 1: Choose the Product Step 2: Create Assessment NOTE: Users can click on the “Use Current Frame […]
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 MyPipeline. Step 1: Navigate to Membership > Products > All Products Step 2: Click into a particular product. Step 3: Click the + next to the category, and choose “Add Subcategory” from the dropdown menu. […]
How To Use Membership Themes
Using Membership Themes allows you to enhance your members’ experience while honing your brand identity. You can customize your product pages by section, and choose between handpicked, customized themes. Step 1: Choose A Theme Step 2: Customize The Theme If you wish to customize a specific section of the page, click into the Section in […]
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 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, since you are viewing everything from a preview perspective. To test […]
Membership – Revenue Analytics
Revenue Analytics, a sub-feature of Analytics accessible through the main menu, has been expanded to provide users with comprehensive insights into one-time purchases and membership transactions. To access these valuable insights, follow these steps: Accessing Revenue Analytics: This feature allows users to filter their data by date and channel of purchase and view the distribution […]
How To Create A Membership One-Click Upsell
When using the Membership section, you can customize various settings and features to make the Membership experience work for your users exactly as you wish. You can add upsell offers to your checkout process to help maximize your profits – upselling them when they’re already making a purchase. What is an upsell? An upsell is […]
How To Customize Membership Settings
In this article, you will learn how and how you can customize your membership settings. Part 1: Where to edit Part 2: What to edit Note: The magic link will send them straight to their membership without having to create a password first. Connect Existing Domain Email Settings App Settings: You can edit the name of […]
Offer Validity/Access in Courses
Offer Validity/Access in Courses This brings an exciting validity feature to courses, allowing for more effective marketing campaigns and streamlined management of course access. This enables you to implement urgency in your marketing strategies, which can significantly boost your revenue by encouraging timely actions from your audience. Here’s a detailed look at leveraging this new […]
Client Portal Overview
The client portal is a client-side interface that is designed to allow clients and leads to interact with their respective accounts in a centralized platform, where they can access their affiliate commissions, participate in community groups, and enroll in membership courses. In this article, you will learn more about the features of this client portal […]