Creating and Launching a Course

Introduction

Creating and launching an online course in your CRM is a straightforward process that allows you to share knowledge, grow your audience, and generate revenue. This guide walks you through the essential steps to build and publish your course.

Create a Course

Start by creating your course product. Go to Memberships > Courses > Products and click Create Product, then choose Start from Scratch. Provide a title and description for your course, upload a thumbnail image, and set the pricing option—choose from Free, Recurring, or One Time. Click Create Course to proceed.

Once created, the course editor opens. You’ll see a left panel displaying your course structure, including modules, lessons, quizzes, and assignments. The main editor area allows you to build or edit content. Use breadcrumbs at the top to navigate, drag and drop items to reorder, and expand or collapse modules as needed.

Create an Offer

After building your course, create an offer to make it available for purchase. Navigate to Memberships > Courses > Offers and click Create Offer. Fill in the offer details to highlight its value, assign your course product, set the price, and click Create. Change the offer status from Draft to Published and save your changes.

Sell Your Offer

With your offer published, you can now share it. Return to Memberships > Courses > Offers, click the link icon next to your offer, and copy the generated URL. Share this link on social media, in emails, or on your website to start attracting learners.

Next Steps

Consider bundling offers, creating discount codes, or launching marketing campaigns to increase enrollment. Explore advanced features like paid courses within communities or using workflows to manage access.