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

• 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.