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

https://lh4.googleusercontent.com/l_2tWJB_2T9W5hzVXBtHx-Alq6s40KtsN1xpJb5QjsauJcwJmVl9VXYuTJIW0xjUC1BYJUNKYfwwd_tpFfxueH2Qp2B7puH6GY6l-hn6ejotSz1dlH8TFfUS9DZctPTPRCM5Gk8TqE59ZSPDL00vSoMlh4.googleusercontent.com

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

https://lh6.googleusercontent.com/pbcZv3n9x_rHe7axnpd0YJC9FMfdkzgPBEHG385G2pBr9leAYUr4524CMEXvioaPUsqf3ag2iOoVtdAIDNfln1bmq16NDgXg30yHdi9r_XDzxEQ3AhKWa-uoNwx_zI1tEysRDy7vQ9cvGeM5u5pJuawlh6.googleusercontent.com

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

https://lh5.googleusercontent.com/0xpkG227JB66IFswwCDYFz34Rjn5-Ifi8rGPruPOHaMzWZN5z5hD9jHVKfNoI7YXFjUq0Z267vmUViwydp6dMdldD1AFQMs1wOQNLP7mX-6p-QEMY_MfX1O9DDQYWvfkkLZm32jN6shuhBn3AuHCyMYlh5.googleusercontent.com

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.