Build a course
Use the Course feature for a single webinar, a multi-session certification program, or member resources that are not structured like a traditional course. Access is granted through an Offer, and granting it is a single action you add to any workflow.
Create the course product
Every course starts as a Product. Clone an existing course when you want to reuse its structure instead of building from scratch.
Create a new Product for the course, or clone an existing course product.
Add categories and lessons
Courses are organized as categories and lessons under Product Structure.
Click the + next to Product Structure to add a category.
Click the + next to a category title to add a lesson in that category.
Toggle each category and lesson to Published so course participants can see them.
Create an offer for access
People get access to a course when you grant them the associated Offer. An Offer can include one product or multiple products.
Create offers under Portal and Groups > Courses > Offers. You can switch an offer between Draft and Published directly from the offers list.
When the course is ready, click + Create Offer at the top right.
Choose the course product or products from the dropdown.
Leave Type set to free if you collect payment through a payment form or e-commerce, or if the course is included with a membership level.
Toggle the Offer to Published. Unpublished offers do not appear as available elsewhere in JourneyCARE.
Grant access with a workflow
Granting course access is an action you add to any workflow: Course Grant Offer. No separate workflow is needed to send login credentials; the access email is sent automatically when access is granted. For the full workflow setup, including triggers, testing, and publishing, see Grant course access with workflows.
Create a workflow triggered by the event that should open course access (for example buying a product, submitting a form, or applying a tag).
Add the Course Grant Offer action and select the Offer people should receive.
Control the access email
The email someone receives when they are granted course access is controlled by Portal & Groups > Portal > Settings > Email Settings. The template that is sent for courses appears on the Courses tab there. The Offer Access Email notification controls whether this email is sent. See Set notification preferences for courses and Edit default email templates in the client portal.