Courses

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 two workflows.

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.

  1. 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.

  1. Click the + next to Product Structure to add a category.

  2. Click the + next to a category title to add a lesson in that category.

  3. 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.

  1. When the course is ready, click + Create Offer at the top right.

  2. Choose the course product or products from the dropdown.

  3. 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.

  4. Toggle the Offer to Published. Unpublished offers do not appear as available elsewhere in JourneyCARE.

Set up the two required workflows

Course access needs two workflows: one that grants the Offer, and one that emails login credentials on new signup. For how workflows fit together, see Workflows Overview.

Workflow 1: Grant the offer

Trigger this workflow from the event that should open course access, then grant the Offer.

  1. Create a workflow triggered by the event you want to use (for example buying a product, submitting a form, or applying a tag).

  2. Add the Grant Offer action and select the Offer people should receive.

Workflow 2: Send credentials on new signup

This workflow must use the New Signup trigger and send login credentials by email.

  1. Create a second workflow with the New Signup trigger.

  2. Add only an email action that sends the credentials.

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