Knowledge Base: 700+ Articles

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.

How to Create and Edit Categories in Memberships

Within the Membership section, you can create categories of products from templates or use a DIY build-your-own option. Follow these quick steps to get started with creating and editing categories in the Membership Section.

How To Customize The Membership Welcome Email Using Membership Settings or Workflows

There are a few options to send credentials when someone creates their Membership account.

How To Setup Drip Content for Subcategories in Memberships

This article will walk you through the steps to set up drip content for subcategories in the Memberships area of your system.

How To Add A Customer to Your Membership Area, Course or Offer

It’s important to understand the different options for how you add somebody to your product, to your offer, and to your membership area as a whole. Follow along to learn how you can use workflows and funnels to do so.

How to Manually Grant Access to Memberships

You may want to manually grant access to a membership. Perhaps you are migrating over from BILT and you don’t want to charge customers who’ve already paid, or you just want to give it to a particular person for free.