How To Customize Membership Settings

How To Customize Membership Settings

July 31, 20242 min read

In this article, you will learn how to customize your membership settings. 

Part 1: Where to edit

  • To edit your settings: 

  • Go to Sites > Memberships> Course > Settings

    • Site Details: Control the branding and the SEO settings of your Sites

    • Custom Domains: Setup your custom domain in your membership sites

    • Email Settings: Customise your email settings

    • App Settings: Customise the experience of desktop and mobile progressive apps

Part 2: What to edit

  • On the Site Details section: 

    • Title

    • Subdomain

    • Support email

    • Support Phone Number

    • User Magic Link - This is for you or your users, to send you directly to the membership

    • Learner Magic Link - This is for your contacts, you can send this in an email through workflow or conversation

    • Branding: You can edit the logo, and the Favicon here too. 

Note: The magic link will send them straight to their membership without having to create a password first. 

Connect Existing Domain

  • Enter the domain you want to connect to here

Email Settings 

  • Send Welcome Email: You can select the default template or use one of your own. You can turn this feature on or off. 

  • Send Drip Email: Send them an email when a new category is available. You can use the default one or one made by you. You can turn this on or off. 

  • Send Offer Access Email: You can send them an email when the offer access is provided. You can use a default template or use your own. You can turn this feature on or off. 

App Settings: You can edit the name of your app, and give it a short name and a description. Also, add an app icon. You can also select the app colors. 

Offer Validity and Updates:

You can now create offers with limited-time validity. Explore three distinct pathways designed to empower learners:

  • Offers with Access Start Date Only:

    • Gain exclusive access to offers starting from a specific date, or take advantage of early access opportunities.

  • Offers with Access Number of Days Only:

    • Benefit from short-term deals available for a specified number of days, providing limited-time accessibility.

  • Offers with Both Access Start Date and Number of Days:

    • Set both the start date and the number of days you want the offer to be valid.

How to Add Time Validity:

  • Navigate to the Membership tab.

  • Hover over the Courses section and go to Offers.

  • Create an offer by adding the product and the details.

  • In the second step, add the time validity for the offer.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

LinkedIn logo icon
Instagram logo icon
Youtube logo icon
Back to Blog