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How to Build and Edit an Offer in Memberships

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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

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

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

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.       
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