Building and Managing Your Course

Creating a course in the CRM is a vital task that enables you to deliver structured and engaging content to your audience. By following these steps, you can effectively design, customize, and manage your courses, ensuring they align with your students' needs and your curriculum objectives.

Getting Started

To start, go to the "Memberships" section of your dashboard. Within this section, you'll find the "Products" option, where you can view existing courses or initiate a new one. By selecting "Create Product," you'll have the option to either use a pre-designed template or build a course from scratch.

For this guide, we'll focus on the custom creation approach.

Course Creation and Customization

Begin by naming your course product. This name should be reflective of the course content and its objectives, as it will be visible to your students.

Once named, you can proceed to customize your course, starting with the "Details" section. Here, you can edit the title, description, thumbnail, and instructor information. You also have the option to add custom code and adjust other core aspects of the course.

Recommended Dimensions:

• Product Thumbnail: 1280x720
• Instructor Headshot: 300x300
• Logo: 640x640
• Favicon: 32x32
  
  

Next, in the "Customize" section, you can personalize the course page's appearance by selecting colors, background images, and adjusting sections and lessons to match your branding. You can also save these themes for future use.

The "Offers" tab allows you to manage any course-related offers linked to the product, including titles, prices, and checkout options.

Once you have connected an offer to the course from the Membership > Offers section, you can view and edit the checkout page.

The Checkout page consists of:

• Offer Details: You can edit the offer banner, video, poster image, Logo image, and checkout copy.
• Extra Contact Info: You can enable the collection of addresses and phone numbers.
• Service Agreement: Enable or disable the Service Agreement as a requirement. You can also customize your agreement text.

The "Comments" area is where you can monitor and respond to student interactions with your lessons and assessments.

The "Certificates" section enables you to manage certificates for course completions.

Structuring and Organizing Your Course

With your course setup, it's time to build the content. Start by organizing your course into categories or modules, which can include lessons, subcategories, and assessments. Adding lessons is at the core of your content creation, allowing you to incorporate text, images, and files. You can also adjust settings like the title, category, and visibility of each lesson to ensure that only published lessons are accessible to students.

The drag-and-drop feature allows for easy rearrangement of modules and lessons, helping you manage extensive content effortlessly.

Incorporate assessments into your product to evaluate how well learners understand the material. You can select either a Quiz or an Assignment as the type of assessment and ensure each has a title.

Actions Menu

The Actions menu offers several options for managing your lessons, subcategories, and assessments:

• Draft Mode: Keep your course unpublished and editable until you're ready to go live.
• Published Mode: Once editing is complete, switch to Published mode to make your course available to students.
• Locked Mode: For products with multiple categories, use Locked mode to require visitors to complete certain categories before accessing others.
• Drip Mode: Set timed access to each category based on the number of days after purchase.
  
  

You can also collapse or expand categories, preview your course content, and use the "More Actions" menu to clone, share, or delete your product.

Managing Your Course Offerings

After setting up your course, you can manage all your course offerings from the "Your Products" page. This central hub allows you to preview, edit, clone, and share courses easily, keeping everything organized and accessible.

Troubleshooting Tips

• Preview Your Course Regularly: Ensure that your course looks and functions as intended by frequently previewing it.
• Check Visibility Settings: If a lesson doesn’t appear in the course preview, verify that it’s set to “Published.”