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Courses let you organize your membership content into a structured learning path with modules and lessons. Members track their progress, complete quizzes, and receive certificates when they finish — all inside your branded member portal.

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Course structure

A course follows a three-level hierarchy: 
Course
└── Module
    └── Lesson
  • Course — the top-level container (e.g. “Email Marketing Mastery”)
  • Module — a themed section within the course (e.g. “Module 1: List Building Foundations”)
  • Lesson — an individual piece of content (e.g. “Lesson 1: Choosing the right email platform”)

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Creating a course

1

Navigate to Memberships and Communities > Courses

Click Memberships and Communities in the left sidebar, then select Courses. Click + New Course.
2

Name and configure the course

Enter the course title and description. Upload a course thumbnail image. This appears in the member portal when a member views their available courses.
3

Add modules

Click + Add Module to create the first section of your course. Give it a clear, descriptive title. Add as many modules as your course needs.
4

Add lessons to each module

Inside each module, click + Add Lesson. Give the lesson a title and choose the content type:
  • Video — upload a video file or embed from YouTube, Vimeo, or Wistia
  • Text — rich-text content with formatting, images, and embedded media
  • Audio — upload an MP3 or other audio file
  • PDF / File — attach a downloadable PDF, worksheet, or resource
  • Quiz — add a comprehension check at the end of a module
5

Set lesson completion criteria

Choose how a lesson is marked complete:
  • Manual — the member clicks a “Mark as Complete” button
  • Video watch — the lesson is marked complete after the member watches a certain percentage of the video
  • Quiz passed — the lesson requires passing a quiz to be marked complete
6

Configure drip schedule (optional)

Set each module or lesson to unlock on a specific day after the member joins. This paces content delivery and maintains engagement over time.
7

Link to a membership

Courses are accessed through memberships. When creating or editing a membership, select the course(s) that members gain access to when they join.

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Progress tracking

Members see a progress bar on the course page showing how many lessons they have completed. Individual lesson thumbnails show a checkmark when completed. Admins can view progress for all members from the Members tab:
  • Lessons completed vs total lessons
  • Last active date
  • Quiz scores
  • Completion percentage

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Quizzes in courses

Add a quiz lesson at the end of each module to reinforce learning:
  1. In the lesson editor, select Quiz as the content type.
  2. Add questions with multiple-choice, true/false, or short-answer formats.
  3. Set the passing score (e.g. 70%).
  4. Configure what happens if the member fails — allow retakes, or lock subsequent lessons until they pass.

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Drip content example

Day after joiningContent unlocked
Day 0Welcome lesson, Module 1 (all lessons)
Day 7Module 2 unlocks
Day 14Module 3 unlocks
Day 21Module 4 unlocks, bonus resources

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Completion certificates

When a member completes all lessons in a course:
  1. An automation trigger fires: Course Completed.
  2. The automation runs a Grant Certificate action to issue a personalized certificate.
  3. The certificate appears in the member’s portal and can be downloaded as a PDF.
Course content is delivered through the same member portal as memberships. A single member login gives access to all courses and communities included in their membership.
Keep individual lessons short (5–15 minutes for video content). Shorter lessons increase completion rates and make it easier for members to fit learning into their schedule.
Last modified on March 4, 2026