.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=878008bf159fcc4964d0c0d508b6e400)
.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=e7fddd192d86dd299bb26a190e6a7e96)
Membership products
Membership Products is the place to create and manage any educational content you offer your audience. In the Membership Product section, you can edit details and structure to ensure you have the products your audience deserves.
Creating a product
To build a product, click the Create Product button. You will be presented with options to build the course within the system or import courses from Kajabi. Use the Search bar to find products by name, and click the Sort dropdown to organize your products list.Membership offers
Offers allow you to assign a price to your products — either individually or in bundles of multiple products.Creating an offer
Go to the Offers tab
Navigate to the Offers tab inside your Memberships section under Courses. Click + Create Offer.
Add offer details
Enter the offer title, select the course(s) to include (you can select more than one), and select the payment type. If charging for access, add the price.
Configure offer settings
After creating the offer, you can configure:
- Offer Status — toggle between Published and Draft
- Offer Pricing — click Edit to change the pricing plan type and amount
- Offer Access — manage start and end of customer access
- Image — select an image to display on the offer page
Add an upsell (optional)
Click Add an Upsell to add an optional offer members can purchase during checkout. The upsell checkout page appears after the initial offer is purchased. Select the upsell type, then choose the offer to upsell with.
Membership settings
This section allows you to customize your entire membership portal. Before going live, configure these three sections:Site details
- Site Info — set the title of your membership portal (use your company name as it applies to the entire portal) and find the URL members will use to access the site
- Advanced — manage Custom JS, CSS, and Tracking Code
- Branding — add your logo (recommended 640×640) and Favicon (recommended 32×32)
- Builder Settings — enable the Download option to allow users to download original videos
Domain setup
Customize your portal’s Sub-Domain or add a Custom Domain for a personalized web address. Click Update Domain to save changes.Email settings
Configure automated membership emails including:- Send Welcome Message
- Send Drip Message
- Send Offer Access Email
- New Comments In Courses
- New Course Materials Unlocked
App settings
Customize the desktop and mobile experience:- Enable PWA — toggle on the Progressive Web Application to make your portal available as a mobile app
- App Details — set app name, short name, and description
- App Icon — upload icons (recommended 512×512 for the app drawer and splash screen)
Membership analytics
The Analytics section lets you review member progress across your courses and membership products.
- Course completion rates
- Assessment scores and results
- Revenue generated
- Member activity data
Managing member access
Changing member passwords
To reset a member’s password, navigate to Contacts, select the contact, and switch to the Actions tab. Under the Client Portal tab, you can:- Change Password — enter and confirm a new password of your choice
- Send Password Reset Link — emails the contact a secure link to reset their own password
Sending custom welcome emails
To use a branded welcome email instead of the default:Create your welcome email template
Create a welcome email that includes your logo and the login link using the custom value Login Url (Magic Link) under membership contacts.
Go to Membership Settings
Navigate to the Settings tab of your Courses inside the Memberships section and open Email Settings.
Membership content is entirely separate from your internal Hoop account. Members never see your CRM, contacts, or business data — only the content you have chosen to share in the portal.