Memberships
39 articles
1 min read · Video
Memberships - Introduction
Welcome to this overview of your Membership Portal.
1 min read · Video
Memberships - Adjusting Settings
This video shows how to adjust your overall membership site settings.
1 min read · Video
Memberships - Adding Products
Products are how we refer to Courses in the Memberships area.
1 min read · Video
Memberships - Creating Offers
This video shows how to create:
1 min read · Video
Memberships - What your Customer Sees
This video shows what your customer sees from checkout right the way through to their interaction with your products (courses).
1 min read · Video
Memberships - Managing Members
How to manage your members.
1 min read · Video
Dripping Content
This video will show you how to give your members access to your course over a determined amount of time.
1 min read · Video
Adding Media to posts
The CSS to center videos is:
1 min read · Video
How to center images and videos in the Content Area
This video will show you how to center images and videos in the content area of the membership portal.
1 min read · Video
Magic Login Links for Memberships
This video will show you how to create magic login kinks for memberships.
2 min read
Client Portal Appointments: Book and Manage Meetings
Let clients book, view, reschedule, and cancel appointments from inside the Client Portal, and choose which calendars they can book.
1 min read
Client Portal Magic Links: One-Click Access to Portal Apps
Generate a secure magic link that logs a contact straight into a specific Client Portal app, such as a course or community, without a password.
1 min read
Notifications in the Client Portal
How members see community and course notifications in the Client Portal, and how they and you control email and push alerts.
1 min read
File Share Notifications in the Client Portal
Contacts get a notification automatically when you share a file with them through the Client Portal.
1 min read
Build, Launch, and Sell Your Online Course
Create a course, package it in an offer, and sell it through checkout, step by step.
2 min read
Client Portal: Unified Dashboard, Courses & Communities
Customers use one branded portal for the dashboard, courses, communities, billing, shared files, and account settings.
1 min read
Community Live Sessions: Personal Meeting Links, Recordings, and Noise Cancellation
Host community live sessions with a reusable personal meeting link, find every recording in the Recordings Hub, and use noise cancellation.
1 min read
Community Workflow Triggers
Start workflows when members post, comment, register for an event, or get their join request rejected in a community group.
1 min read
Posts and Channels in Communities
Create channels, write posts with images, video, files, and links, and manage comments, likes, and the home timeline in your community.
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Create Polls in Community Posts
Ask your community a question with a poll on web or mobile, with 2 to 10 options, single or multiple choice, and an optional closing time.
1 min read
Manage Members in Community Groups
Understand member roles, invite members, change roles and contact visibility, remove members, and move members from another community.
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Set Up, Customize, and Manage Your Communities
Set up your community domain, create groups, add members, and customize details, branding, and links. Communities are included on every plan.
1 min read
Community Chats for Direct Messages
Let members send private one-to-one messages to other members of the same community, with a unified inbox and new message alerts.
1 min read
Import Courses from Kajabi
Move your courses from Kajabi into FunnelStreams with the built-in course importer.
1 min read
Post Creation Nudges in Communities
Get a ready-to-publish community post right after you create a course or event, or when a member finishes a course.
1 min read
Rich Link Previews in Communities
Links shared in community posts and comments automatically show a preview with an image, title, and description.
1 min read
Share Meeting Recordings as Community Posts
Publish a meeting recording straight into a community post without downloading and re-uploading the video.
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Tag Channels and Events in Community Posts
Add clickable links to community channels and upcoming events in posts and comments so members can find the right place fast.
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Automate Community Group Access with Workflows
Grant or revoke community group access automatically with workflow actions, and react to access changes with group access triggers.
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Set Expiry Dates and Reminders for Certificates and Badges
Decide how long certificates and badges stay valid and send reminder emails before they expire.
1 min read
Course Filters in Communities
Help members find courses on the Learning tab by filtering by topic, difficulty, and language, and sorting by title or date.
1 min read
Sell a Course Without Creating an Offer
Set a price on a single course, get its checkout link, manage access and coupons, and share it, all without building a separate offer.
2 min read
Build and Launch a Course
Create a course, organize modules and lessons, create and sell an offer, and give students access through the Client Portal.
1 min read
Send Voice Notes in Community Chats
Record and send audio messages in private community chats instead of typing, and play them right in the conversation.
1 min read
Badges, Points, and Leaderboards in Communities
Reward community members with automatic badges, points, levels, and a leaderboard, and customize badges to match your brand.
1 min read
Tag Members in Community Posts and Comments
Mention members with @ in posts, comments, and replies so they're notified and pulled into the conversation.
1 min read
Dark Mode in Communities and Courses
Switch communities, courses, and other member areas to a darker look that's easier on the eyes.
1 min read
Course Themes and the Theme Customizer
Pick a system theme for your course pages, then use the theme customizer to change colors, text, sections, logo, and favicon and save your own templates.
1 min read
Meta Pixel Tracking for Events
Add your Meta Pixel to an event to track views, registrations, and ticket purchases, including order value and ticket details.