Build It Workbook

You click-by-click guide for creating a digital course using a Hub

Be sure to complete Plan It before diving into Build It. You’ll be using the content you created during Plan It to build your digital course.

The goal of the Build It Workbook is to show you how to:

1. Select a template for your course
2. Customize how your course looks
3. Upload your course content

You’ll come out of this training with a private digital course like this:

Let's get you launched today! 🚀

Lesson 1 - Take a site tour of your Membership.io account

Start unlocking the power of Membership.io by signing into your account!

Learn how to navigate your Membership.io account with the site tour. This tour will introduce you to the different things that live in your account, and guide you on how to start building your digital course.

If you’re new to Membership.io, you might want to check out our training videos. 🔖

Lesson 2 - Load Your Course Hub Template

Select one Hub template for your digital course and load it instantly into your Membership.io account.

Open Membership.io's Hub Template Library to select your course template. We recommend using the Wellness template as this template was created for starter courses. Once you select your Hub template, you'll be able to customize your site to reflect your branding and colors.

Name your digital course and click ✅ Confirm to save your changes.

Lesson 3 - Open Your Hub Editor

Get started with customizing your new digital course to make it feel more like home! 🏡

After you create your Hub in Lesson 2, you’ll be taken inside your Hub Dashboard. From here, click 🛠Customize to access your Hub Editor. This is where you’ll be building your digital course!

Lesson 4 - Customize How Your Course Looks

Edit your digital courses’ images and text using the Hub Editor. 

Step 1 - Customize your Hub sections

Click ⚙️Settings next to a specific element to edit how your text, images, and buttons appear. 

Click 🖌Appearance next to a specific element to edit the styling of that element.

Be sure to Save Changes once you’re happy.

Step 2 - Customize your Hub appearance

Add your brand colors and logo to your digital course.

Head to the Appearance tab of your digital course to tweak your site colors, font, and logo.

Lesson 5 - Upload Your Course Videos

Upload your course content to your digital course.

Lesson 5 Step 1 - Open the Content Tab

Head to the Content tab of your digital course to get started with uploading content to your digital course.

Lesson 5 Step 2 - Click + Add Playlist

Next, we’ll want to create a Playlist to hold your course content.

A Playlist is a list of media files you curate and share with your audience. Use Playlists to sort your content based on things like deliverables, modules, topics, and tracks

Click the blue + Add Playlist button to create a Playlist. From here, click Create Playlist.

Give your Playlist a title and save it by clicking ✔️. 

Lesson 5 Step 3 - Upload Content to your Playlist

From here, it’s time to upload your videos into your digital course.

Click + Add Content to upload videos (or audio files) to your Playlist.

From here, you have a few different options:

• Upload videos from your computer
• Pull in existing videos from your Library
• Record your course videos using the Membership.io Chrome Extension

Choose your preferred content upload option and follow the instructions to add your content to your Playlist.

From here, you’ll need to create or select a Folder to store your video in. Folders are used to help you organize the content inside your Membership.io account. You can select an existing Folder for your Playlist’s videos, or you can create a new Folder.

Once you have selected a Folder for your Playlist’s videos, click to select your videos from your computer and click ✅Upload to start uploading your files into your Membership.io account.

Once your files are done uploading, they’ll appear in your Playlist. As your files are uploaded, they will be automatically transcribed, captioned, and made searchable. 😉

Lesson 6 - Customize your Playlist

Once you select videos for your Playlist, you have several different options to customize your Playlist.

After your files are done uploading, click on your Playlist from the Content tab to customize it. This is where you can:

• Edit the Playlist’s title and/or description.
• Click and drag your videos into place to re-order your Playlist.
• Click the blue ➕ button to add more videos to your Playlist.
• Click the three-dot menu to duplicate or delete your Playlist.

Click  ⚙️Settings for several other Playlist customization options such as

• Adding a Thumbnail
• Adding Attachments (like PDFs) to your Playlist
• Automate your Playlist with a Folder (more on that here)

You can also click on any video in your Playlist to customize that specific file’s title, description, Thumbnail, and/or Attachments.

Lesson 7 - Link to your Playlist in your digital course

Once you’re happy with your Playlist, you’ll need to place it in your digital course.

In your Hub Editor, open the Pages tab and click on the Section to which you want to add your Playlist.

Click Select Playlist to add your selected Playlist (that you created in Lesson 5). This will add your Playlist to this location in your digital course. 🎥

Your Playlist will now appear in your Hub. ✨

Have more content?

Create more Playlists in your Content tab. You can also create more Hub Sections to fit in any other course resources you want to deliver.

Lesson 8 - Invite Your Audience

With your digital course now built (woo-hoo🥳), it’s time to decide how your members will get access to your private digital course.

Here are our top three recommendations for how to invite your audience to your Hub.

Option 1 - Collect payments with Membership.io Payments (and Stripe)

This option is great if you want your members to pay to get access to your digital course.

You’ll need a Membership.io Hub to sell (done ✅) and an activated Stripe account. This article will walk you through this process.

Option 2 - Use a CSV file to import your Audience

This option is a good way to bring in your members quickly. It’s a great option if you’re handling payments yourself or outside of Membership.io. All you need is a CSV file with your members’ emails.

Option 3 - Add your members in manually

Sometimes it’s best to keep things simple. You can simply add your member’s name and email in to the Audiences tab of your Membership.io account. More details here. This option just sings of simplicity. 🎺

Lesson 9 - Celebrate!

Congratulations! 

Give yourself a round of applause.👏 You've created your very own digital course! It's time to celebrate your launch and all of your hard work!! 💃✨

Lesson 10 - Keep building with Membership.io

Check out our other Membership.io resources to keep exploring what you can build with Membership.io. 🚀