11.3 Creating Offers: Granting Access to Courses

An "Offer" is the mechanism used in Close Master Memberships to package one or more Products (your courses/hubs) and define how users get access – whether it's free or requires a payment. Users cannot access Products directly; they must enroll via an Offer.

Purpose of Offers:

  • Bundle one or more Products together.
  • Define the price (Free, One-Time Payment, Recurring Subscription).
  • Generate the unique Signup Link (for Free Offers) or Checkout Link (for Paid Offers) that you share with potential members for enrollment.
  • Manage member access to the included content.

Accessing:

Navigate to Memberships → Offers tab.

Creating a New Offer:

  1. Click the + Create Offer button.
  2. Fill in Offer Details:
    • Title: Enter the customer-facing name for this access package (e.g., "Complimentary New Agent Onboarding Access", "VIP Client Resource Hub - Free Access", "Advanced Real Estate Investing Course - Paid Access"). This name is visible during signup/checkout and in the member's portal.
    • Nickname (Internal): Optionally give it an internal nickname for your reference.
    • Products Included: Click + Add Product and select the Product(s) (the courses/hubs you built in 11.2) that members will gain access to when they enroll in *this specific Offer*. You can include multiple products in one offer if needed (e.g., an "All Access Pass" offer).
    • Thumbnail: Upload an image representing this specific offer (can be the same as the product thumbnail or different).
  3. Set Pricing: Determine how members access this offer:
    • Free: Set the Price field to 0 (zero). Users will be able to sign up via a "Signup Link" without payment.
    • Paid One-Time: Enter the specific Price amount (e.g., 199). For this to work correctly, you must also:
      1. Go to Payments → Products (See Chapter 14.2).
      2. Create a Payment Product with a One Time price matching the Offer price.
      3. In the Payment Product settings, link it back to this specific Membership Offer. This connects the checkout process to the membership access grant.
    • Paid Recurring: Enter the recurring Price amount (e.g., 29 per month). For this to work correctly, you must also:
      1. Go to Payments → Products (See Chapter 14.2).
      2. Create a Payment Product with a Recurring price matching the Offer price, and configure the billing interval (Monthly, Annually, etc.). Requires Stripe integration usually.
      3. In the Payment Product settings, link it back to this specific Membership Offer.
  4. Configure Advanced Settings (Optional but Useful): Expand the advanced options to configure:
    • Upsell Offer: Select another Offer to present immediately after checkout for this one.
    • Post-Purchase Redirect URL: Send users to a specific thank you page or welcome page *after* successful signup/checkout.
    • Description: Add more details displayed on the checkout page.
    • Access Type: Choose Full Access (all included content available immediately) or Drip (content released over time - requires drip setup in Product structure, see 11.2).
    • Start Date / Expiry Date: Set specific dates when the offer is available for purchase/signup.
    • Grant Access Duration: Set a number of days the member has access after enrolling (e.g., 365 days for annual access). Leave blank for lifetime access.
  5. Create Offer / Save Offer: Click the button to save your offer configuration.
  6. Set Status to Published: Ensure the offer's status toggle is set to Published for the signup/checkout links to be active.

Getting the Offer Link (CRUCIAL for Enrollment):

  • Find your created Offer in the list (Memberships → Offers).
  • Click the ... (three dots) menu next to the offer name.
  • Select Get Link.
  • You will see two links:
    • Signup Link: Use this link for Free Offers. It leads to a registration page (Name, Email, Password).
    • Checkout Link: Use this link for Paid Offers. It leads to a checkout page incorporating payment processing.
  • Share the appropriate link on your website, in emails (e.g., welcome email for new agents, onboarding email for clients), or via workflow messages to allow people to enroll.

Managing Member Access via Offers:

  • Manual Management: Go to Memberships → Offers → Select the Offer → Go to the Members tab. Here you can:
    • + Add Contact: Manually grant access to an existing contact.
    • Import Contacts: Bulk grant access via CSV upload.
    • Revoke Access: Remove a member's access to this offer.
  • Automated Management (via Workflows - Recommended): Use workflow actions to grant/revoke access automatically based on triggers:
    • Grant Offer Action: Add this action to a workflow (e.g., trigger: Contact Tag "New Agent Hired") and select the appropriate Offer (e.g., "New Agent Onboarding Access").
    • Revoke Offer Action: Add this action to remove access (e.g., trigger: Subscription Status changed to Cancelled → Revoke Offer for the paid course).