Steps to setting up and customizing your new membership project.
1. Begin by creating a new membership project.
2. Once the project is created, navigate to the advanced options called "Membership Settings," where you will find four customization categories.
a. URL Settings: In this section, you can modify the slug for the membership login URL.
b. Brand Settings: Customize your membership login dashboard with the following options:
- Upgrade your brand logo.(Recommended size: 100px * 55px)
- Set a membership banner image with the recommended size of 1366px * 224px.
- Configure login background settings with options for BG Image and BG color.
- Define Membership theme colors, including Button Color, Button Hover, and Footer Color, Button Text Color.
c. Footer Settings: Access options for privacy, terms and conditions, social media, and copyright settings.
d. Certificate Settings: Here, you have two sub-options:
- Certificate Customizations: Personalize the certificate with Headline, Text1, Text2, Signature, Signature Name, Text Color, and choose a background image for the certificate (Recommended Size: 813*568 px).
- Certificate Badge and logo Upload: Include a logo for the certificate (Recommended Size: 205*45 px), and upload a certificate badge with the recommended size of 140*231 px. Additionally, choose the position for the certificate logo and badge (left or right).
Note*- Don't forget to turn on the toggle.
3. In the Certificate Settings, you'll also find an option to configure email settings their you can customize the email that can be received by the user after completion of there course on their email.
Short codesMember Name - [member_name]Course Name - [course_name]Admin Name - [admin_name]Certificate URL - [certificate_url]Date - [date]
Note*- Don't forget to turn on the toggle.
e. 'Security Settings' feature empowers course creators, to set a predetermined number of concurrent login sessions. This cap can range from as few as two sessions to as many as you deem appropriate or even allow unlimited access if that suits your business model. By setting these limits, you can prevent the misuse of accounts and stop the unauthorized distribution of your material.
For more information on the security settings please check the attached article: https://help.flexifunnels.com/en/support/solutions/articles/36000499499-how-to-use-advance-security-settings-feature-inside-flexifunnels-membership
f. Custom Script:
Note - You have the option to integrate custom chat scripts or retargeting codes here. Please ensure that you insert the script in the appropriate section: head, body, or body end as specified by the script provider. This script will apply only for the membership pages.
For more information on the custom script settings please check the attached article: https://help.flexifunnels.com/en/support/solutions/articles/36000498129-custom-script-settings-in-new-membership-dashboard
f. Quiz/Test
Choose the desired course and lesson to customize the quiz questions and responses according to your preferences.
In Quiz/Test settings there you will get 3 options:
1.) Quiz question 2.) Quiz Settings 3.) Members
1.) Quiz Questions:
- Click on "Quiz Questions" to add questions.
- Ensure to select the appropriate course and lesson.
- Add questions and options, then mark the correct answer.
2.) Quiz Settings:
- Define Pass Percentage: Set the minimum percentage required for qualification.
- Number of Retakes: Set the minimum retake that allowed for user in case if they again want to give the assessment.
- Pass Message: Enter a message to display upon passing the quiz.
- Fail Message: Enter a message to display upon failing the quiz.
- Assessment Default Text Message: Provide a default message shown to users before starting the assessment.
- Retake Limit Message: Specify a message to display if users reach the maximum allowed retakes.
3.) Members:
- Monitor user performance by accessing the "Members" section.
- Track user details such as Name, Email-Id, Number of Retakes, Percentage, Date, and Status (Pass/Fail).
For more information on the Quiz settings please check the attached article: https://help.flexifunnels.com/en/support/solutions/articles/36000499500-how-to-use-the-quiz-feature-inside-the-flexifunnels-membership-dashboard-
These steps provide a comprehensive guide to setting up and customizing your new membership project.
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