How to Create a Membership Project in FlexiFunnels (Step-by-Step Guide)

Step 1: Launch Your Membership Project

1. Go to the Projects section inside your FlexiFunnels dashboard.

2. Click on “Launch a Course”, then hit the “Create” button after entering your Project Name.
   
   

Step 2: Default Pages Are Auto-Created

Once your project is created, FlexiFunnels will automatically generate the core membership pages:

• Membership Login

• Membership Dashboard

• Thank You Page

• My Learning Page
  
  
  

Step 3: Create a Module

1. Go to the “My Learning” section.

2. Click on “Create New Module.”
   
   
   

Here you’ll see these options:

• Import Video

• Add Content Lesson

• Upload or Link a Video Lesson

• Drip Feed (Schedule when the lesson is released)

• Upgrade

• Remove Module Permanently
  
  
  

Step 4: Add Video Lessons

1. Click on “Upload or Link a Video Lesson.”

2. Inside the lesson, you'll have fields for:

   • Add Video

   • Description

   • Drip Feed

   • Upgrade

   • Remove Lesson

3. Click on “Add Video” > a popup will appear. Click on “Add Video” again.
   
   
   

Step 5: Choose Video Source

You can now choose from any of the following video sources:

• YouTube

• Vimeo

• Gumlet

• Upload (DRM)

• Generic Link

Select one and add your video accordingly.

Step 6: Set Up Pricing via Bundle

1. Navigate to Pricing Settings.

2. Click on “Add New Bundle.”

3. Rename your bundle (ideally, match your course name).

4. Expand the bundle dropdown and check the video lessons you want to include in the bundle.
   
   
   

Step 7: Add Sales & Checkout Pages

To enable smooth delivery:

1. Add two new pages inside your project:

   • Sales Page

   • Checkout Page
     
     
     

Step 8: Configure Membership Settings

Click on “Membership Settings” where you’ll find the following options:

• URL Settings

• Brand Settings

• Footer Settings

• Certificate Settings

• Security Settings

• Custom Script

• Quiz/Test

• Feature Settings

Update these as per your course requirements.

Step 9: Create the Membership Product

1. Go to the Product section.

2. Click on “Create New Product.”

3. Choose “Membership” (not Digital).

4. Complete the required product setup.
   
   
   
   

Step 10: Link Product to Sales Page Button

1. Go back to the Sales Page inside your project.

2. Click on the CTA Button.

3. Go to “Advanced Settings” of the button.

4. Connect the Product to the button so it redirects to the Checkout Page.
   
   
   

Step 11: Add the Order Form on Checkout Page

1. Edit your Checkout Page.

2. Add the Order Form element.

3. Publish the page.
   

Step 12: Share Your Course

Your course is now ready to sell!
Share the Sales Page URL with your audience to start getting sales.

Step 13: Manually Add a Member (Optional)

If you want to give someone manual access:

1. Go to the My Members tab.

2. Click on “Create Member.”

3. Enter their details and assign the bundle/course access.