Membership article creation process step by step guide...

Modified on Tue, 13 May at 11:16 PM

Step 1: Create the Membership Project

  • Go to your dashboard and create a new Membership Project.

  • Fill in all the required details and complete the setup of the membership project.


Step 2: Add Bundle to the Membership Project (Important Step)

  • After creating the Membership Project, go to the same project.

  • Navigate to Pricing Settings.

  • There, you will find the “Add Bundle” option — add a bundle inside the Membership Project.

⚠️ This step is mandatory before creating the product. Without this, you won’t be able to link the bundle during product setup.


Step 3: Create a New Product

  • Go to the Product tab in your dashboard.

  • Click on “Create New Product”.

  • Choose the “Membership Product” option.



Step 4: Configure Membership Product Settings

  1. General Settings

    • Enter the Product Name.

  2. Payment Option

    • Connect your Payment Gateway here (Razorpay, Stripe, etc.).

  3. Pricing Option

    • Set the Product Price.

  4. Sales & Checkout Page

    • Connect your Sales Page and Checkout Page here.

  5. After Purchase Settings

    • Add a Support Email for customer queries.

    • Under “What should happen after purchase?”, select “Select a Membership Project”.

    • Choose your Membership Project.

    • Then, click on “Choose Your Bundle” from the dropdown.


  6. Save the Product

    • Once all the details are filled, save the product.


Step 5: Connect the Product with the Sales Page

  • Go back to your Sales Page settings.

  • Link the newly created Membership Product to the page.

  • Test the flow to ensure the purchase redirects correctly to the bundle access.

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