Membership Product creation process step by step guide...

Modified on Thu, 2 Jul at 8:50 PM

Overview

A Membership Product allows you to sell online courses, digital content, or membership access through FlexiFunnels. Before creating a Membership Product, you'll need to create a Membership Project and add at least one bundle, as the product grants access to a bundle after a successful purchase.

Follow the steps below to create and configure your Membership Product.


Before You Begin

Ensure you have completed the following:

  • A Membership Project has been created.
  • At least one bundle has been added to the Membership Project.
  • Your Sales Page and Checkout Page are ready (optional, but recommended).
  • Your payment gateway (such as Razorpay or Stripe) is connected.



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.


Common Scenarios

I cannot select a bundle while creating the Membership Product.

This usually happens because no bundle has been created inside the Membership Project.

Solution:

  • Open your Membership Project.
  • Go to Pricing Settings.
  • Create a bundle.
  • Return to the Membership Product and select the bundle.

My customers completed the payment but cannot access the course.

Check the following:

  • Is the correct Membership Project selected?
  • Is the correct bundle assigned?
  • Was the product linked to the Sales Page?
  • Did the payment complete successfully?
  • Is the customer using the same email address that was used during checkout?

My Membership Project is not visible in the product settings.

Verify that:

  • The Membership Project has been created successfully.
  • You are working in the correct workspace.
  • The project hasn't been deleted or archived.

The payment gateway is not showing.

Check that:

  • Your payment gateway is connected.
  • The integration is active.
  • All required credentials have been configured correctly.

Before Contacting Support

Before reaching out to our support team, please verify the following:

  • ✅ Your Membership Project has been created.
  • ✅ A bundle has been added to the Membership Project.
  • ✅ The Membership Product is linked to the correct bundle.
  • ✅ Your payment gateway is connected and active.
  • ✅ Your Sales Page is linked to the Membership Product.
  • ✅ The product has been saved successfully.
  • ✅ You have completed a test purchase.
  • ✅ The customer is logging in with the same email address used during purchase.

If the issue still persists after completing the above checks, please contact our support team with:

  • Screenshots of your Membership Product settings.
  • Membership Project and Bundle settings.
  • Sales Page settings.
  • The order details (if applicable).
  • A brief description of the issue and the steps you have already tried.


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