Offerings Guide

Offerings can be anything from free opt-in lead magnets, courses, memberships, teams, affiliate centers, and anything that needs to be protected behind your login area.

Here you'll learn how to create your offerings and pull everything into a cohesive client experience.


Create Your Mockup

Before creating your courses or memberships with AccessAlly, draw out a mockup so that you have an idea how you want your content to look and feel.


Use the Offering Wizard Templates

The Offering wizard templates can help you set up the most common types of courses, memberships, and more. Or start from scratch to design things the way you want.

Free Course or Challenge

Use the Login Optin™ strategy by offering free courses on opt-in.

Dripped Course Template

Drip content over time using the dripped course template.

Membership Program

Create a recurring membership program and customize the settings.

Team Center

Create a team or umbrella account that lets an admin invite team members.


Add Additional Registration Forms

Create additional opt-in forms or paid order forms for your offering.


At this point, you have all the pieces set up. All that's left is linking them up so that everything happens automatically, from collecting payments to creating unique logins for each user. You'll make this happen with an automation inside your CRM system.


Add To Your Dashboard

Once you've created your latest offering, edit your dashboard so members see it.

IMPORTANT: Test Your Setup

Test Your Setup

Before giving your new course enrollment the green light, let's take time to send a test user from start to finish. 

How Content Works in Offerings

Screenshot of Offering content tab

Main Page: This page is the "parent" of all other pages for your offering. It cannot be deleted, because other pages depend on it. It's also where we set the forwarding and icons for the whole offering. You can rename the page in WordPress, and edit it like any other page.

Base Module: This module contains anything that you want to make available immediately, and that isn't protected by a module's permission settings. For example, you might have pages or downloads that need to be shown even before modules get unlocked. You can also keep this module empty if you don't have any content that needs to be outside of a module.

The Different Ways to Sell an Offering

Take your offering and sell it multiple different ways. You can diversify and customize how you sell your content with Toggles, Order Bumps, 1-Click Upsells, Bundles & Promos.

See it in large, here.

Updated on March 8, 2022

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