Getting Started with MemberPress Courses

Video Overview

0:00 - 0:54 Intro and Installing the Courses Addon
0:55 - 5:03 Courses "Screen Options", Creating a Course, Sections, and Lessons within the "Curriculum" tab
5:04 - 9:20 Using the "Settings" tab when creating Course content, and protecting your Courses
9:21 - 13:43 Review of user experience with Courses

Install Courses Add-on

The first thing you'll want to do is install the MemberPress Courses add-on by visiting your MemberPress > Courses page in your WordPress dashboard. If you don't see the MemberPress > Courses menu item, then you may need to update MemberPress plugin to the latest version.

Then locate the Courses add-on and click to install it. If you don't see the courses add-on listed, be sure your license key is up to date, and activated in the MemberPress settings page or try refreshing the add-ons.

After installing the add-on it will be activated on your site. You'll be redirected back to the Courses page where you can create your first Course.

Create Your First Course

Now you're ready to create your very first course. If you don't have your content/layout fully put together yet, pause and take a few minutes to write down your Course title, section headings, and the name for each lesson.

Visit your new MemberPress > Courses page and you'll see the following buttons at the top:

Click on Add New to add a new Course.

Course Page

Give your Course a catchy title and some content below the title. This content will show up as the course overview/description on the front-end. Do not add your curriculum or course layout here, we'll do that in the next step below.

Curriculum

Once you've created your course title and description, click on the "Curriculum" tab at the top to add your Sections and Lessons.

The first thing you'll do here is add a Section. Think of Sections as containers or modules that help you organize your Lessons into groups.

Below is a sample of how you might layout your Sections:

Expend each Section to add Lessons as shown below:

Note: A Lesson can only belong to one section within a Course at a time. If you need the same lesson in multiple Sections or Courses, you'll need to create new Lessons for each.

Once a Lesson is created, it will show up in a list on the right-side of the page:

You can search for existing Lessons and use the grid icon on the left to drag it into a Section within your Course. If the Lesson already exists in another Course or Section, it will be moved to new the location.

To Edit a Lesson, click the edit icon next to it:

While editing a Lesson, you can return to your Course by clicking the Back to link at the top of the Lesson editor:

To View a Lesson, click the view button next to it. This will open the lesson for viewing on the front-end in a new window or tab in your browser:

To remove a Lesson from a Section, click the remove icon next to it. This does not delete the Lesson permanently, it just removes it from your Course. You can still find your Lesson in the Lesson list on the right side of the page.

To fully delete a Lesson, click the trash icon next to it (within the Lesson list on the right):

Once you've finished filling out your Curriculum, head to the Settings page to configure your Course Settings.

Settings

The first setting you'll see is the option to Include in Course Listing. The Course Listing page, is a page on the front-end of your website where all of your Courses are displayed in a nice, searchable grid. Typically found at https://yoursite.com/courses/ - More on that below...

The second setting you'll see is the Sales Page URL setting. This should point to the URL of the MemberPress Membership registration page that provides access to your Course

If your'e note sure what your Membership Registration URL is, you can find it by viewing your MemberPress > Memberships page and copying the URL next to the Membership as shown below:

Copy that URL and paste it in the Sales Page setting like so:

Adding a Course Image

You'll want to add a Course Image to help make it stand out on your Course Listing page (more about that below).

When editing your Course, click on the Course Page tab at the top, and then in the right sidebar look for the Featured Image option:

Tagging/Categorizing Your Courses

If you have multiple Courses, you might want to Categorize or Tag them to help you organize them. This will be particularly useful if you need to provide access to multiple Courses when a Member buys a Membership in MemberPress.

Back on the MemberPress > Courses page, you'll see buttons at the top for Categories and Tags.

Click on either Categories or Tags to add your Categories and Tags. For the most part, you'll likely want to use just Categories, unless you have a specific reason to use both Categories and Tags.

After clicking Categories you'll be taken to a page where you can create new or edit existing Categories.

For the purposes of this tutorial, I'm going to create a new Category called "Membership Courses". I'll use this category to associate all of my Membership-related courses together. This will be important when we get to the Protection piece in the next step.

Protecting Your Course

If you're already familiar with MemberPress Rules, this will be very easy for you. If you're not, then have a look over the Rules documentation.

Without at least one Rule protecting your Course, it will be freely available to the public.

Protecting a Single Course

To protect a single Course, head to MemberPress > Rules > Add New page and select the "Single Course" type from the drop-down. Then search for your Course by title and select it. Lastly, select which Membership(s) will provide access to this Course when purchased. Your Rule should then look something like this:

Your course is now protecting from unauthorized views by guests, or members who don't have a Membership to one of the Membership(s) you selected in the Rule's Access Conditions.

Protecting All Courses

Protecting all Courses is very similar to protecting a single Course. Head to MemberPress > Rules > Add New and select the "All Courses" type from the drop-down. Then add your Membership(s) in the Access Conditions which must be purchased in order to gain access to all of the Courses. For example, maybe you have a Platinum Membership which provides the Member access to all of your Courses.

Your Rule should look something like this:

Protecting All Courses by Category

In some cases, you may want to provide access to more than one Course, but not all Courses, when a Member purchases a certain Membership. The best way to do this, is to create a Category as shown a few steps above. Then assign the Courses you want to that Category.

Then visit MemberPress > Rules > Add New and select the "Courses with Course Categories" type from the drop-down. Then search for your category and select it. Lastly add the Membership(s) that should provide access to the Courses in this category by adding them to your Access Conditions.

If done correctly, your Rule should look something like this:

This same thing can be done with Tags instead of Categories.

Where's the Settings?

MemberPress Courses doesn't yet have a lot of settings, but you will find the current settings available in your MemberPress > Settings > Courses tab:

It is recommend to enable Classroom Mode for the best course experience. When Classroom Mode is enabled, the courses display on the front-end within a self-contained interface, which is easy to navigate, free of distractions from your theme and other plugins, and not subject to CSS interference from other elements on your site.

How do Members Find my Courses?

Your Members will find your courses on the Courses listing page on your site. For most sites this will be https://yoursite.com/courses/

We STRONGLY recommend that you enable the Classroom Mode setting in the MemberPress > Settings > Courses tab for the best user experience and design.

Your Members and Guests will see your available Courses there:

When a Member is logged in, they can click the My Courses link in the menu at the top to view only the Courses they have access to.

Clicking on one of the Courses will open the Course overview which looks like this:

From here your Member can see the course overview, navigation, instructor, and see their progress through the Course.

How Can I See my Member's Course Progress?

If you'd like to see how far along a particular Member is through one of your Courses, search for that Member from the WordPress Dashboard > Users page. Then click "Edit" on that User and scroll down until you see the Course Information section.

Still Have Questions?

We're happy to help, please contact us and we'll do our very best to help you out.

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