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[Archived] Courses - Creating a Course Tutorial

Modified on Mon, 22 Jul at 1:47 PM

Screenshot of the Course Page.

This article provides a tutorial on how to create courses on ClickFunnels. Discover how to structure and populate courses with modules housing nested lessons, empowering you to deliver curated content seamlessly and captivate your audience effectively.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account
  • A site set to public

Creating a New Course

  1. Click Courses from the “APPS” navigation menu.

    Please visit our article Adding Apps to Your ClickFunnels Workspace for detailed information on how to add apps to your navigation menu.

    Screenshot of the Sites and Courses Menu.

  2. Click the Create Course button at the upper-right of the page.
    Screenshot of the New Course button.

  3. Select your preferred Course Type. We selected the Simple Course type in this example, and then click the Next Step button.
    Screenshot of the Course Type pop-up.

  4. Fill out the Title field, which is going to be the title of your course. Optionally, fill out the Description field to help describe your course, then click the Next Step button.

    The Course Path URL comes from what was entered in the Title field. Edit the course path URL according to your needs, or keep it the way it is.

    Screenshot of the Title, Description, and the Course Path URL.

    1. Title: This refers to the course title.
    2. Description: This is an optional field that helps you give a concise overview of the content, objectives, and outcomes of the course, helping your customers in understanding its relevance and scope.
    3. Course Path URL: The Course Path URL is the web address or link that directs users to the designated location where the course content is hosted, facilitating navigation and enrollment in online learning experiences.
    4. Click the Next Step button to continue.
  5. Click the Change Theme link to optionally change the course theme or the Change Image link to select the course image.
    Screenshot highlighting the Change Theme and Change Image options.

  6. Decide if the course is a Paid or a Free course.
    Screenshot showing the options: Paid Course or Free Course.

  7. The app takes you back to the course index page, where you can customize the course, module, or lesson layout, add content, add enrollees, or add products. Screenshot of the newly created course.

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Course Settings

Adjust the course title, description, theme, image, and more according to your preferences in the Course Setings. Please visit our article Course Settings for detailed information about the course settings.
Screenshot of the course settings side menu.

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Managing the Course Outline

The Course Outline tab allows you to add new modules and lessons, edit the module and lesson content, publish or unpublish modules and lessons, and more.

  1. Click the Add Module button to add a new module. In this example, the type of the course we created is a simple course that comes with one module and lesson.
    Screenshot of the Add Module button.

  2. Type your preferred module Title, Description, and module Image. Then, click the Discard Changes to cancel all the changes or the Create Module to continue.
    Screenshot of the Title, Description, and Module Image options.

  3. Click the Empty - Add Content link on the right of the module title to add a Lesson or a Submodule. In this example, we added a new lesson.
    Screenshot of the Add Content link.

  4. Fill out the Title field for the lesson’s title, then optionally select the lesson’s Image. Click the Discard Changes button to cancel any changes or the Create Lesson button to continue.

    The Parent Module drop-down lets you select where the new lesson will be nested. In this example, the new lesson is under Module 1 since there is only one module in this course.

    Screenshot of the Parent Module, Title, and Lesson image options.

  5. The app takes you back to the course index page where the new lesson is found under the new module.
    Screenshot of the new lesson.

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Customizing Your Course Layout

The module and the lesson serve as the structure of the course. Now that the course has one module and lesson, you can customize the course layout.

  1. Click the Customize button to open the editor.

  2. Click Course Home under Course to personalize the course layout. Course Home is where you can add sections, rows, and elements according to your preference.

    • Ensure that the Module Collection Element is present in the Course Home Page template to display all the Modules available. Please visit our article Course Module Element: Collection for more information about the module collection element.

    • Elements inside curly brackets {} will dynamically update with the information about your course.

    Screenshot of the Course Home option.

  3. Click Templates to view the Module and Lesson template. Optionally change the layout of the module and lesson template according to your preferences.

    • Ensure that your Lesson Template contains the Content Body section. The Content Body section is a dynamic slot section that dynamically fills the content of the lesson. Please visit our article Dynamic Slots Content Body Element for information about the Content Body Element.

    • Elements inside curly brackets {} will dynamically update with the information about your course.

    Screenshot of the Module and Lesson template options.

  4. Optionally click the Preview Style drop-down to view the available Course Home styles or click the Style Guide to customize the style guide of the course.
    Screenshot of the Preview Style and Styleguide options.

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Adding Lesson Content

Add the lesson content after customizing the layout and template of the course. In this example, we will demonstrate adding the lesson template from the course page.

  1. Click the Lesson Title to open the editor.
    Screenshot highlighting the title of the lesson.

  2. Optionally edit the lesson Title and fill out the Description at the left-side of the editor. Click the drop-down under Parent Module to modify where the lesson is nested.
    Screenshot of the Title, Description, and Parent Module drop-down.

  3. Click the drop-down to the right of Media at the left-side of the editor to add an Image, Video, or Audio to the lesson.

    The lesson Image, Video, and Audio are dynamically displayed on the lesson page through lesson elements.

    Screenshot of the Media options: Image, Video, and Audio.

  4. Click the drop-down to the right of Lesson URLat the left-side of the editor to edit the lesson URL.

    The app uses the title of the lesson as the lesson’s URL. Edit the URL according to your preference, however, remember that the app will automatically adjust the lesson URL if your preferred URL is already used on another lesson.

    Screenshot of the Lesson URL options: Domain and Current Path.

  5. Click the drop-down to the right of Advanced Settings at the left-side of the editor to edit the Style and Template of the lesson.
    Screenshot of the Advanced Settings options: Style and Template Page.

  6. Add the lesson content by adding your preferred elements, then click the Save Changes button to save your work or the Close button to cancel any changes.
    Screenshot of the editor showing the left side menu and the elements.

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Publishing Your Course

The last step after creating the new course, adding the module and lesson content, and customizing the settings and layout of the course is to publish it. Publish your course with a click of a button or unpublish it if you need more time to finish it.

  1. Click the Draft button to the left of the Settings button, then select Publish from the drop-down menu.
    Screenshot of the Draft button with the Publish option.

  2. Leave the Available At field blank to publish the course immediately or click the field, then select the Date and Time when the course should be published.
    Screenshot of the Available at field when the course will be published.

  3. Click Yes, under Include draft, publishing…, to publish modules and lessons in draft or click No to exlude draft modules and lessons from getting published. Then, click the Update Course button to publish the course or the Discard Changes button to cancel all the changes.
    Screenshot of the Yes and No button to select if the modules and lessons in the course will be published.

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Enrolling Your Customers

The enrollments tab will show all your enrolled customers. Please see our article on Enrolling Users Into a Course for the step-by-step instructions.

  • By default, your contact will be enrolled in every course you create.

  • Even when your default contact is enrolled, it won’t show in the Enrollment area. It is hidden to avoid affecting your course completion average. That information will be available in your Contacts area. Click on your default contact, and the enrolled courses will show under the Enrollment tab.

Screenshot of the Members Enrollments tab where the enrolled customers will be shown.

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Linking a Product (Optional)

Linking or creating a new product for a course turns the course into a paid course. Customers must purchase the linked or created product to access the course content. In this article, we will demonstrate creating a new product.

  1. Click the Create Product link to create a new product.
    Screenshot of the Linked Product tab, highlighting the Create Product link.

  2. Fill out the Name field, which is going to be the name of the new product for this course.
    Screenshot of the Name field for the name of the new product.

  3. Fill out the Price field, then click the drop-down to the right of the price field to select the payment frequency.
    Screenshot of the Price field for the price of the new product.

  4. Optionally fill out the Description field to describe the product.
    Screenshot of the Description field for the description of the new product.

  5. Select the module that can be accessed after purchasing the product by clicking the checkbox under Modules to Access. In this example, there is only one module in this course and so the checkbox automatically gets checked by the app.
    Screenshot of the Modules that will be unlocked by the new product.

  6. Click the Discard button to cancel any changes or the Save button to save and create the new product.
    Screenshot of the Save and Discard button.

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Adding a Workflow (Optional)

Workflow allows you to streamline processes and enhance efficiency effortlessly. By setting up workflows, you can automate tasks and define next-step options, optimizing productivity and ensuring smooth progression through various processes. Please visit our article How to Manage Workflows for detailed information about setting up your workflow.
A screenshot of a workflow with a module and lesson completed trigger.

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Setting up your Customer Center (Optional)

This is where your customers will log in and access your courses. Boost customer satisfaction and loyalty with the Customer Center – a centralized hub that streamlines payment method and subscription updates, manages order history, and more. Please visit our article Customer Center Overview for more information about the customer center and its available settings.
Screenshot of the Customer Center page.

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Additional Information

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