Quick Answer
How do you create a membership offer in BizStackPro?
Go to Memberships → Courses → Offers and click + Create Offer. Add a title, connect the correct product and pricing, choose the offer type, configure its access rules, add the offer details and media, preview the member experience, and then save and publish the offer.
What an Offer Does
You may be creating a course or membership, but how customers buy and how long they receive access must be clearly defined.
Offers control how customers buy, how long they can access your membership content, and when that content becomes available.
You will typically connect an offer to a product with free, one-time, or recurring pricing. You can then publish the offer so it can be selected in your payment and funnel setup.
Without setting up the offer correctly, customers may receive the wrong access or your launch timing may not work as expected.
Follow the complete offer workflow
Create the offer, connect its product and pricing, set the access rules, add media and details, preview the learner experience, and publish.
Offer Setup at a Glance
Before You Begin
Confirm your pricing and access requirements before creating the offer.
- Confirm you are working in the correct course or membership.
- Identify the product that should be connected to the offer.
- Choose free, one-time, or recurring pricing.
- Decide whether customers receive unrestricted or time-limited access.
- Choose whether access should begin immediately or on a specific date.
- Prepare the offer title, description, image, and supporting media.
- Sign in to your BizStackPro account.
Step 1: Create Your Offer
Create the offer and connect it to the product and pricing your customers will use.
Open Offers
Go to Memberships → Courses → Offers and click + Create Offer.
Choose an Alternative Starting Point
You can also create an offer from the Products tab. The resulting offer will still appear in the Offers area.
Add the Offer Title
Enter a clear Title and confirm that you are working in the correct course or membership.
Connect the Product and Pricing
Connect the offer to the correct Product, choose the Offer Type, and configure its pricing.
Add Optional Price Text
If needed, add a Price Text Override, such as “Pay Once,” to clarify how customers will be charged.
Choose the Status and Save
Keep the offer in Draft while building. Leave it Live when it needs to accept real payments, and then click Save.
Publish before using the offer
Draft or unpublished offers may not be selectable in products and funnels as expected. Publish the offer when it is ready for customers.
Step 2: Add Details, Media, and Branding
Complete the information customers will see and verify that the offer is connected to the correct purchase option.
Title and Description
Keep the offer information simple and clearly explain what customers receive and who the offer is for.
Products and Pricing
Verify that the correct products are connected and that the pricing type is free, one-time, or recurring as intended.
Offer Image
Upload an image that will be displayed beside the course for a more polished member experience.
Custom Values
Where supported, use contact, time, course, or location custom values to personalize descriptions and learning content.
Custom Code
Add tracking or custom JavaScript and CSS when needed for analytics or additional tools.
Media Links
Add downloadable audio or video URLs to lessons when they will improve the member experience.
Keep unfinished offers in Draft
Continue using Draft status while editing. Change the offer to Published only after its details, pricing, access rules, and member experience have been reviewed.
Step 3: Preview the Offer
Review the offer from a learner’s perspective before making it available to customers.
Open the Preview
Click Preview to see how the offer and its content will appear to a learner.
Copy the Review Link
Use Get Link to copy a shareable URL for internal review.
Test with a Member Login
Create a test contact, grant the offer to that contact, and log in as the member when you need to test progress tracking and lesson completion.
Preview is not a complete member session
Track Progress and Mark as Complete do not behave in preview mode the same way they do during a real member session.
Control Access Windows
Offers can expire access after a fixed number of days or delay access until a specific date. These options are useful for cohorts, promotions, and timed training programs.
Option A: Expire Access After a Fixed Period
- Open the offer and locate Offer Access.
- Enable Restrict access to a specific amount of days.
- Enter the access duration.
- Click Save and Publish.
Example durations include 180 days for six months, 60 days for two months, or 7 days for one week.
Option B: Begin Access on a Specific Date
- Locate Offer Access.
- Enable Begin access at a specific date.
- Select the required start date.
- Click Save and Publish.
Before the start date, members typically see only the overview page. The remaining content unlocks on the selected date.
Access can change after another purchase
If a buyer repurchases or upgrades, the new offer validity can merge with or take precedence over the existing validity, extending access according to the latest purchase.
Offer Best Practices
Frequently Asked Questions
How do I create a membership offer?
Can I create an offer from Products?
How do I set access to expire after a fixed period?
How do I delay access until a specific start date?
What happens if a buyer already has access and purchases again or upgrades?
Why don’t Track Progress or Mark as Complete work in preview?
Continue Learning
Continue learning how to configure products, access, and customer enrollment with these related BizStackPro Help Center guides.
