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Membership Products & Offers Overview
Products, offers, and payment products work together in BizStackPro. Learn what each one does, how they connect, and how to deliver access cleanly with welcome emails and personalization.
Understanding How Access Is Actually Delivered
When setting up a membership, it can be confusing to understand why content, pricing, and access are handled in different parts of the system.
Products, offers, and payment products each serve a different role, working together to define what content exists, how it’s packaged, and how users gain access.
Without a clear understanding of how these pieces connect, it’s easy to misconfigure access, create duplicate setups, or deliver the wrong content to users.
This guide will walk you through how each part works so you can structure your membership correctly and ensure access is delivered as expected.
To begin, it’s important to understand how products, offers, and payment products are defined and connected.
Products, Offers, and Payment Products
These three pieces are related, but they’re not the same thing. Here’s the clean breakdown.
- Membership Product: The actual course content—categories + posts—inside your membership area.
- Offer: A bundle that includes one or more membership products, plus the pricing terms. Buyers see only what’s included in the offer.
- Payment Product: A product under Payments → Products that can be linked to a published membership offer so access is delivered after purchase.
Follow along: Think Product = content, Offer = access bundle + price, Payment Product = checkout item.
How to Create an Offer
- Go to Memberships → Courses → Offers.
- Click + Create Offer.
- Add a title, choose the product(s) to include, and set the price.
- Create the offer, then confirm it’s moved out of Draft by publishing it.
Important: If you need to change which products are included later, create a new offer. (Offers aren’t meant to be “repacked” after the fact.)
Link an Offer to a Payment Product
Linking makes the purchase deliver membership access automatically.
- Go to Payments → Products.
- Create a new product (or open an existing one).
- Under Pricing → Additional Options, enable Memberships.
- Select the published membership offer you want to deliver.
- Save changes, then test the checkout flow.
Welcome Email: If you rely on system emails for credentials, enable Send Welcome Email in Memberships → Courses → Settings → Email Settings. If you send credentials via workflows instead, keep system emails off to avoid duplicates.
Use Custom Values for Personalization
Custom values help personalize membership emails and content—especially welcome messages and reminders.
- Contact-specific: name, email, and other contact fields
- Time-based: dates/times and scheduling-related values
- Course-specific: product or access-related values
- Location-specific: location fields (if applicable)
Bundle products and deliver access cleanly
When products, offers, and payment products are wired correctly, purchases auto-deliver access and members get the right onboarding experience.
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Frequently Asked Questions
What is a Membership Product?
A course made up of categories and posts that lives in your membership area.
What is an Offer?
A priced bundle of one or more membership products. Customers see only what their offer includes.
What is a Payment Product?
A Payments module product you can link to a published membership offer so access is delivered after purchase.
How do I know if my offer is published?
If it’s still in Draft, it isn’t available for purchase. Publish it to make it live.
Can I change products in an offer after creation?
No—create a new offer if you need a different product bundle.
What happens if I don’t enable Send Welcome Email?
New members won’t automatically receive credentials—send login instructions manually or via a workflow.
How do I link an offer to a payment product?
Go to Payments → Products, enable Memberships in Additional Options, and choose a published offer.
Can I use custom values in content?
Yes—use contact, time, course, or location-based values to personalize emails and membership content.
Build Offers That Convert (and Deliver)
Bundle the right products, publish your offers, link them to payment products, and make onboarding simple with welcome emails and smart personalization.
Cleaner delivery. Better member experience.
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