What is a "Package" and how do I create one?

A Package is a container that holds one or more Products. An Administrator can create any number of Packages with any combination of Products. Generally, Packages contain: a title, summary, detailed descriptions with imagery, icon, pricing by member type and or role, access rules, status, sale start and stop dates, access time limits, category(s), search engine optimization tags and descriptions, social network links, and any other custom tabs or information needed. In addition, Packages will contain one or more Products.

Admin Instructions

  1. Click on “Products” tab and then select “Products Listing” from the dropdown list
  2. Click on the “Add New Package” green button and your page will refresh.
    NOTE: A Package cannot be saved until all required fields are filled. Tabs with a ! icon indicate missing fields.
  3. Follow steps 4 – 15 found in Creating a Product.
  4. Click “save package” and you will be redirected to a page that will allow you to add Products.
  5. Click on “choose products” and a list of all available Products will be displayed. You may use the sort functions to narrow your choices.
  6. Click on the green “plus” sign next to each Product you wish to add. 
  7. After adding all of the Products to your Package, you can optionally choose whether to show search from, to auto register all package purchasers or all products, and to send reminder emails for live webinars that have not been activate. Once done, you may click on the “save” button. 
  8. After you have saved the Package, you may use the “move” icon to the left of each Product title and move them into the preferred sequence.
  9. Once the Products are in the preferred sequence you may use the “Product requirements” function to establish which Product needs to be completed first and the order of completion. If you do not require a specific order of completion, you may skip this step.
  10. Click on the “Tabs” button. By default, the system will create an “overview” and “products” tab. You may edit these labels by clicking on the icon to the right of the label.
  11. Click in “add new” to add a new tab.
  12. Next, click on the “email templates” if you wish to customize the confirmation, reminder or expiration reminder emails for this Package. To edit the templates, Click on the “edit” icon on the right side of the Title Bar. Click on the “save” button if you do edit the templates. Be sure to preview your templates.
  13. You may add or delete Products from Packages at any time.
  14. Repeat these steps for each new Package.

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