CRM
Create and publish courses
Build courses with modules and lessons, enroll students, and track their progress.
Your CRM can host online courses, so you can sell or share training without another platform. Organize content into modules and lessons and enroll your contacts.
Create a course
Open Courses and click New Course. You have three ways to build it:
- AI Auto-Generate: describe your topic and your CRM drafts the whole course, outline, modules, and lesson content.
- AI-Assisted: create the structure yourself and use AI to write individual lessons as you go.
- Manual: build every module and lesson from scratch.
After you describe the topic, the AI wizard asks for source material. Upload your own text files (.txt, .md or .csv), or pick documents from your connected Knowledge Base, and the course is written from them. Source material is optional, but it produces much better results than a topic description alone. You then choose a depth like Quick, Standard, or Comprehensive, pick a writing style, and the wizard also drafts the copy for the course's landing page for you to review.
Add modules and lessons
A course is made of modules, and each module holds lessons. Arrange them in the order students should follow. Edit lesson content until it reads the way you want.
Set pricing and publish
Mark a course free or set a price. When it's ready, publish it so students can access it.
Students enroll themselves through the course page, and a paid course enrolls them after checkout (connect Stripe first; see Accept payments with Stripe). Each new student is added to your contacts. Every enrollment, free, paid or bought on a Marketing app page, can start an automation with the Course Enrolled trigger or an email sequence with Course enrollment, for any course or the one you pick. An automation cannot enroll someone for you.
Students never create a password. Every new student, free or paid, gets a "You're enrolled!" email with a sign-in link, and a paid student also goes straight into the course after checkout. That email goes out through your own email setup, so connect it before you launch. A student who loses their link can ask for a new one on the course page, but that email only goes out if your sending provider under Bulk Email (ESP) is Resend. These course emails reach every student, even one who unsubscribed from your marketing email: they are part of the course they signed up for. Course sequences and automations are marketing, so they skip anyone who unsubscribed.
Track progress
Open a course and look at its Students tab to see who enrolled and who has completed it, so you can spot who may need a nudge.