User manualChapter 2
2. Products and sales pages
In this chapter you build your academy's offering: products of every type, their pricing options, sales pages, the academy's public page and the store. Stripe payments, discount codes, order bumps, post-purchase offers and the referral programme are covered in chapter 3. The learning programme (modules, lessons, quizzes) is covered in chapter 4. Buying from the customer's side is covered in chapter 9.
2.1. Product list
What it is for: you see all of the academy's products in one place, with their status, price, number of enrolled people and sales page state. You also create new products from here.
Who can see it: the Products menu item is visible to the academy admin and owner. Trainers and managers have permission to create and edit products, but they do not have this item in the side menu (see chapter 10). The list is available on every Cohorta plan.
Where to find it: side menu → Administration → Products.
How to open the list
- In the side menu, expand the Administration section.
- Click Products.
- You will see the Products screen. Under the title there is a summary, e.g. "3 products · 2 published · 1 draft". If you have archived products, their number is added too.
- In the top right corner there are the New ebook and New product buttons (you see them if you can create products) and a tip icon titled "Products are your academy offering".
What the table shows
| Column | What it shows |
|---|---|
| Name | The product name, with its address underneath, e.g. /photography-course. Clicking it opens the product page. |
| Type | The product type, e.g. Course, Bundle, Ebook / digital download. |
| Status | Draft, Published or Archived. |
| Price | The price of the first active pricing option. Free when the option is free. "no pricing option" when no option is active. |
| Enrolments | The number of people enrolled in the product. |
| Sales page | Published, Draft or None. |
On a phone you see cards instead of a table: name, type, status, price, number of enrolled people and sales page state.
How to search and filter
- In the Search products… field, type part of the name or address. Upper and lower case do not matter, and neither do Polish diacritics.
- Click one of the status buttons: All, Draft, Published, Archived. Each status shows the number of products.
- Pick a type from the type list or leave All types.
- A counter appears under the filters, e.g. "2 of 5 products".
- Click Clear to go back to the full list.
The filters stay in the page address. After a refresh or coming back from a product page, the list is still filtered.
Empty list and quick start
When the academy has no products yet, instead of the table you see the question What do you want to sell? and quick start tiles:
| Tile | What it opens |
|---|---|
| Ebook (marked Quick start) | The ebook creator (section 2.4) |
| Course | The product wizard with the Course type selected |
| Cohort | The product wizard with the Cohort program type selected |
| Membership | The product wizard with the Membership type selected |
| Mentoring | The product wizard with the Mentoring type selected |
When the filters find nothing, you see No results with the hint "Change the filters to see other products.".
2.2. Product types
What it is for: the type decides what the buyer gets and which tabs the product page has. The type cannot be changed after the product is created. If you pick the wrong one, create a new product.
Who can see it: anyone who creates products (admin, owner; trainers and managers have this permission, see section 2.1). The Membership type requires the Growth plan or higher. The Mentoring type is visible only when the 1:1 mentoring feature is turned on in the academy (Admin settings → Features).
Where to find it: side menu → Administration → Products → New product, step 1 of the wizard.
The eight types at a glance
| Type in the interface | Description from the wizard | Requirements |
|---|---|---|
| Course | Linear lessons (video, text, quizzes). The learner goes at their own pace. | None |
| Cohort program | A cohort program with a start date, the group learns together. | None |
| Ebook / digital download | An ebook or digital file (PDF, EPUB, audio, video). One-time sale with optional per-buyer watermark. | You create it in the ebook creator (section 2.4) |
| Mentoring | Individual 1:1 mentoring or in small groups. | The 1:1 mentoring feature turned on |
| Membership | A subscription with ongoing access to content and community. | Growth, Scale or Enterprise plan |
| Community access | Access to the community (spaces, discussions) without courses. | None |
| Resource hub | A library of downloadable materials (PDFs, templates, recordings). | None |
| Bundle | A bundle of several products sold together. | None |
Tip: if you are torn between a course and a cohort program, a cohort has a start date and a shared group, while a course can be started at any time.
How the types differ on the product page
| Type | Product page tabs | What else is different |
|---|---|---|
| Course, Cohort program, Mentoring, Membership, Community access, Resource hub | Details, Pricing options, Funnel, Programs, Enrolled, Stats | In the Programs tab you build the learning programme (chapter 4). |
| Ebook / digital download | Details, Pricing options, Funnel, Files, Sales, Enrolled, Stats | No programme and no lessons. The buyer downloads files. The top tile is called Buyers instead of Enrolled. |
| Bundle | Details, Pricing options, Bundle, Enrolled, Stats | No Funnel or Programs tab. In the Bundle tab you choose the products included in the bundle. |
For the Membership and Community access types (and for any product that already has enrolled people) the product page has a Send a message to N buyers button. It opens Email marketing with the recipient group already prepared (chapter 7).
A new sales page gets a template matched to the type: an ebook gets Ebook focused, mentoring gets Mentoring, a cohort program gets Cohort Live, a membership gets Subscription, and the other types get Minimal. You can change the template (section 2.16).
2.3. Creating a product in the wizard
What it is for: you create a new product in three steps: type, basics, visibility and cover. You create an ebook separately (section 2.4).
Who can see it: the academy admin and owner (trainers and managers have this permission, see section 2.1). On the Free plan you can have only 1 product.
Where to find it: side menu → Administration → Products → New product.
How to create a product
- On the product list, click New product.
- You will see the New product screen and the Product wizard with the counter "Step 1 of 3: Product type".
- Click a type tile. The selected tile gets a tick. The Membership tile with a padlock and the text "Available from the Growth plan. Your plan: Free." stays inactive until you change your plan.
- If you click Ebook / digital download (with the note "Opens Ebook Studio"), you go to the ebook creator (section 2.4).
- Click Next.
- In step 2 Basics, enter the Product name. You will see a preview of the address under the field.
- Optionally enter a Description.
- Click Next.
- In step 3 Visibility, click one of the cards: Public, Members only or Private. Under the selected card you see who sees, who buys and who joins.
- Optionally add a Cover image: drag a file onto the field or click it and choose a file. You can also switch to Paste URL and paste the address of an image from the web.
- Click Create product.
- The system opens the new product's page (section 2.5).
You can move between steps with the Back button or by clicking a step name in the step bar. On a phone the Back and Next buttons are pinned to the bottom of the screen.
Form fields: product wizard
| Field | Required | What to enter | Example |
|---|---|---|---|
| Product type | Yes | One of the types from section 2.2. Course is selected by default. | Course |
| Product name | Yes | 2 to 200 characters. The name must differ from the names of the academy's other products. | Mobile photography course |
| Description | No | Up to 5000 characters. Shown on the product page and in the store. | You will learn to take photos with your phone… |
| Visibility | Yes | Public, Members only or Private. Members only by default. | Public |
| Cover image | No | JPG, PNG or WebP up to 2 MB. Recommended size 1200x630 px. | cover.jpg |
Visibility: who sees, who buys, who joins
| Visibility | Who sees | Who buys | Who joins |
|---|---|---|---|
| Public | Anyone who opens the product address (Google, social media, a link). The product appears on the academy page and in the store. | Anyone online, even without an account (if guest checkout is on). | After purchase the buyer automatically gets access. |
| Members only | Only logged-in academy members. The product does not appear in the store or on the academy page, and its sales page is not indexed by search engines. | Academy members through the learner panel. | Current academy members only. |
| Private | No one from outside. The product has no public page and does not appear in any catalogue. | No one, the product is not on sale. | Only people you enrol manually in the Enrolled tab (section 2.13). |
You can change visibility at any time in the Details tab (section 2.6).
What happens automatically
- The product is created as a Draft. Customers do not see it until you publish it (section 2.8).
- The product address is created from the name: lowercase letters, digits and hyphens. Polish letters with diacritics are replaced by a hyphen.
- The product immediately gets one free, active pricing option named "Dostęp" (Polish for "Access"). This way a free product can be joined straight away. If you want to sell, add a paid option and turn off or delete "Dostęp" (section 2.7).
- An image larger than 2 MB or in another format (e.g. a phone photo) is automatically resized and saved as JPG where possible.
Something not working?
- Message "Enter a product name." → the Product name field is empty. The wizard goes back to step 2.
- Message "A product with that name already exists in this academy" → change the name. Two products cannot have the same address, and the address is created from the name.
- Message "Limit produktów planu Free (1) został osiągnięty. Przejdź na wyższy plan, aby dodać kolejny produkt." (Free plan product limit (1) reached. Move to a higher plan to add another product.) → on the Free plan every product that has not been deleted counts, including drafts and archived ones. Delete a product you do not need or change your plan (chapter 8).
- Message "Memberships (paid newsletters and recurring access) require the Growth plan or higher. Pick another product type or upgrade." → pick another type or change your plan.
- I cannot see the Mentoring type → turn on the 1:1 mentoring feature in Admin settings → Features (chapter 8).
- Message "The file is too large (… MB). Maximum 2 MB." or "We couldn't process this image. Save it as JPG or PNG and upload again." → save the image as a smaller JPG or PNG and upload it again.
2.4. Ebook: the ebook creator
What it is for: you create an Ebook / digital download product in four steps: description, price, files, publishing. There are no modules or lessons. The buyer gets files to download.
Who can see it: the academy admin and owner (trainers and managers have this permission, see section 2.1). Available on every plan.
Where to find it: side menu → Administration → Products → New ebook. The same creator opens when you click the Ebook / digital download tile in the product wizard.
How to create an ebook
- On the product list, click New ebook.
- You will see the New ebook screen and the Ebook creator with the counter "Step 1 of 4".
- Step What you sell: enter the Ebook title and optionally a Short description. Under the description there is a character counter, e.g. "120 / 500".
- Click Next.
- Step Pricing: click one of the three cards:
- Lead magnet (Free, download for an email): the customer leaves an email and gets the ebook for free,
- Single price (Fixed fee): the customer pays once via Stripe,
- Pay what you want: the buyer chooses an amount between the minimum and the maximum.
- For Single price, enter the price in the One-time price field. Choose Convert from Table A (you enter the price in one currency and the other currencies are converted at NBP average rates) or Manual price (you enter the price for each currency separately). Available currencies: PLN, EUR, USD, GBP, CHF.
- For Pay what you want, enter Minimum, Suggested and optionally Max.
- The This is what the customer sees box shows how the price will look to the buyer.
- Click Next.
- Step Files: drag files onto the "Drop PDF / EPUB / audio / video here" field or click it and choose files. For each PDF you can click the shield icon to turn the watermark on or off. Change the order by dragging a file by its handle. You can skip this step and add files later in the Files tab.
- Click Next.
- Step Publishing: add a Cover (3:4 recommended, e.g. 1200x1600). Check the summary: Title, URL after publishing, Price, Files.
- Under Sales options, keep or untick Sell without login (recommended) and optionally tick Mark as lead magnet.
- In the Publishing section, choose Save as draft or Publish now.
- Click Create as draft or Publish ebook (the button name depends on your choice in step 14).
- The system opens the new ebook's page.
Form fields: ebook creator
| Field | Required | What to enter | Example |
|---|---|---|---|
| Ebook title | Yes | 2 to 200 characters. This is the ebook name in the store, on the sales page and in the email with the download link. | Excel Master 2.0 |
| Short description | No | Up to 500 characters. Shown in the store and on the product card. | What is inside and who it is for |
| Pricing | Yes | Lead magnet, Single price or Pay what you want. Single price by default. | Single price |
| One-time price | Yes for Single price | 1 to 99999 in the base currency. A paid product can be published from PLN 19, EUR 5, USD 5, GBP 5 or CHF 5. | 49 |
| Minimum | Yes for Pay what you want | At least 1. | 19 |
| Suggested | Yes for Pay what you want | Not less than the minimum. This is the buyer's default amount. | 49 |
| Max | No | Not less than the suggested amount. | 199 |
| Files | No | PDF, EPUB, ZIP, MP3, M4A, WAV, MP4. Up to 100 MB per file, up to 20 files at once. | guide.pdf |
| Cover | No | JPG, PNG or WebP up to 2 MB, recommended ratio 3:4. | cover.png |
| Sell without login (recommended) | No | Ticked by default. The buyer only gives an email. | Ticked |
| Mark as lead magnet | No | Ticked automatically at price 0. | Not ticked |
| Publishing | Yes | Save as draft (default) or Publish now. | Save as draft |
Without a cover you will see the warning "Without a cover the sales page looks weak.". Publishing is not blocked.
What happens automatically
- The ebook gets Public visibility.
- One active pricing option is created: free for Lead magnet, one-off payment for Single price and Pay what you want.
- At price 0 the product is marked as a lead magnet: the sales page shows an email sign-up form instead of payment (section 2.10).
- A draft sales page is created with the Ebook focused template, filled in with the title, description, three benefits and two FAQ questions. You complete it in the editor (section 2.15). The pre-filled texts are in Polish.
- With Publish now the system checks the same conditions as regular publishing (section 2.8). If a paid ebook does not meet them, the product stays a draft.
- If a file fails to upload, the ebook is still created and you add the missing files in the Files tab.
Something not working?
- Message "Enter the ebook title (min 2 characters)" → enter a longer title.
- Message "The description can be at most 500 characters" → shorten the description. You will add the full sales copy on the sales page.
- Message "A one-time price must be greater than 0. Choose "Lead magnet" for a free download." → enter a price or choose the Lead magnet card.
- Message "Price 0 to 99999" → enter a price in this range.
- Message "The minimum pay-what-you-want price must be at least 1", "The suggested price must be at least the minimum" or "The max price must be at least the suggested price" → correct the amounts so that the minimum is the lowest and the maximum the highest.
- Message ""file.pdf" is too large (max 100 MB)" or ""file" has an unsupported type" → make the file smaller or save it in one of the allowed formats.
- Message "Max 20 files per upload. Add the rest in the Files tab after creating." → upload the first 20 files and add the rest after the ebook is created.
- I chose "Publish now" but the ebook is a draft → the paid ebook did not meet the publishing conditions (Stripe or minimum price). Open the ebook page and click Publish to see the reason (section 2.8).
2.5. Product page
What it is for: this is the product's main screen. It shows the state of the product and its sales page, and in the tabs you change all the settings.
Who can see it: the academy admin and owner (trainers and managers have access, see section 2.1). A person without edit permission sees only the name, address and description in the Details tab.
Where to find it: side menu → Administration → Products → click the product name.
What the top of the page shows
- The Back to list link.
- The product name and, underneath, badges: status (Draft, Published, Archived), type and visibility (Public, Members, Private), the product address and the start of the description.
- On the right, status buttons: Publish, Archive, Restore to draft and Delete (section 2.8).
- Number tiles. Each tile opens its tab:
- Enrolled (for an ebook Buyers),
- Pricing options shown as "active/all",
- Programs and Lessons (except ebooks and bundles),
- Files (ebook only; the tile is red when there are no files),
- Price: prices of the active options or "No pricing option".
- The Sales page bar with its state: Published, Draft, not public or Not created yet. For a published page you see its address. The Create page or Edit page button opens the page editor (section 2.15).
- The Send a message to N buyers button (see section 2.2).
Product page tabs
| Tab | What you do there | Description |
|---|---|---|
| Details | Name, address, description, cover, visibility, analytics | Section 2.6 |
| Pricing options | Prices and billing types | Section 2.7 |
| Funnel | Overview of the whole sales path | Section 2.12 |
| Files | Ebook files | Section 2.9 |
| Sales | Order bump and lead magnet for an ebook | Section 2.10 and chapter 3 |
| Bundle | Products in the bundle | Section 2.11 |
| Programs | Learning programme, modules and lessons | Chapter 4 |
| Enrolled | Manual enrolments and cancelling enrolments | Section 2.13 |
| Stats | Sales from the last 30 days | Section 2.14 |
The tab name shows the number of items in brackets, e.g. Pricing options (2). The open tab stays in the page address, so after a refresh you come back to it.
The "Launch product" guide
A guide is pinned to the bottom right corner of every product screen (including the sales page editor). On a phone it sits at the bottom of the screen. It appears for drafts and does not appear for archived products.
- The header shows Launch product and the progress, e.g. "3 of 6 done". Click the header to collapse or expand the guide.
- For the academy's first product you will see "This is your first product. Go through the steps in order, it takes a few minutes.".
- Each step gets a green tick when it is done. A missing step shows why it matters and a link to the place where you complete it.
- Guide steps (their names are shown in Polish only):
- Plan płatny ustawiony (Paid plan set) or Plan ustawiony (darmowy) (Plan set, free): the product has an active pricing option,
- Cena od 19 zł (Price from PLN 19) or Cena 0 zł (lead magnet) (Price PLN 0, lead magnet): a paid option costs at least PLN 19,
- Plik dla kupujących (File for buyers) with the number of files (ebook only),
- Okładka (Cover),
- Opis (Description): longer than 20 characters,
- Strona sprzedażowa (Sales page): the page has been created,
- Płatności podłączone (Stripe) (Payments connected, Stripe): only for a paid product.
- When all steps are done, the header changes to Ready to publish and a Publish product button appears at the bottom.
- After publishing you will see a Product published card with an Open public page button (when the sales page is published). Close it with Dismiss.
The guide only gives hints. The Publish button at the top of the page works even when not all steps are done (publishing conditions in section 2.8).
2.6. Product details and analytics
What it is for: you change the product's name, address, description, cover and visibility, and set your own Google Analytics and Google Tag Manager codes for the sales page.
Who can see it: people with permission to edit products (admin, owner; also trainers and managers, see section 2.1).
Where to find it: side menu → Administration → Products → product name → Details tab.
How to change the name, description, cover or visibility
- Open the Details tab.
- In the Basics section, change the Product name or the Page address.
- In the Description & cover section, change the Description or the Cover image.
- In the Visibility section, click one of the cards (described in section 2.3).
- Click Save changes.
- You will see the message Saved successfully.
The Cancel button goes back to the previous screen without saving. You cannot change the product type.
Form fields: Details
| Field | Required | What to enter | Example |
|---|---|---|---|
| Product name | Yes | 2 to 200 characters. | Mobile photography course |
| Page address | Yes | 2 to 200 characters: lowercase letters a-z, digits and hyphens. Must be unique within the academy. | photography-course |
| Description | No | Up to 5000 characters. | You will learn… |
| Cover image | No | JPG, PNG or WebP up to 2 MB, recommended 1200x630 px. | cover.jpg |
| Visibility | Yes | Public, Members only or Private. | Public |
The product address is used when the product has no published sales page of its own. The sales page has a separate address (section 2.15).
How to set your own analytics for a product
Below the form there is an Analytics (GA4 / GTM) box. The codes in this box override the academy settings for this product only. They load on the public sales page only after the visitor accepts cookies.
- In the Google Analytics 4 (Measurement ID) field, enter the ID in the format G-XXXXXXXXXX.
- In the Google Tag Manager (Container ID) field, enter the ID in the format GTM-XXXXXXX.
- Click Save analytics.
- You will see the message Analytics settings saved..
Leave the fields empty to use the academy settings.
What happens automatically
- When you save changes without editing the Page address field yourself, the address is created again from the product name. If you had set a custom address before, enter it again before saving.
- A visibility change takes effect immediately: the product stops or starts appearing in the store and on the academy page.
Something not working?
- Message "The name must be at least 2 characters" → enter a longer name.
- Message "The page address can only contain a-z, 0-9 and hyphens" → remove capital letters, Polish characters, spaces and other symbols from the address.
- Message "That page address is already taken. Change the name or the page address." → another product in the academy already uses this address. Change the name or the address.
- Message "Format: G-XXXXXXXX" or "Format: GTM-XXXXXXX" → copy the ID from your Google account again, without spaces.
2.7. Pricing options
What it is for: a pricing option (price plan) sets how much and how the buyer pays: free, once or by subscription. A product can have several options, e.g. Basic and Premium.
Who can see it: people with permission to edit products (admin, owner; also trainers and managers, see section 2.1). Selling paid options requires a connected Stripe account (chapter 3).
Where to find it: side menu → Administration → Products → product name → Pricing options tab.
Billing types
| Billing type | What it means (hint from the form) | Conditions |
|---|---|---|
| Free | Free access. Learners enroll without paying. | The price must be 0. |
| One-off payment | A single payment for full access. | Price above 0 or Pay what you want turned on. |
| Subscription | Recurring payment. Access stays active while the subscription runs. | Price above 0 and a billing period: Monthly, Quarterly or Yearly. You can add a trial. |
| Custom | Custom terms. No automatic checkout, the buyer contacts an admin. | No automatic payment. |
How to add a pricing option
- Open the Pricing options tab.
- Click Add pricing option.
- Enter the Pricing option name.
- Choose a type from the Billing type list. Free is the default.
- Optionally enter a Pricing option description.
- For One-off payment and Subscription, enter the price in the One-off price or Price per period field. Choose Convert from Table A or Manual price (the same as in the ebook creator, section 2.4).
- For One-off payment you can tick Pay what you want (the buyer sets the price) and enter Min (minor units), Suggested and optionally Max.
- For Subscription, choose the Billing period and enter Trial days (0 = none).
- Click Add pricing option under the form. The Cancel button closes the form without saving.
- The new option appears on the list as Active.
Form fields: pricing option
| Field | Required | What to enter | Example |
|---|---|---|---|
| Pricing option name | Yes | Up to 100 characters. | Premium |
| Billing type | Yes | Free, One-off payment, Subscription, Custom. | One-off payment |
| Pricing option description | No | Up to 500 characters. What the option includes. | Course plus a 1:1 consultation |
| One-off price / Price per period | Yes for paid options | 1 to 99999 in the base currency. Currencies: PLN, EUR, USD, GBP, CHF. Publishing requires at least PLN 19, or 5 in EUR, USD, GBP, CHF, in every currency you set. | 299 |
| Pay what you want (the buyer sets the price) | No | Only for One-off payment. | Ticked |
| Min (minor units) | Yes for Pay what you want | Amount in grosze (minor units), at least 100 (PLN 1). | 1900 |
| Suggested | Yes for Pay what you want | Amount in grosze, not less than the minimum. | 4900 |
| Max | No | Amount in grosze, not less than the minimum. | 19900 |
| Billing period | Yes for Subscription | Monthly, Quarterly or Yearly. | Monthly |
| Trial days (0 = none) | No | 0 to 365. | 7 |
Note: in this form you enter Pay what you want amounts in grosze (1900 = PLN 19). In the ebook creator you enter them in whole currency units.
How to turn off or delete an option
Each option on the list shows a number, name, an Active or Inactive badge, the billing type, the price with its period and the number of trial days.
Turning off: click the switch on the right of the option. A turned-off option is greyed out and cannot be bought. Clicking again turns it back on.
Deleting:
- Click the bin icon next to the option.
- You will see the question Delete pricing option Premium? with an explanation that active subscriptions stay untouched, but new sign-ups for this option will not be possible.
- Click Delete pricing option.
You cannot edit an option after adding it. To change the price, add a new option and turn off or delete the old one.
What happens automatically
- Options are listed in the order they were added.
- The sales page sells one option. Most templates take the first active one-off option, or, if there is none, the first active option. The Subscription template shows a toggle between monthly and yearly options, the Membership template prefers a subscription, and the Mentoring template takes the first active option.
- When NBP rates are unavailable in Convert from Table A mode, you see "Using fallback rates (NBP API unavailable).".
- Switching from Manual price to Convert from Table A asks Convert all currencies from Table A?. Clicking Convert and replace overwrites the manual prices.
Something not working?
- Message "This field is required" → fill in the name or the Pay what you want amounts.
- Message "A one-time payment needs a price above 0" → enter a price or tick Pay what you want.
- Message "A subscription needs a price above 0" or "A subscription needs a billing period" → enter a price and choose a period.
- Message "A free option cannot have a price" → for the Free type the price must be 0.
- Message "The suggested price cannot be lower than the minimum" or "The maximum price cannot be lower than the minimum" → correct the amounts.
- Message "The trial can last up to 365 days" → shorten the trial.
- The buyer does not see a purchase button → check that the product has at least one active option. Without one, the page shows "This product is not on sale yet.".
2.8. Product statuses: draft, published, archived, deleted
What it is for: the status decides whether customers see the product and can buy it.
Who can see it: the admin, owner, manager and trainer can publish. People with permission to edit products can archive and restore. The admin, owner and manager can delete.
Where to find it: side menu → Administration → Products → product name → buttons in the top right corner of the page.
What each status means
| Status | What the customer sees | Available buttons |
|---|---|---|
| Draft | Nothing. The product has no public page and is not in the store or on the academy page. | Publish, Delete |
| Published | The product according to its visibility setting (section 2.3). | Archive, Delete |
| Archived | The product disappears from the store and the academy page, and its sales page stops working. | Restore to draft, Delete |
How to publish a product
- Open the page of a product in Draft status.
- Click Publish (the label changes to Publishing…). You can also use the Publish product button in the guide or publish the sales page (section 2.15), which also publishes the product.
- The status changes to Published.
Publishing conditions:
- a free product (with no active paid option) publishes without extra conditions,
- a paid product requires a connected and active Stripe Connect account (chapter 3),
- every active paid option must cost at least PLN 19, and at least 5 in EUR, USD, GBP and CHF.
A cover, description and sales page are not required for publishing.
How to archive and restore a product
- On the page of a published product, click Archive.
- The status changes to Archived.
- To restore the product, click Restore to draft. The product comes back as a Draft and has to be published again.
How to delete a product
- Click Delete.
- You will see the question Delete this product? with a note that learners lose access and selling will no longer be possible. (The dialogue text also contains the technical words "soft delete".)
- Click Delete product.
- The system goes back to the product list. The deleted product is no longer on it.
You cannot restore a deleted product yourself.
Something not working?
- A "Could not publish" box appears under the buttons → read the reason in the box. Close it with the Dismiss message cross.
- Message starting with "Aby opublikować płatny produkt, najpierw skonfiguruj wypłaty Stripe Connect." (To publish a paid product, first set up Stripe Connect payouts.) → the Stripe account is not connected, is being verified or has restrictions. The message is shown in Polish only. Click Open payment settings in the box and finish the setup (chapter 3). Free products publish without Stripe.
- Message starting with "Niektóre ceny nie pokryją stałej opłaty Stripe" (Some prices will not cover the fixed Stripe fee) → an active option is priced below the minimum. The message is shown in Polish only. The box suggests: "Edit the pricing option in the Pricing options tab". Add an option with a higher price and turn off the old one (section 2.7).
- I cannot see the Publish button → your role cannot publish or the product is not a draft.
- I cannot see the Delete button → only the admin, owner and manager can delete.
2.9. Ebook files
What it is for: you upload and organise the files the buyer gets after buying an ebook.
Who can see it: only for an Ebook / digital download product. People with permission to edit products can upload, change and delete files. Others see a read-only list.
Where to find it: side menu → Administration → Products → ebook name → Files tab.
How to upload files
- Open the Files tab.
- If you want, tick Enable name + email watermark for the next upload (PDF only).
- Drag files onto the "Drop PDF / EPUB / audio / video here" field or click the field and choose files.
- Each file shows a progress bar. The uploaded file appears at the end of the list.
Allowed formats: PDF, EPUB, ZIP, MP3, M4A, WAV, MP4. Up to 100 MB per file.
How to change the order, name and watermark
Above the list you see the number of files and their total size.
- Order: drag a file to a new position. Each file shows its position, e.g. "Pos 2/5". The buyer sees the files in this order.
- Name: double-click the file name or click the pencil icon, enter a new name (up to 200 characters) and click the tick to save or the cross to cancel.
- Watermark: click the Watermark (file protection) button next to a PDF to switch between On and Off. A file with the watermark on has a watermark badge. For other formats the watermark is not available.
Each file also shows its number of downloads.
How to delete files
One file:
- Click the Delete file bin icon next to the file.
- You will see the question Delete file name.pdf?.
- Click Delete.
Several files:
- Tick the checkboxes next to the files or click Select all.
- Click Delete (N).
- You will see the question Delete N files?.
- Click Delete all.
Deleting cannot be undone. The file stops being available to customers.
What happens automatically
- After purchase the buyer gets an email with a link to the download page. All files are on one page, in the order you set.
- The watermark (the buyer's email and purchase date in the PDF footer) is added on every download. The original file stays unchanged.
- When the files take up more than 500 MB in total, you see the warning "Over 500 MB, check the academy storage".
- When the ebook has no files, you see No files and "Upload your first PDF, EPUB, audio, or video file below.".
Something not working?
- Message "name.pdf too large (max 100 MB)" → make the file smaller or split it into parts.
- Message "name type not allowed" → save the file in one of the allowed formats.
- Message "Watermark works only for PDF files" → you can turn on the watermark only for PDFs.
- Message "The file name cannot be empty" → enter a name.
- Message "Could not save the order: The file list has changed. Refresh the page and try again" → someone else changed the files in the meantime. Refresh the page.
2.10. Lead magnet (Sales tab)
What it is for: a lead magnet is a free ebook in exchange for an email address. The visitor does not pay, leaves an email and gets a download link. This is how you collect contacts for email marketing. The same tab contains the order bump settings, described in chapter 3.
Who can see it: only for an Ebook / digital download product, people with permission to edit products.
Where to find it: side menu → Administration → Products → ebook name → Sales tab → Lead magnet box.
How to turn on a lead magnet
- Open the Sales tab.
- In the Lead magnet box, tick Sell as a lead magnet (free, opt-in form).
- Click Save lead magnet.
- You will see the message Lead magnet saved.
To turn the lead magnet off, untick the box and save again.
What happens automatically
- Instead of payment, the public sales page shows a sign-up form where the visitor gives only an email.
- The person who signs up gets a download link and is added to the academy's contact list in email marketing (chapter 7).
- An ebook with price 0 created in the ebook creator is a lead magnet straight away.
- In the Funnel tab, the Opt-in / lead magnet stage shows On (section 2.12).
2.11. Bundle
What it is for: you combine several of the academy's products into one product with one price.
Who can see it: only for a Bundle product, people with permission to edit products.
Where to find it: side menu → Administration → Products → bundle name → Bundle tab.
How to add products to a bundle
- Create a Bundle product (section 2.3) and set its price in the Pricing options tab (section 2.7).
- Open the Bundle tab. You will see the Products in the bundle box.
- Choose a product from the Add product list. Its type is shown next to the name.
- Optionally enter the Indiv. price (grosze, opt.).
- Click Add.
- The product appears on the list with its type and individual price.
- To remove a product from the bundle, click the cross next to it, then Remove from bundle in the Remove this product from the bundle? window.
Form fields: bundle
| Field | Required | What to enter | Example |
|---|---|---|---|
| Add product | Yes | Any other product of the academy that is not in the bundle yet. | Mobile photography course |
| Indiv. price (grosze, opt.) | No | The regular price of this product in grosze, 0 or more. It is only used to show the savings on the sales page. | 9900 |
What happens automatically
- After paying for the bundle, the buyer gets access to all products on the list. If they already have access to one of them, it is not duplicated.
- When all of the academy's products are already in the bundle, instead of the list you see "All existing academy products are already in the bundle. Create new products to add more.".
Something not working?
- Message "Select a product to add" → choose a product from the list before clicking Add.
- Message "A bundle cannot contain itself" → choose another product.
2.12. Funnel
What it is for: you see the whole customer path for one product, from sign-up to the post-purchase offer, with information on which stages are set up.
Who can see it: people with access to the product page. Bundles do not have this tab.
Where to find it: side menu → Administration → Products → product name → Funnel tab.
Funnel stages
The Your sales funnel screen shows the stages one below another. Each stage shows On or Off (optional stages are marked optional) and a Set up or Manage button that takes you to the settings.
| Stage | When it is on | Where you set it up |
|---|---|---|
| Opt-in / lead magnet (ebook only) | The ebook is a lead magnet | Sales tab (section 2.10) |
| Sales page | The sales page has been created | Page editor (section 2.15) |
| Main offer + order bump | The product has at least one active option. With an order bump set up you see "Order bump active (checkout add-on)". | Pricing options tab (section 2.7) |
| Post-purchase offer (OTO) | The product has a post-purchase offer | Post-purchase offers (chapter 3) |
| Follow-up (automations) | The state is not calculated | Email marketing (chapter 7) |
2.13. Enrolled: granting and removing access manually
What it is for: you enrol an academy member in a product without payment, or remove someone's access.
Who can see it: people with access to the product page see the enrolment list. The admin, owner and manager can enrol people and cancel enrolments.
Where to find it: side menu → Administration → Products → product name → Enrolled tab.
How to enrol an academy member in a product
- Open the Enrolled tab.
- In the Enroll an academy member section, type a name in the Search by name… field. The list filters as you type.
- Click Enroll next to the person.
- You will see the message "Enrolled: Jan Kowalski".
- The person appears in the Active learners section, and their name on the member list gets the Enrolled badge.
You can only enrol someone who is already a member of the academy. Invite new people first (chapter 7).
How to cancel an enrolment
- In the Active learners section, click the red icon next to the person.
- You will see the question Cancel enrollment? with a note that the learner will lose access to the product and related resources.
- Click Cancel enrollment.
- You will see the message "Enrollment cancelled, access revoked". The person moves to the Inactive section.
You can restore the enrolment by enrolling the person again.
What happens automatically
- Each enrolled person shows the enrolment source and progress, e.g. "source: Added manually, 40% completed". Sources: Purchase, Added manually, Invitation, Company assignment, Automation.
- A manual enrolment triggers automations set up for new enrolments, e.g. a welcome email (chapter 7).
- The Inactive section holds enrolments with the status Completed, Paused, Canceled or Expired.
Something not working?
- Message "This person is already enrolled" → the person already has an active enrolment in this product.
- I cannot see the Enroll buttons → your role cannot enrol people. Ask an admin.
- Message "No members in the academy (besides active enrollments)" → the search found nothing or the academy has no members yet.
2.14. Product stats
What it is for: you check the product's sales from the last 30 days.
Who can see it: people with access to the product page.
Where to find it: side menu → Administration → Products → product name → Stats tab.
What the stats show
The Product stats screen with the caption "Last 30 days" contains:
| Element | What it shows |
|---|---|
| Sales | Number of purchases, by logged-in people and guests combined. |
| Revenue | Total gross purchases. |
| Sales page conversion | Sales divided by unique visits to the sales page, with the number of visits. Without a page: "no sales page". |
| Average price | The average purchase amount and the number of file downloads. |
| Daily sales | A chart of purchases day by day and Total:. Hover over a bar to see the date and the number of sales. |
| Top buyers | Up to 10 people who spent the most, with their email address, number of purchases and amount. |
When there are no sales, you see the hint "No sales in this period. Publish the sales page, add the product to a newsletter, or run a campaign.".
2.15. Sales page: the editor
What it is for: you create the public page where the customer learns about the product and buys it. The page lives at cohorta.pl/p/academy-address/page-address, and this is the link you send to customers.
Who can see it: people with permission to edit products (admin, owner; also trainers and managers, see section 2.1). The number of available templates depends on the plan (section 2.16).
Where to find it: side menu → Administration → Products → product name → Sales page bar → Create page or Edit page.
How to open the page editor
- On the product page, click Create page (when there is no page yet) or Edit page.
- You will see the Sales page screen with the product name above the title and the page's public address.
- At the top there is a How it works: box and a status bar: Published or Draft (not publicly visible), with a Publish or Unpublish button.
- Below are the sections. Click a section header to collapse or expand it. The SEO / Open Graph and Page look (optional override of default settings) sections start collapsed.
Form fields: sales page
| Section | Field | Required | What to enter | Example |
|---|---|---|---|---|
| URL address | Page address | Yes | 2 to 80 characters: lowercase letters a-z, digits and hyphens. Unique within the academy. The full address is shown under the field. | excel-master |
| Page template | Template | Yes | One of the templates (section 2.16). | Minimal |
| Opening section | Headline (main heading) | No | Up to 160 characters. | Learn Excel in a week |
| Opening section | Subheadline (description under the heading) | No | Up to 400 characters. | In this ebook you will find… |
| Opening section | Opening section image (optional) | No | PNG, JPG, WebP, GIF, SVG up to 2 MB, recommended 1200x800 px. | hero.jpg |
| Opening section | Opening section video (optional) | No | A YouTube or Vimeo link. | https://youtube.com/watch?v=… |
| Benefits | Benefit title, Short description | Yes in every added benefit | Up to 8 benefits. Title up to 80 characters, description up to 280 characters. | Instant access |
| Testimonials | Full name, Role (optional), Avatar URL (optional), Testimonial text | Name and text yes | Up to 15 testimonials. Name and role up to 80 characters, text up to 500 characters. | Anna, Accountant |
| FAQ | Question, Answer | Yes in every added question | Up to 20 questions. Question up to 200 characters, answer up to 800 characters. | How do I get the file? |
| Author / host | Full name | No | Up to 80 characters. An empty field hides the whole author section. | Anna Kowalska |
| Author / host | Role / title | No | Up to 120 characters. | Trainer, 10 years of experience |
| Author / host | Short bio | No | Up to 400 characters. | A few sentences about you |
| Author / host | Author photo | No | Square, recommended 400x400 px. | photo.jpg |
| Author / host | Profile name (optional) | No | Up to 80 characters. | anna-kowalska |
| Purchase button | Button text | No | Up to 40 characters. "Buy now" by default. | Buy the ebook |
| Purchase button | Additional text (optional) | No | Up to 80 characters. | 30-day money-back guarantee |
| Purchase button | Price before discount (PLN) | No | Amount in PLN. The page shows it struck through next to the current price. | 199 |
| Purchase button | Offer ends (countdown) | No | Date and time the offer ends. The page shows a countdown bar. | 30.09.2026 23:59 |
| Purchase button | Share buttons | No | Ticked by default. Shows X, Facebook, LinkedIn and copy-link buttons. | Ticked |
| SEO / Open Graph | SEO title (max 80, default = product name) | No | Up to 80 characters. The title in Google and on the browser tab. | Excel Master 2.0, ebook |
| SEO / Open Graph | SEO description (max 200) | No | Up to 200 characters. The description in search results. | A practical ebook about Excel |
| SEO / Open Graph | OG image (for social media) | No | The image shown when the link is shared, JPG, PNG or WebP up to 2 MB, recommended 1200x630 px. | og.jpg |
| Page look | Accent (main button and accent color) | No | A colour in the format #RRGGBB. Empty = the academy brand colour. The Clear button removes the colour. | #2F6F5E |
| Page look | Font (heading typography) | No | Default (depends on the template), Classic serif (Georgia), Modern sans-serif (Inter), Elegant display (Playfair), Monospace (technical). | Modern sans-serif (Inter) |
| Page look | Logo position in the header | No | Default (left + Powered by Cohorta on the right), Left (with Powered by badge), Centered (no badge), Hidden (no header bar). | Centered (no badge) |
Benefits, testimonials and FAQ: click Add in the section header to add an item. The header shows a counter, e.g. Benefits (3/8). Use the Move up and Move down arrows to change the order and the bin icon to delete an item. An item with an empty required field is not saved.
How to save changes and preview
- Fill in the sections.
- Click Save changes on the pinned bar at the bottom. You can also press Enter in any single-line field.
- You will see the message Saved.
- Click Preview page. The preview opens in a new tab and shows the last saved version, so save your changes first.
- At the top of the preview you see a Preview · draft or Preview · published bar with a Back to the editor link and, for a published page, Public page.
If you try to close the tab with unsaved changes, the browser asks whether you really want to leave.
How to publish the page and unpublish it
- Save your changes.
- On the status bar at the top, click Publish.
- The status changes to Published, with an Open link to the public page next to it.
- To take the page down, click Unpublish. The status goes back to Draft (not publicly visible).
What happens automatically
- Opening the editor for the first time creates a draft page. The page address is the same as the product address (with a number added if it is taken). The page is pre-filled: the headline from the product name, the subheadline from the first 200 characters of the description, three sample benefits, two FAQ questions for an ebook and a "Kup ebook" (Buy the ebook) or "Zapisz się" (Sign up) button. The pre-filled texts are in Polish. Replace them with your own.
- Publishing the page when the product is a Draft also publishes the product. The same conditions apply as for publishing the product (section 2.8).
- The page works only when the product is Published and not Private. A Members only product has a page, but it is not indexed by search engines.
- Unpublishing the page does not take the product off sale. To take the product off sale, archive it (section 2.8).
- A published product without its own published sales page still has a simple page at the product address, with the name, description, cover and a purchase button.
- The purchase section of the page depends on the product: a lead magnet shows an email sign-up form, and a product without an active option shows "This product is not on sale yet.". How the customer buys is covered in chapter 9.
- Google Analytics and Tag Manager codes from the academy or product settings (section 2.6) load on the page after cookie consent.
- On the Scale and Enterprise plans, the page footer does not show "Powered by Cohorta".
Something not working?
- Message "The page address can only contain lowercase letters a-z, digits and hyphens." → remove capital letters, Polish characters and spaces from the address.
- Message "That page address is already used in this academy, pick another" → another page in the academy has this address. Enter a different one.
- Message "Kolor musi być w formacie #RRGGBB" (The colour must be in the #RRGGBB format) → enter the colour as # followed by six characters, e.g. #2F6F5E, or click Clear.
- Message "This template is not in your subscription plan. Unlock it for PLN 39 or upgrade your plan." → see section 2.16.
- After clicking Publish I see an error about Stripe or the minimum price → the product is a draft and does not meet the publishing conditions. See section 2.8.
- The preview does not show my latest changes → click Save changes and refresh the preview tab.
- The page link shows a 404 error → check that the product is Published, not Private and not archived.
2.16. Sales page templates
What it is for: the template changes how the sales page looks. The content (opening section, benefits, testimonials, FAQ) stays the same. You can switch templates whenever you want.
Who can see it: people with permission to edit products. The number of templates included depends on your Cohorta plan.
Where to find it: side menu → Administration → Products → product name → Edit page → Page template section.
How to change the template
- In the Page template section you see Current template: with the template name.
- Click Change template. A gallery expands with a thumbnail, name and short description of each template.
- Click a template tile. Templates with a padlock are outside your plan.
- Click Collapse to hide the gallery.
- Click Save changes.
Templates by plan
| Plan | Templates included |
|---|---|
| Free | Minimal (1 template) |
| Starter | The above plus Bold, Ebook focused, Subscription (4 templates) |
| Growth | The above plus Cohort Live, Webinar, Mentoring, Sales letter, Challenge, Lead magnet (10 templates) |
| Scale and Enterprise | All 20, including Masterclass, Coaching 1:1, Bundle, Certification, Membership, Conference, Podcast / audio, Coming soon / waitlist, Diagnostic / quiz, About me / personal brand |
You can keep the template chosen automatically when the page was created (section 2.2) regardless of your plan. Switching to another template requires it to be in your plan or unlocked.
How to unlock a template outside your plan
- In the template gallery, find a tile with a padlock and the price PLN 39.
- Click Unlock for PLN 39. The label changes to Redirecting….
- Pay on the Stripe payment page. This is a one-off payment to Cohorta.
- After paying you return to the page editor. The template is unlocked permanently for the whole academy and you can choose it for any product.
Instead of unlocking single templates, you can move to a higher plan (chapter 8).
Something not working?
- Message "This template is already included in your subscription plan." → choose the template without paying.
- Message "You have already unlocked this template." → the template is already yours. Refresh the editor page.
- Message "Could not start the payment. Please try again in a moment." → try again in a few minutes.
2.17. The academy's public page
What it is for: every academy has a public page with its offering at cohorta.pl/p/academy-address. You do not need to turn it on.
Who can see it: anyone, including people who are not logged in.
Where to find it: in the browser at cohorta.pl/p/academy-address (you can see the academy address in the app address after /app/).
What the academy page shows
- At the top: the academy logo and name and the Log in and Create account buttons, which lead to Cohorta login and sign-up.
- The academy name and description.
- The Catalog section with product cards: cover, type, price, name, the start of the description and a View details button.
- At the bottom, links to the legal documents.
The page shows only Published products with Public visibility, newest first, up to 24. The price on a card is the lowest price of an active option. Free means a free option, Coming soon means a product without an active option. The View details button leads to the product's published sales page or, if there is none, to the simple product page. When there are no public products, you see "No public products right now.".
2.18. Public store
What it is for: the store is a single page with all of the academy's public products, in a "link in bio" style, with a description, logo and cover. Once turned on, it lives at cohorta.pl/sklep/academy-address.
Who can see it: the academy admin and owner see and change the store settings. When the store is on, anyone can see it without logging in. Available on every plan.
Where to find it: side menu → Administration → Admin settings → Appearance and branding group → Public store. The tile shows the state Visible or Hidden.
How to turn on the store
- Open Public store.
- Tick Store visible to the public.
- Under the field you will see how many products the store will show and a View store link. When you have no published products, you see the warning "You have no published products yet, so the store will be empty. Publish a product before you send anyone this link.".
- Fill in the fields in the How it looks and Search engines and sharing sections.
- Click Save settings.
- You will see the message Store settings saved.
To turn the store off, untick Store visible to the public and save. A store that is off shows a 404 error page at its address.
Form fields: store
| Field | Required | What to enter | Example |
|---|---|---|---|
| Store visible to the public | No | Tick it to turn the store on. | Ticked |
| Description | No | Up to 500 characters. Shown under the academy name. | I teach mobile photography from scratch. |
| Logo URL | No | An image address starting with http:// or https://, up to 500 characters. A round picture next to the name. Without it, the first letter of the academy name is shown. | https://yoursite.com/logo.png |
| Cover image URL | No | An image address starting with http:// or https://, up to 500 characters. A wide image at the top of the store. | https://yoursite.com/cover.jpg |
| Page title | No | Up to 120 characters. Empty: the academy name and "Shop". | Anna Kowalska's courses |
| Search engine description | No | Up to 200 characters. Empty: the text from the Description field. | Courses and ebooks on mobile photography |
What the store shows
- At the top, the Cohorta logo and "Powered by Cohorta".
- The cover, the logo or letter, the academy name and the description.
- Product cards: cover, type, name, start of the description and price in the form "from PLN 49.00" or Free. The price comes from the first active one-off option, then from a subscription, and if there are none, from the first active option.
- Clicking a card opens the product's published sales page or, if there is none, the simple product page.
- The store shows only Published products with Public visibility. Members only and Private products are not shown.
- When there are no products, you see "No products yet. Check back soon.".
Something not working?
- Message "Adres obrazka musi zaczynać się od http:// albo https://" (The image address must start with http:// or https://) → paste the full image address, including https://. The message is shown in Polish only.
- The store shows fewer products than the counter in the settings → the counter includes all published products, while the store shows only those with Public visibility. Change the product's visibility (section 2.6).
- I see a 404 error at the store address → the store is off. Tick Store visible to the public and save.