Customize a cohort-based Course

Cohort-Based Courses allow you to deliver time-bound learning experiences with scheduled content releases and live sessions. This guide covers how to manage cohorts, customize content, and configure settings.

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View Course Cohorts

To view the cohort groups inside a cohort-based Course, first open your Course:

1. Select Products from the Dashboard
2. Then, select Courses
3. Click to open your cohort-based Course. This will take you to the Cohorts Index page:

4. On the Cohorts index page, you’ll see a list of all active cohorts for the Course. Click the pill buttons to toggle between viewing All, Active, or Completed cohort groups:

5. Edit a cohort or toggle the cohort Status between Active and Completed by clicking … to the right of the cohort:

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Add a Cohort

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Add a cohort to a Course

1. At the top right corner of the Cohorts Index page, click Add cohort. A modal popup will appear.
2. First, select an existing cohort to use as the template for your cohort.
3. Then, enter a cohort Name
4. Choose a Start date for the cohort
5. Next, choose to create either a Free or Paid cohort. If you choose to create a Paid cohort, enter your desired Payment frequency, Price, and Payment method.
6. Click Add cohort to create your cohort:

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Update Cohort Product details

1. From the Cohorts index page, click the Settings tab to update the Course Title, Description, and/or Thumbnail image:

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Edit Cohort content and Settings

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Open a cohort for editing

1. From the Cohorts index page, either click the name of the cohort you want to edit, or
2. Click … to the right of the cohort and select Edit:

3. Inside the Cohort editor, you can view and edit the Course Outline, Customers, Offers, and Certificates, customize the Course template, and update Course settings:

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Outline

On the Outline tab, you can:

• Create Modules, Lessons, and Quizzes
• Add and schedule Live Sessions
• Publish, unpublish, delete or lock your content
• Drip your content on specific dates in cadence with your live session dates

Change the Drip date for each Course module (i.e. the date the content becomes visible in your Course) to match your live session schedule by clicking the gray “Draft” button, then selecting the blue “Drip” button and choosing your desired date: Here’s an example of a published first Course module followed by a series of modules set to drip at one week intervals:

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Customers

Select the Customers tab to view a list of all Course customers. You can also click on each customer to view additional customer details:

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Offers

Select the Offers tab to view the Offer(s) created to sell the Course or to create a Course Offer:

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Certificates

Select the Certificates tab to create a Certificate of Completion to send your students when they complete the Course:

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Customize

Select the Customize tab to customize the Course template design:

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Settings

Select the Settings tab to update the cohort Title and Start date or to change live video scheduling preferences (location and/or session duration):

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Delete a Cohort

1. From the Cohorts index page, click … to the right of the cohort you want to delete
2. Select Delete
3. A modal popup will appear. Click Delete to confirm the deletion: