Summit Evergreen allows you to showcase your online products through a secure membership site. An example of a “finished product”, what your customer would actually login and see after their purchase, is shown below:
Step 1: Create a Product
From here we will customize product settings, create courses and offers and add any user profile questions. Everything will be accessed through the product dashboard indicated below.
Step 2: Select Product Settings
Select ‘the “Settings” tab from the main product menu
If at any point during the tutorial you want to view your work, and see what the site will look like to your users, follow these instructions:
Step 3: Create Product Courses and Offers
From this menu you will set up the different courses within your actual product. Some products may only have 1 course and 1 offer, some may have multiple courses and offers. It’s all customizable to your particular product.
For example, let’s say your product is a weight loss program where you have 3 different pricing options for your customer’s to choose from:
To add a new course, simply click the “add a new course” button at the bottom of the “product courses” menu. From here you can choose:
Note: A SKU will be automatically generated, or you can create a custom SKU.
Note: Instructions for setting up 3rd party payment processors and/or Stripe are available, but not in the “product setup” help section.
Integrating with Stripe for payments/billing
Each course will also have at least one offer, or multiple offers associated with it. An offer is essentially, a price for a particular course. If you are integrating with Stripe, you will be using offers. You may have multiple offers if, for example, you want to offer a sale price on your course for those signing up during a webinar.
Note: The blue link underneath the SKU and listed to the right of the offer is the shopping cart link you will provide to your customers. Each course and offer will have it’s own individual shopping cart link.
To add a new offer, simply click the “add a new offer” button at the bottom of the “product courses” menu. From here you can choose:
Integrating with a 3rd Party Shopping cart for payments/billing
If you are integrating with a 3rd party shopping cart you WILL NOT be using offers. All your prices will be set up within your 3rd party shopping cart.
The SKU is the glue between Summit Evergreen and 3rd party shopping carts. After completing specific integration instructions for your shopping cart, you will need to make sure the SKU listed in the 3rd party shopping cart matches the SKU in Summit Evergreen.
Note: All shopping cart links to provide to your customers will be obtained from your 3rd party shopping cart, you will not use the links listed underneath the SKU in Summit Evergreen.
Step 4: Create User Profile Questions
During the registration process you can ask your users questions, great for data mining. The user profiles menu shown below allows you to set up these questions.
From this menu you can add a question by:
The syllabus is the outline of subjects in your course. New chapters and lessons added to the course syllabus menu will appear to the user as shown in the example below.
Step 1: Access the Syllabus Menu
Step 2: Unlocking and Selecting the Course Syllabus
Note: You will need to create a syllabus for each individual course.
Step 3: Create your Syllabus
Note: Your chapters can have multiple lessons, or pages of content.
Below is an example of a completed course syllabus. The image shows internal and public perspective of one syllabus.
The syllabus and the schedule are related but do not have to go hand in hand.
Users will be always be able to see the course structure provided by the syllabus, but they will not be able to access certain content until the schedule dictates they can.
The example below shows what a new user would experience upon logging in to access their content. The user can see the entire syllabus, but only the Program Instructions and the Week 1 material can be accessed. Notice the lock icon next to the weeks that are not available.
Step 1: Access the Schedule Menu
Step 2: Set up Your Schedule
Step 3: Schedule Emails
Emails can be scheduled to go out as new content becomes available, or any time you want to send information to your customers.
Using the appearance menu you can change and modify your products theme. Changing the theme will alter the interface for your customers. Through the theme you can easily change colors and logos, allowing for personal branding.
Step 1: Access the Appearance Menu and Choose your Theme
To set “Laravel” as your theme:
Step 2: Customize Your Theme
In the right hand pane, you can easily change your branding colors, logos, etc. Be sure to click the “save” button once it pops up to secure any changes.
Step 3: Advanced Customization
If you have a tech team, the theme can be completely skinned and customized.
Now that you have set up the framework for your online product, its time to load content!
You will set up the content of your online product through Summit Evergreen’s easy to use editor. The pages of content that you create within the editor appear to the user as shown in the example below.
Content is always created and changed via the editor, however there are a few different ways to access the editor:
Step 1: Access the Content Menu
Step 2: Select the Page to Edit and Access the Editor
Step 3: Enter your Content with the Editor
There is an additional menu bar in the top right corner of the editor (shown below) that allows for a few more features:
Once you start editing content a pop up will appear at the bottom of the screen that will allow you to either save or cancel your changes.
Adding videos to your content can be done by clicking the “insert video” link on the editing toolbar and entering the embed code. If your videos are hosted on YouTube or Wistia just copy your video link directly into the editor and hit enter. That’s it!
Step 4: Edit Email Content with the Editor
Select “email” from the “content” menu on the left hand menu
The email editor is identical to the content editor with the exception of your email subject line. See below for example:
The content of the emails is changed via the editor. However, changing the timing of emails must be done via the “schedule” menu.
We offer Aweber, Infusionsoft and 1ShoppingCart integration if you prefer to send emails through a third party.
Step 5: Create Surveys
Select “email” from the “content” menu on the left hand menu
Select the “actions” drop down menu, and “add a survey”
From here you can add different types of questions by selecting the type you want from the left side “Add a Question” box. * After typing the question in the box, select the “Apply” button * Select the “required” checkbox if the user has to answer the question before submitting Select the “Settings” Tab shown below to customize the survey thank you message, URL, name, etc.
After your product is live, you can click on the “Results” tab shown below to view the answers submitted to your survey
The results show the users first and last name, the response, the date and time submitted.