We’re really excited to have you on board, and can’t wait to help you get started.
We’ve created this step-by-step guide to introduce you to our platform and walk you through our setup process.
If at any time you have questions or need help, simply drop us a line here.
Prefer a video walkthrough? We've got one for you right here 😉
A step-by-step guide to getting started with Podia
To make the most out of Podia, you’ll want to do a few things to set yourself up for success.
They’re simple steps — and will only take a few minutes — but completing them now will make creating and selling a lot easier.
Alright, let’s get into it!
Step 1: Set up your Site
Just like a brick-and-mortar store, your site is the first thing your audience will see.
It’s also where your Online Courses, Membership and Digital Downloads will appear (unless you choose to hide them).
Go to the Settings of your account to fill in details like your site name. To add a tagline and any website or social media links you want your visitors to know about be sure to check out the Editor.
Check out our site to see what it looks like after it's been built out and ready for sales.
Step 2: Add a product
Once your site is setup, let’s put something on the shelf for your visitors to buy!
Go to the Products section to create your first Online Course or Digital Download (for example, an eBook, PDF or worksheet), or Product bundle. To start with a Membership website go to Memberships at the top of the dashboard.
If you already have existing content, you can simply drop it into the editor (or let us migrate it for you!).
Need some help getting started with your first product?
Check out our article on creating an online course using Podia; it’s packed with helpful tips on making your course as irresistible as possible. You can also go through our FREE Product Launch Challenge in just 21 days (or less).
Once you’re ready to sell, just switch the product setting to “Published”.
Not quite ready to sell?
Choose Pre-Launch mode to start gathering email addresses from interested prospects before you launch your product.
Here's what a pre-launch product looks like:
You’ll also want to create a sales page for your product, to let your prospects know what they’re signing up for.
Here you’ll be able to hide your product from your site, Add a course Start date, Close Enrollments and add Integrations.
Once your product is ready, let’s start selling it!
Step 3: Engage your audience
When it comes to selling your course, your email list is your number one most valuable sales asset.
If you’re starting from scratch, no problem! We’re here to help.
For some inspiration, check out these tips we’ve put together for building your email list. We also have an email marketing masterclass you can go through in your own time. It will show you how to build an email list from scratch AND what to write.
You can build your email list on Podia in two ways:
- If you have an existing list of subscribers or customers, you can import them into Podia.
- Collect email addresses with a sign-up form on your Podia site, Pre-Launch Product, or add a Newsletter directly into your Products pages.
👆This sign-up form can be toggled on or off — and customized — from your Editor
As your list grows, you can engage with your biggest fans using Podia’s Broadcast feature.
Broadcasts are emails filled with helpful content, tips, and new products, and they're a great way to build trust and loyalty among your audience.
Here's what your Email Dashboard will look like from within Podia:
If you’ve never created an email broadcast, we’d recommend checking out our step-by-step email marketing guide.
Step 4: Create an automated campaign
Once your online business is up and running, you may want to consider adding an automated email campaign to your approach.
A campaign is a series of emails that automatically go out over a period of time to your subscribers.
You can send them to all new subscribers, or to a segment of subscribers based on their behavior (for example, those who purchased a particular product).
Simply put, a campaign sequence is the hardest working email marketer on your team 😅
To get started, all you have to do is select a “trigger” that will send the campaign (either a new email signup or a product sale), write your messages, and turn the campaign on.
Here's what your campaign email dashboard will look like from within Podia (the "Campaigns" tab has been selected for this example):
We’ve put together a guide to automated email campaigns that includes word-for-word templates that you can use to nurture your subscribers toward a sale: check it out here.
Step 5: Analyze, optimize and grow
At every step of the way, Podia offers you valuable data to help you make better decisions about which products to build and what emails to send.
In addition to the email metrics you’ll see in your email dashboard, your Podia account comes with an analytics dashboard that shows you which products are being purchased, and by whom…
…and a sales dashboard that breaks down your performance by product.
By identifying your highest-performing products, you’ll be able to shape your product and marketing strategy and keep your online business growing!
Ready to earn 💰 from your passion?
We’re excited to help you get started.
If you ever need anything at all, you can always reach our Creative Support Team by clicking on the chat icon in the bottom right of your screen, or emailing us at [email protected].
From all of us at Podia, welcome!