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How to create an offer that allows your customers to purchase credits

Learn how to create a credit-based offer that allows your customers to purchase credits for course-related actions.

This article explains how to create an offer that allows customers to purchase credits.

Use it when you want members to buy credits and spend them on specific course actions, such as submitting coaching requests, publishing files in the sharing area, or requesting file corrections and assessments.

This guide will walk you through setting up a credit-purchase system, enabling your members to buy credits to use within your courses.

Step 1 - Create a Payment Form to Sell Credits

  1. Go to Sales → Offers

  2. In the Forms tab, click Create offer to set up a new offer.
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  3. When you get to the product configuration step, add your first product:
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    • Name it Credits (or any other relevant name).
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    • Link your product to credits, and enter the number of credits to assign per unit purchased.
      ​Example: If 1 unit equals 10 credits, enter 10 in this field
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    • Set the price per credit or credit pack, depending on how many credits you want to assign per product purchase.

    • Click Add to add your new product to the offer.
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    • Click Next step (bottom right) to save and continue with the offer creation process.
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  4. Complete the next steps to finish creating your first offer.

Step 2 - Configure Credit Quantities

  1. Access the newly created payment form and open the Products tab.

  2. Click the edit icon for the Credits product.
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  3. In the Quantity section:
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    • Toggle the Quantity setting on. This allows customers to purchase multiple credit packs in a single transaction.

    • Optional: set minimum, maximum, or total available quantity limits.
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  4. Click Confirm (bottom right of the page) to save and apply your changes.

Step 3 - Create Order Page

  1. Go to your Website (Website & Blog → Website) or Sales Funnel (Marketing → Sales Funnels) area, depending whether you want to create your order page.

  2. Create a new order page using the page editor.

  3. Insert the payment form you just created onto the page:
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    a) Drag & drop the Form element onto your desired page column.
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    b) Select the Payment Form type.
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    c) Select the offer you created with the credit-pack product.
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  4. Customize the rest of your page to your liking.
    Once you're done, save your changes, and exit the editor.

  5. Copy the page URL — you’ll need it in Step 4.

Step 4 - Configure Credit-Based Pricing for Course Actions

  1. Access the course settings for the course where credits will be used.

  2. Open the Number of credits per action settings sub-tab.
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  3. Set the number of credits required for each action:

    • Publishing a file in the sharing area

    • Requesting a file correction

    • Requesting a coaching session
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  4. Set the default coaching session duration (if applicable).
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  5. At the bottom of the page, locate the Link to order credits field and paste the link to your order page.
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  6. Click Confirm changes (bottom right) to save your settings.

What customers see when they run out of credits

Once everything is configured, customers who run out of credits see an option to purchase more credits.

When they click the button, they are redirected to the order page where they can complete their purchase.

Why use a credit-based offer?

This setup allows you to monetize optional course-related services with a credit-based model.

It gives your members flexibility while allowing you to control access to actions that require credits.

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