I often work with people who are just getting ready to pursue their dreams. Whether it’s starting a company, just starting to take a hobby more seriously, dreaming about being on their own again, or being hip deep in a new tech start-up, I’m game to help if people want the advice and are willing to do the work. For the last few years I’ve been developing course material for a program I call “Leveraging Trust” and it’s all about finding the center of who you are, and your experience, so that you can develop products and services from the position of a trusted advisor.
Recently, I’ve started thinking about putting this program online at a cheaper rate, so that some people could walk thru the program on their own before meeting with me. And this is, in short, what an e-learning course would be. A simple way for people to:
Years ago, seriously in 1995, I built one of the first online educational systems at Berkeley Lab (and even demonstrated it to a group of guys that would later build Blackboard). So I’ve watched as learning management systems (LMS) have risen and sank on the promises of ease: ease of use & ease of development. From my perspective, nothing is easier than doing e-learning on WordPress. So I thought I’d give it a go and build this version of Leveraging Trust (coming soon!) in WordPress as an online course.
While there are options for using , and a , it seemed like a lot of configuration and I feared that meant a lot of upkeep. So I went a different route.
So here are my 20 steps.
I’ve written about memberships a bit before, and so many great people write so much about them that I don’t really focus there. But here’s the main thing you should know. Other than Justin Tadlock’s version, most others are overly complex – even when (and maybe especially when) they’re free. But to satisfy the curious, let me make sure you know the ones I own and have tried:
So we’re clear: I bought each of these (that had cost) and tested them all out. Just for you. Ok, back to the message….
And the last one and maybe only one you need:
You can see that with only 5 tabs, this must be the easiest membership plugin known to mankind. Most of them have 10-15 tabs, which can be daunting. And what’s nice here is that you can create a membership level that acts like a course. So each level can function as a course you are selling. Some plugins don’t work this way. This post isn’t about those other plugins, but let me just say, Paid Membership Pro works exactly as I hoped it would – letting me charge people to get access to my content. You see here that you can fill in some quick basics and then put down a price (note: this price is a sample – at 10% the normal cost of the program). It also lets you mark it as a subscription course if you like, and determine if it membership will expire.
Did you like that? Sure, I could have said you had to create pages that would support your membership program, but that takes a lot of space and Paid Memberships Pro does it for you. I like this approach, so I just went to the bottom of the page and clicked “save”.
I know we’re only four steps in but have you noticed how each step is taking literally seconds? That’s why I’m positive that you can create this entire course in less than 20 minutes if you have your content ready.
I’m not sure you even need a lot of words other than – fill in your name and email. I bet you can do it in 20 seconds!
Whenever someone doesn’t have access to the course, you’re going to want to tell them something. Here’s your chance. Edit the message if you like. For me, it was almost perfect. No time wasted at all. I did, however, decide to make sure that a non-member couldn’t see anything, not even an excerpt. That’s one of the drop downs below.
If you think you’re going to see my discount codes so you can get this program cheaper, you have another thing coming! For you, sure I’ll get you a code. Just sign up on the right, so you are getting my notices sent to your inbox and you’ll see when I do specials. Plus, I like you. I really really like you.
Notice that I didn’t mark anything or hit save. Alas, that is a fake code. But what I like is that Paid Memberships Pro auto-creates ones for you. Nice.
By now you’ve noticed that you’ve created an entire membership site on your site without spending a penny. So now it’s time to make you pay up. But here’s the thing, , is priced at $67 for a single site. That’s a deal for what you’re going to see.
Once you buy it, upload it to your site (Plugins > Add New) and activate it. That simple.
We’re finally getting to the good stuff. But guess what? This is as easy as the other steps you’ve taken already.
You’ll need a name for your course and a description. Now, I like the “Only Completed/Next Units Visible” because it means sequential delivery (of sorts). But you can pick either approach. Also, I mark “automatic” for all users to get access, since I don’t need this plugin to do access for me. will do that when we give the right user access to the right launch page.
If you were to break up your course into steps, phases or parts, this is what a module is. It’s a name and it has a course it belongs to. It’s also the container for your teaching units. Since Leveraging Trust has 9 parts, I started creating some of them.
This is literally what you’ve been waiting for. Now is when you create a unit – don’t worry that you don’t see any way to connect it to your modules or courses. Just create your unit like you’d write a post.
I want to take a second to talk about how I use video in this program. I know YouTube does some great stuff. But to date, I’ve not been able to ensure that only certain people have access to my videos. Namely, I don’t want non-students to get my content because this represents years of work and I don’t want to give it away. So I use . And what I love about Vimeo is that with a Pro account, I can determine which URLs (domains) my videos can be played from (or embedded). Since chrislema.com is on the list, if you were in this course you could watch it. But you can’t find it on Vimeo directly or via search. You can’t get it from my site. You can’t watch it any other way, than in this course, which is protected by .
Create all the units you want (or need).
Now you’ll want to go back to the list of courses. When you do, you’ll see a button that offers you to edit units and modules. It’s a drag & drop screen that lets you maneuver the modules into any order you like, as well as assign units to the modules (by again, dragging & dropping them into the green containers).
Are you timing yourself. By my watch, we’re o