Setting Up Your Beta - End to End Guide
Welcome to your Innovorise Beta Setup Guide!
In this guide, you’ll be guided step-by-step through setting up your Beta Program - including building your course, setting up payments, customizing your portal, sending invites, gathering feedback, and preparing for your next launch.
We’ve broken the process into three simple phases - Before, During, and After the Beta - and provided templates, walkthroughs, and helpful tools to make it easy.
Work at your own pace, use the templates if you wish, and remember: progress over perfection is the goal here.
If you need help, click Live Chat or email support - we’re here if you need us!
In this phase, you’ll set up the key foundations for your Beta Program - including your course, payments, portal, legal essentials, community space, and signup tracking.
Templates and walkthroughs are available to speed up your process.
If you need help, click Live Chat or email support — we're ready to assist.
Checklist Available
To help you stay on track, we’ve also created a simple printable checklist for this section. You can download it below and tick off each step as you go.
In this section, you’ll create your course product, add content and assessments, set up your course offer, and customize the student experience using templates or your own designs.
Need help? Live Chat and email support are ready to assist.
To Set Up Products in your Innovorise account, follow these steps below:
Go to Memberships in the Navigation Menu.
Navigate to Courses > Products
Click the "Create Product" button
Start from Scratch
Choose to Start from Scratch, Innovorise provides you with a selection of templated courses to choose from:
Sprint Course
Marathon Course
Membership
Build your own
Depending on which templated course you choose, proceed by clicking Start Building.
Then, enter a name for your product and click Create Product.
Once your product has been created, head to the details tab. Complete the fields in the details tab to give your members an overview of the product when they login to your portal.
The following Knowledge Base Pages will cover this in more detail:
How to Add Modules and Lessons to Your Course Product (Memberships Area):
To Set Up Modules in your Beta Product, follow these steps below:
Go to Sites > Memberships
Click on the Products tab
Open the Product you want to edit
Click the “Outline” tab (this is where your course is built)
Click the “Add Category” button
Name your Category (this is your Module title)
Example: “Module 1: Foundations” or “Week 2: Boundaries
Click Save
You can then click on the Category Title to add a description and thumbnail to your Module
To Set Up Lessons in your Modules in your Beta Product, follow these steps below:
Under the module you just created, click “Add Lesson”
Enter your Lesson Title
Example: “Lesson 1: Welcome + Orientation”
Add your content:
Upload a video (or paste a video link)
Add written content (if you want)
Attach files or resources (optional)
Set Visibility Settings if needed (e.g. drip release or locked lessons) - Explained in video below
Click Save
Helpful Tips:
You can drag and drop lessons and modules to rearrange the order later
Start simple — you can always polish or update your lessons over time
The following Knowledge Base Pages will cover this in more detail:
Adding Assessments to Your Course (Membership Product):
Part 1: Add an Assignment to a Module:
Assignments let students submit written answers, files, or reflections. You can review and respond inside your portal.
Steps to Add an Assignment:
Go to Sites > Memberships > Products
Open the Product where you want to add the assignment
Click the Outline tab
Find the Category (Module) you want to add the assignment under
Click “Add Assessment”
Choose Assignment as the Assessment type
Enter a clear Assignment Title
Example: “Week 2 Reflection” or “Upload Your Workbook”
Click Save
Click on the Assignment Title to:
Add instructions or prompts in the content area
Let them know what you’re asking for and how they should submit
(Optional) Set the assignment as required
This means students must submit something before continuing
Click Save
Add a Quiz to a Module
Quizzes are great for check-ins, self-assessments, or reinforcing key learning points.
Steps to Add a Quiz:
Go to Sites > Memberships > Products
Open your Product and go to the Outline tab
Find the Module (Category) you want to add the quiz under
Click “Add Assessment”
Choose Quiz as the Assessment type
Give your Quiz a clear Title
Example: “Module 1 Check-In” or “Quick Confidence Quiz”
Click Save
Click on the Quiz Title to:
Add your Quiz Questions
Multiple choice or single choice answers
You can set correct answers for auto-grading if you wish
Set your passing score (optional)
Choose what happens if the student fails (e.g. retake allowed, must pass to continue)
Click Save
Helpful Tips:
You’ll be able to view all submissions by heading to the Analytics area of Courses
To do this click - Memberships > Courses > Analytics > Assessments
You can leave feedback or mark them as complete
Keep it light for your Beta - one or two well-placed assignments can be enough
Keep your quizzes light and helpful - not overwhelming
Use them for self-awareness and confidence-building, not just testing knowledge
You can preview the quiz as a student to make sure the flow feels right
The following Knowledge Base Pages will cover this in more detail:
Understanding Publishing Statuses for Lessons + Modules:
Inside Innovorise, every lesson and module (category) has a publishing status.
This controls when — or if — students can see and access that content.
Here’s what each status means:
Published
The content is visible and accessible to students immediately.
They can see it inside the portal and start using it right away.
Use this when you’re ready for the lesson to be available.
Draft
The content is not visible to students.
This is perfect while you're still editing or uploading materials.
Students won’t even see the lesson/module listed until it’s changed to Published, Drip, or Locked.
Drip
The content is scheduled to become visible after a set number of days from when the student enrolled.
Example: Drip a lesson 7 days after someone gets access.
Great for pacing content or managing overwhelm.
Locked
The content is visible in the outline, but cannot be opened until a condition is met — usually completing a previous lesson or assignment.
Great for keeping students on track or ensuring key steps are completed before moving on.
Students will see a lock icon until it’s unlocked.
Steps to Change the Status of a Lesson or Module
Go to Sites > Memberships > Products
Open the Product you want to edit
Click the Outline tab to view your content structure
On the lesson or category you want to update, click the status drop down box on the right hand side and select your desired status
You can also do this by clicking the Lesson or Category Title
In the edit screen, on the right of the screen head to the Visibility Settings area
Select your desired status:
Published
Draft
Drip (you’ll set the number of days, or the specific date)
Locked (you’ll choose the unlock condition)
Click Save
Helpful Tips:
Use Draft for any lessons you’re not ready to show during your Beta
Use Drip if you want to roll out lessons slowly (without needing to log in and publish them manually)
Use Locked when you want students to take things in order (e.g. watch a video before downloading the resource)
The following Knowledge Base Pages will cover this in more detail:
How to Manage Course Comments in Your Membership Product
If you want to turn comments off or moderate them, you can:
Go to Memberships > Products
Click on the product you want to manage
Click the Comments Tab
You can choose to:
Allow comments (default setting)
Require approval before displaying comments
Select who can see comments
Turn comments off entirely - This can be done per Module (Category)
Click Save once you’ve made changes.
Helpful Tips:
You can use comments as a quick pulse check: Are students getting stuck? Confused? Excited?
Responding regularly (even briefly) builds connection and increases course completion rates (If you are using a Community or Group) you can also build the connection there.
If you're low on time, you can turn off comments or use them only on key lessons (e.g. module reflections or Q&A prompts)
The following Knowledge Base Pages will cover this in more detail:
How to Create a Membership Offer for Your Beta Product:
Steps to Create a Membership Offer:
Go to Sites > Memberships
Click the “Offers” tab
Click “+ New Offer”
In the Offer Settings:
Name your Offer
Example: “Beta Access - July 2025”
(This is internal only — your students won’t see this name)
Under Products, select your Beta Course Product
You can add multiple products here if needed — but usually just one for your Beta
Make the Offer Free - We will add a way to collect payment for your offer further into our process
Click Save
Helpful Tips:
Want to revoke access after a set time? You can add that setting under "Access Duration"
If students report not seeing the course, double-check they’ve been granted access to both the Portal and the Product via this Offer
The following Knowledge Base Pages will cover this in more detail:
How to set up your Student Portal Emails:
Part 1: Create Your Student Portal Email Templates:
Go to Marketing > Emails
Click the “Templates” tab
Click “+ New” and choose “Start from Scratch”
Name your template clearly — e.g.
“Beta Welcome Email”
“Offer Granted - Beta Access”
(These names are for internal use only)
Choose Design Editor (or HTML editor if you prefer)
Add your subject line and email content - in the settings area
Use personalisation tags like
Keep it simple, warm, and clear
Example: “Welcome! Here’s how to access your Beta course”
Click Save Template
Part 2: Assign your Templates to the correct Student Portal Email:
Go to Memberships > Courses > Settings
Click the “Email Settings" Button
Click on the Default Email Template button to choose a template for each email category
You can turn emails off if you do not want your members to receive an email category
Helpful Tips:
If you’re just starting out, you only need 1–2 emails:
A Welcome Email
A Drip Email if you are dripping your content
You can always come back and add celebration emails later (like “Congrats on completing Module 1!”)
Want to test the emails? Add yourself as a user and assign the offer to see it in action
The following Knowledge Base Pages will cover this in more detail:
To Set Up Products in your Innovorise account, follow these steps below:
Go to Memberships in the Navigation Menu.
Navigate to Courses > Products
Click the "Create Product" button; after clicking, you'll be presented with two options.
Start from Scratch
Import from Kajabi
If you choose to Start from Scratch, Innovorise provides you with a selection of templated courses to choose from:
Sprint Course
Marathon Course
Membership
Build your own
Depending on which templated course you choose, proceed by clicking Start Building.
Then, enter a name for your product and click Create Product.
The following Knowledge Base Pages will cover this in more detail:
Customising the Look of Your Course Product:
Steps to Customise Your Product Design:
Go to Memberships > Courses > Products
Click to open your Beta Course Product
Go to the Customize Tab
Click “Browse Templates”, select one of the four available templates: (You can preview how each one looks before selecting)
Classic Theme
New York Theme
Neue Theme
Neo Classic Theme (Our Favourite)
Highlight the theme you want to use and click Use Template
Here you can customise:
Header image
Colours (for buttons, backgrounds, fonts)
Typography (optional — stick to something simple)
You can also update the Lesson View style to control how individual lessons are displayed
Click Save
Helpful Tips:
Don’t overthink the design — keep it simple and clean for now
You can always come back and refine this later for your full launch
The following Knowledge Base Pages will cover this in more detail:
Styling Your Student Portal + Choosing App Permissions
Your Student Portal is the front door to your course.
This is where your Beta members will log in, access their lessons, submit assignments, join communities, and more.
Steps to Style Your Student Portal:
Go to Memberships > Client Portal > Settings
Click Branding, here you can:
Upload your Logo
Upload a Favicon (small tab icon)
Choose your Primary Brand Colour
Choose your Secondary Brand Colour
Update the Footer (e.g. copyright)
Click Save
Steps to Choose App Permissions (What Students Can Access):
Go to Memberships > Client Portal > Settings
Click App Permissions
Toggle ON or OFF the sections you want students to access:
Courses - this is where your product lives (you’ll want this ON)
Communities - if you're using the built-in community feature
Shared Documents - useful if you're uploading files or resources
Affiliates - used if the members is an affiliate for your business, is helping to sell your products
Billing and Subscriptions - only relevant if you’re running paid recurring programs - Like a membership as an example
Contracts - members can see any contracts generated in the system
Estimates - any quotes or estimates for the member generated through the system
Click Save
Helpful Tips:
For a Beta, keep it simple: just turn on Courses, and optionally Communities or Shared Documents
Test the student view by adding yourself as a test user and logging in to preview
You can change or add to these settings later as your program grows
The following Knowledge Base Pages will cover this in more detail:
In this optional section, you’ll create a private community inside Innovorise - giving your Beta students a space to connect without needing Facebook Groups.
Support is available if you need it.
How to Create a Community Group Inside Innovorise:
This section walks you through setting it up. You can customize and manage it more later, but for now, we’re just getting it live and accessible.
Steps to Create a Community Group:
Go to Memberships > Communities > Groups
Click “+ Create Group”
Give your Community a Name
Example: “Beta Group – July 2025” or “Founding Member Circle”
Add a short description so members know what the space is for
Example: “This is your private space to connect, ask questions, and share feedback during the Beta.”
(Optional) Upload a cover image or icon to make the space feel more branded
Choose whether you want it to be:
Private (Invite-Only) - best for Beta
Public - not recommended for this stage
Click Save
Helpful Tips:
Keep it simple: 1 group for your whole Beta is enough
You can add a welcome post, group rules, or pinned resources later — but don’t stress about that now
Use the Apps tab (Explained in an area above) in your Client Portal Settings to make sure the Community tab is toggled ON so students can see it
The following Knowledge Base Pages will cover this in more detail:
In this section, you’ll create your Beta Program’s Terms and Conditions, Privacy Policy, and Intake Form using the provided templates.
Multiple delivery methods are available - and support is just a click away if you need it.
Setting Up Your Terms & Conditions + Privacy Policy Pages
Even in a Beta, it’s important to have clear Terms and Conditions and a Privacy Policy in place - to protect you legally and help set expectations with your participants.
Don’t worry - we’ve already created editable templates for you.
Steps to Set Up Your Legal Pages (Using Templates)
Go to Sites > Websites
Open the Templates Website that has been created in your account
Click the Terms & Conditions or Privacy Policy template provided
Read through Template Disclaimer
By Using the Templates Provided you acknowledge you have read and understood and the disclaimer. You agree to information in the disclaimer
Make the following quick edits:
Remove Disclaimer - Once you have read and understood the disclaimer
Replace placeholder information
Highlighted in Red and in Italics, when the edits are made, remove Italics and the text will revert to the default Black colour
Update Colours, Logos, Links and Information in the Header and Footer
Click Save
Click Publish
Where to Use These Pages
You can add links to your Terms and Conditions & Privacy Policy:
On your checkout page
Inside your Portal footer
A Quick Note
These templates are designed to be general in nature and do not take into account your specific circumstances. You will see the pages contain a disclaimer. By using the pages provided you agree to disclaimer.
We recommend having them reviewed by a legal professional when you have updated the information to match your businesses needs.
Setting Up Your Terms & Conditions Document for Signature
If you want your Beta participants to formally agree to your Terms & Conditions, you can use the built-in Documents area in Innovorise to collect a signature — quickly and easily.
We’ve already created a template for you, so this step is fast and fuss-free.
Steps to Create and Send Your Terms & Conditions Document
Go to Payments > Documents
Click “+ New Document”
Choose the Terms & Conditions Template
Give your document a name (e.g. “Beta Terms – July 2025”)
Read through Template Disclaimer
By Using the Templates Provided you acknowledge you have read and understood and the disclaimer. You agree to information in the disclaimer
Make the following quick edits:
Remove Disclaimer - Once you have read and understood the disclaimer
Replace placeholder information
Highlighted in Red and in Italics, when the edits are made, remove Italics and change the text will to the default Black clour
Check contact info and jurisdiction (e.g. state/country)
Update any date references if needed
Add the Signature Field (if it’s not already in place)
Usually placed at the bottom of the document
You can also add Name and Email fields if you want that captured too
Click Save or Send for Signature
If you want to automate this, you can trigger it inside a Workflow or Form Submission later
Helpful Tips:
You can send this manually for now, or embed it into a workflow later (e.g. after someone purchases or submits an intake form)
For a Beta, one signed document is usually enough — keep it simple
If you also created a web page version of your Terms and Conditions, you can link to that from within this document for extra clarity
A Quick Note
These templates are designed to be general in nature and do not take into account your specific circumstances. You will see the pages contain a disclaimer. By using the pages provided you agree to disclaimer.
We recommend having them reviewed by a legal professional when you have updated the information to match your businesses needs.
In this section, you’ll set up your payment product and create a simple payment link so Beta participants can easily join and pay you.
Questions? Live Chat and email support are available.
How to Set Up a Payment Product for Your Beta:
Steps to Create a Payment Product:
Go to Payments > Products
Click “+ New Product”
Fill out your Product Details:
Name: What you’re selling (e.g. “Beta Program – July 2025”)
Description: (Optional) Internal notes or summary
Image: (Optional) Upload a product image — shows on your checkout page
Add your tax preferences
Add a Price
Choose One-Time (recommended for Beta)
Set your amount (e.g. $147)
Choose your currency
Click Save
Helpful Tips:
For Beta, keep it simple: one price, one offer
The following Knowledge Base Pages will cover this in more detail:
How to Create a Payment Link for Your Beta
Now that your Payment Product is ready, it’s time to create a Payment Link - the checkout page your Beta students will use to pay and join.
This link can be added to emails, landing pages, buttons, or even sent directly in a DM.
✏️ Steps to Create a Payment Link:
Go to Payments > Payment Links
Click “+ Create New Payment Link”
At the top of the screen:
Name your link (e.g. “Beta Program Checkout – July 2025”)
Under Products, click the Product Drop Down
Choose the Payment Product you created earlier
Set quantity to 1 (unless you're allowing multiple purchases per person)
Under Options, update:
Form Fields (e.g. name, email — usually pre-filled and required)
Thank You Page (choose redirect or display a message)
Under Advanced Options:
Add Terms and Conditions
Click Save
Helpful Tips:
Always test your link by making a $0 test product or using a test mode payment
You can create multiple links for the same product if you want different prices (e.g. early bird, full price)
Want to style your checkout page more? That’s done in the Websites area using the Order Form element
The following Knowledge Base Pages will cover this in more detail:
In this section, you’ll create and send your Beta invite email — using the template provided or creating your own.
Live Chat and email support are available if you need help.
Tags, Triggers & Publishing Your Pipeline Automations
Before you send your Beta invite, there are a few final pieces to check off behind the scenes — so your tracking works, your pipeline moves automatically, and your contacts are tagged properly.
This section will walk you through:
Understanding & creating tags
Publishing your pipeline automations
Applying tags as a bulk action
Understanding (and Creating) Tags
Your account has already been set up with several important tags, including:
Invited to Beta
Opened Beta Invite Email
Clicked Beta Payment Link
Signed Up for Beta
These tags trigger automations that move people through your pipeline and into your dashboard — so don’t delete or rename them.
Steps to Create New Tags (Optional)
If you want to create more tags to segment your audience, you can do this in 2 ways:
Option 1:
Go to Settings
Scroll down to Tags
Click "Create New Tag"
Give the Tag a Name
Click Add to Beta Pipeline
Option 2:
Go to Contacts > Smart Lists (or All Contacts)
Click into any contact profile
In the Tags section, click + Add Tag
Type the name of your new tag and click the plus button in the drop down
That tag will now be available across your account.
Publishing Your Pipeline Automations
There are a few prebuilt automations in your account that move opportunities between stages in your pipeline when specific tags are added. These automations won’t work unless they’re published.
Steps to Publish These Automations:
Go to Automation > Workflows
Click to Open the "Incubator Templates" Folder
Click to Open the "Beta Sign Up Dashboard" Folder
Look for the workflows named:
“Add to Beta Pipeline”
“Opened Beta Email Move in Beta Pipeline”
“Clicked Link in Beta Email Move in Beta Pipeline”
Click the 3 Dots on the right hand side of each Automation's row
Click Publish Workflow
Once published, these automations will move people through your pipeline automatically based on the tags applied when they interact with your invite email.
Bulk-Apply Tags to Contacts (If Needed)
You may want to bulk-apply tags to certain contacts — for example, if you have a list of people you want to mark as “Invited to Beta” before sending the campaign.
Steps to Bulk-Tag Contacts:
Go to Contacts > Smart Lists (or All Contacts)
Use filters or search to pull up the group of contacts you want to tag
Select the contacts using the checkboxes
Click the “Add Tag” button at the top of the contacts page, this button contains a Price Tag and a Plus symbol
Select or type the tag you want to apply (e.g. Invited to Beta)
Enter a name for this bulk action - Use something easy to identify, this will allow you to find the bulk if you need to revert the action in the future
Click Apply
The tag will be added to all selected contacts — and any automations tied to that tag will be triggered.
Final Reminders:
These steps are what connect your email clicks → to your tags → to your pipeline → to your dashboard
You don’t need to change or build any new automations - just make sure the existing ones are published
If you’re ever unsure which tags do what, head to the Workflows area to trace how they connect or reach out to Support for assistance
Creating Your Beta Invite Email (Sales Email Template)
To invite people into your Beta, you’ll want a short, clear email that explains:
What the Beta is
Why it’s exciting
How they can join
We’ve created a template for you to make this easy — no copywriting needed.
You’ll create your email in the Marketing area, and then send it either through a broadcast or automation.
Steps to Create Your Beta Invite Email Template:
Go to Marketing > Emails
Click the “Templates” tab
Click “+ New” and choose “Start from Scratch”
Name your template:
Example: “Beta Invite Email” or “Early Access – Beta Program”
Choose the Design Editor
Insert Your Copy and any other elements you would like to include
Call to Action - typically a link to your Payment Link
Click the 3 Dots and select Settings to add:
From Name
From Email
Your Subject Line:
Example: “Early Access – Join My Beta Program!”
Or “Want to be part of something before it’s live?”
Click Save Template
We have Created a Template for you. You can use the template if you like. To do this:
Go to Marketing > Emails
Click the “Templates” tab
Click to open the "Beta Templates" Folder
Click to open the "Beta - Confirmation Email" Template
Update this template to contain information about your business and product
Any text highlighted in Red and in Italics will need to updated
Update the Footer Colour
Update the Logo Image
Click the 3 Dots and select Settings to add:
From Name
From Email
Your Subject Line
Click Save Template
Helpful Tips:
Keep the tone warm, curious, and low-pressure — Beta is about feedback, not polished perfection
Make sure your Payment Link is working and easy to click
You can test the email by sending it to yourself first
Sending Your Beta Invite Email as a Campaign
Once your Beta invite email template is ready, it’s time to send it out - either immediately or on a scheduled day.
You’ll also set up tracking tags.
Here’s how to do it.
Steps to Send or Schedule Your Beta Invite Email
Go to Marketing > Emails
Click the “Campaigns” tab
Click “+ New Campaign”
Name your campaign:
Example: “Beta Invite – July 2025”
Select the email template you created earlier
Review the template to ensure you are happy
Click Send or Schedule
Under Recipients, choose the tag or list you want to send the email to
Example: “Invited to Beta” Tag
Set Up Tracking Tags
On the Send/Schedule screen, scroll to the bottom and set the following:
Add Tag on Open
Toggle ON
Choose or create a tag like:
Opened Beta Invite Email (This tag is already created in your account)
Add Tag on Link Click
Toggle ON
Choose or create a tag like:
Clicked Beta Payment Link (This tag is already created in your account)
These tags are what your automation and pipeline use to move people between columns — so make sure they match what’s used in your workflows.
Send or Schedule the Campaign
You can choose Send Now if you're ready
Or pick a specific date and time to schedule the invite for later
Click Send/Schedule
Helpful Tips:
Always test the campaign by sending it to yourself first
You can resend the email to anyone who didn’t open using the same tracking tags
This is a one-time email - for follow-ups or sequences, use automations
In this section, you’ll create a simple confirmation automation for your Beta participants — using a ready-to-customize template.
Support is available through Live Chat or email if needed.
How to Set Up a Confirmation Email Template for Your Beta
Once someone has joined your Beta and paid through your checkout link, it’s important they get a clear, friendly confirmation email.
This lets them know their purchase went through and gives them next steps — like how to log in to the portal.
In this section, you’ll create your confirmation email in the Marketing area.
Steps to Create a Confirmation Email Template:
Go to Marketing > Emails
Click the “Templates” tab
Click “+ New” and choose “Start from Scratch”
Give your email a name like:
“Beta Program – Confirmation Email”
Choose the Design Editor (recommended)
Write your email content:
Thank them for joining
Confirm their payment was successful
Give clear next steps:
Where to log in
What to expect
When the program starts (if relevant)
Add contact info if they need help
Click Settings to add your
From Name
From Address
A Subject line:
Example: “You’re In! Welcome to the Beta Program 🎉”
Click Save Template
Helpful Tips:
Keep the confirmation email warm, clear, and short - just enough to reassure and guide them
Want to go the extra mile? Add a short welcome video inside the email or link to a “What to Expect” page
The following Knowledge Base Pages will cover this in more detail:
How to Create a Confirmation Automation for Your Beta
Once someone purchases your Beta via the checkout link, this automation will handle the onboarding for you — tagging them, notifying you, sending a confirmation email, and giving them instant access to the course and community.
Here’s how to build it.
Steps to Create a Confirmation Automation:
Go to Automation > Workflows
Click “+ Create Workflow”
Choose “Start from Scratch”
Name your workflow:
Example: “Beta Purchase – Confirmation Workflow”
Step 1: Add the Trigger
Click “+ Add Trigger”
Choose Order Submitted
Click Add Filters and set:
Global Product - is - [your Beta payment product name]
Click Save Trigger
Step 2: Add Your Workflow Actions
After the trigger is set, you’ll add the following actions one by one:
Action 1: Add a Tag
Click + button to Add Action
Choose “Add Contact Tag” Action
Select the appropriate tag or Create a new tag
Tag example: “Beta Participant”
Click Save Action
Action 2: Internal Notification
Click + button to Add Action
Choose “Internal Notification” Action
Choose how you want to be notified: Email, SMS, or In-App
Choose Users to receive the notification
Message Example:
“New Beta purchase from – check details in Innovorise.”
Click Save Action
Action 3: Send Confirmation Email
Click + button to Add Action
Choose “Send Email” Action
Click the Templates Dropdown and Select the confirmation email template you created earlier
Click Save Action
Action 4: Grant Course Offer
Click + button to Add Action
Choose “Course Grant Offer” Action
Select the Membership Offer linked to your Beta course
Click Save Action
Action 5: Grant Community Access
Click + button to Add Action
Choose “Grant Group Access” Action
Select your Beta Community Group
Click Save Action
Final Step:
Toggle your workflow to “Published”
Click Save Workflow
The template provided also contains (Optional) Automations You Don’t Need to Touch — But They’re Working for You!
As part of this template, your automation also includes two bonus steps:
Update Opportunity:
Automatically updates new Beta purchases to your Sign Up Pipeline and Dashboard
Create Opportunity:
Automatically adds new Beta purchases to the Beta Engagement Pipeline and Dashboard
These steps help you:
Track signups visually
Monitor progress through your funnel
Prepare for future launches with better data
You don’t need to do anything — these steps are already set up and working in the background!
Helpful Tips:
You can test the workflow by making a test purchase using a $0 version of your product
Add delays if needed (e.g. if you want the confirmation email to send a few minutes later)
If you ever change your course name or offer, remember to update the workflow filter
The following Knowledge Base Pages will cover this in more detail:
In this section, you’ll create a simple Pipeline and Dashboard to track Beta signups and monitor your progress.
Walkthroughs and support are available if you need them.
Viewing Your Beta Signup Pipeline
The Beta Signup Pipeline has already been set up for you — no extra steps required.
It gives you a simple visual overview of how people are moving through your Beta invite process.
You can use it to track:
Who’s been invited
Who’s shown interest
Who’s clicked through
Who’s officially signed up
What You’ll See in Your Pipeline:
You’ll find the pipeline under:
Opportunities > Pipelines > Beta Signup Pipeline
Here’s what each stage means:
Invited to Beta
These contacts have been tagged after when we sent your Beta invite email.
Opened Beta Invite Email
They’ve opened the invite email — this tag is added automatically, and they’re moved to this column.
Clicked Beta Link
These contacts clicked a link in the invite email (usually the payment or sign-up link).
They’re showing interest but haven’t purchased yet.
Signed Up for Beta
They’ve completed the purchase and reached the end of your Confirmation Automation.
These are your active Beta members!
Helpful Tips:
You don’t need to move or update anything manually — the automation does it all
This pipeline gives you a clear sense of how your outreach is performing
If you want help customising this later, just reach out to support
Viewing Your Beta Dashboard
Your Beta Dashboard gives you a simple snapshot of how your Beta sign-up funnel is performing - from first invite to final sign-up.
It’s already been set up for you and pulls data directly from the Beta Signup Pipeline - no setup required on your end.
What You’ll See in Your Dashboard:
You can access it by going to:
Dashboards > Click the blue button in the top left corner > Select Beta Sign-Up Dashboard
Here’s what’s included:
Number of People in Each Stage:
Each column in your pipeline is tracked as its own widget:
Invited to Beta
Opened Beta Invite Email
Clicked Beta Offer Link
Signed Up for the Beta
These help you quickly see how many people are moving through the process — and where interest may be dropping off.
Conversion Widget
This widget shows the percentage of people who move through each stage — from invite to sign-up.
It’s a quick way to spot how your funnel is performing overall.
Helpful Tips:
This is view-only - no need to adjust anything
If you notice a big drop-off between stages, that’s something to explore when you move into your full launch
Want to customise this dashboard later? Our support team can help with that
Empower your team with Round Robin events, offering flexibility for invitees to choose a time with any available team member. Ideal for:
Linking leads with sales reps for intro calls and demos.
Pairing new customers with the client services team for onboarding and training.
Matching existing customers with a support team member.
Pairing candidates with recruiters for phone screenings.
In this phase, you’ll capture your members Questions for Live Calls, gather feedback, and monitor engagement — using templates and tools to keep things simple and flowing smoothly.
Optional advanced tracking (Beta Progress Pipelines and Dashboards) is available for those who want deeper insights.
Need help? Live Chat and email support are ready to assist.
In this section, you’ll create or review a Q&A form for your live calls using the template provided.
This helps students participate more easily and makes your sessions run more smoothly.
Walkthroughs and support are available if you need them.
During your Beta, you may want to collect questions from your participants ahead of live coaching or Q&A calls.
You can easily do this by setting up a simple Q&A Form using Innovorise's Forms feature.
You can use the template provided, or create your own form from scratch — either way, the process is quick and easy.
Steps to Create a Q&A Form from Scratch
Go to Sites > Forms > Builder
Click "+ New Form"
Name your form something like: “Live Call Question Form” or “Ask Your Question – Beta Call”
Drag in the form fields you’d like to use, such as:
Name
Email
Your Question
Optional: You can also add a dropdown or radio button field if you want them to pick a topic or session type
Click Save
In the Options tab, you can:
Set a thank you message, or
Redirect them to a confirmation page
Click Preview to grab the link, (you can share this with your Beta group or embed it in an email)
Helpful Tips:
You can reuse this form before each live call, or create one for each session
Check responses under Sites > Forms > Submissions
Consider sending a reminder email each week with a link to the form
Once someone submits a question in the your Beta for your live calls, this automation will handle the send confirmations to the member and also notify you.
You can use the template provided or build it from scratch.
Here’s how to build it from scratch.
Steps to Create a Confirmation Automation:
Go to Automation
Click “+ Create Workflow”
Choose “Start from Scratch”
Name your workflow: Example: “Beta Question Submitted”
Step 1: Add the Trigger
Click “+ Add Trigger”
Choose Form Submitted
Click Add Filters and set:
Form is: Select [Your Beta Q & A Form] from the dropdown
Click Save Trigger
Step 2: Add Your Workflow Actions
After the trigger is set, you’ll add the following actions one by one:
Action 1: Send Internal Notification
Click + Add Action
Choose “Internal Notification”
Choose how you want to be notified:
Email
Choose Recipients
Enter Message Subject
Subject Example:
New Question submitted by a Beta Member
Enter Message Body
Message Example:
"New Beta question submitted by . The question can viewed below or you can check the details in Form Submissions area of Innovorise.
Question that was submitted - .
Click Save
Action 2: Send Confirmation Email
Click + Add Action
Choose “Send Email”
Enter the Emails Details including:
From Name
From Email
Subject:
Example Subject
Message:
Example Message
Click Save
You’re done! Now Publish the workflow.
Once it's live:
Every time someone fills out your Q&A form, your team will get a heads-up
The participant will get a friendly confirmation that includes their submitted question
Helpful Tips:
You can test the workflow by submitting the form yourself once the workflow is published
Add delays if needed (e.g. if you want the confirmation email to send a few minutes later)
Viewing Your Beta Signup Pipeline
In this section, you’ll create a Weekly Feedback Survey and set up a Weekly Feedback Email — helping you stay connected to your students and improve your Beta experience.
Support is available through Live Chat or email if needed.
To Set Up a Midway Survey, follow these steps below:
Go to Sites > Surveys
Click Add Survey, and you’ll be given two options:
Start from Scratch
Select from Templates
Next, choose the elements you’d like to include in your survey. Scroll down the left-hand panel to browse the available options.
To add an element, simply click and drag it onto your slides.
Use the ‘+’ button below each slide to add additional slides as needed.
Once you're done building your survey, click Save.
Then, go to the Integrate section, select the Link tab, and copy the provided link.
Finally, paste the link into your Midway Survey Email Template which is outlined below.
Creating Your Beta Midway Survey Email Beta Email
We’ve created a template for you to make this easy — no copywriting needed.
You’ll create your email in the Marketing area, and then send it either through a broadcast or automation.
Steps to Create Your Beta Midway Survey Email Template from scratch:
Go to Marketing > Emails
Click the “Templates” tab
Click “+ New” and choose “Start from Scratch”
Name your template:
Example: “Beta Midway Survey Email”
Choose the Design Editor
Insert Your Copy and any other elements you would like to include
Call to Action - this will be the Survey Link we copied in the step above
Click the 3 Dots and select Settings to add:
From Name
From Email
Your Subject Line
Click Save Template
You can now send this as a Campaign as you have with previous emails or select the template in one of your automations.
To Set Up an Automation to Track who has submitted your Midway Survey follow the steps below:
Go to Automations
Click +Create Workflow and start from scratch
Select the Survey Submitted Trigger
Add a Survey is Filter and select the appropriate survey from the drop down
Add an Add Contact Tag Action
Create a tag that is appropriate for the use case, for example - Midway Survey Submitted. When someone submits the survey they will receive the tag and you will be able to filter these participants out in your contacts view to follow up those who have not completed the survey at a later date.he provided link.
Add an Internal Notification action so you know when participants submit the survey.
To View Midway Survey Submissions:
Go to Sites > Surveys > Submissions
Filter to the Survey you would like to view the submissions of
You will see a list of Survey Submissions for the selected survey
Click on the date field against each submission to view them individually
You can also download a PDF version of the survey in this slideout area
Click the checkbox in the header row to select all submissions, then you can export these submissions in CSV to see them in an Excel File.
In this section, you’ll monitor survey submissions and student activity — with the option to create a Beta Progress Pipeline and Dashboard for even deeper tracking.
Clear walkthroughs and support are available to help you set this up.
To Set Up Weekly Surveys, follow these steps below:
Go to Sites > Surveys
Click Add Survey, and you’ll be given two options:
Start from Scratch
Select from Templates
Next, choose the elements you’d like to include in your survey. Scroll down the left-hand panel to browse the available options.
To add an element, simply click and drag it onto your slides.
Use the ‘+’ button below each slide to add additional slides as needed.
Once you're done building your survey, click Save.
Then, go to the Integrate section, select the Link tab, and copy the provided link.
Finally, paste the link into your Beta program within each weekly module, and you can create a lesson to host the survey there.
To Set Up Weekly Surveys, follow these steps below:
Go to Sites > Surveys
Click Add Survey, and you’ll be given two options:
Start from Scratch
Select from Templates
Next, choose the elements you’d like to include in your survey. Scroll down the left-hand panel to browse the available options.
To add an element, simply click and drag it onto your slides.
Use the ‘+’ button below each slide to add additional slides as needed.
Once you're done building your survey, click Save.
Then, go to the Integrate section, select the Link tab, and copy the provided link.
Finally, paste the link into your Beta program within each weekly module, and you can create a lesson to host the survey there.
To Set Up Weekly Surveys, follow these steps below:
Go to Sites > Surveys
Click Add Survey, and you’ll be given two options:
Start from Scratch
Select from Templates
Next, choose the elements you’d like to include in your survey. Scroll down the left-hand panel to browse the available options.
To add an element, simply click and drag it onto your slides.
Use the ‘+’ button below each slide to add additional slides as needed.
Once you're done building your survey, click Save.
Then, go to the Integrate section, select the Link tab, and copy the provided link.
Finally, paste the link into your Beta program within each weekly module, and you can create a lesson to host the survey there.
To Set Up Weekly Surveys, follow these steps below:
Go to Sites > Surveys
Click Add Survey, and you’ll be given two options:
Start from Scratch
Select from Templates
Next, choose the elements you’d like to include in your survey. Scroll down the left-hand panel to browse the available options.
To add an element, simply click and drag it onto your slides.
Use the ‘+’ button below each slide to add additional slides as needed.
Once you're done building your survey, click Save.
Then, go to the Integrate section, select the Link tab, and copy the provided link.
Finally, paste the link into your Beta program within each weekly module, and you can create a lesson to host the survey there.
Empower your team with Round Robin events, offering flexibility for invitees to choose a time with any available team member. Ideal for:
Linking leads with sales reps for intro calls and demos.
Pairing new customers with the client services team for onboarding and training.
Matching existing customers with a support team member.
Pairing candidates with recruiters for phone screenings.
To Set Up End of Program Survey, follow these steps below:
Go to Sites > Surveys
Click Add Survey, and you’ll be given two options:
Start from Scratch
Select from Templates
Next, choose the elements you’d like to include in your survey. Scroll down the left-hand panel to browse the available options.
To add an element, simply click and drag it onto your slides.
Use the ‘+’ button below each slide to add additional slides as needed.
Once you're done building your survey, click Save.
Then, go to the Integrate section, select the Link tab, and copy the provided link.
Finally, paste the link into your Beta program, and create another Category wherein it will house the End of Program Survey.
Alternatively, you can send them through Email Campaigns also.
To Set Up Testimonial Request, follow these steps below:
Linking leads with sales reps for intro calls and demos.
Pairing new customers with the client services team for onboarding and training.
Matching existing customers with a support team member.
Pairing candidates with recruiters for phone screenings.