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Use the Enrollments screen to manage your company’s enrollment packs. A pack bundles a one-time product, a subscription product, legal agreements and an optional fee. When a shopper adds a pack to their cart, the cart becomes an enrollment.

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Where to find it

In the admin sidebar, under Storefront, select Enrollments.
To open this screen, your role needs View only or Full access for Enrollments. To create, edit or delete packs, it needs Full access. On the Roles screen, Enrollments is in the Commerce card. Open the card and set access from the Enrollments area’s menu, not the card’s.

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What’s on the screen

Add Enrollment is at the top of the page if your role can create packs. Below it is the list of packs.
  • The All, Published, Scheduled and Draft tabs filter the list by status.
  • Use the search box to find a pack.
  • The filter panel has Status and Country Availability. Choose values and click Apply Filters. Country Availability takes one country at a time.
The list has these columns:
  • Preview: the pack’s primary image.
  • Title: click it to open the pack. You can sort by this column.
  • Status: Published, Draft, or Scheduled with the date and time it goes live.
  • Countries: flags for the countries the pack is limited to. All means the pack has no country limit.
  • Date Modified: when the pack was last changed. You can sort by this column.
Each row’s actions menu has Edit, Duplicate and Delete. Select rows to use the same menu in the table header, labeled with the count, such as Duplicate 3 rows. A banner above the list lets you try a new version of the table. Click Try it to switch, and Switch back to return. In the new table, the status and country filters are in the Filters menu.

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Create an enrollment pack

1

Start a new pack

On the Enrollments screen, click Add Enrollment. The New Enrollment page opens with the status set to Draft.
2

Fill in the details

In the Enrollment Details card, enter a Title and a Description. Both are required.Member Type sets the member type that buyers of this pack enroll into. If you leave it unset, the pack takes your company’s default rep type when it’s saved.
3

Add images

Under Media, click Upload Images and choose up to 10 images at a time. JPG, PNG, GIF, WebP, BMP and SVG files up to 10MB are supported. The first image is the primary image. To change it, hover over another image and click its star icon. To remove an image, click its trash icon and confirm.
4

Choose the product

In the Pack Details card, click Select Product and pick one product variant. The pack needs a product, a subscription, or both.
5

Choose the subscription

Click Select Subscription. The list shows only products that have subscription plans. After you pick a variant, choose a plan from Select plan in the Frequency column. A subscription can’t be saved without a plan.
6

Turn on agreements

In the Agreements card, turn on the switch for each legal page buyers should see. Active agreements are grouped as Optional, Required or Footer, based on how each agreement is set up. Drag an agreement to reorder it within its group. To add or change legal pages, click Manage All Legal Pages.
7

Set the cost

In the Enrollment Cost card, enter an Enrollment Fee (Optional) in USD. The fee is shown in the currency of the country the buyer selects at checkout. The Initial Costs summary shows the product price, the fee, and the subscription price and frequency.
8

Set availability and template

In the Countries card, choose the countries where the pack is available. Leave it empty to offer the pack in every country you sell in. In the Theme Template card, choose the template the pack’s page uses. If your theme has no enrollment template, choose Create Template.
9

Create the pack

Click Create Enrollment. The button is available once the pack has a title, a description and a product or subscription. The pack’s page opens and a confirmation message appears.
The Metafields card and the SEO And Link Sharing card are optional. The SEO card previews how the pack appears in a Google search result and in a text message, and lets you change its SEO image and text.

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Edit a pack

1

Open the pack

In the list, click the pack’s title, or choose Edit from its actions menu.
2

Make your changes

Change any card on the page.
3

Save

Click Save. The button is available when you have unsaved changes.
The pack’s page also has:
  • Preview: opens the pack on your storefront in a new tab.
  • Translations: edit the Enrollment Title and Description for each of your languages. On narrower screens, it’s in the actions menu.
  • Analytics: on a saved pack, shows Page Views, Shares, Page Speed and Content Compliance. Click a metric for details.
  • The actions menu, with Duplicate, Reset Cache and Delete. Reset Cache refreshes the pack’s cached storefront page.

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Publish or schedule a pack

1

Open the pack

Open the pack from the list.
2

Choose a status

In the Status card, choose Published to make the pack live, or Draft to hide it. To publish later, choose Scheduled, pick a date and time, and click Schedule Activation.
3

Save

Click Save, or Create Enrollment for a new pack.
Scheduling isn’t a privacy setting. Before its scheduled date, a pack is already reachable by direct link. Until then, it doesn’t appear in storefront listings and search engines can’t index it.

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Duplicate a pack

Choose Duplicate from a pack’s actions menu in the list, or from the actions menu on the pack’s page. The copy gets the original’s title with (Duplicate) added. It keeps the product, subscription, agreements, images, countries, fee, status and SEO settings. From the pack’s page, the copy opens when it’s ready. From the list, the list refreshes and returns to its first page, and a confirmation message shows how many packs were copied.
The copy has the same status as the original, so a copy of a published pack is published too. Change its status before you edit it if you don’t want it live.

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Delete a pack

1

Choose Delete

In the list, choose Delete from the pack’s actions menu. To delete several packs, select their rows and choose Delete from the table header’s menu. You can also choose Delete from the actions menu on the pack’s page.
2

Confirm

In the confirmation dialog, click Delete.
Deleting a pack can’t be undone.

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Frequently asked questions

The pack needs a Title, a Description, and a product or subscription. On a saved pack, Save is also grayed out until you change something. If you can’t change any fields, your role doesn’t have Full access for Enrollments.
Choose a plan from Select plan next to the subscription product. A subscription product without a plan can’t be saved.
Yes. The product and subscription pickers list products you’ve already created. A product appears in the subscription picker only if it has at least one subscription plan. See Products and Subscription Plans.
The pack has no country limit, so it’s available in every country you sell in. To limit it, choose countries in the pack’s Countries card.
The Agreements card lists your company’s legal pages. Whether an agreement is optional, required or shown in the footer comes from the agreement itself. To change that, or to add a new one, click Manage All Legal Pages. See Agreements.