Topics : Program

How to create a program

How to create and structure a Program in Cognito-app

The Program section is a business process automation tool that allows you to create a complete service offering (training, master class, group coaching, etc.) that automates for your clients. It structures your content, manages registration and billing all in one place. It also allows you to build an online store with your products and services.

1. Basic configuration

Fill in the essential information to identify and promote your offer.

Field Purpose of the configuration
Image-Suggested Format Upload the cover image in the suggested format of 1200x300 pixels which will visually represent your program (useful for the online store).
Program type Choose the type of program: Support program (there will be meetings planned together), Self-training program (completely independent client) or Activity (one-off event on a date planned later).
Program Title The name of your offer (e.g. “I am! 🤸”).
Categories Add tags (e.g., “Mindset,” “Leadership”) to make searching easier.
Promotional Description Write the sales copy that will be visible to customers to present the benefits of your program.
Summary (Duration/Activities) This data updates automatically based on the steps you add later.

2. Structuring steps

The tabs guide you through the step-by-step creation of your program, from goal to monetization:

Tab Role and Configuration
1. Course objectives Define the results your clients will achieve. These goals serve as a benchmark for tracking progress throughout the program.
2. Activities This is the heart of your content. Add all the components of the program: in-person or virtual meetings, content modules (videos, documents, etc.), forms, or exercises to complete.
Payment plan Set the price of your program and configure payment options (one-time payment, installment payments, etc.) and then make payments by credit card or invoice (Stripe).
Online registration Configure the registration form and generate the unique link to sell and promote your program on your website or social media and decide if the program is available in your online store.
Routes created This tab allows you to track individual journeys (the client workspace) that were automatically created after each participant registered.

Additional information for program types:

1-Support course:

  • Combines individual or group meetings with a coach and online resources.
  • Ideal for personalized monitoring and tailor-made support.
  • Participants will need to make an appointment when registering to schedule a meeting.

2- Self-training course:

  • Fully accessible online, at your own pace. There will never be any meetings.
  • Includes videos, quizzes, exercises, and other interactive resources.
  • Perfect for maximum flexibility.

3-Single activity (workshop, masterclass, training):

Single event with a date and time set in the future.

  • Participants register online in advance.
  • Schedule the event in an activity: Use the “Calendar” or “Activity” tool to set the date and time and get the registration hyperlink.
  • Link the activity to the program: This step will enable automation of registrations and reminders.

Once the program is created, you can reuse it as many times as you want with a contact in order to start a support course, individual or group. creation of a course " .