Courses
Overview & Builder

Courses & Builder

The Courses module enables you to build, manage, and deliver white-labeled video courses and lessons directly within Gordon CRM. It features a complete course builder, video hosting with storage quotas, contact detail integration, and student enrollment controls.

Course Directory

Navigate to Courses in the main sidebar to open the Course Directory.

  • Grid Layout: Displays cards for all created courses, showing their Draft or Published status badge, total module and lesson counts, and total enrollment count.
  • Video Storage Quota: A visual progress bar at the top of the directory tracks your workspace's video storage usage. Gordon CRM uses a multi-tier quota architecture, caching usage details on the server to prevent performance latency.
  • Creating a Course: Click + Create Course to open the creation form:
    • Specify the course title, optional description, and branding options.
    • Auto-Send Access Email: Defaults to enabled. When active, new students are automatically emailed a welcome invitation with their personal login magic link when enrolled.
    • Publishing Switch: The publishing toggle is placed cleanly in the header next to the course title.

The Course Builder

Clicking a course opens the Course Builder, which loads your content smoothly without visual delays.

Structure: Modules & Lessons

Courses are structured into a two-tier hierarchy:

  • Modules: Structural headers grouping related topics. Click + Add Module to create a new group.
  • Lessons: Individual pages containing educational content. Click + Add Lesson under any module.

Instant Reordering

You can drag and drop modules and lessons to reorder them. The builder updates the order of items instantly on the screen while saving the changes in the background.

Lesson Block Editor

Click on a lesson to open the block editor. You can compose lessons by adding blocks:

  1. Text Block: Supports rich text formatting. The editor displays a save status badge (Idle → Saving → Saved) in the toolbar. Typing resets the status, and saving is performed automatically in the background.
  2. File Block: Allows uploading PDFs, templates, or resources for students to download.
  3. Audio Block: Embeds audio files. Uses an optimized audio player to prevent playback stuttering on mobile viewports.
  4. Image Block: Inserts visual illustrations or diagrams.
  5. Video Block: Embeds video players from links (including YouTube, Vimeo, and custom web streams) up to one video per lesson.

    [!IMPORTANT] To prevent simultaneous autoplay conflicts and database seek/seek-back errors, each lesson is restricted to a maximum of one video block.

Student & Enrollment Management

Manage student access, progress, and magic links from the Students tab inside the Course Builder.

Enrolling Students

Click Enroll Student to open the enrollment form:

  • Search for any contact in your workspace.
  • Set their initial access role and click Save.
  • If Auto-Send Access Email is enabled, the system immediately emails the welcome invite. The email is routed through your workspace's verified sending domain to ensure high deliverability.

Contact Detail Integration

The contact's detail page includes a dedicated Courses card:

  • Displays all courses the contact is enrolled in, alongside their completion percentage bar.
  • + Enroll Button: A button in the card header allows enrolling the contact in any workspace course instantly.
  • Row Actions: Click the options menu (three dots) on any enrollment to perform immediate actions:
    • Copy Magic Link: Resolves the student's unique portal URL and copies it to your clipboard.
    • Resend Invite: Sends another welcome invitation email.
    • Revoke / Restore Access: Toggles the student's ability to login to the portal without deleting their progress history.
    • Delete Enrollment: Permanently deletes their enrollment record and progress logs.

Automations & Workflows

The Courses module is fully integrated with the automations engine, enabling you to automate enrollments and follow-up emails:

Triggers

  • Course Enrolled: Fires immediately when a contact is enrolled in a course (either manually or via automation).
  • Course Completed: Fires when a student marks the final lesson of a course as complete.

Actions

  • Enroll in Course: Automates enrolling a contact in a selected course (e.g. triggered by a product purchase or tag application).
  • Unenroll from Course: Automatically revokes access and removes a student from a course.

Related

Dispatch & SigningStudent Portal & Domains