Decide what you would like to sell

If you would like to sell different Memberships, for example access to a specific group or private content.

To add membership options, go to + Add Product and select Membership.

Product Page

Add details on your Product Page.

These include:

Product name

Product tagline – Describe your product.

Product page URL – The URL that will be shared with your customers.

A cover image or video

Image – Upload an image or search Unsplash for a stock image.

Video – Add a link to YouTube, Wistia Vimeo, or Loom, upload an MP4 video.

Description about your product

Button label

Disable product for selection – Toggle this if you don’t want the product to be available yet, for example if it’s “coming soon.”

Pricing

Set up the price for your membership and connect with your Stripe account. To get started go to + Pricing option. This price is set for each offering so for example if you would like a monthly and yearly option, you should select Add price and then set up another pricing option for the yearly price by selecting + Pricing option.

Add the following details:

Frequency – How often do you want your customer to be billed.

Currency

Price

Free trial – Select if you would like your customer to be on a trial before being billed.

Cohort – Select whether you’d like to set up a cohort and select the start date and whether it’s a one-time charge.

Select whether you require a credit card for the trial or allow the trial without adding credit card details.

Label – Enter a label for this price.

Select Add price.

Actions to take after setting a price

Once the price has been set, you can go to Actions and perform the following actions:

Edit the price – Amend your price, frequency etc.

Add coupons – Create discounts for members.

Move up/down – Reorder the prices.

Delete – Delete the price.

Bypass the paywall – Create single or multi-use invite links.

Coupons

You can add coupon codes, to do this go to Actions, Coupons and + Coupon code. Once you’ve added in the details, select Create coupon.

Allowing members to bypass the paywall

Once your price has been set, you might want to share a link for customers to purchase directly. To do this go to Create invite link, you can allow members to bypass the usual checkout process and create a single or multi-use invite link. These links direct customers to the paywall or skip the paywall completely.

Content

Select where the product you’ve set up will be available. So for example the Space where the restricted content is available. There will be a paywall when a customer tries to access the restricted content.

Controlling actions based on membership tiers

You can also control the actions members can take based on their membership tier. By expanding the nodes on the tree, you can go deeper into the available content in your Space. For example, you might only want members to be able to view content in a specific Hub so therefore select the Space, Section, Hub and then choose which actions can be taken in that Hub.

Managing access to content

You might also want to give a paying member access to specific content for example live events and courses. You could then select these options and when the payment is processed these areas will become available.

Select a landing page after purchase

Choose where you would like the member to land once they have made the purchase. Select the preferred landing page from the list of options.

Auto (default) – Let Swarm decide. The system will automatically send the member to the most relevant content based on what the product includes whether that's a course, a community space, or a live event.

Course Gallery – Take members straight to the course library, so they can browse and start learning immediately.

Events Calendar – Drop members into the events or live sessions calendar. This is great if your community is built around scheduled calls or live content.

Start Here – Send members to the main community home page. Ideal if you have a pinned "Start Here" post or onboarding content waiting for them.

Private DM with Me – Automatically open a private direct message conversation between the new member and you. Perfect for high-touch products where a personal welcome message goes a long way.

Custom URL – Redirect members to any URL you choose, for example your own welcome page, a Notion doc, an onboarding video, or anything else. Just paste the full link (e.g., https://yoursite.com/welcome).

Tip: If you're not sure which to pick, start with Auto. Once you know how members are using your product, you can refine this to match their natural first step.

Once all your preferences are selected, Create product.