Builder resource

The Course Creator

A Webflow marketing site, a Plandalf checkout, and a MailerLite drip per course.

Enrol each buyer into the right cohort sequence the moment they pay.

Webflow runs the brochure and the course landing pages, Plandalf handles per-course offers and upsells, Stripe processes payments, and MailerLite enrols each buyer into the right cohort sequence via Zapier.

Built for: Independent educators, cohort-based course operators

This page is the builder map: patterns, responsibilities, recipes, and product decisions for adding Plandalf to this commerce stack.
The Numi offer editor products panel showing products attached to an offer.
Products keep the commercial object visible before the stack sends buyers into checkout.
The Numi product detail screen showing product configuration.
Product records give the stack a stable object to fulfil, invoice, and report on.

Architecture

Treat Plandalf Offers as the commerce layer between the sales page, the buying moment, and the payment processor. Your stack owns the audience and fulfilment experience. Plandalf owns offer configuration, checkout state, pricing rules, buyer identity, invoices, and the events that drive follow-up.

Stage System Handoff
Site Webflow Plandalf opens from that page with the selected offer context.
Checkout Plandalf Plandalf validates the offer, applies pricing logic, and emits checkout events.
Payment Stripe Plandalf sends the payment request to Stripe, then records the completed purchase event.
Automation Zapier Plandalf Automation sends the event payload to Zapier.
Email MailerLite Plandalf Automation sends the event and customer fields to MailerLite.

How This Stack Makes The Sale Work

The Course Creator is useful when each tool has a clear job: the audience surface creates intent, Plandalf turns that intent into a configured offer, Stripe collects payment, and the follow-up tools receive the purchase context they need.

Choose The Pattern

Start by deciding which business moment you are building. The stack changes depending on whether checkout starts from a sales page, a launch campaign, an offer page, a checkout template, or an existing product catalog.

Build The Offer Layer

The offer is the commercial object your product points at. It should describe what the buyer can purchase, how checkout appears, which price rules apply, what invoice gets recorded, and what automation happens after purchase.

The Numi offer editor with layout, product, theme, automation, invoice, and settings controls.
The offer editor is where the checkout surface, products, automation, invoices, and display mode come together.

Wire The Buying Moment

The stack should decide when the buyer is ready. Plandalf should decide what the checkout means. Keep the page, campaign, or offer focused on the buying moment, then let the offer carry the checkout mode, product, price, invoice, and automation context.

On the offer pageUse for hosted checkout pages, launch pages, pricing pages, and checkout templates.
Inside the campaignUse for coupons, deadline funnels, order bumps, upsells, save offers, and lifecycle sequences.
After purchaseUse when fulfilment, invoices, receipts, CRM updates, tax context, or email follow-up need the same purchase event.
The Numi offer editor products panel showing products attached to an offer.
Products keep the commercial object visible before the stack sends buyers into checkout.

Plan The Data Contract

The useful part of a commerce stack is not the button. It is the agreement between the offer, Plandalf, the payment processor, and follow-up tools about which object owns each piece of commerce state.

Object Primary owner How Plandalf uses it
Customer Your app Receives identity and buyer fields so checkout and follow-up stay attached to the right person.
Offer Plandalf Packages products, prices, checkout mode, invoices, coupons, bumps, upsells, and confirmation state.
Product and price Shared Use stable keys so app entitlements, invoices, and automation events point at the same commercial object.
Payment Stripe Plandalf keeps checkout and invoice context while the processor handles the charge.
Purchase event Plandalf Starts fulfilment, CRM updates, lifecycle sequences, receipts, and internal notifications.

Product Surfaces This Stack Depends On

These screenshots come from the product surfaces behind The Course Creator. They show the Plandalf records and controls a builder should configure before sending buyers from Webflow into checkout.

The Numi offer editor products panel showing products attached to an offer.
Products keep the commercial object visible before the stack sends buyers into checkout.
The Numi product detail screen showing product configuration.
Product records give the stack a stable object to fulfil, invoice, and report on.
The Numi pricing table showing configured offer prices.
Prices are configured as product records instead of being hidden in a one-off payment link.
The Numi product price row configured as a package price.
Package prices help bundles and cohorts stay attached to the same offer record.
The Numi product price row configured as a one-time price.
One-time prices fit templates, downloads, services, courses, and other direct purchase moments.
The Numi selling blocks panel showing order bump controls.
Order bumps are configured as selling blocks rather than one-off front-end code.
The Numi selling blocks panel showing upsell controls.
Upsells can be planned as part of the offer instead of bolted on after checkout.
The Numi coupon discount settings panel.
Coupons keep discount behavior inspectable for sellers and reusable across checkout flows.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.
Automation is configured beside the offer, so purchase-triggered workflows stay attached to the buying surface.
The Numi offer editor with layout, product, theme, automation, invoice, and settings controls.
The offer editor is where the checkout surface, products, automation, invoices, and display mode come together.

Build Recipes

Use these like product-specific implementation notes: choose the selling moment, configure the Plandalf surface, then link into the exact features, integrations, sequences, and docs needed to ship it.

The Numi product price row configured as a package price.
Package prices help bundles and cohorts stay attached to the same offer record.

Sell a cohort, workshop, or course without rebuilding checkout

Outcome: The course platform can keep the learning experience while Plandalf owns the offer, package price, checkout, invoice, and purchase event.

  1. Create the course, workshop, or cohort as a Plandalf product with a package price.
  2. Use the course page, lesson preview, or launch email as the demand surface and point the CTA at the offer.
  3. Keep coupons, order bumps, and upsells inside the offer so the course platform does not become the pricing system.
  4. Use the completed purchase event to grant access, send receipts, and start onboarding.
The Numi promo overview showing active deadline campaigns and campaign state.
Deadline campaigns keep launch windows, flash sales, expiring coupons, and promo status visible before checkout.

Add a deadline-backed enrollment window

Outcome: Launch copy, coupon rules, checkout totals, and follow-up sequences all agree when enrollment opens or closes.

  1. Create the offer and price before announcing the launch window.
  2. Attach a deadline campaign or expiring coupon to the offer instead of making urgency live only in page copy.
  3. Send reminder traffic back to the same offer from email, the course page, and social links.
  4. After the deadline, route buyers and non-buyers into different follow-up sequences.
The Numi offer invoices records view showing customer invoice rows and payment status.
Invoice records preserve the buyer, line item, payment state, and support context after purchase.

Preserve course buyer records after payment

Outcome: Support can see the buyer, line item, payment state, invoice, coupon, and fulfilment context after the course sale.

  1. Confirm invoice settings before launch so business buyers can get the receipt they need.
  2. Use purchase automations to grant course access only after checkout completes.
  3. Send invoice email and onboarding separately so the buyer receives both the receipt and the next step.
  4. Keep the purchase event available for LMS, CRM, email, and support integrations.

Compare The Pattern

A commerce stack is different from a processor-only checkout, a marketplace storefront, or a standalone funnel tool. Use these linked comparisons when a builder is deciding whether Plandalf Offers should sit between the sales surface, payment processor, and follow-up tools.

Linked Implementation Map

Use this map when The Course Creator turns from an idea into implementation work. Every linked feature, integration, docs page, workflow, comparison, template, and tool is a next step a builder or agent can follow from this stack.

Operational Recipes

These are the practical recipes a builder usually needs after the checkout opens. They stay product-level: Offers, Automations, integrations, invoices, sequences, and payment events explain the workflow before any tool-specific setup.

Builder Checklist

Before shipping the integration, verify these decisions. If one is unclear, the checkout may open, but the business workflow after purchase will still be brittle.

01Offer selectedEvery buying moment points to a clear offer, not an improvised payment link.
02Identity mappedYour product can reconcile the buyer, customer, workspace, account, or entitlement after purchase.
03Event path chosenFulfilment starts from a purchase event or sequence, not from a front-end success screen alone.
04Records preservedInvoices, line items, payment state, and customer fields are available for support and reporting.

Next Steps

Automation sequences

Checkout completed → fulfillment Fire fulfillment actions the moment a Plandalf checkout completes.

Templates

Webflow + Stripe Checkout A ready-to-clone Plandalf checkout template designed for Webflow sites paying via Stripe.

Use cases

Career coaches & advisors Sell sessions, packages, and cohort programs on a checkout that matches your coaching practice. Growth & checkout teams When the checkout is the product. A surface designed to convert, not configure. Event organizers Ticket tiers, early-bird timers, group rates — without renting a ticketing platform that owns your audience. Studios, coaches, trainers Sell memberships, class packs, and drops without renting another membership app every month. Boutique hotels, restaurants, venues Take the booking the moment the guest decides. Deposits, add-ons, and gift cards on one checkout.

Features and docs

Offers product Checkout pages, embedded offers, products, prices, coupons, bumps, upsells, and invoices. Automations product Purchase-triggered workflows for CRM, email, fulfilment, records, and handoff. Sequences Events that fire after checkout, payment, subscription, and lifecycle changes. Payment integrations Stripe, PayPal, payment options, invoices, and payment event routing. Offers docs How Offers packages products, prices, checkout layouts, and conversion elements. Hosted checkout docs Hosted and embedded checkout setup, test sessions, and preview sessions. Stripe docs How Stripe connects and what events Plandalf listens for. Webhook docs Checkout, payment, and subscription events for custom automations. Products Products and pricing Product variants Products and pricing Prices Products and pricing Package prices Products and pricing

Feature detail