sales-skills/sales-freshlearn

FreshLearn Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Enroll/create a member from an external purchase or app (API enroll-in-product, or Zapier action)
   • B) Route events out — new member, course/masterclass/bundle/download enrollment, course completed — into a CRM/ESP/Slack (native webhook or Zapier trigger)
   • C) Export members/payments/assessments into a warehouse (cursor-paginated reads)
   • D) Configure a module — courses/drip, cohorts, AI Studio, community, email, certificates/assessments, referral/affiliate, live classes
   • E) Pick a plan — Free vs Pro ($35) vs No Brainer ($46) vs No Brainer+ ($89), or understand the gates (Zapier=No Brainer; API/workflows=No Brainer+)
   • F) Fix a problem — limited page builder, no-refund/billing, glitches, API 401/403 on the wrong plan

2. Where does data need to flow? Into FreshLearn (create member, enroll) → API write / Zapier action. Out of FreshLearn (sync a member, route a completion) → native webhook / Zapier trigger / cursor-paginated read.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly

| If the question is about... | Route to... | |---|---| | Course/membership strategy, retention, completion, or platform comparison | /sales-membership {question} | | Email sequence/broadcast strategy (in FreshLearn or a connected ESP) | /sales-email-marketing {question} | | Email deliverability / inbox placement | /sales-deliverability {question} | | Funnel/landing-page strategy across tools | /sales-funnel {question} | | Checkout / order-bump / upsell optimization across tools | /sales-checkout {question} | | Designing an affiliate program (commission structure, recruiting) across tools | /sales-affiliate-program {question} | | Live/webinar-based selling strategy | /sales-webinar {question} |

When routing, give the exact command, e.g. "This is a retention question — run: /sales-membership how do I reduce course churn".

Step 3 — FreshLearn platform reference

Read references/platform-guide.md for the full reference — the module map (what's API-accessible vs Zapier vs UI-only), plan gates (the No Brainer+ API/workflows vs No Brainer Zapier/community/certificates split), the payment model (Stripe/PayPal/Razorpay at 0% FreshLearn fee, unlimited learners), the member/enrollment data model with JSON shapes, and quick-start recipes (enroll from a cart; push completions to a CRM; nightly export).

Read references/freshlearn-api-reference.md for the integration surface — base https://api.freshlearn.com/v1, the api-key header auth (key from Settings → User → API Key, No Brainer+), cursor pagination (cursor/limit 1–200/order, pageInfo.nextCursor+hasMore, Unix-second date filters), the documented sections (Members, Courses, Product Enrollments, Payments, Assessments), and the Zapier 6-trigger / 9-action surface. Note exact REST paths are JS-rendered — the reference marks constructed paths.

Answer using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation:

• Mind the two-step plan gate. Zapier unlocks at No Brainer ($46), but the REST API and unlimited automations unlock at No Brainer+ ($89). Buying Pro to script enrollments is a dead end.
• Auth is one header. api-key (from Settings → User → API Key). The key is account-scoped, so every response is your academy's data only.
• Enroll actions are upserts. Enroll-in-product creates the member if the email is new — you rarely need a separate create call. Identity is email everywhere.
• Pagination is cursor-based. Follow pageInfo.nextCursor until hasMore is false; limit maxes at 200; date filters are Unix seconds, not ISO strings.
• Set expectations on the builder. The page builder is limited (reviewers mention coding header/footer per page). For bespoke design, plan around templates rather than promising pixel control.
• Flag the no-refund policy. Billing/cancellation friction and a no-refund stance are recurring complaints — advise testing on the Free plan before committing to an annual/bi-annual term.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research (2026-06) — review these, especially plan-gated features and pricing, which change frequently.

1. API + unlimited workflows are No Brainer+ ($89) only. No API key area on Free/Pro/No Brainer. Don't promise API automation below the top self-serve tier.
2. Zapier, community, certificates, assessments, and branding removal are No Brainer ($46)+. Pro is courses + email + checkout only — a common "where's my community/Zapier?" surprise.
3. Enroll endpoints upsert the member. Calling create-then-enroll can double-handle; the enroll action already creates the member if the email is new.
4. Cursor pagination, Unix-second dates. Page via pageInfo.nextCursor/hasMore (not page numbers); limit ≤ 200; date filters are epoch seconds. ISO strings will be rejected/ignored.
5. No published webhook signature. Re-verify the member via GET /v1/members before granting sensitive access; restrict listeners to a secret URL.
6. Limited page builder. Reviewers report having to code the header/footer on each page — set design expectations and lean on templates.
7. No-refund policy + billing/cancellation friction. A recurring complaint — test on Free first and understand the cancellation flow before an annual/bi-annual commitment.
8. Exact REST paths are JS-rendered in the docs. The api-reference marks constructed paths; confirm method+path against the live reference before shipping.

Related skills

• /sales-membership — Course/membership strategy across tools (FreshLearn is one of the budget all-in-one creator platforms covered), retention, completion, and platform comparison
• /sales-email-marketing — Email sequence and broadcast strategy (in FreshLearn or the ESP you connect)
• /sales-funnel — Funnel and landing-page strategy across tools (FreshLearn has a built-in but limited page builder)
• /sales-affiliate-program — Designing an affiliate program (commission structure, recruiting) — pairs with FreshLearn's built-in referral/affiliate module
• /sales-webinar — Live and webinar-based selling strategy (FreshLearn runs live classes via Zoom)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

Example 1: Auto-enroll a buyer from my external cart (developer/automation)

User says: "I sell my course on ThriveCart but host it in FreshLearn. How do I auto-enroll buyers via the API?" Skill does: Points to Recipe 1 — on the ThriveCart purchase, POST to the product-enrollments endpoint with api-key header, the buyer's email + course_id; the enroll action creates the member if new (no separate create call). Flags that the API is No Brainer+, identity is email, and the no-code path is the Enroll Member in Course Product Zapier action (Zapier needs No Brainer+). Notes exact paths are best-effort — confirm in the live reference. Result: External purchases enroll learners in FreshLearn automatically.

Example 2: Notify my CRM when someone enrolls or finishes

User says: "When someone buys or completes a course in FreshLearn, I want them in HubSpot." Skill does: Uses the Get Member Data / Get Course Completed Members Zapier triggers (or a native webhook) mapped to a HubSpot create/update-contact action (Recipe 2). Notes the webhook isn't signed, so re-verify via GET /v1/members first, and routes nurture design to /sales-email-marketing. Result: Enrollments and completions flow into the CRM without manual entry.

Example 3: I'm on a paid plan but can't find Zapier or the API

User says: "I upgraded to Pro but there's no Zapier and no API key — why?" Skill does: Identifies the plan-gate split — Zapier is No Brainer ($46)+ and the REST API is No Brainer+ ($89)+; Pro only includes courses, email, and checkout. Recommends the tier that matches the integration need (No Brainer for Zapier/community/certificates, No Brainer+ for API/workflows/Course AI), and frames pricing as best-effort to verify live. Result: User understands which capability needs which tier and upgrades intentionally.

Troubleshooting

My API call returns 401/403

Symptom: Requests are rejected even with a key that looks right. Cause: The account isn't on No Brainer+ (no API access on Free/Pro/No Brainer), the api-key header is missing/misspelled, or you're hitting the wrong base URL. Solution: Confirm the plan is No Brainer+, copy the key from Settings → User → API Key, send it as the api-key header, and use base https://api.freshlearn.com/v1. Remember the key is account-scoped — it only ever returns your academy's data.

My pagination loop never ends or misses records

Symptom: Exports loop forever, duplicate, or skip members. Cause: Treating the cursor like a page number, ignoring hasMore, or exceeding limit. Solution: Pass pageInfo.nextCursor back as cursor, stop when hasMore is false, keep limit ≤ 200, and use Unix-second timestamps for date filters. Dedupe on member id/email.

Where are my community / certificates / automations?

Symptom: Features you expected aren't visible on your plan. Cause: Plan gating — community, certificates, assessments, Zapier, and branding removal start at No Brainer ($46); the REST API, unlimited workflows, and Course AI are No Brainer+ ($89). Pro is courses + email + checkout only. Solution: Match the plan to the feature: upgrade to No Brainer for community/certificates/Zapier/apps, or No Brainer+ for the API, automations, and AI features. Verify against the current pricing page before committing.