Setting up your first course in Summit Evergreen is a snap. Here to talk you through the ins and outs of course creation is one of our very own Customer Concierges, Maggie Hofstaedter! Maggie is an expert at loading course content and getting Summit Evergreen users up and running. Sit back and relax as she walks you through the process so you can do it yourself.

Take it away, Maggie…

Hi everyone!

Thanks for reading.

My name is Maggie, and in addition to being a Customer Concierge, I have 15 years of experience helping clients build technical programs from scratch. So, I understand what it’s like when you need to build something brand new, and you aren’t sure where to start. That’s where I come in.

The most important thing you can do before you build your course is to make a quick plan. Get a piece of paper, and write down the answers to these three questions:

1.  What is your course?

You need to know what you want your product to be before you can create it. Is it a lifestyle course or a technical course? Is it simple or comprehensive? Is it reading based or video based? Or something else? Make sure you can describe it in a way that makes sense to you.

2.  Who do you want to sell to?

Different audiences have different needs in terms of structure, design styles, etc. Are your customers looking for something that feels dark or bright? Serious or light-hearted? Something they can do in an hour, or over the span of a month? Thinking about what your audience wants and needs will affect how you set things up.

3.  How do you want to organize your content?

You might want to make 5 video lessons, or 57 chapters featuring subchapters, text and graphics…or something else entirely. But you should have a general idea. I just helped set up a course for a lifestyle guru that included 12 lessons with information about food, fitness, motivation, etc. I set up that content much differently than I would have set up a course teaching something technical, like coding.

Now that you have the basics written down, it’s time to collect your content.

Gather up everything you’re going to need for your course – videos, text, graphics, or whatever else you have to work with. Put it all in one place before you upload anything. If you start uploading without a plan, it’s very inefficient, so don’t skip this step.

Next, visit our Knowledge Base. It’s our user-friendly documentation website, with everything you need to know. Literally everything.

A fun thing about that – when I first started working with Summit Evergreen, one of my first projects was helping to revamp our documentation website. We’ve made it as intuitive and easy-to-use as possible for brand new users. So, make sure you check it out and see what I’ve been working on!  If you have any feedback, drop us a line at

Take some time and start reading in this order:

Getting Started
Account Setup
Creating Products

(You can check out the rest later.)

After you read the documentation, you should jump in and start doing it! That’s the easiest way to learn.

Practice adding content and playing around in the platform. Sometimes we make silly test courses like “How to Make a Pizza” for fun, or to try out new features. The process is pretty simple, mostly point-and-click. It’s designed to be intuitive and common sense.

The important thing is, don’t be scared to dive in. Nothing is set in stone, and it’s easy to change things up if you need to.

That’s one of the things I really love about Summit Evergreen. It’s not like you put in a piece of code and you can’t undo it. Not here! It’s so flexible. If you have a brain fart and decide you want to do something differently, you can always go back.

While you’re working, you might get confused or have questions. It happens. I suggest you check out the Knowledge Base first, because it’s very comprehensive and has all the answers right at your fingertips.

If you still need help, don’t be afraid to come to us! One of my favorite things about working with Summit Evergreen is that we’re committed to your success. We want you to be satisfied with your end result and have a great time working in the system.

So, email us if you need anything: Someone on our customer service team will be happy to reach out to you.

At the end of the day, Rachel and Keith and the team have done everything they can to “dummy-proof” the process, which is my personal way of saying there’s no technical jargon and you don’t need any technical skills to be successful. Our mission is to make it easy for you to take the leap and accomplish your ultimate goal of creating a great product and selling it to your audience.

So, don’t worry about getting set up. It’s easy to do it yourself, and it’s also easy for you to get help, if you need it.

Go for it!

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