sales-podia

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Podia Platform Help

Podia平台帮助

Step 1 — Gather context

步骤1 — 收集背景信息

If
references/learnings.md
exists, read it first for accumulated platform knowledge.
Ask the user:
  1. What area of Podia do you need help with?
    • A) Online courses — structure, drip content, completion
    • B) Digital downloads — ebooks, templates, delivery
    • C) Memberships — recurring access, tiers, retention
    • D) Coaching — sessions, scheduling, packaging
    • E) Email marketing — broadcasts, automations, segments
    • F) Website & landing pages — design, SEO, custom domain
    • G) Checkout & payments — upsells, coupons, payment plans
    • H) Affiliate program — commissions, tracking, payouts
    • I) Community — engagement, moderation, Discord integration
    • J) Webinars — setup, registration, replay
    • K) Integrations — Zapier, email platforms, analytics
    • L) Plan selection — Mover vs Shaker, pricing, migration
    • M) Something else — describe it
  2. What's your current Podia plan?
    • A) Mover ($39/mo, 5% fee)
    • B) Shaker ($89/mo, 0% fee)
    • C) Free trial
    • D) Not on Podia yet — evaluating
  3. What are you trying to accomplish? (describe your specific goal or question)
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
如果
references/learnings.md
文件存在,请先阅读该文件以获取积累的平台相关知识。
向用户询问:
  1. 你需要Podia哪方面的帮助?
    • A) 在线课程——结构设置、 drip content(渐进式内容)、完成率
    • B) 数字下载——电子书、模板、交付方式
    • C) 会员服务—— recurring access(循环访问权限)、等级设置、留存策略
    • D) 教练指导——课程安排、预约、服务打包
    • E) 电子邮件营销——广播邮件、自动化流程、用户细分
    • F) 网站与着陆页——设计、SEO、自定义域名
    • G) 结账与支付——追加销售、优惠券、付款计划
    • H) 联盟计划——佣金设置、跟踪、结算
    • I) 社区——用户互动、内容审核、Discord集成
    • J) 网络研讨会——设置、注册、回放
    • K) 集成工具——Zapier、邮件平台、数据分析
    • L) 方案选择——Mover vs Shaker、定价、迁移
    • M) 其他——请描述具体需求
  2. 你当前使用的Podia方案是?
    • A) Mover(39美元/月,5%手续费)
    • B) Shaker(89美元/月,0%手续费)
    • C) 免费试用
    • D) 尚未使用Podia——正在评估
  3. 你想要实现什么目标?(描述你的具体目标或问题)
跳过规则:如果用户的提问已经包含足够背景信息,直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转介或直接解答

If the request maps to a strategy skill, route with the exact command:
Problem domainRoute to
Course structure, curriculum design, retention
/sales-membership {user's question}
Digital product pricing, validation, launch
/sales-digital-products {user's question}
Email sequences, nurture campaigns
/sales-email-marketing {user's question}
Checkout optimization across platforms
/sales-checkout {user's question}
Funnel strategy, conversion paths
/sales-funnel {user's question}
Affiliate program design across tools
/sales-affiliate-program {user's question}
Webinar selling strategy
/sales-webinar {user's question}
Growing your email list
/sales-audience-growth {user's question}
If the question is Podia-specific (setup, config, troubleshooting, plan comparison), continue to Step 3.
如果请求属于策略类技能范畴,使用精确指令进行转介:
问题领域转至技能
课程结构、课程体系设计、用户留存
/sales-membership {用户问题}
数字产品定价、需求验证、发布策略
/sales-digital-products {用户问题}
邮件序列、培育营销活动
/sales-email-marketing {用户问题}
跨平台结账优化
/sales-checkout {用户问题}
漏斗策略、转化路径
/sales-funnel {用户问题}
跨工具联盟计划设计
/sales-affiliate-program {用户问题}
网络研讨会销售策略
/sales-webinar {用户问题}
邮件列表增长
/sales-audience-growth {用户问题}
如果问题是Podia专属的(设置、配置、故障排查、方案对比),继续进入步骤3。

Step 3 — Podia platform reference

步骤3 — Podia平台参考资料

Read
references/platform-guide.md
for the full platform reference — modules, pricing, integrations, data model, workflows.
Answer the user's question using only the relevant section. Don't dump the full reference.
**阅读
references/platform-guide.md
**获取完整平台参考——模块功能、定价、集成工具、数据模型、工作流程。
仅使用相关部分回答用户问题,不要直接粘贴完整参考内容。

Step 4 — Actionable guidance

步骤4 — 可落地指导

You no longer need the platform guide — focus on the user's specific situation.
  • For plan selection: calculate break-even point (Shaker pays for itself at ~$1,000/mo in sales where 5% = $50 > $50 plan difference)
  • For product setup: recommend starting with one product type, validate demand before building
  • For email: start with the free 100-subscriber tier, migrate to dedicated ESP only when you outgrow Podia's email
  • For checkout: always add an upsell — even a simple bundle increases AOV 10-15%
  • For community: seed it yourself for 30 days before expecting organic activity
If you discover a gotcha, workaround, or tip not covered in
references/learnings.md
, append it there.
无需再依赖平台指南,聚焦用户具体场景:
  • 方案选择:计算收支平衡点(当每月销售额约1000美元时,Shaker方案的成本优势显现,此时5%手续费为50美元,超过Mover与Shaker的方案差价50美元)
  • 产品设置:建议从单一产品类型入手,先验证需求再进行开发
  • 邮件营销:先从免费的100订阅者层级开始,只有当Podia的邮件功能无法满足需求时,再迁移至专用ESP(电子邮件服务提供商)
  • 结账环节:务必添加追加销售——即使是简单的产品捆绑也能让客单价提升10-15%
  • 社区运营:在期待用户自发活跃前,先自行运营30天
如果发现
references/learnings.md
中未涵盖的陷阱、替代方案或技巧,请补充至该文件中。

Gotchas

常见陷阱

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  1. Mover plan charges 5% per sale — at $1,000+/mo revenue, upgrading to Shaker ($89/mo, 0%) saves money. Calculate your break-even before choosing.
  2. Coupons can't be edited after creation — if you need to change the discount or expiry, you must archive and create a new one.
  3. No product categories on storefront — all products display in a flat list. Use landing pages or bundles to organize related products.
  4. Zapier actions are Shaker-only — Mover plan gets Zapier triggers but not actions. This limits automation for Mover users.
  5. PayPal is Shaker-only — Mover plan only supports Stripe. If your audience prefers PayPal, you need Shaker.
  6. No public API or webhooks — all automation goes through Zapier. No direct programmatic access.
  7. No mobile app — students access courses via mobile browser only. This hurts completion rates for video-heavy courses.
  8. Discord roles may not auto-remove — when members leave, Discord role removal can be delayed or fail. Check manually.
基于研究的最佳实践——请重点关注与方案专属功能、集成陷阱相关的内容,这些信息可能会过时。
  1. Mover方案每笔交易收取5%手续费——当月收入达到1000美元以上时,升级至Shaker方案(89美元/月,0手续费)更省钱。选择前请计算你的收支平衡点。
  2. 优惠券创建后无法编辑——如果需要修改折扣力度或有效期,必须先归档旧优惠券再创建新的。
  3. 店铺前台无产品分类功能——所有产品均以平铺列表展示。可使用着陆页或产品捆绑来整理相关产品。
  4. Zapier操作功能仅Shaker方案可用——Mover方案仅支持Zapier触发功能,不支持操作功能,这限制了Mover用户的自动化能力。
  5. PayPal仅Shaker方案可用——Mover方案仅支持Stripe支付。如果你的用户更偏好PayPal,需要选择Shaker方案。
  6. 无公开API或webhooks——所有自动化操作均需通过Zapier完成,无法直接进行程序化访问。
  7. 无移动应用——学员只能通过移动端浏览器访问课程。这会降低视频类课程的完成率。
  8. Discord角色可能无法自动移除——会员取消订阅后,Discord角色的移除可能会延迟或失败,需手动检查。

Related skills

相关技能

  • /sales-membership
    — Membership strategy across platforms (course structure, pricing, retention)
  • /sales-digital-products
    — Digital product sales strategy (pricing, validation, launch)
  • /sales-email-marketing
    — Email marketing strategy (sequences, automation, segmentation)
  • /sales-checkout
    — Checkout optimization (upsells, order bumps, payment plans)
  • /sales-funnel
    — Sales funnel strategy (landing pages, conversion paths)
  • /sales-affiliate-program
    — Affiliate program design (commissions, recruitment, tracking)
  • /sales-webinar
    — Webinar-based selling (live and evergreen strategy)
  • /sales-audience-growth
    — Growing your email list (lead magnets, referrals)
  • /sales-kit
    — Kit platform help (alternative for email-first creators)
  • /sales-groove
    — Groove.cm platform help (alternative all-in-one)
  • /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
  • /sales-membership
    ——跨平台会员策略(课程结构、定价、留存)
  • /sales-digital-products
    ——数字产品销售策略(定价、需求验证、发布)
  • /sales-email-marketing
    ——电子邮件营销策略(序列、自动化、用户细分)
  • /sales-checkout
    ——结账优化(追加销售、订单附加品、付款计划)
  • /sales-funnel
    ——销售漏斗策略(着陆页、转化路径)
  • /sales-affiliate-program
    ——联盟计划设计(佣金、招募、跟踪)
  • /sales-webinar
    ——基于网络研讨会的销售策略(直播与常青内容)
  • /sales-audience-growth
    ——邮件列表增长(引流磁铁、推荐)
  • /sales-kit
    ——Kit平台帮助(面向邮件优先创作者的替代方案)
  • /sales-groove
    ——Groove.cm平台帮助(一体化替代方案)
  • /sales-do
    ——不确定使用哪个技能?该路由会将任何销售目标匹配到合适的技能。安装方式:
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Plan selection

示例1:方案选择

User says: "I'm making about $800/month on Podia Mover and the 5% fee is killing me — should I upgrade?" Skill does: Calculates that 5% of $800 = $40/mo in fees. Shaker is $50/mo more than Mover. At $800/mo revenue, Mover is still slightly cheaper. Recommends upgrading when revenue hits $1,000/mo consistently, and also considers PayPal and Zapier actions as additional Shaker benefits.
用户提问:"我在Podia Mover方案上每月收入约800美元,5%的手续费快把利润吃光了——我应该升级吗?" 技能处理:计算得出800美元的5%为40美元/月手续费。Shaker方案比Mover每月贵50美元。在月收入800美元时,Mover方案仍略便宜。建议当月收入稳定达到1000美元时再升级,同时提醒用户Shaker方案额外提供PayPal和Zapier操作功能等福利。

Example 2: Course setup with drip content

示例2:设置带渐进式内容的课程

User says: "I want to set up a 6-week course on Podia with weekly content releases" Skill does: Reads platform-guide.md for course setup details. Walks through creating sections (one per week), adding lessons within each section, configuring drip schedule based on purchase date, setting up the onboarding email, and adding an upsell for a related coaching package.
用户提问:"我想在Podia上设置一门6周的课程,每周发布内容" 技能处理:查阅platform-guide.md中的课程设置细节。引导用户创建章节(每周一个章节)、在每个章节下添加课程内容、基于购买日期配置渐进式发布时间表、设置入职邮件,并添加相关教练服务的追加销售。

Example 3: Discord integration not working

示例3:Discord集成故障

User says: "Members who canceled still have their Discord roles after weeks" Skill does: Explains the known Discord integration delay issue. Recommends manually auditing Discord roles monthly, checking the integration settings in Podia, and using Zapier (Shaker plan) as a backup automation to revoke roles on cancellation events.
用户提问:"取消订阅的会员几周后仍保留着Discord角色" 技能处理:解释已知的Discord集成延迟问题。建议每月手动审核Discord角色,检查Podia中的集成设置,并使用Zapier(需Shaker方案)作为备份自动化工具,在会员取消订阅时撤销角色。

Troubleshooting

故障排查

Payments keep failing at checkout

结账时支付持续失败

Symptom: Multiple customers report transaction failures with different cards Cause: Stripe configuration issue, Cloudflare captcha blocking legitimate traffic, or platform-wide issue Solution: Check Stripe dashboard for declined payment details. Verify your Stripe account is in good standing. If widespread, contact Podia support — payment failures have been reported as platform-level issues. Test checkout in incognito mode.
症状:多位用户反馈使用不同银行卡均交易失败 原因:Stripe配置问题、Cloudflare验证码拦截合法流量,或是平台级故障 解决方案:查看Stripe仪表盘获取支付失败详情。确认你的Stripe账户状态正常。如果是大范围问题,请联系Podia支持团队——支付失败曾被报告为平台级问题。在隐身模式下测试结账流程。

Videos not playing or uploading

视频无法播放或上传

Symptom: 404 errors on video upload, or videos won't play in certain browsers Cause: File format/size issues, or browser compatibility (Firefox reported issues) Solution: Use MP4 format (H.264 codec) under 4GB. If Firefox-specific, suggest Chrome/Safari to students. Re-upload if 404 persists. Check Podia status page for ongoing issues.
症状:视频上传出现404错误,或在部分浏览器无法播放 原因:文件格式/大小问题,或浏览器兼容性(Firefox曾被报告存在问题) 解决方案:使用MP4格式(H.264编码)且文件大小不超过4GB。如果是Firefox专属问题,建议学员使用Chrome/Safari。若404问题持续,重新上传视频。查看Podia状态页面确认是否有正在进行的平台故障。

Email broadcasts not sending

邮件广播未发送

Symptom: Scheduled emails sit in queue or show low delivery Cause: Warmup period restrictions (24-hour gap between broadcasts for new accounts), or subscriber list needs cleaning Solution: New accounts must wait 24 hours between broadcasts. Remove bounced/unsubscribed contacts. Verify custom domain DNS (SPF, DKIM, DMARC) under Settings > Email. If deliverability is consistently low, consider a dedicated ESP and use Podia only for product delivery.
症状:已计划的邮件处于队列中或送达率低 原因:新账户的预热期限制(新账户两次广播邮件需间隔24小时),或订阅列表需要清理 解决方案:新账户两次广播邮件需间隔24小时。移除退订/硬 bounce(邮件无法送达)的联系人。在设置>邮件中验证自定义域名的DNS(SPF、DKIM、DMARC)配置。如果送达率持续偏低,考虑使用专用ESP,仅将Podia用于产品交付。