Access types
Each experience has an access type that controls who can view its content.| Access type | Who can access |
|---|---|
| Secret | Only customers who have purchased a price variant that includes this experience. Each customer’s access is tracked individually through experience grants. This is the default. |
| Open | Any team member on your account can access the experience without purchasing. Useful for internal content, team resources, or content you want your collaborators to see. |
Admins can always access all experiences regardless of access type.
Experience types
Crevio supports nine experience types. You can attach multiple types to a single price variant to create rich, bundled offerings.Courses
Structured learning content organized into chapters and lessons.- Chapters and lessons — Build a curriculum with ordered chapters, each containing one or more lessons
- Progress tracking — Crevio tracks which lessons a customer has viewed and completed
- Completion tracking — Mark a course as complete when a customer finishes all lessons
- Instructors — Assign an instructor to each course
- Cover image — Upload a dedicated cover image for the course landing page
Digital downloads
Distribute files directly to your buyers.- Upload multiple files per experience (up to 2 GB total)
- Supports any file format — PDFs, ZIPs, images, audio, video, and more
- Buyers access their downloads from their purchase dashboard
Written content
Rich HTML articles delivered as part of a purchase.- Create long-form written content using the rich text editor
- Supports up to 50,000 characters per article
- Optional cover image and title
- Ideal for exclusive guides, reports, playbooks, or supplementary material
Discord server
Automatically manage Discord access based on purchases.Connect your Discord server
Link your Discord server to Crevio through the Discord integration. Crevio’s bot joins your server and can manage roles.
Configure role assignment
Choose which Discord roles to assign when a customer purchases. Buyers are automatically invited and given the selected roles.
| Action | What happens |
|---|---|
| No action | The customer keeps their roles and server access. |
| Remove role | The assigned purchase role is removed, but the customer stays in the server. |
| Kick user | The customer is removed from the server entirely. |
| Remove all roles | All roles are stripped from the customer, but they remain in the server. |
You need to set up the Discord integration before creating a Discord server experience.
Telegram group
Automatically manage Telegram group or channel access.- Customers are auto-invited to your Telegram group when they purchase
- Access is revoked automatically when a subscription is cancelled or access expires
- Supports multiple connected chats per experience
You need to set up the Telegram integration before creating a Telegram experience.
Events
Host live or scheduled sessions for your customers.- Create multiple event sessions with specific dates and times
- Track attendees per session
- Use events for webinars, workshops, office hours, live Q&As, or any time-based experience
Forums
Community discussion spaces for your customers.- Customers can create posts, comment, and like content
- Organize discussions with topics (up to 5 per post)
- Pin important posts to the top
- Upload file attachments (up to 50 MB per post)
- Optional cover image and description
| Layout | Description |
|---|---|
| Feed | Social media-style vertical feed. Best for active, fast-moving discussions. |
| List | Compact list view. Best for structured, topic-driven forums. |
| Card | Card grid layout. Best for visual or curated discussions. |
Links
Curated collections of external URLs.- Add multiple link items to a single experience
- Each link item has its own URL
- Useful for resource lists, tool recommendations, reading lists, or curated content hubs
Website embeds
Embed an external website or web app directly within the customer’s experience dashboard.- Enter any URL to embed it in an iframe
- Crevio validates the URL’s
X-Frame-Optionsheader to ensure the site allows embedding - URLs that return
DENYorSAMEORIGINheaders cannot be embedded
Experience grants
When a customer completes a purchase, Crevio creates experience grants — individual records that link a customer to each experience included in their purchased price variant. Grants can be created in three ways:| Grant type | How it works |
|---|---|
| Order | Automatically created when a customer completes a purchase. This is the most common type. |
| Lead magnet | Automatically created when a customer submits a lead magnet form on your storefront. |
| Manual | Created by you or a team member directly from the dashboard. Useful for gifting access or resolving support requests. |
- When access was granted
- When access was revoked (if applicable)
- An optional expiration date
- The source of the grant (order, lead magnet, or manual with a reason)
Auto-revoke after X days
If you configure revoke after days on a price variant, the experience grants created from that variant will automatically expire after the specified number of days. Crevio sets the expiration date at the time of purchase and revokes access once the period elapses. This is useful for:- Time-limited access to courses or downloads
- Trial periods on one-time purchases
- Rental-style digital content
Auto-revoke is set at the price variant level, not the experience level. Different price variants on the same product can have different revoke periods, letting you offer both time-limited and permanent access tiers.
Revoking access
Access is revoked automatically when:- A subscription is cancelled or lapses
- An auto-revoke period expires
- A refund is processed on the associated order