I recently rebuilt my dashboard for my membership site to take advantage of many new features available in Thrive Apprentice 4.0. I received a lot of questions about how I did it, and requests to make a tutorial.
Let's dive in and look at how I built my member dashboard!
Watch the Step-By-Step Build Guide for My Thrive Apprentice Dashboard
I recorded the entire process for this tutorial to show you every step I took to make this dashboard using only Thrive Suite plugins for WordPress.
How to Create the Dashboard
Use a Standard Page
You'll want to use a standard page. This is a page that uses your normal page template that you would have set up already in Thrive Theme Builder.
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Start with a Background Section
Everything will be placed inside one background section. We use a background section because we can stretch this container to the full width of the page.
Background sections also work with Conditional Display (more on that below) so that you can do some really nifty tricks with combining this page and a login form.
Use Columns Instead of a Sidebar
Since we're using a standard page, we won't be using a sidebar. Instead, we're going to put a 2-column element into the background section and narrow the left column to 25%.
Decrease the gutter from 15% (default) to 0%.
Place a content box inside the right column, and add padding to create the effect that your content box (with an applied background color) is floating away from the "sidebar" (left column), thus creating a distinct look.
Use a Vertical Menu
In the left column, add a vertical menu. I recommend "Vertical Menu 12" from Thrive's pre-built templates. This template comes with all of the shadows and hover effects we want for our menu already built for us!
With your menu, select a menu item and look for Main Options in the settings.
You need to turn on "Image and Text" so that you can add pictures to the left of the menu item. If you prefer to use the included icon packs with Thrive, you can choose "Icon and Text" instead.
Add a Custom Greeting with Dynamic User Data
It's a nice touch to add someone's name to the dashboard. This can be done by selecting the text and going to the "kitchen sink" text options in the top middle of the screen. Choose the stacked disc icon and select User Data under dynamic text, then choose WordPress user first name.
Show Only Courses the Student Can Access
Whether your courses are free or paid for, I think it's a good idea to show only what the student or member can access on their dashboard. You can add a separate link to the entire course library in your vertical navigation.
Select the course element and add it to your dashboard in the right column.
Select the element and in the upper left sidebar settings under "Course List Options" choose Filter Course.
Uncheck "No Access" so that you do not show courses the user has no access to, and make sure the other boxes are checked as shown below.
Add a News Section and an Events Section
Other components you may wish to add to your dashboard include events and a post list. If you have a blog, or link off to a news section of your community tool, you can add this using either a post list or manually input the news.
I built my calendar section by hand, which I show you how to do in the video above.
Combine Your Dashboard with a Login Page Using Conditional Display
I have another tutorial here at Convology with a step-by-step tutorial for combining your login page and dashboard into a single page so that the moment a student logs in they are shown the dashboard.
View the Conditional Display Login Page and Dashboard tutorial.
Want the Template for My Dashboard Design?
This template inside my all-access membership along with all of my other design assets, templates, and complete course library. We have a members-only community where you can get assistance with Thrive and the rest of your tech stack, too!
Hey Doug, again,, this is a fantastic dashboard model, thanks for the tutorial! One question, when I test this out in an incognito window I am directly right to the logged in dashboard, even tho I logged out of my WP site. Since we’re using conditional display logic we are on the same page with the same url. So there is no separate url to share. So how do you ensure that when the course is delivered that people are directed to the “not logged in dashboard” to set up their accounts? Thanks! Also, do you have another tutorial on how you got the header with a login/logout option? Our Apprentice pages default to the Thrive Theme template and I have only the name of the page on the top, no header. Last. I plan to take this up with Thrive. But in testing out my funnel, I do successfully get enrolled in the course but I get no login email from WP with login details. That should still happen even with with this custom login page, correct? Thank you! I keep recommending any Thrive user I know to you. Blessings!
Using conditional logic we hide the dashboard when they’re logged out (and show the login form). The inverse happens when they log in. So we simply refresh the page upon login to show the dashboard. This is what I showcase in this tutorial so be sure to go back and rewatch the conditional display part to make sure yours is set up properly.
If your login emails aren’t sending, you may need an SMTP plugin (check out this tutorial). Make sure you’ve enabled emails under Thrive Apprentice > Settings > Email Templates > New account created > Check the boxes for the ones you want.
When a customer purchases are receives access to a course, they log in via the conditional display dashboard page and are directed to the conditional display dashboard page to log in.
For issues/questions about your Theme Builder setup, perhaps this tutorial will help to make sure you have your default page template set up correctly.
If you’re looking for a step-by-step all-encompassing walkthrough of everything related to Thrive Apprentice, I also have my Thrive Apprentice to Master course.