Skip to content
Monetization Best Practices: How to create a business by selling Coda docs
Share
Explore

Monetization Best Practices

Create a business by selling your Coda docs

The Maker Journey:

Step #1
⭐ Vision
Step #2
⚒️ Build

Step #3
📣 Promote
🔺
You’re here



Have a great Coda doc and you want to monetize it? These best practices will overview your options to monetize your docs built on Coda. Whether you’re building and selling a curated list of resources, templates, or tiny apps, this guide will explore what tools you can use and what’s the ideal
workflow.


Copy this Starter Kit


🔖 What to monetize
So what can you actually sell with Coda? You can use Coda to build and monetize different digital products, here are some examples:

Curated list of resources -
You could use a tables and filters to create a curated list of something valuable. For example, a list of tips for getting your first 100 customers.
Coda templates
- A high-value template for a specific audience, for example, a brand strategy operating system built for entrepreneurs and brand strategist.
Coda-run services
- You could use Coda to store data and build a workflow for an app, for example, you could use the Twillio app to send daily wine recommendations to your customers.


💰 How to collect payments

Once you decide on your offering, there are three main strategies for promoting and monetizing your docs:

Strategy
Step-by-Step
✅ Pros
❌ Cons
Tools
Upvote
Downvote
1
Share a published doc with a payment button
Publish your Coda template and add a button or embed with a payment link. This works best if payment is optional, like when asking for donations or tips.
Very easy to launch, you don’t need any web development skills.
No custom domain or custom branding.
Anyone would be able to see the template without buying it.
Paypal
Stripe Payment Link
Tally
2
Use a third-party monetization platform
You can use a tool like Gumroad, Buy Me a Coffee, or Patreon to build a simple landing page and quickly add a checkout form connected to your Stripe or PayPal account.
Easy to set up a landing page. You can add images, embeds and videos to the landing page.
View your landing page’s analytics and build a list of your followers.
High fees.
Learning curve to set up the landing page and payment processor.
Buy me a coffee
Gumroad
Patreon
Ko-fi
3
Build a custom-domain landing page
Use a website builder to create your branded landing page and promote your docs. You can include a payment button in your website using tools like Paypal or Stripe.
Full customization
Harder to set up, you’ll need basic web design skills.
Carrd
Dorik
Stripe Payment Link
Paypal
There are no rows in this table



🤝
How to grant access to the buyers
There are three ways to share your doc to a customer so that they can create a copy for themselves:

Sharing Type
Step-by-Step
✅ Pros
❌ Cons
Upvote
Downvote
1
Grant view access to customers.
Don’t publish your template and set your doc to “
Can View”
mode only.
Go to
Share
→ Advanced Settings and enable the
“Allow others to copy this doc”
option.
Ask customer for their Coda account email in the checkout.
When you receive an order, go to your Coda doc, “
Share
”→ “
Invite
” and add your customer email with
“Can View”
option.
*You could also use the API for this step.
Your customer will receive an email to access the doc in view mode, and they’ll be able to create a copy.
Easy to set up
Your customer won’t be able to share the doc with anyone else.
You’ll have to manually grant access to each customer
(unless you use Coda’s API to do it automatically).
2
Create a copy of the doc and share the copied template.
Don’t publish your template and set your doc to “
Can View”
mode only.
Ask customer for their Coda account email in the checkout.
When you receive an order, go to your Coda doc and create a copy, then rename the copy to your customers name.
Go to
“Share”
and invite your customer using their email.
You can customize the doc to each customer, for example by adding a personal welcome page.
You’ll have full control on who’s creating a copy of your doc.
You’ll have to manually create a copy of the template and then grant access to each customer
(unless you use Zappier or use Coda’s API to do it automatically).
3
Share the URL of your published template.
Go to
Share
menu in the top right corner and
Publish
your template.
Disable the
“Discoverable by anyone”
option.
Go to Doc interaction and select
“Play Mode”.
Go to
Share
→ Advanced Settings and disable the
“Allow others to copy this doc”
option.
Go to
Share
→ Advanced Settings and disable the
“Allow people who can edit to change access and add new people”
option.

Very easy to setup.
You can automatically send customers to published doc URL.
100% self-serve. No need to grant access to any customer.
Anyone could share the published doc link to others.
No control on who is creating a copy of the template.
There are no rows in this table


🔧 Tools and Platforms

Platforms you can use to monetize your digital product, click
“learn more”
to find out about fees, examples and why you should use the tool.

image (3).png
Gumroad
Gumroad is an online platform that allows you to sell your products directly to your customers, without the hassles, high fees, and low conversion rates of a marketplace model. Gumroad provides you with a payment form that you can share all over the internet or on your website, as well as insights into who your customers are, how they're finding you, and how to keep them coming back for more.
Open website
Learn more
image (5).png
Buy me a coffee
Instant Payout. Loved by Artists, Youtubers, Musicians, Writers, Nonprofits, Podcasters. A free, fast, and meaningful way to accept support and memberships from your fans.
Open website
Learn more
image (7).png
Patreon
On Patreon, you can let your fans become active participants in the work they love by offering them a monthly membership. You give them access to exclusive content, community, and insight into your creative process. In exchange, you get the freedom to do your best work, and the stability you need to build an independent creative career.
Open website
Learn more
image (8).png
Ko-fi
Ko-fi allows creators like you to receive money from fans of your content. Create your page and button and share it anywhere on the web
Open website
Learn more
image (4).png
Stripe Payment Link
Use Payment Links to sell online without a website. Create a full payment page in just a few clicks and share the link with your customers—no code required.
Open website
Learn more
image (6).png
Paypal
PayPal is the faster, safer way to send money, make an online payment, receive money or set up a merchant account.
Open website
Learn more
image.png
Carrd
Simple, free, fully responsive one-page sites for pretty much anything.
Open website
Learn more
image.png
Dorik
Flexible & easy-to-use nocode website builder with 130+ UI Components and beautiful templates. Save time and money on building your next website.
Open website
Learn more
image.png
Tally
The simplest way to create beautiful
forms
& surveys, for free. Without knowing how to code!
Open website
Learn more


👀 Other tips
Use this
to automatically send a welcome email to your Gumroad customer. You could build a similar workflow for other platforms like Stripe, PayPal and Tally.
Record a short
with a quick demo of your Coda doc and embed the video in your landing page.
If you expect a lot of customer and you’re familiar with APIs you can use
to automate the sharing process to new customers.

What’s next?
Now that you know how to monetize your Coda docs you’ll need to create a promotions strategy to get your product in front of thousands of people.

Our Promotion Best Practices will walk you through:
How to understand your audience and build your storytelling.
How to build your promotion strategy across multiple channels.
Creating a launch dashboard to keep track of your promotion strategy during launch day.



Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.