The manage tab is the bedrock for building your business models in VX. Click each bulleted item below for in-depth detail on how to control each part of the Manage tab.

  • Terms: Users gain access to a resource by completing terms
  • Resources: Content; an article, movie, blog post, pdf, access to a forum, etc..
  • Action Manager: Edit or delete scheduled actions for a group of users
  • Webhooks: Keep your local database in sync with Piano's entitlements
  • Email manager: Send emails to users based on actions and schedules

How to: Creating Resources, Terms and Offers

The essentials to Piano involve setting up resources (content), terms (access), and offers (presentment of the two). Here, we will give summaries of these and describe how to set them up.


A resource is any piece of content that you’d like to control: a subscription to the premium section of your site, streaming videos, an ebook, etc. You can upload, define and manage these resources in the resources dropdown.

On the resources tab click “new” in the upper right hand side and select “Standard resource” to create a new resource – you will see the following:

Enter a name, description, URL and hit “Create resource”.

In the example below, the publisher is The Washington Star, the resource that we created is called Premium Access, the description is “The latest news from inside The Beltway”, and we have created one tag called “news”.

You can also create groups of resources called “Bundles” by clicking on the Fixed Bundle and Tagged Bundle icons under “Collected by.”

To create Tagged Bundles, you attach tags to your resources that will then automatically bundle any resource that has the corresponding tags you have designated. This enables the bundles to be dynamic over time and adjust as you add and remove tagged resources. If a user has been granted access to the bundle “Action Sports,” and you add ten more videos tagged “Action Sports,” those users will immediately have their access extended to the new videos.

Fixed Bundles are static and consist only of the specific resources that you explicitly designate.

To dive into the technical specifics of resources, go to resources.


Each Term represents a desired user behavior that will unlock an exchange, for example, a user committing to pay you $5.00 per month. Payment is just one way users can support your content; Piano supports a variety of other value exchanges to unlock premium content, which can be selected when creating a new term. Value exchanges include payment, viewing an ad, registering, signing-up for the newsletter and completing an off-site action. Please note that many value exchanges need to be configured and/or integrated with third-party providers before they are fully functional.

Once you have created your Resources, return to the manage dropdown and click on “Terms.” From here we click on “New” and are presented with the following:

Within each term, you can then designate the resource that it controls, price or action necessary to unlock the content, and billing plan. The following pictures show the term sheet where you can choose your term type, and then the configuration settings of a payment term. Enter a name, description, price, and billing schedule for our term and hit “Create.”

Once you have selected the basic parameters of the term, you can manage advanced settings such as, promotions, auto-renewal, and first-time customer only. Note that if you are using customized template designs, some of these actions; including promotions, will require development of additional templates/notifications to execute the action in your brand’s style. You can create as many payment terms as needed.

To learn more about the technical specifics of terms, go here.


An offer is a collection of terms that is presented as a choice set for the user. Offers can include just one or up to four different terms for the user to choose from. You can create multiple offers to be used simultaneously. Below is an example of an offer with a monthly payment term and a registration term. Click here to read more technical documentation on offers. Stylized offer template