Using the catalogue

Last modified: 2017-11-16 15:43:53 +0100

You can sell courses by putting them in the catalogue.

1) Select a catalogue manager and turn on the catalogue

Before you setup the catalogue, the tenant has to select the catalogue manager at Settings. If you want to use access codes (more about that below), you will also need to check the box Enabled at Access code.

Make the catalogue available and choose a catalogue manager who will receive notifications of new orders. This person should have the role 'Reseller' and be linked to the appropriate sub-environment.

See Assign roles and rights to users.

2) Create a course

After creating a template and publishing it, you need to create a course.
See Creating a course.

3) Link a product directly to a product or by an access code group 

Choose the access code group option when you want to give your customer the opportunity to buy more then a single copy of the product. For example, consider the scenario that a teacher purchases the course for his students. After the order, he will receive multiple access codes in his inbox that he can distribute among his students. 

A) Connect the course directly to a product

Go to Courses, click More at the course you want to add and then choose Add to new catalogue product.

After creating the product, you can edit it directly.

A1) Optional - Add multiple courses to the product. 

Scroll down and click +Course in the catalogue product.

Continue to Step 4.

B) Link the course to a access code group

B1) Create an access code group

See Creating access codes.

B2) Create a catalogue product

Click + Product at the Reseller tab. Scroll down, switch to Access code group and select the access code group you created. 

Please note that in this case you have to enable the access codes at step 1. Participants can then use the access code on the login screen (or home screen when already logged in) to create an account. Make sure the access code option is enabled at Settings.

4) Setup the catalogue product

- Upload a product image. The ideal size is 134x140 px.

- Short description, which will be shown under the title within the product tile in the catalogue 

- Header image, the recommended size is (at least) 1230x300px. On high screen resolutions, a wider image is preferred.

- Description used for product details

5) Choose the sub-environment and create product categories

Click the tab Settings and Pricing. Choose in which sub-environment this product has to be published. You can put products in a category to categorize them in the catalogue. Click +Product category and fill-in the name of the category.

Catalogue example:

6) Determine the purchase method

  • Paid. For this you will need to be connected to Stripe, Buckaroo and/or PayPal. A learner will automatically receive either an access code or registration link after a successful payment. This option will cost licences.
  • Free (with approval). The catalogue manager will receive an email when a learner requests the product. The catalogue manager will have to approve this before the learner automatically receives the access code or registration link. This option will cost licences.
  • Free (Direct access). This is only available for catalogue products without access codes. A learner can request the course and will immediately get access. This option will cost licences.
  • Demo. This is only available for catalogue products without access codes. Check For anonymous learners and an anonymous user will automatically be created (if the user is not logged in yet) and will have access to the demo right away. If this option is unchecked, the user will be directed to a form to create an account first. This option will only cost licences if the course is not bases on the demo-type template.

7) Publish the product in the catalogue

After setting up the product, click Publish to make it available in the catalogue. Users that buy this product, will receive a (A) registration link or (B) access code via email after a successful payment.

If you want to change the currency to USD, please contact the support team.

8) Provide sufficient license balance

See Buying licenses

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