How to set up a course for sale

How to set up a course for sale

Overview

Once e-commerce is enabled on your platform, you can set up courses and paths to sell. Getting courses set up takes two simple steps:
  1. Setting a price for the course (or path).
  2. Publishing the course (or path) to make it available to purchase. 
To learn how to enable e-commerce on your platform, visit the E-commerce article.
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Please note the business platform defaults to the term course, and the academia platform defaults to the term class. The terms course and class are interchangeable in this article. 

How to set a price for a course or path

To set a default price for a course:

  1. Access the course (or path).
  2. Click Admin from the course navigation menu.
  3. Click E-commerce from the fly-out menu.
  4. Click Edit Default Price.

Course, Admin, E-commerce tab with the Edit Default Price button highlighted

The Price pop-up displays.
  1. Enter the default price for the course.
  2. Click Save.
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Please note that setting the default price to $0 activates the E-commerce flow, which bypasses the Access Code Required feature on the course catalog. As a result, users can enroll for free without needing an access code.

The Default Price for the course is set.

  1. Select the Tax exempt checkbox if you have taxes set up on your platform and would like the course to be tax exempt.
  2. Click Edit Default Price to change the default price of the course.
  3. Click Clear price to remove the current price from the course.
Course, Admin, E-commerce tab with the E-commerce section highlighted and a Default Price set

Filtered prices

The platform allows you to customize course and path pricing to match different locations, organizations, groups, and more! You can set up multiple filtered prices, and the platform will automatically display the right price for each user based on their profile.  

To add a filtered price to a course or path:
  1. Access the course (or path).
  2. Click Admin from the course navigation menu.
  3. Click E-commerce from the fly-out menu.
  4. Click Add Filtered Price.
Course, Admin, E-commerce tab with the Add Filtered Price button highlighted

The Add Filtered Price pop-up displays.
  1. Enter the Price that will apply to users that meet the User Filter criteria.
  2. Select a Currency.
  3. Select a predefined filter or click the add  icon to add a new user filter.
    1. You can create a User Filter based on role, location, language, organization, tag, and more.
    2. To learn more about creating filters, visit the Filters article. 
  4. Click Save.
Course, Admin, E-commerce page with the Add Filtered Price pop-up

The added prices display in the Filtered Prices section, along with their Currency and Filter details.
  1. Click Edit to update a filtered price.
  2. Click Remove to remove a filtered price.
  3. Click Add Filtered Price to add an additional filtered price.
Course, Admin, E-commerce tab with the Filter Prices section highlighted and two filtered prices set

Purchase Length

The platform allows you to choose how long learners have access to a course. For example, you might sell a course for $50 with six months of access. After the six months are up, access expires - and the learner can simply repurchase the course to regain access.

By default the purchase length of a course is Indefinite. To add a purchase length to a course (or path):
  1. Access the course (or path).
  2. Click Admin from the course navigation menu.
  3. Click E-commerce from the fly-out menu.
  4. Click Edit in the Purchase Length section.
Course, Admin, E-commerce tab with the Edit button highlighted in the Purchase Length section

The Edit pop-up displays. To specify a length of time for the course
  1. Select Specified Length from the Length drop-down menu.
  2. Set a number of Years, Months, and/or Days the course will be available after purchase.
    1. In the screenshot below, the course will be available for six months after purchase.
  3. Click Save.
Course, Admin, E-commerce tab with the Edit purchase length pop-up and 6 months entered as the length

Adding purchase actions

The E-commerce tab for courses includes a Purchase actions section. The Purchase actions section allows you to add actions that are performed when the course is purchased, such as sending a notification, adding a user to a group, or awarding points to the user in a game.

To add a Purchase action to a course or path:
  1. Access the course (or path).
  2. Click Admin from the course navigation menu.
  3. Click E-commerce from the fly-out menu.
  4. Click Add in the Purchase actions section.

Course, Admin, E-commerce tab with the Add button highlighted in the Purchase actions section

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification
Select the action that should be performed when a user purchases the course. For example, if you want the user to be added to a group after purchasing the course:
  1. Click the Membership tab.
  2. Click Add to Group.
  3. Select the Group.
  4. Select a message option.
  5. Click Save.
To learn more about each action, visit the Adding actions section of the Rules article. 

Add action pop-up

After adding purchase actions, they are displayed in the Purchased actions section.

In the example course in the screenshot below, users would be sent a custom notification, awarded 20 points in the site-wide game, and added to the Leadership group after purchasing the course. To modify Purchased actions:
  1. Click Edit to an action.
  2. Click Remove to remove an action.
  3. Click Add to add additional actions.
Course, Admin, E-commerce tab with the Purchase actions section highlighted with three purchase actions listed

Publishing your course to the catalog

In order for users to locate your course, it must be published to the course catalog. 
 
You can quickly publish a course (or path) through the Admin widget in the right panel:
  1. Access the course or path.
  2. Click publish in the Admin widget in the right panel.
Course, Admin, E-commerce tab with the publish button highlighted in the Admin widget in the right panel

Your course (or path) is published! 

To define the catalog categories for your course:
  1. Access the course or path.
  2. Click Admin from the course navigation menu.
  3. Click Catalog from the fly-out menu.
  4. Click Edit categories in the Categories section.
  5. Select the applicable categories.
  6. Click Save.
Your course will now display for users in the course catalog in the selected categories.

Course, Admin, Catalog tab with the Edit categories button highlighted in the Categories section

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