Subscriptions - Configuration

 

Every Subscription will need to have properties set that control how your learners, administrators and internal management system interact with the Subscription. After creating a Subscription or clicking the Edit link from the Subscription dashboard, you’ll be automatically directed to the Configuration tab.

Click on the highlighted text next to each of the following fields to continue your configuration. Choose an option using the dropdown box if available or fill in the value and click the  button to save or the  to clear your selection.

Not all fields are required in order to create a Subscription. Some options will require an additional entry if selected.

  • Title: Subscription titles can contain up to 100 characters—letters, numbers, and/or symbols. (required)
  • Category: Choose the category that best describes this Subscription. The list of available categories is determined by your organization during initial implementation. Contact your project manager or the support team if the list needs to change. There is a 20 character limit. (required)
    • Categories are 1 or 2 word product descriptions. They are frequently used to describe the delivery method of the product.

Examples: Online, Instructor Led, Webinars, Subscriptions, etc.

  • Default Term Days: Enter the number of days that a learner will be enrolled in the Subscription--enrollments will expire after the number of days you specify in this field. The enrollment term days will be indicated when a learner enrolls in a Subscription.
    • If you leave the field set to the default of None, the Subscription will never expire and learners who have enrollments will keep their active enrollments indefinitely.
    • If you entered Default Term Days, you will need to select the trigger event upon which the Term Days will begin counting down. You can select When enrollment is first viewed to start the countdown as soon as the learner accesses the Subscription, or When enrollment is created to start the countdown as soon as the learner enrolls.
    • *Note: The individual learning products in a Subscription will use their own Default Term Days unless the term days for the Subscription are shorter.
      • Example: The Subscription has term days set to 60. Learning product A has term days set to 90. Learning product B has term days set to 30. Product A will use the Subscriptions term days of 60. Product B will use its own term days of 30.
    • *Note: The Default Term Days set in an Enrollment Code that includes a Subscription will override the Default Term Days in the Subscription (but not the individual products in the Subscription).
      • Example: The enrollment code has term days set to 60. The subscription has term days set to 30. The individual learning products each have term days set to 90. In this case, the subscription will use the enrollment code term days of 60. The individual products will use the subscription term days of 30 because it is a shorter time frame than 90 days.
  • Maximum Enrollment Active Thru Date: If learner enrollments will all need to expire on a set date, change the default None to a specific date on the calendar.
    • *Note: If you have both Default Term Days and a Maximum Enrollment Active Thru Date, the Maximum date will override the term days if they overlap.
      • Example: A learning product has 60 term days, but is set with a max enrollment date of 12/31. If the the term days start less than 60 days before 12/31, the enrollment will still expire on 12/31 regardless of the amount of term days remaining.
    • *Note: In cases where an enrollment in a Subscription occurs via an enrollment code, the soonest Max Thru date will be used.
      • Example: The enrollment code has a max thru date of 12/31/19. The subscription has a max thru date of 12/31/17. In this case, the subscription max thru date will be used.
    • *Note: In cases where an enrollment in a learning product occurs via a subscription, the soonest Max Thru date will be used.
      • Example: The subscription has a max thru date of 12/31/18. The learning product has a max thru date of 12/31/15. In this case, the learning product max thru date will be used.
  • Integration Product Code: This is the unique code / Course ID that your management system uses to identify the Subscription Product if Learner Community is integrated into your organization's internal management system.
  • Product Detail Page: Whether accessed from a catalog page or a direct link, the Product Detail Page can give your learners details about the subscription before they enroll. You can control how or if your learners will be able to view this page. Please see Subscriptions - Description for more information.
    • To allow access to the Product Detail Page, select Public - Anyone With The Link from the dropdown list. You can keep the page public Foreveror you can select a From and/or Thru date. The Product Detail Page will not be accessible outside any specified date window. If you want to include details about Credit Profiles in your learning produc description, select Yes next to Show Credit Information.
    • To prevent anyone from accessing the Product Detail Page in any way, select Disabled - Nobody May Access from the dropdown list. This will immediately hide the Show in Catalog option.
    • Examples:
      • You may choose include direct links to a Product Detail Page on one of your site pages or in an email and not use a catalog.
      • You may choose to disable to Product Detail Page entirely and only allow enrollments through enrollment codes.

*Note: Product Detail Pages can be Public even when the product is not shown in the catalog. Keep in mind that anyone can access a public page as long as they know the correct URL.

  • Show in Catalog: If the subscription can be included on a catalog page (any page containing a Catalog Widget), select Yes. You can allow the subscription to be included in a catalog Foreveror you can select a From and/or Thru date. The subscription will not be shown in any catalog outside the specified date window. Select No if you do not want the subscription to be included in any catalog page.
    • Priority Number lets you control the order in which the subscription is displayed on any catalog page. The lowest numbers have the highest priority and will show at the top of the list.

*Note: To use the Priority Number, you must enable the Catalog Priority in each Catalog Widget that will include the subscription.

  • Rate Categories: Your portal will have specific rate categories set depending on your needs. Some portals have a single reate category listed as Your Cost, while others may have Member and Non-Member rate categories. Work with your project manager during implementation to set the appropiate rate categories, or contact support if any changes are needed.
    • If the Rate Category is set to Not Available, it will not be possible to enroll in the subscription through a catalog.
    • If the Rate Category is set to Free, there will be no charge for enrolling in the subscription through a catalog.
    • To set pricing, choose Cost and then enter the dollar amount.
  • Validate Subscription: To check your Subscription to be sure it is ready to publish, click on the  button. You will see a list of Errors and/or Warnings letting you know about any issues that will prevent your Subscription from being published, or possible missing elements that you may want to include in your Subscription.
    • Warnings are only meant to inform you of items that you may want to include, but that are not required.
  • Publish Subscription: The  button lets you publish your Subscription to your live portal. You can also publish Subscriptions on the Subscriptions Dashboard. When you click to publish, you will see a list of Errors and/or Warnings letting you know about any issues that will prevent your Subscription from being published, or possible missing elements that you may want to include in your Subscription. If there are no Errors, you will need to check the I have reviewed the product and agree it is ready to be published box and then click Publish.
  • Subscribe Now: Click the  button to launch the Subscription and view the main page as your learners will see it. Note that you will need to add some learning products to the Subscription on the staging portal for testing and review, but you will need to add them to the Subscription on the Live portal as a final step.