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This procedure article assumes that ecommerce has already been enabled on your serversystem. If it hasn't, the enrollment methods listed below will not be available in your learning environment. If you do not see the enrollment methods described in the step-by-step guides below, please contact your administrator. |
As an instructor, you are able to sell your courses and specify the fees for users to self-enroll. You can also be selective about who has free access to the course, who must pay for it, and how much each user should be (based on their cohort).toc(a) an individual users or (b) an entire site.
Step-by-step Guide
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An asynchronous course is a self-paced course that does not contain any classroom or webinar activity.
To sell asynchronous courses:
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Go to the course in question
Go to Course Administration > Users > Enrollment Methods
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Click on the “Edit” icon next to the "Self enrolment (Advanced)" method
In the "Payment settings" section
Enable "Collect payment". If you do not see the ability to enable "Collect payment", it's because ecommerce is not enabled on your system. Please contact your administrator.
Specify the fee for an “Individual license”. This is the fee someone will pay when they for each user license purchased. In other words, if you enter "$10.00" and a user buys 1 license, they will be charged $10.00 (plus applicable taxes). If they were to purchase 3 licenses, they would be charged $30.00 total (plus applicable taxes.)
If you want to add volume discounts, click on the “Add discount” button and fill out the form.
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A "
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Site license" is a type of license that permits all members within an organization (e.g.
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, a specific site) to enroll in your course for a fixed fee. In other words, if you enter "$1000.00" and a site has 500 users, they would be charged $1,000.00 (plus applicable taxes) total, and all 500 users could enrol in the course without paying extra.
A "Volume discount" enables you to offer a special rate depending on the number of licenses a user buys. This discount can be applied as a percentage off the total purchase (e.g., 10% off) or as a per-user fee (e.g., $10 per license).
Specify the currency
Specify the sales tax
If your organization is acting as the Merchant of Record, please consult with your finance department regarding which sales tax you should be collecting. If Dual Code is acting as your Merchant of Record, please contact Dual Code if you're not sure what taxes to collect.
Select one or more payment method
The learning environment supports payment by credit card as well as payment by cheque or EFT (electronic funds transfer). Payment methods may vary on your system depending on what your administrators have enabled.
Indicate the duration for which the license is valid
Click on the "Save changes" button at the bottom of the page
Step-by-step Guide for Synchronous (or Blended) Courses
A synchronous course is a course that contains at least one classroom or webinar activity. It may also contain asynchronous activities such as reading material and videos, but it has at least one component where learners must show up at a specific date and time.
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Make the course visible (if it isn’t already visible)
Go to the course in question
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- The "Cost" is mandatory and is expressed as dollars and cents (e.g. 99.90). Do not put a dollar sign in the field nor a comma.
- The other fields are optional and for the most part, can be left as per the defaults.
A yellow bar will appear near the top that says “This course is hidden and cannot be accessed by students. Click here to update settings.”. Click on the “Click here to update settings” link.
Change the “Course visibility” to “Show”
Click on the save button near the bottom of the page
Tips and Best Practices
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Important Notes
The “License expires after” value is different than the "Enrolment duration", which can be found on the same web page. The "License expires after" specifies how long after a purchase all enrolments will expire. The "Enrolment duration" specifies how long after a user enrols in a course they will continue to have access to the course. If the “Enrolment duration” is left empty, it means the user will continue to have access to the course until the license expires.
You can add multiple enrollment methods of the same type. By setting a value for "Only cohort members" in any method, you can therefore set different prices for different cohorts. For example, if you have a cohort called Preferred Partners, you can
add a "PayPal Pro" enrollment method where "set "Only cohort members"
is setto "Preferred Partners"
(assuming you have a cohort called preferred partners)and set the
cost“Individual license” to be $100
, andper user. You can then add a second
"PayPal Pro" enrollment method where "Only cohort members" is set to "Other Partners"enrollment method without any restrictions and set the
cost“Individual license” to $200 per user. By doing so, the preferred partners would
bepay $100 and everyone else would pay $200 to
self-enroll in your course. In order for this to work properly, the "Preferred partners" enrollment method must be at the top of the page in the list of enrolment methods (e.g. above the non-restricted enrolment method).
Using the same strategy as explained above, you can add a third / free enrollment method for your staff to self-enroll at no cost. If doing so, please make sure that you set "Only cohort members" to a cohort that represents your staff.
Given the complexity of refunds (who gets refunded, how much is refunded, how long do they have to get a refund, etc.), refunds must be are handled manually.
If someone requests a refund, you can unenroll them manually and then go to the payment gateway and issue a refund in the amount of your choice.
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