Configuring Marketplace
The Configuration tab is where you enable and customize the Course Marketplace, set up course categories, and manage promo codes. Configuring these settings ensures a smooth experience for both administrators and students.
To activate the Course Marketplace:
- Navigate to Home > Course Marketplace and open the Config tab.
- Toggle Enabled to Yes to make the marketplace live.
- Once enabled, additional configuration options will appear, allowing you to customize the marketplace’s appearance and functionality.
Once the Course Marketplace is enabled, additional settings appear, allowing you to customize its appearance, functionality, and student interaction options.
- URL – This is the unique web link for your Course Marketplace, which can be embedded on your website or shared directly with students.
- Title – The main heading displayed at the top of the marketplace. Enter a clear, engaging title (e.g., "Explore Our Courses!").
- Instructions – A text field where you can provide guidance for students, such as how to search for courses or complete enrollment.
These settings control how the Course Marketplace appears to students:
- With Custom Header – Enables the use of a custom header image for branding. If enabled, a preview of the header will appear. If no image has been uploaded, the preview will be blank. To add a new header, select Yes next to Replace Image, then upload an image from your device.
- Display Logo – Shows your institution’s logo on the marketplace page.
- Display Header – Controls whether the header is visible.
- Display Instructions – Toggles whether the instructions section is displayed.
- Display Search – Adds a search bar for students to quickly find courses.
- Display Footer – Shows or hides the footer section of the marketplace.
- Include JavaScript – Allows you to add custom JavaScript for additional functionality, such as tracking, pop-ups, or form enhancements. JavaScript tags are not required—just enter the code directly.
- Default Course Order – Controls how courses are sorted in the Course Marketplace. Options in the dropdown menu include sorting by course code, name, start date, registration start, duration (weeks), or fees.
- Student Locations – Determines whether students see only courses at a specific course location or have access to view courses from all locations.
- Verify Students – Existing students can also use the Course Marketplace to enroll in courses by entering their Student Assigned ID. If the Verify Students option is set to Yes, an email will be sent to the address listed in the student’s profile, asking them to verify their identity. Once verified, the enrollment will be linked to that student, ensuring accurate and authentic registrations while preventing duplicates or errors.
- With Request Info – Enables a Request Info button on the Course Marketplace, allowing prospective students to inquire about courses before enrolling. When enabled, a dropdown menu appears where you must select a pre-created form that students will complete when they click the button.
- With Opt-In – Allows students to consent to receiving email and SMS communications from your institution during enrollment. When enabled, an Opt-In Text box appears where you can enter a message explaining what students are agreeing to.
- Email Notifications – Select which staff members will receive email notifications when a student submits an enrollment request.
The Categories section helps organize courses within the Course Marketplace, making it easier for students to browse and find relevant offerings. At least one category must be created before you can add courses to the Course Marketplace.
To add a category, simply click Add Category, enter a Category Name, and click Add to save it to the list.
Once categories are created, you can edit, delete, or reorder them:
- Click the edit icon to rename a category.
- Click the delete icon to remove a category that is no longer needed.
- Use the up and down arrow icons to reorder categories and control how they appear in the Course Marketplace.
The Promo Codes section allows you to create and manage discount codes for course enrollments in the Course Marketplace. Promo codes can be applied as either a percentage-based or fixed-amount discount and can be restricted to specific courses or categories.
To create a new promo code, click New Promo Code.
This will open a modal where you can configure the following options:
- Promo Code – The unique code students will enter to apply the discount.
- Description – A brief explanation of the promo code, which will also appear on student invoices and charges.
- Discount Type – A dropdown menu where you can select either Percentage or Fixed Amount:
- If Percentage is selected, enter a Discount % (e.g., 10% off).
- If Fixed is selected, enter a Discount Amount (e.g., $50 off).
- With Start Date / With End Date – If enabled, date fields appear to set when the promo code becomes active and when it expires.
- Fees to Enroll – Determines whether the discount applies to the total course cost or just the amount required to enroll.
- Discount Account – Select the accounting account associated with the discount (e.g., Scholarship/Grant).
- Restrict Category – Choose a category from the dropdown if the promo code should only apply to specific course categories.
- Restrict Course – Choose a specific course from the dropdown if the promo code should apply to only certain courses.
Once created, promo codes can be edited or deleted as needed:
- Click the edit icon to update the promo code details, such as discount type, amount, or expiration date.
- Click the delete icon to remove a promo code that is no longer needed.
