User Guide
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Course Marketplace
Creating Marketplace Courses (Marketplace Courses Tab)
the marketplace courses tab is where you create and manage the courses available for enrollment in your course marketplace from here, you can add new courses, edit course details, and get an overview of enrollments for each course adding a new course to create a new course, click new course in the marketplace courses tab this will open a modal where you can configure the following details location access – this controls which staff members, based on their assigned roles and locations, can view or edit a course in the course marketplace only users who are assigned to the specified locations and have the appropriate roles will be able to access, view, or update the course category – choose a configuring marketplace docid\ ee5nmpoqqjaaewlszf8q2 for the course (must be created in the config tab first) academic session – assign the course to an academic session continuous enrollment can be selected if students can enroll at any time linked course (optional) – if applicable, link this marketplace course to an existing ampeducator course for automated enrollments if a linked course is selected, certain fields will automatically populatebased on the course data in ampeducator, including course code, course name, course hours, course weeks, course start, and course end course locations – specify where the course is available, if applicable course code & name – if not linking to an existing course, these fields must be unique to ensure no duplicates in the marketplace short description – provide a brief description of the course content delivery method – select whether the course is in person, online, or blended course weeks & hours – define the duration of the course in weeks and total hours registration start & end dates – set the period during which students can register if the course is always open for registration, check open ended course difficulty – choose a difficulty level, such as introductory, intermediate, or advanced email notifications – select staff members who should receive enrollment request notifications once you've added the course, it will appear in the marketplace courses list this is just the first step—next, you'll customize the course details to ensure everything is set up before making it active and visible to students editing and customizing a course to begin customizing a course, click the edit course icon next to the course you want to update in the marketplace courses list this will open the marketplace course profile , which is divided into five sections details – edit general course information, descriptions, and settings fees – set up course pricing and payment options schedule – define the course schedule, including important dates linked courses – manage connections to ampeducator courses for automated enrollment enrollments – view and manage student enrollment status each section allows you to refine different aspects of the course before making it active and visible to students details the details section will automatically populate with the information you entered when creating the course however, there are additional settings you can review and update before making the course active weekly commitment (hrs) – estimated number of hours students should dedicate per week credentials earned – displays any credentials awarded upon course completion enrollment method – choose how students are enrolled auto enroll – students are automatically enrolled in linked courses a new student record will be created automatically when the enrollment is processed manually enroll – students must be manually enrolled after registration enrollment student action – appears only when manually enroll is selected this determines the type of record created for the enrollment request create new prospect – the enrollment request will create a new prospect record create new student – the enrollment request will create a new student record if the student already exists and enters a valid student id or their email matches an existing record , the request will automatically merge with that existing student profile instead of creating a duplicate enrollment order – if auto enroll is selected, choose how students are placed into courses first available – students are enrolled in the first available linked course round robin – students are enrolled in linked courses in order with enrollment capacity – if enabled, additional fields appear enrollment capacity – enter the maximum number of students allowed to enroll on enrollment full – choose what happens when the course reaches capacity add to enrollment queue – students remain in the enrollment queue for manual approval add to waitlist queue – students are placed on a waitlist set status to full – the course remains visible, but enrollment is closed disable course – the course is no longer visible on the marketplace auto complete – determines when a student's enrollment is automatically marked as complete none – students will not be automatically marked as complete by course weeks – the course will auto complete based on the number of weeks set in the linked course by manual weeks – set a custom number of weeks for automatic course completion fee payment method – determines how payments are handled pay immediately – requires students to pay by credit card at the time of enrollment (merchant account required) manual – no payment is required during enrollment; fees are charged manually require cc save – if enabled, students must save their credit card for future payments (merchant must allow this) fee charge method – determine if you would like to charge or invoice the account email notifications – select staff members who will receive enrollment request notifications auto reply email – sends an automated confirmation email to students upon enrollment (if an auto response template is configured) auto form – sends students a form to complete upon enrollment (if configured) location access – defines which locations have access to this course additional course details the final section of the course details tab allows you to enhance your course listing with images, descriptions, and additional information to help students make informed enrollment decisions course image – upload an image to represent the course if an image is already uploaded, you can select replace image to update it short description – a brief overview of the course that appears in the course marketplace listing full description – a more detailed explanation of the course content, structure, and expectations if you select yes for any of these options, a text box will appear where you can enter details with requirements – add any prerequisites or prior knowledge needed for the course with learning outcomes – outline what students will gain from completing the course with evaluation – describe how students will be assessed, such as tests, assignments, or participation with textbooks/materials – list any required or recommended textbooks and materials for the course course url – a direct link to the course page, allowing students to access it without navigating through the full course marketplace once you've reviewed and updated the course details section, click save to ensure all changes are applied fees the fees section displays all costs associated with the course if you've linked this marketplace course to an existing ampeducator course with pre configured fees, those fees will automatically appear here otherwise, you can manually add fees as needed adding a new course fee to manually add a course fee, click add fee this will open a modal where you can enter the following details revenue account – select the appropriate account for tracking revenue (e g , tuition, registration, materials, etc) description – name or description of the fee (e g , tuition, registration fee) amount – the cost associated with the fee taxes – if applicable, select a tax option (e g , hst 13%) payable on enrollment – if set to yes , students must pay this fee at the time of enrollment this option requires a merchant account to be set up for processing online payments once you press add , the course fee will appear in the fees list this fee will be included as part of the total cost when a student enrolls in the course editing or deleting fees to edit a fee, click the edit fee icon next to the item on the list this will reopen the original add fee modal, where you can make any necessary changes to delete a fee, click the delete fee icon next to the item on the list this will remove the fee from the course schedule the schedule section is used to display course meeting times in the course marketplace so students can see when the course takes place before enrolling adding a schedule item to add a schedule entry, click add schedule item , which opens a modal where you can enter the following details weekday – select the day of the week the course meets if the course meets on multiple days, you must create a separate entry for each day and time start time & end time – specify when the class session begins and ends identifier (optional) – add a label to describe the type of session (e g , in class, lab, zoom) editing or deleting schedule items to edit a schedule item, click the edit schedule item icon next to it on the list this will reopen the add schedule item modal, where you can adjust the days, times, or identifier as needed to delete a schedule item, click the delete schedule item icon next to it this will remove the schedule entry from the course marketplace listing linked courses the linked courses section is where you manage the ampeducator courses connected to this marketplace course if a linked course was added during setup, it will appear here this section is used when you want marketplace enrollments to flow directly into courses already created within ampeducator if auto enrollment is enabled, students will be automatically placed into one of the linked courses some marketplace courses may have multiple linked courses when the same course is offered in different classes, each with its own instructor and schedule the le (last enrolled) column is useful when a course has multiple class sections and uses round robin as the enrollment order in the details section it helps track which class was last assigned a student, ensuring enrollments are evenly distributed across the linked courses adding a linked course to add a linked course, click add linked course , which will open a modal with the following fields location – select the location where the linked course is offered academic session – choose the session the course belongs to search terms – enter keywords to find the desired course courses – select the ampeducator course you want to link to the marketplace course once you've selected the course, confirm and save your changes the course will then appear in the linked courses list enrollments this section displays all student enrollments for the course enrollments will automatically populate as students go online and enroll or submit requests through the course marketplace you can also manually create enrollment requests if needed how students are enrolled depends on the enrollment method selected in the details section auto enrollment – students are automatically enrolled, and their status will appear as enrolled manual enrollment – students must submit a request, and their status will appear as requested until approved if a student is already in ampeducator, their student information will appear in the student column if the student is new, only their basic contact details will be displayed the payment column tracks payment status and can show one of the following n/a – the course is free pending – payment has not yet been completed declined – the payment was declined paid – the student has successfully paid for the course error – an issue occurred with payment processing manually creating enrollment requests the course enrollments section will automatically populate as students go online and enroll or submit requests through the course marketplace however, you can also create an enrollment request manually if needed to do this, click the green new enrollment button in the course enrollments section this opens the add course enrollment modal, where you can enter details for the request student type – choose whether the request is for a prospect or a student student information – enter the student’s contact details, including name, email, phone, and address enrollment status – options are requested or enrolled status date – displays or updates the date associated with the enrollment status payment status – options are pending , n/a , or paid payment status date – displays or updates the date associated with the payment status notes – add any internal notes about the enrollment if you check existing student , the modal changes to allow you to select a student already in the system instead of entering full contact details click add enrollment to save the request viewing enrollment requests to review an enrollment request, click the view enrollment icon this opens a modal with key details, including the course, enrollment status, student contact information, and payment status if the student already exists in the system and their student id or email matches, the request will automatically merge with the existing student record if no match is found, a new record will be created based on the enrollment method and enrollment student action defined for the course at the bottom of the modal, there is an enrollment log that tracks all actions related to the request, such as status updates and processing history editing enrollment requests from the course enrollments list, click the edit enrollment icon to update an existing request this opens a modal where you can adjust the following details enrollment status – options are requested or enrolled status date – displays or updates the date associated with the enrollment status payment status – options are pending , n/a , or paid payment status date – displays or updates the date associated with the payment status notes – add internal notes about the enrollment request click update enrollment to save your changes enrolling students to a course to enroll a student from the course enrollments section, click the enroll student icon next to their request this opens the enroll student modal, where you can complete the enrollment details show courses from – choose between linked courses – displays courses already linked to the marketplace course search courses – allows you to search and select from any active courses when selected, additional fields appear, including course location , academic session , and course enroll date – select the enrollment start date auto complete – determines how/if the enrollment is automatically completed none – the course will not auto complete by course weeks – completes automatically based on the number of weeks in the course by manual date – completes on a date you specify by all grades entered – completes when all grades are entered charge method – choose how to handle charges none – no charge is applied charge account – adds charges directly to the student account invoice account – creates an invoice for charges select fees – if fees are configured, select from available options promo code – apply a promo code if available send auto replies – check this option if you want auto reply emails to be sent on enrollment notes – add any internal notes related to the enrollment click enroll to complete the process deleting enrollment requests click the delete enrollment icon to remove a request from the course enrollments list a confirmation message will appear asking if you are sure you want to delete the item you must click confirm to proceed or cancel to go back once confirmed, the request will no longer appear in the list unless restored later restoring enrollment requests if a request is deleted by mistake, you can restore it change the status filter at the top of the course enrollments section to deleted to view all removed requests from there, click the restore enrollment icon to recover the request, and it will reappear with the original details