Subscriptions

Overview

The Subscriptions feature offers an "all you can eat" training library for learners. You can easily create Packages that combine various Learning Components (except ILT's) forever or for a limited period only. And, give specific Contacts or User Groups access to these Subscription Packages. Subscribers (as we like to call the Contacts) are those who are associated with the Subscription Packages, and are be able to see & consume subscription content with one click, skipping the checkout process.

Also, with an easy to use Import tool, the Administrators can quickly set up Subscription Packages and associate Contacts with them. 

How does Subscription work?

Before using the Subscription feature, you need to ensure that the system setting is enabled. To do this, make sure you are an Administrator or at least a Contact with the right set of permissions to enable the system setting. Navigate to:

  • Setup > System Setting > Search for "module.subscription.enabled"
  • Ensure that the Enabled switch is toggled to ON and the system setting value is set to true
  • Press Save


Step1: Creating a Subscription Package

As an Administrator, you can create a subscription package, which is more like a placeholder for the learning components that can be part of the package. The subscription package can be configured with an expiry as well to ensure that it is only available for a limited set of time and no more. To create a subscriptions package:

  • Navigate to Catalog > Subscription > Packages;
  • Click New to create a new package:

 

  • Enter a name for the Subscription Package
  • Select an Expiry type
    • Never: The Subscriptions Package will never expire
    • Expiry Date: Enter a date for when the Subscriptions Package should expire
    • Expiry Duration: Enter a value for when the Subscription Package should expire after. You can choose for it to expire after:
      • Minutes
      • Hours
      • Days
      • Months
      • Years
  • Press save

  • A confirmation message will be shown after the Subscriptions Package is created successfully

Importing a Subscriptions Package (Optional)

Instead of creating many Subscriptions Packages, as an Administrator, you can import multiple Subscriptions Packages at once. This can be extremely helpful when you have many Subscriptions Packages that require to be created. To do this:

  • Click on the dropdown next to Search > Select Import

  • You can either download the Template or upload your own CSV file. Just ensure that the content on your CSV file is as required by the importer, else the Importer will fail

  • Click the browse button and upload the CSV file
  • If the upload is successful, the Subscription Packages will be created. Else, an error message will be prompted

This is an example of the CSV content, the CSV file was downloaded using the "Download Template" option.

  • The newly imported Subscription Packages will be available on the Subscriptions page

Step 2: Adding Learning Components to Subscription Packages

After creating the Subscription packages, the next step is to add Learning components to the Subscription packages.

IMPORTANT: Subscriptions don't work with ILT's directly. If you wish to sell an ILT in a Subscription, it needs to be added to a Course, and add the Course to the Package.

Navigate to the Subscription package that you want to add Learning components into:

  • Open the Subscriptions Package using the Magnifying icon:

  • Click Select to add new Learning Component;
  • Input the Learning Component Name to add the Learning Component;

You can add multiple Learning Components at once.

  • A success message will be displayed after successfully adding the Learning Components


Step 3: Assign Subscribers

After adding the Learning Components, as an Administrator, you can create a subscription, which includes relating a Subscription Package with a Contact or a User Group (a bunch of contacts) to provide them exclusive access to learning components based on the expiry set on the Subscription Package. The subscription configured, at the same time, it can also be imported.

  • Navigate to Catalog > Subscription > subscription
  • Click New to create a new subscription

  • Select the Subscription Package you want to associate the Contact or User Groups with;
  • Select a Contact or a User Group as the Subscriber;
  • Press Save to confirm:

  • A confirmation will be provided after successfully associating the Subscription Package and the subscribers.

  • Clicking on the Subscription Package will also show a confirmation that an Individual Subscriber has been associated with the Subscriptions Package.

Notifications

Adding a Contact into a Subscription will not trigger any email templates which would indicate they are registered/enrolled into a subscription. 

Importing Subscribers via CSV (Optional)

Instead of adding subscribers manually, as an Administrator, you can import multiple subscribers into Subscriptions Packages all at once. This can be extremely helpful when you have limited time. To do this:

  • Navigate to Catalog > Subscription > subscription;
  • Click on the dropdown next to Search > Select Import:

  • You can either download the Template or upload your own CSV file. Just ensure that the content on your CSV file is as required by the importer, else the Importer will fail:

  • Click the browse button and upload the CSV file;
  • If the upload is successful, the Subscription Packages will be created. Else, an error message will be prompted.

This is an example of the CSV content, the CSV file was downloaded using the "Download Template" option:

  • The newly imported subscribers will be part of the Subscription Packages. This can be verified by checking the Subscriptions Package Subscription as shown below:

Auto-Enrollment feature for Subscription packages (Optional)

The auto-enrollment feature automatically enrolls learners to all the Learning components in a subscription package. The feature was built to make access to subscription content as easy as possible for the learners. By requesting to enable this feature, learners will automatically find the cards of all the learning components offered in their subscription package directly in their learning dashboard upon login. This helps to avoid frequent navigation between the public catalog and the learner dashboard to enroll in learning components in their subscription. 

  • Please ensure that you have added an "|Auto-Enroll" string at the end of the subscription package (eg: MySubcriptionPackage|Auto-Enroll).

To enable the auto-enrollment feature, kindly contact our support team or alternatively, you can reach out via our success portal


Learners Experience

After assigning the Contact or User Groups as the Subscribers to the Subscription Package, the learners will notice a tag indicating that the Learning Component is part of their subscription (until it expires) on the public pages, and will see the training they enroll for (or are auto-enrolled for) under the Subscriptions tab.

When the Contact is part of the Subscription Package

On the Learner dashboard:

  • When the learner navigates to /user, a tab for the subscriptions will be shown

  • Under the 'Subscriptions' tab, the learner will be able to select any subscription package that learner is subscribed to

  • If the subscription selected is expired, a message will be shown and the learner won't be able to enroll;
    • If the items are available for purchase, the learner could purchase it as any other component;


IMPORTANT

If the Learner finishes a course under the Subscription tab, and wants to revisit its content or retake it, a new Enrollment is created, meaning that the Learner would receive a new Enrollment email, and a new Certificate/Proof of Completion would be triggered by completing it. 

This behavior happens only on training that is taken under the Subscription tab. The training appears also under My Learning tab, and if retaken there, no new Enrollment is created.

ILT's need to be added into a Course (even if the Course only have the ILT on it) for it to be added into the Package. The Package doesn't accept ILT's directly to it.

On public pages:

  • When the learner navigates around the /Catalog page, depending on the Learning Components that were added to the Learner's subscription, it will be available for them to consume

There will be a Green Tag stating "INCLUDED IN YOUR SUBSCRIPTION" until it is expired (if expiry is set). And, free or priced content is available for the learners to begin immediately. 

When the Contact is no part of the Subscription Package

However, if the Contact/Learner is not part of the Subscriptions Package. They will not see the Green Tag and also will not be able to immediately start any priced Learning components, but only the free items.