Once you have created a course and package you would like to charge learners for you will need to create a MemberClicks form to collect payments and permission learners. In order to do so you will need to complete the following:
- Create a unique group in MemberClicks that will be used for each course
- Create a MemberClicks form and tie Course selection to new group
- Create corresponding group in MC | LMS
- Add the group to the MC | LMS Package
- Update your MC | LMS Course with a link to the newly created MemberClicks Form
Create a MemberClicks Group
The first step to permission MC | LMS content for unique learners is to create a Group per MC | LMS package in MemberClicks. This will allow only learners in this group to access the course.
1. In MemberClicks, navigate to Database > Groups
2. Click the Add button in the top left-hand corner.
3. Give the Group a name, then click Add.
The next step will be creating a MemberClicks Form for Learners to complete.
Create a MemberClicks Form
Once you have your MC | LMS Package and Group, the next step is to create (or copy an existing form) MemberClicks form for learners to complete. This will allow you to collect payment for course registration as well as put learners in the new Group so they can access the course.
Please review our full MemberClicks Form documentation here.
Once you have your general Form completed, there are five important steps for linking the form to an MC | LMS Package/Course:
- Update the Alias in your form to easily link the MC | LMS course to the form you are creating
- You need an Event or General section with a selection set
- Add your MC | LMS Package as a selection, and tie it to the new group you have created
- Update the Form Confirmation page to include a link to the MC | LMS Package
- Update the Form Confirmation Email with the same link to the MC | LMS Package
Create the Form Section and Selection Set
Ensure you update the form Alias so you can easily link to this later.
Create the Form Section and Selection Set
After form creation, you must add the form section and selection set.
Add an Event or General Section via Add Form Elements > Presentation
Add your Selection Set via Add Form Elements > Form Fields
Update the Selection Properties paying attention to the following important notes (see Form documentation for full feature explanation)
Enable selections to dictate a form taker's group: This toggle must be turned on so that learners who choose the form selection will be added to the group.
Edit Selection Options: You must add the selection to the appropriate group in this modal. You can also assign prices for your courses here.
Update the Form Confirmation page with link to Course
After learners have completed the form, you'll want to provide a to the MC | LMS course so they can effortlessly access the course they just purchased or registered for.
Scroll to the bottom of the form, and click the Confirmation Page Text Box
Ensure the Element is enabled, and then click Edit Confirmation Page
Update the text to include a link to the MC | LMS Course plus "?login=force" at the end using the hyperlink button and click Save.
The easiest way to find the link is to open another window and navigate to the MC | LMS course page you are building the form for and simply copy the URL add add "?login=force" at the end (i.e. https://art5.mclms.net/en/package/191/course/240/view would be https://art5.mclms.net/en/package/253/course/305/view?login=force when you update the MemberClicks Form). The "?login=force" will ensure the learner is automatically logged into the LMS to access the course they have purchased.
Update the Form Confirmation Email with link to Course
In addition to the Form Confirmation Page, it is best practice to add the package link to the confirmation email as well.
Click Confirmation Properties
Ensure the toggle is enabled, and click Edit Confirmation Email
Update the text to include a link to the MC | LMS Course using the hyperlink button and click Save
Create corresponding Group in MC | LMS
Once your Package is complete, the MemberClicks Group has been created, and a MemberClicks Form has been built you will need to create the Group in MC | LMS.
Access the Group page in MC | LMS via Groups > Group Management
Click Add Group in the upper right corner
Enter the Group Title. Be sure to spell the name exactly the same as it is in MemberClicks.
Enter a Group Description if desired, ensure the "visibility" check box is selected, and click Save. When "Visibility" is selected, and the Group is assigned to a package, only users in that group will be able to access the content of the package.
Add the Group to the corresponding MC | LMS Packages
After you have created the MC | LMS Group, you will want to add it to all relevant packages.
Access the Packages List via Store > Packages
Click the Blue Arrow next to the Package you wish to add the Group to
Add the Group by clicking the "Add to Group" button, and selecting the appropriate group
Ensure the "Summary visible for all" button is selected. This will ensure that everyone can see the package, but only those in the Group will be able to access the content.
Update the MC | LMS Course with link to MemberClicks Form
The final step is to update the Course with a link to the MemberClicks Form. This will allow members or prospects to access the form after viewing the Course in MC | LMS
Access your course in MC | LMS via Learning Center > Courses
Click the Blue Action Pencil icon for the Course you are configuring
Update the Long Description of the Course to include a link to the MemberClicks Form using the insert link icon. The link should be orgid.memberclicks.net/alias (Remember the Alias is configured in the Form Settings).
Learners should now be able to view the course, click the link to the form, complete the form, login to the LMS and begin the course!