MC | LMS - Using Oasis forms to collect payment and add members to groups

Once you have created a course and package you would like to charge learners for, you will need to create an Oasis form to collect payments and grant learners the appropriate permission within the LMS to access their newly purchased course(s). In order to do so you will need to complete the following:

1. Create a unique group in Oasis that will be used for each course
2. Create a Oasis form and tie Course selection to new group
3. Create corresponding group in MC | LMS
4. Add the group to the MC | LMS Package
5. Update your MC | LMS Course with a link to the newly created Oasis Form

 

Not in the mood to read? Watch our overview video below that covers all the steps detailed in this guide!

 

 

Create an Oasis Group

The first step to permission MC | LMS content for unique learners is to create a Group for each MC | LMS package in Oasis.  This will allow only learners in this group to access the course.

1. In Oasis, navigate to Database > Groups

2. Click the Add button in the top left-hand corner.

3. Give the Group a name, then click Save.

The next step will be creating an Oasis Form for Learners to complete.

Create an Oasis Form

Once you have your MC | LMS Package and Group, the next step is to create (or copy an existing) Oasis 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 Oasis 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:

1. Update the Alias in your form to easily link the MC | LMS course to the form you are creating
2. You need an Event or General section with a selection set
3. Add your MC | LMS Package as a selection, and tie it to the new group you have created
4. Update the Form Confirmation page to include a link to the MC | LMS Package
5. Update the Form Confirmation Email with the same link to the MC | LMS Package

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.

Once you have ensured the toggle is ON to enable selections to dictate a form taker's group, you must add that selection to the appropriate group in this modal by clicking the "Add Selections, Option Limits, & Base Prices" button. This is also where you will name the selection option and assign pricing.

 

In the next screen that opens, you will name the selection, assign pricing (if applicable), and assign a group to that selection from the dropdown. Doing this will ensure that when a form taker selects this exact item, upon form submission, the form taker will be added to that group in the system automatically.

Update the Form Confirmation page with link to Course

After learners have completed the form, you'll want to provide a link 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

Find your link and insert into your confirmations

Update the text to include a link to the MC | LMS Course plus "?login=force" at the end using the hyperlink button. 

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. Make sure you navigate to and grab the link from the user side, not the admin side!

Click into any of your courses from the front end like below:

Then make note of the URL once you have clicked into that course:

So for the example above, https://art5.mclms.net/en/package/298/course/320/view would be   https://art5.mclms.net/en/package/298/course/320/view?login=force when you update the Oasis Form. The "?login=force" will ensure the learner is automatically logged into the LMS to access the course they have purchased. When you have created this link and added it as a hyperlink on your confirmation page, click Save.

 

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 the Properties tab on the Confirmation section of the form.

Ensure the Confirmation Email toggle is enabled, and click Edit Confirmation Email

Update the text to include the same link you just used for your confirmation page to the MC | LMS Course using the hyperlink button and click Save

Create corresponding Group in MC | LMS

Once your Package is complete, the Oasis Group has been created, and an Oasis 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 Oasis.

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 from the dropdown that appears, 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

 

 

And click Save when you're done!

 

Update the MC | LMS Course with link to Oasis Form

The final step is to update the Course with a link to the Oasis 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 Oasis Form using the insert link icon.  You can grab the link to your form by navigating to that form in Oasis, and clicking the "Copy URL" button. 

Learners should now be able to view the course, click the link to the form, complete the form, click the link in the confirmation page or email to take them to that course, login to the LMS and begin the course!