Configure the training and its add-ons to suit your needs
Before you start offering your online courses on the platform, you must configure the format of the training and the add-ons that you will offer. To do this, you can access Settings> Training and add-ons in your platform administrator.
In this section, you must first choose what type of courses you want to offer on your platform, whether online courses, face-to-face or both.
In both types of cases, you can upload materials, set the start and end date of the course. Face-to-face courses differ from online courses by having a city and a space associated with them.
In addition, one of the main management differences between the courses is that with face-to-face courses you will have access to an attendance list.
Below, you will find a list of add-ons that you can activate or deactivate and will shape the training format of your platform. Let's see each of them in detail:
Sending the evaluation questionnaire by email at the end of a course
If you are interested in having a more qualitative evaluation of your training activity, you can send evaluation questionnaires to students who have completed a course.
There are three types of questionnaires: for face-to-face courses, online with a date (webinars) and online without a date.
You can edit the questions through Settings> Page edit> Courses tab.
You can also edit the email that users will receive in Daily management> Marketing> Email templates.
To learn more about the assessment questionnaires, we recommend that you look at this guide.
Download certificate
It offers the possibility that the user can download a certificate according to which he / she has completed a course. This certificate responds to the template defined by the system.
Share on linkedIn
You can given the option to share the course on their LinkedIn profile. By clicking, you access the social network with the share publication function. Nothing is published automatically without the consent of the user.
Add advanced course filters
Option to add an advanced course filter. This filter allows you to add more than one filter criteria at the same time. Its use is recommended in case of having a great variety of courses (more than 20 courses).
Course recommendation
By activating this option, a tab will be enabled on the home page with a login with recommendations for the user based on their activity on the platform. This tab will be the first thing users see when accessing the platform.
The algorithm recommends courses based on these criteria:
Courses added to favorites.
The user has started the registration process, but has not finished.
The user has visited a course file, but has not registered.
According to the note of the diagnostic tests that the user has carried out.
According to the user's city, in the case of face-to-face courses.
We recommend activating this option for those platforms that have more than 8 courses in their catalog.
Related courses
Option to show 3 related courses in a course file. This option is recommended for cross-selling courses.
Grouping of course editions
In the event that the same course is to be carried out in different cities, we recommend this option.
This feature prevents users from seeing the same course thumbnail repeated for each city. Instead, they will see a single course and when clicking on the course file there will be a drop-down menu to be able to choose the city and obtain the information of date, time, and place.
View course registrants in the tab
You can choose if you want those registered to the course to be displayed. Your profile picture and name will appear when you mouse over it.
Forum and chat
A forum and chat are offered to the students of a course to be able to share messages with the teachers and among the students themselves.
Waiting list management
Students are offered the possibility of signing up for the waiting list of a course that is sold out. When places are released, an email will automatically be sent to all users on the list.
You can manage the waiting list in the Course's Capacity section. This option will also allow you to know the demand for your courses.
Zoom Webinars
Add Zoom as course material for your own online seminars or meetings. You will need to create the webinar externally from Zoom and enter the URL or ID of the webinar as course material. The Zoom player will be embedded in the course materials, so it will not be necessary for users to leave the training platform.
In addition, from your backoffice, you will be able to obtain information about who has connected to the webinar and how long it has been.
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