Create a course - Charter School Success

Step 1: Create the certificate

Preface: Certificates are shared between Online Courses and Webinars so you will only need to create one certificate to be shared between the Course and Webinar that share the same name.

Creating the Certificate

1. Navigate to LearnDash LMS > Certificates

2. Hover over the name of any Certificate and click the “Clone” link that appears

3. A Certificate with the same name will appear, but will be marked as a Draft

4. Click on this certificate name to edit it

Editing the Certificate

1. Change the name of the certificate, but do not include “online course” or “webinar.” This will let you use the certificate for either an online course or a webinar of the same name.

2. You will see raw html code in the text area. You can leave this as it is.
3. Review the Certificate Details area to make sure the minutes and units are correct

4. Choose the proper TEA and CPA categories from the category lists on the right. Be sure that only 1 of each category is selected.

5. Make sure the default certificate image is visible in the “Featured Image” area. If it is not click “Set featured image”, search for “cert” and select the “cert-landscape-blank” image.

6. Click the “Publish” or “Update” button to save your changes.

Step 2: Create the Course

Preface: A Course can either be set up as “Online Course” or a “Webinar”.

Creating the Course

1. Navigate to LearnDash LMS > Courses

2. Click “Add New” at the top of the page

Editing the Course

1. Name your new course, being sure to append the course with either “Online Course” or “Webinar” depending on it’s intended use.

2. Insert your course description into the first content area.

3. In the “Course Details” area, choose your course type (Online Course or Webinar) and enter the course credit information.

4. Enter the course units in the “Credits” area

5. In the “Course” area, set the “Course Price Type” to “Buy Now” and also insert the “Course Price”. Tic the “Expire Access” checkbox and insert the number of days before a course expires once it has been purchased. And finally, choose the “Associated Certificate” that you just created.

6. On the right side, choose your Course Category, TEA Category and CPA Category.

7. Set the InfusionSoft tag that will automatically enroll a user in this course. e.g. if this tag is given to a user, they will be given access to this course.

8. Click “Publish” or “Update” to save the Course

Step 3: Create the Lesson

Preface: Many lessons can be attached to a single Course, but for most CSS applications only a single lesson is used. This is where the actual course content is held.

Creating the Lesson

1. Navigate to LearnDash LMS > Lessons

2. Click “Add New” at the top of the page

Editing the Lesson

1. Name your new lesson, being sure to append the course with either “Online Course” or “Webinar” depending on it’s intended use.

2. Enter the lesson details and information. If you are setting the lesson up for an online course, you can insert relevant PDF and document links here, along with the link to the Webinar video. If you are setting the lesson up for a webinar, you can use the shortcode [placeholder_webinar] which will automatically enter the text, “The Webinar Link will be posted here shortly before the Webinar begins” in the lesson area for the end-user.

3. In the Lesson area, choose the Associated Course from the dropdown menu.

4. “Publish” or “Update” to save your new lesson

Step 4: Create the Quiz

Preface: A unique Quiz must be created for each Course / Webinar (or lesson if you choose to do so), but the actual quiz questions can be shared between multiple Quizzes. We’ll go through this in the steps ahead.

Creating the Quiz

1. Navigate to LearnDash LMS > Quizzes

2. Click “Add New” at the top of the page

Editing the Quiz

1. Name your new lesson, being sure to append the course with either “Online Course Quiz” or “Webinar Quiz” depending on it’s intended use.

2. Enter the quiz introduction details and instructions if applicable.

3. Fill in the “Quiz” details.

Certificate Threshold is 1, Passing Percentage is 100.
Choose the Associated Course and Associated Lesson from the dropdowns.
Do not choose an Associated Certificate; the certificate is currently associated to completing the course, and choosing one here would connect it to only completing the quiz. This set up will be helpful if you ever decide to implement more than 1 lesson to a course.
If you know of another quiz that already has the questions you want to use, you can choose that quiz from the Associated Settings dropdown. This will link the questions so that if they are updated in one spot they will also be updated in the other.

4. In the “Quiz Advanced” area, choose “Standard Quiz” from the dropdown and click the “load template” button. This will automatically link this quiz to a preset that can be universally updated in the future.

5. “Publish” or “Update” the quiz to save the settings.

Adding Questions

1. At the top of the screen, choose the “Questions” tab

2. Click “Add Question” to add a new question. Note: if you know of another quiz that has many of the questions you want to use, but not all, there is a button labeled “Copy questions from another Quiz” under the questions area.

Editing Questions

1. For True / False, Single Choice & Multiple Choice questions, use the template dropdown to load it’s preset

2. Give the question a title. I have been using the format “Question: #” e.g. Question: 1

3. Adjust the points if necessary. Default is 10 when using the presets

4. Insert the question

5. If you need to use an alternative answer type, you may choose one

6. Insert your answers, using the “Add new answer” button to add answers. Be sure to mark the correct answer(s)

7. Save the question.

Step 5: Create the Product

Preface: Products must be set up for Online Courses and Webinars.

Creating the Product

1. Navigate to Products > All Products

2. Find an Online Course or Webinar, hover over the name and click the “Clone” link

3. Click the name of the Cloned product, which will be set to Draft status.

Editing the Product

1. Rename your new Product, being sure to append the course with either “Online Course” or “Webinar” depending on it’s intended use.

2. In the “Course Description” area enter the Course ID of the course you want to use the description from. You can find this ID as an admin column in the Courses area, or you can navigate to the Admin Shortcut page for quick reference. Also choose the appropriate Product Course Type.

3. In the Product data area, set your product type to Course (from the dropdown), set the regular price and select the connected course from the “Related Courses” list. Tip: to create a bundle, simply hold your CMD or CTRL key and multi-select the courses to be included in the bundle.

4. In the Product Data / InfusionSoft area, set the tag to be applied upon successful purchase. This tag (or tags) would correspond to the courses they are purchasing.

5. Set the relevant Product Categories, TEA Categories and CPA Categories

6. “Publish” or “Update” to save your product.

Step 6: Create the Event (Webinars Only)

Preface: N/A

Creating the Event

1. Navigate to Events

2. Click “Add New” at the top

Editing the Event

1. Name your new event, making sure to append it with “Webinar”

2. In the “Webinar Setup” enter the associated Cours ID and the associated Product ID. You can find these on the Admin Shortcut page or in the Courses page or Products page.

3. Enter an excerpt for the Event. This is the short event description that shows up in the event feed and calendar views.

4. Set the Time & Date for the event

5. Choose the Event Category, TEA Category & CPA Category

6. “Publish” or “Update” to save the event.