Seminar Management
You can manage seminars by creating new seminars, duplicating them, and editing their content in detail.
The "Seminar Management" screen is opened by selecting "Seminar Management" from the side menu.
Required
Customization options, EC options
*Administrative privileges for all of the following are required
- Group management editing privileges (for all users)
- Content manager (Edit for all content)
- EC Function Access Authority
Seminar Creation
01. Go to Profile picture
Next to "List," click on "Add."
02. Input title, etc.
Enter the seminar code, title, subtitle, and description.
Fields marked with "*" are required.
If "Description" is set and "Description to be displayed in the list" is not set, the content set in "Description" is reflected in "Description to be displayed in the list".
03. Thumbnail image/OGP image settings
For thumbnail images, they are set by default (OGP is not set).
To set an original image, upload a file from the cloud icon or specify a media URL from the link icon.
To delete, click on the trash can icon.
【What is Open Graph image?】
Open Graph image is a thumbnail displayed when a URL including a website or an article is shared on a social networks.
It includes the title, URL, description and image.
04. Add a course
Click the "+" icon next to "Courses" and select the courses you wish to include in your seminar.
Tick the courses you wish to register for and click the "Add" button.
By ticking the "Preview" box to the right of the added content, learners will be able to view a preview of the content before purchasing on the seminar detail page.
*For more details on creating a course, refer to Courses/FoldersPlease refer to "Creating a Course" in
05. Set price and term
Click on the "+" icon next to "Price and Duration," set the "Use Ticket" or not, "Number of Tickets Sold," and "Due Date," then click "Add.
Setting the membership ranks available for purchase allows you to sell content only to designated members.
*For membership ranks,Member Rank.".
If "Ticket Use" is set to On, please also set the ticket details.
06. Setup of related parties
Click on the "+" icon next to "Setup Relationships" and first select a relationship from the pull-down menu.
Next, please tick the desired "display settings".
*If "Display Settings" is set to "Do not display," this applies only to the list on the "Find Seminars" screen and the seminar details screen.
▼ Name of the person(s) involved
Select the parties to be associated with the seminar from the pull-down menu.
*Personnel involved beforehand,Relationship Management."Please register at
▼ Display Settings
Select whether or not to display an introduction about the people involved in the seminar on the Seminar Details screen.
▼ Type
Tick the type of person involved.
▼ Distribution ratio (1-100%)
A portion of the profits from seminar sales can be distributed to those involved.
Enter the % value in the input field.
07. Set the date and time of the event
You can set the date and time of the seminar.
If you do not set the date and time of the event, you may not be able to perform the following operations.
- Limitations on duplicate enrollment in the same time slot
- Display on user schedule
- Content for purchasers, released only during the seminar
When changing the date and time of the event with restrictions on duplicate purchases at the same time, changes can be made only in the following cases
- If there is no purchaser
- If there is a purchaser & the changed date/time does not overlap with another training/seminar booked (purchased) by the purchaser
08. Regional Settings
You can set the region in which the seminar will be held.
Please put ✓ in the ones you want to specify (up to 10 can be set).
*About the region,Regional Management.".
09. Set the sales period
You can set the time period during which the seminar will be sold.
When you click "Enter Start Date and Time", the "Start Date and Time" you set will be reflected in the "End Date and Time of Sale".
10. Maximum number of purchases per person
You can set the maximum number of seminars that each learner can purchase for that seminar.
If not set, unlimited purchases can be made.
11. Settings related to restrictions on duplicate purchases during the same time period
If there are other trainings/seminars held during the same time period, you can set whether to restrict duplicate purchases on the part of the user. If you wish to restrict, please set the toggle to On.
12. Set purchase limits by badge
A seminar purchase limit can be set based on the user's badge acquisition status.
First, please select your preference from the following five options in the "Terms of Purchase" pull-down menu.
- No conditions
- All eligible badges have been earned
- Some eligible badges have already been acquired
- All eligible badges not earned
- Some eligible badges not yet acquired
Then, specify the target badge.
Click on "Add Badge" and tick the ones you want in the pop-up that opens (you can select up to 99).
*For more information about the badge, please contact us. Manage badges.
13. Settings related to the publication period
You can set the period of time to be published on the "Find Seminars" screen.
When you click on "Enter End Date and Time", the set "End Date and Time" will be reflected in the "End Date and Time of Publication".
In addition, if you tick the "Product Seminar Publication Notification" box, the administrator and relevant parties will be notified by e-mail when the seminar is published.
14. Settings for publication destination
Please select where you would like to publish the seminar(s) (multiple selections allowed).
15. Settings for listing on the "Find a Seminar" page
If you wish to list the relevant seminar on the "Find a Seminar" screen, please tick the box.
You can also set the seminar recommendation level.
The higher this number is, the higher it will appear in the list on the "Find Seminars" screen.
16. Review Setup
Set whether to display reviews and whether to allow submissions.
Please tick the one you prefer.
- Submitted reviews will appear on the Seminar Details page
- Be sure to set "Use review function" to On in the EC function basic settings.
17. Category settings
You can set categories for your seminars.
Categories can be set for use when searching for seminars on the "Find Seminars" screen.
Please tick the desired ones (up to 10 can be set).
*For more information about the categories, please contact us.Category Management..
18. Tag settings
Tags can be set for seminars.
Tags can be set for use when searching for seminars on the "Find Seminars" screen.
To create a new tag, enter a tag and click "Add".
If you wish to use existing tags, click on "Choose from existing tags" and select the ones you want (up to 10 tags can be set).
*For more information about tags, please contact us.Tag Management.".
19. Ticket display item settings
The location/lecturer's name can be displayed on the ticket.
If you wish to display the information, please enter the information in the respective input fields.
20. Save/Preview
After selecting the status, click "Save".
Click "Preview" to see a preview of the Seminar Details screen.
Click "Discard and Return" to return to the "Seminar Management" screen.
*When archived, they will be hidden in the "Manage Seminars" screen and "Find Seminars" screen.
- No changes will be made to learner allocations for archived seminars that have been "purchased".
- You can narrow down the list by putting ✓ in "Archived" in the "Seminar Management" screen.
Review/edit seminars
01. Seminar Search
At the top of the "Seminar Management" screen, you can search for trainings created based on information such as status and title.
02. Listing of seminars
Seminars that match the search criteria are listed at the bottom of the "Seminar Management" screen.
Here you will find information about each seminar, including title, recommendation, and course name.
03. Edit Menu
To the right of each seminar is a row of menu icons that can be edited.
- Gear icon: You can edit the content of the seminar
- Email icon: allows you to edit the email to be sent to the administrator/constituents
- Copy icon: allows you to duplicate the seminar
- Trash can icon: You can delete the seminar
