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 clicking on "Seminar Management" in the side menu.

Required

Shared server/customization, EC function access privileges

Contents

Seminar Creation

01. Open the registration screen

Next to "List," click on "Add."

02. Input title, etc.

Enter the seminar code, title, subtitle, and description.
Fields marked with "*" are required.

Note

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.

Note

【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. Recommendation

You can set a numerical recommendation for the seminar.
The higher the number you set, the higher it will appear on the Seminar List screen.

08. Upper limit 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.

09. Set the publication period

You can set the period during which the relevant seminar will be open to the public on the Seminar List screen.
Click on the "Open Start Date/End Date" field and specify the date from the calendar.
You can also specify whether or not to publish the information by checking the "Publish/Unpublish on the Listing Page" checkbox.

Product Seminar Public Notification

Tick to notify the administrator and interested parties by email when the product is published.

10. Set sales period

You can set the time period during which the seminar is to be sold on the Seminar List screen.
Once a sales period is set, the period will be displayed on the Seminar Details screen.

11. Set the duration of the event

You can set the duration of seminars displayed on the "Find Seminars" screen.
*This is a display setting only and is not linked to the time period in which the seminar is held.

12. Publication Settings

You can set whether or not the seminar will be open to the public and, if so, to which groups.
Please tick one of the boxes "Publish / Do not publish / Discontinue / Archive".
If you wish to publish, please tick the group(s) you wish to publish to.
When archived, it will be hidden in the "Manage Seminars" screen and the "Find Seminars" screen.

13. Review Setup

You can set whether or not to display learners' reviews of the seminar on the Seminar Details screen.
You can also set whether or not to allow learners to submit reviews on the seminar details screen.
*Be sure to enable "Use review function" on the "EC Function Basic Settings" screen.
 If you allow submissions, be sure to set the review to display.

14. Category settings

You can set categories for your seminars.
Categories can be set to search for seminars on the Seminar List screen.
Please tick the desired ones (up to 10 can be set).
*For more information about the categories, please contact us.Category Management..

15. 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).

16. Tag settings

Tags can be set for seminars.
Tags can be set to search for seminars on the Seminar List 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).

17. Set purchase limits

Purchase limits can be set based on the badges that learners have earned.
Right-click on "{}Get All Badges."
To add a target badge, go to Add Badge > ✓ the badge you wish to add and click Add.
By default, it is set to "{}Get All Badges" and learners who have earned all the badges you have added can purchase the seminar.
If you set "Change Restrictions to 'Any'", learners who have earned one of the added badges will be able to purchase the seminar.

18. 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.

19. Save/Preview

When all settings are complete, be sure to click "Save".
Click "Preview" to see a preview of the Seminar Details screen.
Click "Back" to return to 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
Contents