LMS (Learning Management System)

*LMS is only available for the Pinnacle Plan.

What is LMS?

LMS (Learning Management System) is a toolkit you can use for delivery of educational courses, training programs, or other learning content. It can be used by both Contacts and Staff Members.

The LMS system is structured in the following way - think of it as a "library":

  • Product: The top-level entity, like a "bookcase". It can consist of just one Course or multiple Courses.
  • Course: Part of a Product and consists of Modules, like a "book series". The same Course can be added to multiple Products.
  • Module: Part of a Course and consists of Lessons, like a "book".
  • Lesson: The base learning tool that the student gains knowledge from, like a "chapter".

You can grant a Product to a Participant - that makes them the Owner of that Product. Within this Product, there can be a Course or selection of Courses to take. Each Course contains a Module or set of Modules to open, in which the Participant reads through the Lessons.

Products will not be available to Participants until they are Active. Until then, you can build and customize the Product to give exactly the experience you intend for your Participants.

Upcoming features of LMS will include Landing Pages, Quizzes, Self-Hosted Video, Templates, Certificates, Pricing Options, Trigger/Action Automations, and more!


How do I create Products and Courses?

You can start by either creating a Product or a Course. Both methods will also guide you through creating the other, so you can easily create both a Product and a Course at the same time.

A Product is the overall package that your assigned user gains access to - this is the "bookcase" of the LMS "library". A Course is an element within a Product that will put the user into a series of choice learning material, which you can think of as the "series of books" they will be referencing.

TIP: When creating a new Product, it will be Inactive by default. This is so that you can configure it the way you like before it goes live for your Participants. Likewise, Courses will be "unpublished" until they are published and added to a Product in Active status. Feel free to experiment!

Create a Product

To start with a new Product, navigate to LMS > Products, and click the +Add Product button.

Choose I'm creating a Course, then I am just starting a new Course on the following prompt.

In order to create your Product, you'll need to first create your Course.

Give your new Course a Title. Optionally you can include a description, thumbnail image, and Tags. Click Next when you are ready.

For Product Category, you can add new categories by going to Flyout Menu > Categories > LMS Product Category.

CLICK HERE to learn about Content Categories

Now that you've got your Course details entered, you'll need to fill out the details for your Product.

Clicking Next here will create both your new Product and Course!

Create a Course

To start by creating a new Course, navigate to LMS > Courses and click the +Add Course button.

Choose I want this Course to also be a Product and click Next.

Fill out the details of your new Course and click Next.

You'll then need to fill out the details of the new Product you are adding this Course to as well.

Clicking  Next here will create both your new Course and Product!


How do I manage my Products?

Navigate to LMS > Products. Here you'll see an overview of all Products in your platform.

By default, the Products will appear in the order you have created them from Newest to Oldest. You can use the Search field located in the top right-hand corner of the screen to filter the results, and can click the icon to switch from Oldest to Newest.

To start with, your newly-created Products are Inactive. This means that the Product is not yet live for Participants to use.

We're not quite ready to activate it yet, so click the icon and select Manage.

In your Product View, you can see the list of Courses it contains. You'll also have options to choose from in the panels to the right of the screen.

Edit Details: Modify Product details, such as the Title, Description, Cover Image, etc. You can also edit which Courses are contained within this Product here.

Owners: Choose which users are assigned to this Product. Owners are the users that will be presented with the learning materials.

You'll be able to manage any Courses that are in the Product from from this screen.

Manage: Modify all of the information of the Course. More details in the next section.

Preview: See a preview of how the Course will appear to the Participant. Note: At least one Module is required to preview the Course.

Remove: Remove the Course from the Product. Note: This does not actually delete the Course.


How do I manage my Courses?

Navigate to  LMS > Courses. Click the icon on the Course Card you would like to manage, and select Manage Course.

To the right of the screen in the Course View, you'll have several options to choose from to manage the Course itself.

Preview: See a preview of how the Course will appear to the Participant. Note: At least one Module is required to preview the Course.

Edit Details: Modify Product details, such as the Title, Description, Cover Image, etc.

Settings: Configure your Course Navigation options.

"Linear Navigation" restricts Participants to meet the specified completion requirement before moving on to the next Lesson/Module, while "Free Navigation" lets them choose Lessons/Modules in any order.

Course Materials: Upload files that will be available for the Participant to reference.

Styling: Customize the menu/text/etc. colors of the Course. You can also upload a logo that will appear on the interface.

In the main Course View, you'll be able to see the list of Modules that have been added.

To start with, there is a Course Completed Module - this is the screen that the Participant will end up on once they have completed the Course. You can edit the contents of this Module by clicking the icon and selecting Edit.


How do I create Modules and Lessons?

Modules are the containers for Lessons - the actual learning material your Participant will utilize.

A Module is an interface that your Participant will have on their screen, in which they can click to navigate to each Lesson. You can think of a Module as a "book", with the Lessons as its "chapters".

While in a Course View, click the +Add Module button.

Give your new Module a Title, and optionally a Description.

Now you can add a Lesson inside the Module. After all, what is a book without content?

Click the icon. You will be directed to a "New Lesson" page.

Be sure to change the title of your Lesson here. Then, you can use the Content Block Editor to add content.

CLICK HERE to learn about the Content Block Editor

To the right of the screen, you'll find several options.

Preview: See a preview of how the current Lesson will appear to the Participant.

Lesson Materials: Upload file(s) that will be available for the Participant to reference.

Settings: For now, you will not be able to configure any additional options.

Once you have added the content for your Lesson, you can either save it as a Draft, or Publish it. A Published Lesson will only appear to Participants if the Product that is containing it has been Activated.


How do I designate who can manage LMS?

Navigate to LMS > Settings.

Here you can choose which Staff Members can manage LMS.

Choose by Role will allow you to choose one or multiple Roles. By default, only the Super Admin and Admin Roles are given this permission.

Choose by Individual/Team will allow you to choose specific individuals, and/or Teams.

If you choose Select All for either option, all Staff Members will be able to manage LMS, with the exception of Freelancers.


I have my learning materials ready to go! What's next?

First, you'll want to make sure that your Lessons are Published and are not in Draft.

Navigate to a Course View - you can do this by going to LMS > Courses and clicking the icon on the Course Card, and selecting Manage Course.

Published Lessons will have a green icon. If a Lesson is unpublished, click the icon beside the lesson and select Edit.

If a Lesson is unpublished, click the icon beside the lesson and select Edit.

Click the Publish button located in the top right-hand corner of the screen.

Next, your Course(s) will also need to be published. In LMS > Courses, click the icon on the Course Card and select Publish.

Finally, it's time to make your Product available to Participants!

Navigate to LMS > Products. Click the icon on the Product Card, and select Activate.

Now all you need are Participants to actually take the Course(s). These Participants will be assigned as Owners of the Product(s).

This can be done in several ways.

Directly from the Product

In a Product View, Click the Owners tab located to the right of the screen.

Select users from the dropdown menu. You can choose from any Prospect, Client, or Staff Role. You can do this even before the Product is Activated, so that the Participants will be able to access the content once it goes live.

CRM Options Menu & CRM Dashboard

You can "grant" (give Ownership) of a Product to a Contact via their CRM Options Menu.

Navigate to CRM > Contacts.

Click the Options menu button of the Contact you would like to grant access to, and select Grant LMS Product.

A modal will appear in which you can select an LMS Product from the dropdown menu. You can select multiple Products.

You can also click on the Contact to view their CRM Dashboard, and click Grant LMS Product under the Available Actions section.

CLICK HERE to learn about the CRM Dashboard

While creating/editing Contact

While creating a new Contact (via manually adding or Kickoff Form), or editing a Contact, you can grant them an LMS Product in the process.

For manually adding a Contact, navigate to CRM > Contacts and click the +Add Contact button.

Select the LMS Product(s) you would like to give Ownership to from the dropdown menu.

This option will appear once you've set the Contact's Role as either a Prospect or Client.

CLICK HERE to learn about creating a Contact

To add via a Kickoff Form, navigate to Forms and click the +Create Form button. Select Kickoff Form when prompted.

Set the Role of the Contact as either a Prospect or a Client.

You can then choose the LMS Product(s) from the dropdown for both Unknown Targets and Known Targets.

CLICK HERE to learn about Kickoff Forms

While creating/editing a Staff Member

While creating a new Staff Member, or editing an existing Staff Member, you can grant them an LMS Product in the process.

Navigate to Flyout Menu > Manage Staff.

Click the +Add Staff Member button.

Select the desired LMS Product(s) to grant from the dropdown menu.

Via Trigger/Action Automation

In most areas of the platform, you can grant an LMS Product to a user using the Grant LMS Product Action.

For example, while creating an Invoice, you can add this Action to trigger once the Invoice is paid.

CLICK HERE to learn about Actions


What does the Participant see?

The Participant will navigate to Learn to see a selection of their available Courses. Remember, a Product is the "bookcase" (or "container") that you assign to them, so they don't see a list of Products - only the Courses those Products contain.

Clicking on the Course will take them to a full-screen interface, with navigation to the  Module(s) in a left side menu. If multiple Modules are included, the Participant can click the title of the Module to expand the selection of Lessons contained inside. They can then click each Lesson to view them.

Depending on your settings, the Participant will either be able to click on each Module/Lesson in any order, or will be restricted to clicking it in the order you've configured them.

If you have uploaded any Course/Lesson Materials, the Participant will be able to click a link located in the top right-hand corner of their screen while viewing that Course/Lesson to expand a side panel. The files can then be downloaded.

In the middle of their screen at the very bottom, they can click to acknowledge that they have completed the current Lesson.

Once the Course has been completed, the Course will show with a icon in their Learn section.

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