LMS (Learning Management System)

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.
  • CLICK HERE to learn how to Create a Product
  • Course: Part of a Product and consists of Modules, like a "book series". The same Course can be added to multiple Products.
  • CLICK HERE to learn about Managing your Courses
  • 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, No-Code Automations, and more!

IMPORTANT: LMS is only available for the Pinnacle Plan.


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 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 No-Code Automation

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

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

CLICK HERE to learn about Automations

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