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Features Block - Categories and Products settings

Please find the overview of Product Catalog settings (such as Featured products, Ending Soon products, New products, Best Sellers products) in the Features block below.

NOTE: IntelliCart Settings can be found under IntelliCart > Settings tab, OR under Site Administration > Plugins > Local plugins > IntelliCart.

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1. Enable direct categories links

Enable this box to add an ability to add the Category URL link to the categories list for quick navigation. Clicking on the category link will direct you to the selected category in the Products Catalog.

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2. Multiple categories for product

 Enable this box to add the ability to assign product(s) for 2 or more categories.

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3. Enable User Profile Fields

This setting allows you to filter your product(s) and/or discount(s) by the profile field(s). I.e., you want to display a product only for users from the NY state. Or you want to give a discount only for a special company.

Enable this box to add Filter by Profile Fields action to products and discounts. Click on Add Field button to add the Profile Field which product/discount will be sorted by.

After clicking on the Continue button additional boxes for adding Profile Field value will appear. Enter them and click on Save changes to apply this filter in your LMS system. You can also select the Matching Mechanism for the field (read more in the next point).

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NOTE: If you add 2 and more Profile Fields with values inside them, users who's Profile Field values matches at least with one of them will see the product in the catalog or have a discount. 

4. Matching mechanism

Select the mechanism for profile fields matching.

  • Equal and case-sensitive. When you enter the Profile Field value for product or discount, you should put exactly the same value as it's entered in User Profile(s). E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put case-sensitive and full length field value. Here only users who has "IntelliBoard" in their Company profile field will see the product.
  • Equal and not case-sensitive. When you enter the Profile Field value for product or discount, you should put the same value as it's entered in User Profile(s), but the case may be ignored. E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put the full length field value without case matching. Here users who has "IntelliBoard", "intelliboard", "Intelliboard", etc. in their Company profile field will see the product.
  • Partially equal (like). When you enter the Profile Field value for product or discount, you should put a part of the full value that was entered in User Profile(s), case and full length may be ignored. E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put a part of the full length field value without case matching. Here users who has "Intelli", "board", "Board", etc. in their Company profile field will see the product.

5. Not filter empty Profile Fields data

Enable this box to allow users who don't have any information in the selected above Profile Field see all available products. And vice versa, turn off this box so these users can see only products for general access. I.e., if you filtered some product to be visible only for users from the NY state, enabling this feature will display the selected product for users who have the "State" profile field blank, too.

6. Enable User Interests

More soon!

7. Enable Cohorts

This setting allows you to filter your product(s) and/or discount(s) by cohort(s). I.e., you want to display a product only for users from the cohort A. Or you want to give a discount only for this cohort.

Enable this box to add Filter by Cohorts action to products and discounts. Select cohort(s) which the product/discount will be sorted by. You can select all cohorts by enabling such checkbox under the drop-down.

Click on Save changes to apply this filter in your LMS system.

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NOTE: If you add 2 and more cohorts, users who's at least in one of them will see the product in the catalog or have a discount. 

8. Enable custom fields of products

Enable this box to add the Manage custom fields option to products which works the same way as Custom User Profile Fields in Moodle. Read more about Custom Fields HERE.

9. Enable product instructors

Enable this box to add an ability to add instructors for products and sessions, where you can assign instructor(s) to a specific product (session) and select whether they will be visible on a special tab on the product's Details page.

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10. Instructor roles

Select role(s) so that only users who have the role mentioned here at least in one course can be assigned as an instructor for the product/session.

11. Enable Groups

This setting allows you to select course group(s) users will be enrolled in when they buy a product. I.e., you want that users will be automatically enrolled into the group A from the Math course when they buy a product and/or session.

NOTE: You MUST assign course(s) with group(s) for selecting before assigning group(s) to the product or session.

Enable this box to add Assign Groups action to products and sessions. Select group(s) customers will be enrolled in after product/session purchasing. You can select all groups by enabling such checkbox under the drop-down.

Click on Save changes to apply this filter in your LMS system.

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NOTE: If you assign 2 or more groups, customers will be enrolled into all selected groups.

12. Enable Groups Selection

This setting allows your customers to select a course group he/she wants to be enrolled in when they buy a product on the checkout page. This setting is an addition to the previous one (Enable Groups), so you have to enable that, too. I.e., the customer wants to be enrolled into the group A from the Math course when they buy a product and/or session.

NOTE: You MUST assign course(s) with group(s) for selecting before assigning group(s) to the product or session.

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NOTE: If customer doesn't select any group here, he will be enrolled into the course out of groups.

13. Enable offline products

Enable this box to add an ability to select the product type (online or offline) in Product Options on the product editing page. ONLINE type will allow you to assign courses to the product (will add a specific action button to the product). OFFLINE type won't allow you to assign courses to the product, this can be used for selling something physical (e.g., books), recorded webinars, videos, etc.

14. Enable products expiration

This feature allows you to set up a number of weeks/days/hours/minutes/seconds from the product purchasing date after which users will be auto unenrolled from the product and course(s) inside it. Users will be able to buy a product again only after this period of time expires. I.e., you set up this setting to 50 days. User buys the product with a course inside on March 1, so he'll be enrolled into this course until April 19. He also won't be able to buy this product one more time until this date. If he wants to continue his enrollment in this course after April 19, he will need to buy the product again.

Enable this box to add a Product Expiration setting to the Product Options on the product editing page.

Enable product expiration to add the number of weeks/days/hours/minutes/seconds.

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15. Enable product payment code

Enable this box to add Payment Code and Payment Description fields to the product editing page under the Product General Information. This data will be send to the Payment Gateway as an internal product identifying information instead of the product name. 

NOTE: This information won't be visible in the LMS system.

16. Enable Products Sorting

Enable this box to add the ability to move products up or down in the list. This will add 2 arrows (Move Up and Move Down) to product actions.

17. Enable instant enrollment for free products

Enable this box so when you set price of the product to zero, users will see Enroll button on the product instead of Add to cart.

18. Enable Roles Filtering

This setting allows you to filter your product(s), coupons and/or discount(s) by user system role(s). I.e., you want to display a product only for teachers. Or you want to give a discount only for managers.

Enable this box to add Assign Roles action to products and discounts. Select role(s) which the product/coupon/discount will be sorted by.

Click on Save changes to apply this filter in your LMS system.

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NOTE: If you add 2 and more roles, users who has at least one of them will see the product in the catalog, could apply the coupon or have a discount. 

19. Not filter User without system roles

Enable this box so products/coupons/discounts that don't have assigned role(s) will be visible (could be applied) for all users. I.e., product A has assigned role as Manager, product B doesn't have assigned roles. If this setting is enabled, user with Manager role will see both products, if disabled, user will see only the product A.

20. Use any context user roles

Enable this box so that all context types (not only system) will be checked for the role assigning. I.e., product A was assigned to be shown only for Teacher role. If the user has teacher role on some course, he/she will see the product in the Product Catalog.

21. Enable Product Terms & Conditions

Enable this box to add Terms & Conditions fields to the product editing page under the Product Description. When this enabled for the product and terms are entered, the pop-up window will appear for user after adding this product to the cart. User has to accept them to keep purchasing.

22. Allow use same Product Code

Enable this box to have an ability to enter the same Product Code for different products on the product editing page.

23. Check max number of products purchased/enrolled

More soon!

24. Search courses in subcategories to

Enable this box so when you assign courses to the product and use a category filter for limiting, courses from child categories will be shown in the course filter, too. I.e., you have a tree of categories, where Course A is placed under Autumn 2020 / Year 1 sub-category, and Course B is placed under Autumn 2020 / Year 2 sub-category. If you select Autumn 2020 category in the category filter, both courses - Course A and Course B - will be displayed in the course filter.

 

For additional assistance, please email Support@IntelliBoard.net or click HERE

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