Administrators Users Guide

Knowledge Driven Engagement

Table of Contents How do I access the Administrator panel? ...... 3 What is a “Product”? ...... 3 Can I limit the amount of time a learner has to complete a Product? ...... 4 How do I create a new Product? ...... 4 How do I add a Component to a Product? ...... 5 How do I add Handouts or other supporting files to a Product? ...... 6 How do I rename the tabs that are listed in the Product page? ...... 6 How do I control how and when Product tabs are revealed to user? ...... 7 How do I add additional information tabs to a Product? ...... 7 How do I add a Speaker to a Product? ...... 7 How do I send my Speaker instructions? ...... 8 How does a Speaker access the LIVE meeting room? ...... 8 How can our Speaker engage the registrants before or after the live presentation? ...... 8 What is a “Package”? ...... 9 How do I create a new Package that contains one or more Products? ...... 9 What is a Category and how can I use them? ...... 9 How do I add a NEW Category to my list of Product Categories? ...... 9 What is a “Component”? ...... 10 Can I force a learner to view a Component for a minimum amount of time? ...... 10 Can I determine the sequence of the Components within a Product? ...... 10 How do I set the sequence or requirements of Components? ...... 10 Adding Components by Type ...... 11 What content Component types can I add to a Product? ...... 11 Add Web Content Component ...... 11 Add Validation Code Component ...... 12 Add File Upload Component ...... 13 Add MP3 Audio Component ...... 13 Add Video Component ...... 13 Add Quiz or Test Component ...... 13 Add Survey Component ...... 14 Add CE and/or Certificate Component (CME and CLE are also available) ...... 14 Add Acknowledgement Component ...... 15 Add Live-In-person Component ...... 15 Add SCORM ...... 15 Add CLE and/or Certificate Component ...... 15 Can I reuse Components and put them in a different Product? ...... 17 How do I create a Discount or Promotion Code? ...... 17 How do I create and edit Product Types? ...... 17 How do I perform a Mass Import for products? ...... 18 What is Mass Assign Credits? ...... 19 How do I assign credits to multiple users at the same time? ...... 19 How can I grant or edit credits manually? ...... 19 How can I grant quiz attempts to an individual user? ...... 19 How Can I Grant Prepaid Balances? ...... 20 Grant to Individual Users ...... 20

Grant to Uploaded List of Users ...... 20 Grant by Member Type ...... 20 How do I make notifications for my users? ...... 21 How do I create Administrative Permission Packs? ...... 21 How do I transfer purchases/registrations between users? ...... 22 Can I add a NEW page to my Elevate Learning Portal? ...... 22 How do I add a NEW page to my Elevate Learning Portal? ...... 22 How do I edit an existing page? ...... 23 What page widget types are available to build my page(s)? ...... 23 What are Product Widgets? ...... 24 How are Product Widgets used? ...... 24 How do I create and edit the sidebar on my Elevate site? ...... 25 What e-mails will the system send?...... 25 Can I customize the emails that are sent? ...... 25 How do I set reminder emails for Products with LIVE events/Components? ...... 26 How do I create, edit, or delete Emails to product registrants? ...... 26 Can I create or edit a Menu item? ...... 26 What is a Podcast and how do I use it? ...... 27 How do I create a Podcast? ...... 27 How do I add a Podcast to one of my pages? ...... 27 What is a Newsfeed and how do I use it? ...... 28 How do I create a Newsfeed? ...... 28 How do I add a Newsfeed to one of my pages? ...... 28 What is a Product Feed and how do I create one? ...... 28 What is an RSS Feed? ...... 29 Where can my Users get an RSS Reader? ...... 29 How do I instruct my Users to use RSS Feeds? ...... 29 What are Polls? ...... 29 How do I create or edit a Poll? ...... 29 What are File Collections? ...... 30 How do I create or edit a File Collection? ...... 30 How do I add a discussion forum? ...... 31 What is the Site News Tool? ...... 31 How do I create a newsletter? ...... 31 Can I embed a YouTube or Vimeo video file into a page? ...... 32 How do I generate reports? ...... 32 Registration Reports ...... 32 Revenue Reports ...... 33 How do I cancel an Order? ...... 34 How can a User pay with a Check? ...... 34 How do I register multiple people at the same time? ...... 34 How do I edit a User’s permission or member type? ...... 35 How do I look up a User’s History? ...... 35 How do I manage my LIVE events? ...... 35 How do I create a Custom Task List? ...... 35 How do I create a Task list for a Live event? ...... 36 How do I change the status of a task? ...... 36 How do I assign a task? ...... 36 How do I keep track of due dates? ...... 36 How do I notify an assigned User if a task changes? ...... 37 2

How do I limit the amount of time a User has to complete a Product? ...... 37 Can an Admin reset the expiration date of an expiring product? ...... 37 How do I customize what user fields are shown and required? ...... 37 How do I add custom fields to my final registration/checkout? ...... 38 How do I use the general settings? ...... 38 How do I create default product tabs? ...... 39 How do I set a default product search setting? ...... 39 How do I add my own Remote Product Accounting Codes? ...... 39 What are email settings? ...... 39 How do I change the email settings? ...... 40 How do I edit payment settings? ...... 40 How do I change who gets notified about cancellations? ...... 40 How do I edit Email Templates? ...... 41 How do I edit the user credit report (transcript)? ...... 41 How do I control what is displayed in the Product Catalog? ...... 41 How do I hide Components within a product from certain users? ...... 41 How do I edit the sort and search functions for user’s dashboards? ...... 41 How do I create/edit User specific branding for my site? ...... 42

Please Note: If there is a feature listed here that interests you and is not activated on your site, please contact [email protected]

How do I access the Administrator panel? After logging in to your Elevate platform using your administrator username and password, click on the arrow next to your name, then click on the “Administration” link. You will be redirected to the Administrative Control Panel. By default, the “Dashboard” tab is opened.

What is the Administrators “Dashboard”? The “Dashboard” contains an overview with a count-down clock of all upcoming or recent live web events or scheduled recordings for on-demand. The Administrator may edit a product, edit a products Component, view a product, manage an event using the task list/project management functions, start a live web event, test the web event, view the number of registrants and revenue by event, and change the status of the event. The Administrator may also view the statistics for the site as well by clicking on “Site Stats”

What is a “Product”? A Product is a container that holds content Components. An Administrator can create any number of Products with any combination of content Components. Generally, Products contain: a title, summary, detailed descriptions with imagery, product icon, pricing by member type and or role, access rules, product status, sale start and stop dates, access time limits, category’s & types, search engine optimization tags and descriptions, social network links, integration, speaker information, continuing education credit and information, supporting handouts, files and links, discussion forum, and any other custom tabs or information needed. In addition, Products will contain any one or more of the following content Component types: live or on-demand web content such as webinars or webcasts, quizzes, credits, certificates, audio and video files, SCORM, surveys, acknowledgement and 3 attendance verification codes. Products define how learners access the content, price, the order in which Components are revealed, when it can be accessed and for how long.

Can I limit the amount of time a learner has to complete a Product? Yes. Upon creating a Product (see below), you can set the “Maximum Days for Completion” time a learner has to complete a Product by using the “Time Limit” tab under “basic info” and choosing the limit based on: Days from Registration time, Days from first Component was accessed, Days from first required Component access time, Days from first live webinar start time, or on a specific time and date.

How do I create a new Product? 1. Click on “Products” tab and then select “Product Listing” from the dropdown list 2. Click on the “Add new product” green button and your page will refresh. 3. NOTE: A Product cannot be saved until all required fields are filled. Tabs with a ! icon indicate missing fields. 4. The “Basic” tab contains the following tabs: Description, Pricing, Status and sales Dates, Packages, Time limit, Categories & Types, SEO, Social, and integration. The Description tab contains the required fields called “Title”, “Summary, and “Description”. Using the “Title” field, name your product i.e.; Business Management 101. In the “Summary” field, use one or two sentences to summarize your product. This summary is used to capture users interest and is displayed in the Catalog as well as the product widgets. Using the “description” field and WYSIWYG editor, enter all of the detail and supporting images related to this product. Use the “Display options” check boxes to hide components from specific users. Use the “Cover image” box to upload an image and use the checkboxes to display the image where it is desired to appear. 5. After completing all of the “Description” fields, click on the “Pricing“ tab. (Still under the Basic tab) Check the box next to the Member Types that “Can View in Catalog” the Product as well as “Can Register” for the Product. Checking the “Instant Registration” box will automatically give the Product a price of $0.00 and will allow that Member Type to register and access the Product instantly. Note: Private products will NOT display in the Product Catalog. Only invited users will know that the product exists 6. Check the Allow users to register for group training if you wish to charge more for Users who intend to share the screen with others in a group setting. This enables ONLY the purchasing user to access the product, NOT the entire group. Using the add-on feature upon checkout will enable the user to provide other certificates for those in attendance 7. Click the checkbox “Allow users to purchase this product for other users” if you wish to enable users to buy the product for one another. 8. To put a limit on the number of registrants for this product enter the limit in the numerical text box under “Access and pricing per member type”. Leave the number to 0 to allow unlimited registrants. 9. If you wish to make this product private check the box next to ‘This product is private and will not display in the catalog”. This means that the admin must manually register users for this product. 10. After completing the “Pricing” information based on Member Types, click on “Status and Sales Dates”. Enter a “Start Sales” date (when you want to start selling the Product) and an “End Sales Date” (when you want to stop selling the Product) or “No end sales”. NOTE: The Product will not appear in the Product Catalog if the Start Sales Date is sometime in the future even if the Product Status is “Open to Public”. You may also select “Auto close product” to 4

have the product auto close after a certain date. Check the “This is an Add-On related product” if you are adding or relating this product to another product. The Admin may also check the boxes regarding the add-on options. 11. Next click on the “Packages” tab, this is the last required tab. You may include this product in a preexisting package by simply clicking on the check box to the LEFT of the Package name or you may choose the option “This product is not part of any packages”. By checking this box, the product is not placed into any package. 12. After completing the “Packages” information, you have completed all of the required information and tabs to safely save the product. Every tab beyond this point is optional. However, we highly recommend completing all of the relevant tabs related to your Product. 13. If you want to limit the amount of time (in day increments) a learner has to complete the Product, click on the “Time Limit” tab. Enter the maximum number of days the learner has to complete the Product. You may select when the time limit starts from the following options:1) Days from registration time- this option starts counting the days from the moment the user registers for a product 2) Days from first component access time- this option starts counting the days when the components are first accessed 3) Days from first required component access time- this option starts counting the days only after a “required” component is accessed 4) Days from first live webinar start time- This option starts counting the days the moment the first live webinar is started 5) specific time and date- this option allows the admin to control the exact date the requirements must be completed by. If you have a live web content Component that is scheduled to run sometime in the future, please be sure to allow for that time prior to the live event date. 14. Within the “Categories & Types” tab, you will be able to relate your Product to none, one or more Categories & Types. Categories are used to segment your Products into related areas of interest or specialties. Types allow you to segment your products and packages by types, which are separate from categories, which are usually based on topic. 15. To add the Product to a category or type, simply click on the category or type from the dropdown menu. 16. If you would like the major search engines such as Google or Yahoo to find your Product listing, complete the fields in the “SEO” tab. 17. If you would like to add social media links to your Product, check the box(es) next to each social media type in the “Social” tab. 18. The “Integration” tab applies if you have an AMS integrated with Elevate. If you have integrations with Elevate and you are selling your products on your AMS storefront and you are not using the Elevate catalog or e-commerce engine to sell your content, enter your AMS provided Remote Product ID in the field provided. If you are linking your GL revenue account codes to product sales, enter the appropriate GL code or Remote accounting code into the field provided along with the accounting date. Elevate product and revenue reports will include your account codes. 19. Click “save product” and you will be redirected to a page that will allow you to add content Components to your Product. Or click “Save Product and Stay” to have the product saved and stay on the current page. 20. You have now completed the basic product set up and should continue to add and create your components. A product cannot be made available for registration until at least one component is added. See “How do I add a Component to a Product?” for more details.

How do I add a Component to a Product? (See “adding Components by Type” for more details about each Component Type .) 1. Immediately after creating a Product or after clicking on the “Components” tab within a product listing from the Products Listing Page, click on “Create New Component”. If you want 5

reuse a Component from another Product, click on “Load Component from Library”. Any Component that is added to one Product can be used in another and is accessible from the Component Library. As you add Components to the Product you will be able to reorder them as well as create requirements or dependencies. 2. Clicking on “Create New Component” will open a new form that will ask you to select the Component type from a drop down list. On-Screen explanations of each type are provided on the form. Enter a title for your Component (Or use the auto generated Title). Keep in mind, this title will be used on the Product page and should be something learners will recognize. For example, for a live webinar you may consider using “Live Online Presentation”. For a validation code, consider “Validate” or “Validation” or “Attendance Code”. 3. Next, enter a short description. Keep in mind, this description will also be visible on the Product page. For example, if the title was “Live Online Presentation” your description may be “60 Minutes”. For a validation Component, consider using “Enter the code that was provided during the presentation” or “validation code is required in order to continue the course” 4. Continue adding Components as needed. As you add Components, you can reorder them by clicking and holding the icon. If you want to force a sequence of Component completion, you may do so by creating a “prerequisite” for the Component. For example, if you want learners to complete a webinar before they can take a test, make the test prerequisite the “webinar”. If the certificate is based on the completion and passing a test, make the certificate prerequisite the “quiz” Component. You may choose the Prerequisites using the dropdown menu under “Component Prerequisites”. 5. Continue to add your product completion requirements as applicable by checking the “Required for completion” box on the components page. Checking this box indicates which components a user must take in order to be considered to have completed the product.

How do I add Handouts or other supporting files to a Product? 1. From the Administrator Portal, click on the Product tab and scroll to product listing. This will display a listing of all Products that you have permission to manage. If you don’t see a Product in the listing, it’s because the creator of the Product has not listed you as a “Manager”. 2. Click on the “Handouts” button for your Product. 3. Click on “add new” and enter a name for the Handout. 4. Click on the “upload” function (Found in the gray box) and browse to the file that you want to add. 5. Or drag and drop the desired file into the box 6. Click “add” to add your file to the Handouts tab. 7. In addition to the upload function, you may insert a link to files 8. To do so, select “insert link” from the drop down menu labeled “File/Link” 9. Insert your link in the text box with the header labeled “Link” 10. Check the box labeled “Handouts” under the Heading “Display on these Tabs” 11. Click “add” to add your file to the handouts 12. Handouts can also be added to other custom product tabs but selecting which tabs the handout should appear on under the Heading “Display on these Tabs”

How do I rename the tabs that are listed in the Product page? 1. From the Administrator Portal, click on the Product tab and scroll to product listing. This will display a listing of all Products that you have permission to manage. If you don’t see a Product in the listing, it’s because the creator of the Product has not listed you as a “Manager”. 2. Click on the “Tabs” button for your Product. 6

3. Click on the edit icon next to the tab that you want to rename. 4. Rename the tab by typing into the “Tab Label” field. 5. Click “Update” to save.

How do I control how and when Product tabs are revealed to user? 1. From the Administrator Portal, click on the Product tab and scroll to product listing. This will display a listing of all Products that you have permission to manage. If you don’t see a Product in the listing, it’s because the creator of the Product has not listed you as a “Manager”. 2. Click on the “Tabs” button for your Product. 3. Click on the icon next to the tab that you want to edit. 4. Check or uncheck the box next to the fields ‘Display Before” or “Display After” registration as needed. 5. Click “Update” to save.

How do I add additional information tabs to a Product? 1. From the Administrator Portal, click on the Product tab and scroll to product listing. This will display a listing of all Products that you have permission to manage. If you don’t see a Product in the listing, it’s because the creator of the Product has not listed you as a “Manager”. 2. Click on the “Tabs” button for your Product. 3. Click on “Add New” 4. Name your tab; “Speaker”, “CE Information”, “Helpful Links” … 5. Use the fields “Display Before” or “Display After” registration boxes to control when your new tab is displayed. 6. Clicking “save” will save the tab and bring you to a WYSIWYG. Here the user can insert the needed properties for this tab including but not limited to: Images, Tables, and Video links. 7. The field’s Display After Registration and Display Before Registration are also available to the user on the WYSIWYG page. 8. Click “Update” to save.

How do I add a Speaker to a Product? 1. NOTE: You must first have a web content, video or audio Component created before you can add a Speaker. 2. Click on the “Speakers” button for your Product. 3. Click on “Add New Speaker” a. To add a speaker, type the name of the speaker in the “search” field. If the Speaker already exists in the database, the system will automatically display matching names. If this happens, click on the correct speaker’s name and then the “next” button. If you don’t find a match, click on the “Next” button. b. If you chose an existing speakers name, their information will auto-display. You may edit any of the information and it will update the speaker’s info. If you didn’t find a match in the previous step, add the name, title and Bio information in the fields provided c. Upload an image of the speaker in the field provided if one does not exist. d. Check the box next to the name of the Component is related to the Speaker. NOTE: For LIVE events: If you want to give the Speaker access to the Product and allow the Speaker to start/stop the event, test the web conference platform, practice, etc. The Speaker must have an Elevate account. If this is the case, click on the “grant speaker access to product” checkbox. Then, click on the “link a user” button. The system will search for a match. Click on the dropdown arrow and search for the correct 7

account name and email address that matches your speaker. If you can’t find an exact match, the speaker does not have an account. If you do find a match, click on the name and then the “save” button next to it. e. Click “update” to save. f. Repeat steps to add additional speakers.

How do I send my Speaker instructions? Follow instructions on adding a Speaker above…NOTE: Only LIVE components offer the admin the ability to send speaker instructions. 1. After you have checked the box next to the Live Component that you are assigning the Speaker to, you will see additional fields that will allow you to edit the email subject line and the body of the email. Be sure you include information such as: Product title, date, time, time you want the speaker to enter the meeting room, any audio bridge numbers and passcodes, special instructions, login link to Elevate, Elevate link to the Product, Product description, and any other instructions that are necessary to help the Speaker. 2. Click “add” to save. The Speaker instructional email will be sent within 15 minutes of saving.

How does a Speaker access the LIVE meeting room? When the admin assigned the Speaker to the LIVE Component, the system automatically registered the Speaker for the LIVE Component. Therefore, the Speaker should see the Product, with the LIVE Component, in his/her Dashboard. Instruct your Speaker to follow the steps below: 1. Login to your Elevate platform using your login and password and click on the “Dashboard” link. 2. Look for the Product name/title for which you are presenting under the heading “Upcoming Live Events”. 3. Click on the Product name and go to the Product Page. 4. In the right column, under the “You are Registered” tag, you will see a list of Components associated with the Product. You will also see the Presentation Component with a button that says “Enter and Start meeting as Presenter”. At the appropriate time, click on this button to enter the meeting room. How can our Speaker engage the registrants before or after the live presentation? The Elevate platform allows the admin to include an opt-in “discussion” group for each Product created. This discussion board allows registrants and Speakers to engage with each other prior to or after the live presentation. If you do open a discussion board for your product, be sure to mention it and its use in the Product description. To activate/deactivate a Product discussion forum for a Product, follow the steps below: 1. From the Admin Portal Product Listing page (the page that lists all of the Products), navigate to the Product that you want to add the discussion forum. 2. Click on “Tabs” and you will see a list of tabs for the Product. A “Discussion” tab is created by default however you can change if you want to display it or not and when to displaying it by checking the boxes next to “Display before registration” and/or “Display after registration”. If you uncheck both boxes, the Discussion tab will not display in your Product page. Checking “Display before registration” will open the discussion permission to anyone, both registrants and non-registrants.

What is a “Package”? A Package is a container that holds one or more Products. An Administrator can create any number of Packages with any combination of Products. Generally, Packages contain: a title, summary, detailed descriptions with imagery, icon, pricing by member type and or role, access rules, status, sale start and stop dates, access time limits, category(s), search engine optimization tags and descriptions, social network links, and any other custom tabs or information needed. In addition, Packages will contain one or more Products.

How do I create a new Package that contains one or more Products? 1. Click on “Products” tab and then select “Products Listing” from the dropdown list 2. Click on the “Add new package” green button and your page will refresh. NOTE: A Package cannot be saved until all required fields are filled. Tabs with a ! icon indicate missing fields. 3. Follow steps 4 – 15 found in creating a Product. 4. Click “save package” and you will be redirected to a page that will allow you to add Products. 5. Click on “choose products” and a list of all available Products will be displayed. You may use the sort functions to narrow your choices. 6. Click on the green “plus” sign next to each Product you wish to add. 7. After adding all of the Products to your Package, you can optionally choose whether to show search from, to auto register all package purchasers or all products, and to send reminder emails for live webinars that have not been activate. Once done, you may click on the “save” button. 8. After you have saved the Package, you may use the “move” icon to the left of each Product title and move them into the preferred sequence. 9. Once the Products are in the preferred sequence you may use the “Product requirements” function to establish which Product needs to be completed first and the order of completion. If you do not require a specific order of completion, you may skip this step. 10. Click on the “Tabs” button. By default, the system will create an “overview” and “products” tab. You may edit these labels by clicking on the icon to the right of the label. 11. Click in “add new” to add a new tab. 12. Next, click on the “email templates” if you wish to customize the confirmation, reminder or expiration reminder emails for this Package. To edit the templates, Click on the “edit” icon on the right side of the Title Bar. Click on the “save” button if you do edit the templates. Be sure to preview your templates. 13. You may add or delete Products from Packages at any time. 14. Repeat these steps for each new Package

What is a Category and how can I use them? Categories are used to segment your Products into related areas of interest or specialties so that they can be easily searched. Administrators can add Categories and reveal them to the learners as Interest Categories. Learners can select Interest Categories and rank them based on their level of interest. If a Recommended Product Widget is used on any of the Elevate pages, the system will populate this widget with Products that matches the leaners interests.

How do I add a NEW Category to my list of Product Categories? 1. From the Administrator Portal, click on the Product tab. 2. Click on the sub-menu “Categories” 3. Click on “add new”

4. If the Category is to be a primary category, leave the “parent” as “none”. If your new category is a sub-category of an existing category, click on the drop-down arrow and find the primary category or parent category of your sub. 5. Click “yes” or “no” in the drop down menu “Hide on Profile Page” if you want to reveal this category in your users Interest Profile or hide it. Generally, sub-categories are not included in the Interest Profiles 6. Click on the “yes” or “no” option in the drop down menu “Hide on Catalog/Widget Search Forms” if you want to hide this category in the Catalog/Widget searches. 7. Enter the name of the Category 8. Enter a description. This is not displayed anywhere. 9. Click “Add” to save the category

What is a “Component”? A Component is content that is included in the Product. Component Types are: Live In-Person Event, on-demand web content, webinars, webcasts, quizzes, CE and certificates, audio and video files, File uploads, surveys, and (Acknowledgement) verification codes.

Can I force a learner to view a Component for a minimum amount of time? Yes, you can force a learner to view a web content, video or audio Component for a minimum amount of time. When you are adding the Component to your product, click the box next to “Requires a minimum amount of time on access” and enter the minimum required number of minutes for the Component. The learner will not be able to move onto the next Component until the minimum amount of time has been spent on the web content or video Component.

Can I determine the sequence of the Components within a Product? Yes, you can force the sequence of the Components and require the completion of a Component before the learner can move on to the next Component in the sequence.

How do I set the sequence or requirements of Components? 1. Create all of the Components that you want to include in your Product. See “How do I add an Component to a product” for details. 2. Click and hold the icon next to a Component title and move the Component to the desired sequence. The Component at the top, will always be the first Component in your sequence. 3. Using the “Component requirement” column (shown as the “Component Prerequisites” Column), click on the drop-down arrow next to “Nothing” to reveal a list of the Components within the Product. Your first Component should always use the default setting of “No Component Required”. 4. For each subsequent Component, use the drop-down selection and choose the requirement for each Component. For example, if you want your learners to view the presentation BEFORE they are able to take the test, make the Test Component requirement be “Live Presentation”. This will force the learner to view the Presentation before they can take the quiz. If you want to make sure they view the entire presentation before they take the quiz, make sure you add a “time requirement” to your presentation Component. If you want to force your learners to pass a quiz or test before they can receive CE credit or a certificate, make the CE Credit or Certificate Component requirement be the Quiz or Test Component. 5. After editing the requirement for each Component, the “save” button to the right of each Component will turn green. Click on each “save” button to save the changes.

Adding Components by Type What content Component types can I add to a Product?

Web Content : EventCenter live or recorded webinars, a pre-recorded WebEx or Go-To-Meeting archive, a direct link to a video, embedded YouTube or Vimeo videos, or a Live WebEx meeting, any direct link URL, etc.

Verification Code: Requires the user to enter a unique code in order to continue further through the product Components.

File Upload: Upload a file and allow the user to view/download it.

MP3 Audio: Upload a MP3 file and allow the user to listen to it or download it.

Video File: Upload a MP4 file or other video and allow the user to view it.

Quiz: A series of multiple-choice questions with a pass/fail threshold.

Survey: A series of multiple-choice questions, text input, checkbox selections, radio boxes, Likert Scale, etc.

CE/CLE/CME Credits and/or Certificate: Continuing Education Credits, Continuing Law Credits and/or a printable certificate, often awarded upon completion of the product.

Acknowledgement: Presents the user with a block of text, which he must acknowledge he has read by clicking a button

Live In-Person Event: A scheduled in-person event, which is complete once the event date has passed

SCORM: Upload a previously created SCORM package and allow User to enroll and view it

Add Web Content Component 1. Following the steps from “How to add a Component to a Product”, give your Web Content Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, for a live webinar you may consider using “Live Online Presentation”. The description will also be visible on the Product page. For example, if the title was “Live Online Presentation” your description may be “60 Minutes”. 2. Next, determine if you want to force the user to watch a minimum amount of time in minutes before they are able to move on to other Components within the product. If you do, check the box next to “requires a minimum about of time on access” 3. Next, select the Type of Web Content: Live web content a. Selecting Live web content will cause the form to reset, revealing more fields to complete. b. Enter a date/time when the live event will occur. Enter the early login threshold in minutes. This will allow users to access the live webinar player the set number of minutes prior to your start time. Next, enter the duration of the live webinar. 11

c. Choose the “Content Type”. This is the webinar meeting platform that will be used for your live event. By default, Event Center is a full featured web conference platform that is integrated with Elevate. MediaCenter is a Webcast platform and requires a setup with CommPartners. If you are using another web conference platform such as Webex or Go-to-meeting, use the URL in an iframe or in a new window and enter the meeting URL. Select if you want to add the recording, once it’s ready, to the Product. Enter any additional audio instructions in the field provided. Select “Update” d. If you chose Event Center, more on-screen fields will be revealed. e. Click on “Create New Meeting ID”. A light box will open with more form fields. Confirm the data in each field and complete any fields that are incomplete and click “Create Meeting”. f. Enter any audio instructions such as an 800 number and/or audio streaming instructions. g. If you plan on recording your Event Center presentation, click on “there will be an archive of this Web Content Component”. After the presentation as concluded, don’t forget to come back to this form and check “The archive of this Web content Component is ready to view”. Event Center and Click to Present recordings are available almost immediately following the live event. We do not automatically make the recording available in case you need to have the event edited before revealing to your learners. h. Click “Update” to save your Component. 4. OR, select the Type of Web Content: On-Demand a. Selecting “On-Demand” will reset the form and reveal more fields to complete. b. Enter a recording date and check the box “Use this Component’s Recording Date on product page” if you want this date to be exposed to your learners c. If you are planning on pre-recording the event via Event Center, then click the platform of choice. You will then be able to open the chosen platform and pre-record your presentation whenever you want. You can do so by accessing the Admin Dashboard. d. If you have an existing recoding that is hosted elsewhere, choose one of the URL options. In an iFrame will open the presentation in the open Elevate page. If you choose “new window”, the system will open the player in a new window. e. If you have a MediaCenter recording, choose MediaCenter as your type and enter the URL in the field provided.

Add Validation Code Component Note: Validation codes must be communicated to your learners during the presentation either verbally or textually within the presentation/lecture. Our Event Center and Click to Present recordings provide an option to prevent learners from fast-forwarding through the content. 1. Following the steps from “How to add a Component to a Product”, give your Validation Code Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using “Participation Code” or “Attendance Code”. The description will also be visible on the Product page. For example, if the title was “Live Online Presentation” your description may be “60 Minutes”. 2. Next, enter the code that you will be providing within the presentation. You can add as many validation codes as desired. 3. Click “Next Step” and enter the code. For example, your code may be alpha numeric, numeric or alpha only. 4. Click “update” to save.

Add File Upload Component 1. Following the steps from “How to add a Component to a Product”, give your File Upload Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Optional Reading”. The description will also be visible on the Product page. For example, if the title was “Optional Reading” your description may be “An article by Albert Einstein”. 2. Drag and drop the file or browse to the file that you want to upload. All files must be located on the PC or accessible from the PC that is logged into Elevate. 3. Click “update” to save.

Add MP3 Audio Component 1. Following the steps from “How to add a Component to a Product”, give your MP3 audio Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Optional Lecture”. The description will also be visible on the Product page. For example, if the title was “Optional Lecture” your description may be “An audio presentation by Albert Einstein”. 2. Check the box next to “requires a minimum amount of time on access” if you want to require a minimum viewing/listening time for the Component 3. Choose an access option using the drop down box provided. Options are: Embedded player only, Download only, Both player and download. 4. Drag and drop the file or browse to the file that you want to upload. All files must be located on the PC or accessible from the PC that is logged into Elevate. 5. Click “Update” to save.

Add Video Component 1. Following the steps from “How to add a Component to a Product”, give your Video Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Presentation” or “Lecture”. The description will also be visible on the Product page. For example, if the title was “Lecture” your description may be “A video presentation by Albert Einstein”. 2. Check the box next to “requires a minimum amount of time on access” if you want to require a minimum viewing/listening time for the Component 3. If you want the video to automatically start playing once the Component is opened, check the box next to “Video will start as soon as it is opened, without user needing to click a play button”. 4. By default, the size of the player is 800 x 600 pixels. If you want to adjust the size of the player, chance the values of the pixels. 5. Drag and drop the file or browse to the file that you want to upload. All files must be located on the PC or accessible from the PC that is logged into Elevate. 6. Click “Update” to save.

Add Quiz or Test Component 1. Following the steps from “How to add a Component to a Product”, give your Quiz Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Quiz” or “Test”. Keep in mind, the description will also be visible on the Product page. For example, if

the title was “Quiz” your description may be “A 20 question quiz. You must answer at least 15 correctly to pass”. 2. Enter the number of questions that you want to display on each page in the field called “# of questions per page” 3. Enter the number of times you are allowing the learner to take the quiz. For example, if are allowing the learning 3 attempts to pass the quiz, enter “3” in the field called “Maximum number of quiz attempts” 4. Enter the passing score in the field called “# of correct answers to pass”. NOTE: This is the number of correct answers. For example, if you have 10 questions and you require an 80% or better passing grade, then enter the number 8. If you have 14 questions and require an 80% or better passing grade, then enter the number 11. 5. You can control how your learners review the answers after completing the quiz by choosing an option from the field called “Allow user to review quiz:”. The options are: “Never” = does not show answers, “After First attempt” = allows users to see how they answered each question but does not show correct answers, and “only after passed” = reveals answers and correct answers if the user has passed the test/quiz. Then select from two choices…“After Passed or Cannot Take Quiz Again” 6. Additional options apply: timed quiz, notify admin when quiz is submitted or when questions are commonly answered incorrectly, auto shuffle questions from a pool. 7. Next, create your quiz/test questions and answers using the provided fields. A “preview” function is provided to allow you to preview the quiz. 8. Before saving, please be sure to review your questions/answers. 9. Click “Update” to save. NOTE: Once learners have started to take the test/quiz, it is not advisable to add questions. Doing so will skew the results.

Add Survey Component 1. Following the steps from “How to add a Component to a Product”, give your Survey Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Survey” or “Evaluation”. The description will also be visible on the Product page. For example, if the title was “Survey” your description may be “A 5 question survey to evaluate the effective of the course”. 2. Enter the number of questions that you want to display on each page in the field called “# of questions per page” 3. Next, click on “add new question” button 4. Using the “Question Type” field, select the type of question you want for your first question. Your choices are: Text Input, Text Area, Select box, Radio Group, Check Box, Check Box Group, and Likert Scale. 5. After creating your questions, click “Update” to save. NOTE: Once users have started to complete your survey, do not change the text or questions within the text. Doing so will skew the survey results.

Add CE and/or Certificate Component (CME and CLE are also available) 1. Following the steps from “How to add a Component to a Product”, give your CE/Certificate Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Certificate” or “CE”. Keep in mind, the description will also be visible on the Product page. For example, if the title was “Certificate” your description may be “Print your certificate of completion now”.

2. If your certificate of completion is based on the completion of specific Components, you may select those Components using the field called “ Additional Required Assets” Follow the onscreen instructions. 3. If you are granting credits for completing the course, check the box next to the field called “Grant Credits”. If not, move on to step 4 a. If granting credits box was checked, additional fields will be displayed. Enter the number of credits and type in the corresponding fields. 4. If you are providing a printable certificate (certificate designs must be submitted to CommPartners in order to place them within your learning portal), check the box next to the field called “Printable Certificate”. a. If the “Printable Certificate” box is checked, thumbnails of the certificates that have been loaded into your Elevate learning portal will display. Click on the certificate that you want to use. b. After clicking on the certificate thumbnail, additional fields will be revealed as well as a sample of the chosen certificate. Each certificate may contain different fields. Complete the fields provided by following the onscreen instructions for each certificate. 5. To save, click on the “Save” button.

Add Acknowledgement Component 1. Following the steps from “How to add a Component to a Product”, choose “Acknowledgement” 2. The system default title is “Acknowledgement”. You may edit this as needed. You may also enter optional descriptive text. 3. Click “Next Step” 4. Use the editor field to enter the terms that you want the User to agree to or acknowledge. 5. The default button text is “I agree”. You may edit this as needed. 6. Click “Update” to save.

Add Live-In-person Component 1. Following the steps from “How to add a Component to a Product”, choose “Live In-Person” 2. The system default title is “Live In-Person Event”. You may edit this as needed. You may also enter optional descriptive text. 3. Enter a Start and Ending date 4. Enter Location Name, Street Address, City, State, and Zip code 5. Click “Update” to save.

Add SCORM *SCORM is an add on module with additional costs. Please contact [email protected] for more info on this feature. 1. Author your course in a SCORM compliant authoring tool and save the file in a .ZIP format. 2. Following the steps from “How to add a Component to a Product”, choose “SCORM”. The system default title name is “Course”. You may edit this as needed. You may also enter an optional descriptive text. 3. Click “Browse”, locate and select your course .Zip file 4. Click update. The system will save and upload your .Zip file

Add CLE and/or Certificate Component NOTE: Only ONE CLE Component should be created per Product. Elevate offers the Admin the 15 ability to create CLE credits for each State even though the requirements for each State may be different. Also, once a CLE Credit Component has been created, this Component may be reused and edited for different course products thus minimizing the administrative time to setup a CLE credit/certificate in the future. See “How to reuse my Content Library” 1. Following the steps from “How to add a Component to a Product”, choose “credits and/or certificates” and enter a CLE/Certificate Component a title and description. Keep in mind, the title will be used on the Product page and should be something learners will recognize. For example, you may consider using the title “Certificate” or “CLE”. Keep in mind, the description will also be visible on the Product page. For example, if the title was “Certificate” your description may be “1 CLE / .5 Ethics Credits”. 2. If your certificate of completion is based on the completion of specific Components, you may select those Components using the field called “Additional Required Components” Click the icon for onscreen instructions. 3. If you are granting credits for completing the course, check the box next to the field called “Grant Credits”. If you don’t click this box, no credits will be earned. However, you will still offer your learners the opportunity to receive a certificate of completion. If granting credits, additional fields will be displayed: a. If you are offering credits that are applicable to different States, check the ‘Multi- state/CLE Credit” box. b. Choose the first State that will be accepting credit for this course c. Enter the Total number of CLE credits the learner will earn. d. Enter the number of Specialty Credits that the learner will earn. Keep in mind, Specialty Credits are part of the Total Credits. For example: 1 CLE of which .6 may be applied to Ethics. In this example, the Admin would enter “1” for Total CLE and “.6” in the “Specialty Credits” field. e. Enter the number of minutes per credit hour that is recognized by the State. For example: “50” would be appropriate if 50 minutes = 1 credit f. Enter the “Course ID” that was provided by the accrediting organization. If this course is not accredited, you may enter “not accredited” in this field. For non-accredited content, your learners may submit for credit depending upon their jurisdiction. g. If you are allowing your learners to Print a certificate of completion, check the box next to “Printable Certificate”. Upon clicking this box, you will see at least one certificate to choose from. If you do not see a certificate, one has not been loaded into your account. Please notify your CommPartners. Support team. h. Choose the certificate that you want to use. A thumbnail view of the certificate is available to help identify each certificate. i. Some certificates may have customer fields that will need to be completed. You will see them under “Template Options”. j. Once all fields have been completed, you may Preview the certificate by clicking on “Preview”. You may preview on screen as well as print a copy. k. Click “Save” to save your CLE certificate and credit settings. 4. If you are providing a printable certificate (certificate designs must be submitted to Commpartners in order to place them within your learning portal), check the box next to the field called “Printable Certificate”. a. If the “Printable Certificate” box is checked, thumbnails of the certificates that have been loaded into your Elevate learning portal will display. Click on the certificate that you want to use.

b. After clicking on the certificate thumbnail, additional fields will be revealed as well as a sample of the chosen certificate. Each certificate may contain different fields. Complete the fields provided by following the onscreen instructions for each certificate. 5. To save, click on the “Save” button. Can I reuse Components and put them in a different Product? Yes. When adding Components to a new product (See: How to add a Component to a Product), you may either “add new” or use the “Load Component from Library” button. Every new Component that you create is placed into the Library. You can search the Library by type of Component. Once you’ve located the stored Component, you may click “Load Component” to add it to your Product. Doing so will “clone” the Component so you may need to edit the Component to make it work for your new Product. Editing a Component that was loaded from the Library will NOT change the settings in other Products. In essence, you are creating a NEW Component. Cloning a “live” webcontent Component will NOT fully create the Component since the date/time may be different as well as the meeting ID. You will need to edit this Component by following the steps in “Add Web Content Components”, specifically, the steps associated with “live” Components. How do I create a Discount or Promotion Code? 1. From the Administration Control Panel, click on the “Product” tab and choose “Discounts”. 2. Click on “add new discount” button and complete the form fields. Enter a “descriptive name” such as “March Madness Promo”. 3. Next, choose the “Discount Type”: either “Promotional Code” or “Volume” code. The form will change depending up the type you pick. Promotional codes require you to enter a code. Volume codes require you to enter the minimum number of products required in order to qualify for the discount. 4. If the discount will apply to ALL Products, check the box next to “Apply to all products”. 5. If this discount doesn’t apply to all Products, decide if you want the discount to apply to specific Categories or Category. 6. If you want the discount to apply to specific products, use the “choose products” field. Begin typing a Product name and the system will auto-find matching product names to choose from. 7. Next, choose the dollar amount or percentage of discount and how the discount will apply: either “total sum of the qualifying products” OR “each product individually” 8. Next, choose when the discount code will expire…or Click “no expiration” to have the discount never expire. 9. Next, enter the number of uses per: code, user, in total or no limit. 10. Click “Save” to save the code. Distribute the code either in promotional emails or place them throughout your Elevate site using an HTML widget.

How do I create and edit Product Types? 1. From the Administration Control Panel, click on the “Products” tab and click on “Product Types” in the drop down menu. This action will redirect you to the Product Types page. 2. In the product Types page click on the “Add New Product Type” button in the upper right hand corner. 3. Your page will refresh. On this new page enter the “Product Type Name” in the text field. You may select the check box if you wish to hide this type in our catalog/widget search forms. 4. Click Save to save your product and return to the products page

5. If you wish to edit a Product Type, find the product type you wish to change and click the “edit” button under the “Actions column” for that product. (If you wish to delete a product simply click the delete button and you will be asked to confirm your action) 6. This will take you to that product type’s page where you may edit the Name and whether you wish to display the product type in the Catalog/widget forms. How do I perform a Mass Import for products?

This tool will allow you to mass create multiple products and import basic information for each. This tool does not mass import components.

If you do not set pricing, the products will default to "Private". All products will be in Draft status after you import. Once all products have been created, you will need to add Components to them.

To begin, follow these steps:

1. Open an Excel worksheet and enter the column header names EXACTLY as shown below, in the first row: title, summary, description, start_sales_at, end_sales_at, categories, product_types, social, remote_product_id, remote_accounting_code, accounting_date

Field Descriptions title , summary , and description : Text fields. start_sales_at and end_sales_at : are dates in ISO date format (YYYY-MM-DD). Enter "never" in the end_sales at field if you do not have a sales end date. categories : is a comma-separated list of category names. Categories must match (case- sensitive) already existing Categories. This is an optional field. product_types : is a comma-separated list of product types. Product types must match (case- sensitive) already existing product types. This is an optional field. social : is a comma-separated list of social media options (Facebook, LinkedIn, Twitter, Google, Pinterest). Social entries are case-sensitive. Enter "All" to turn on all social media options. This is an optional field. remote_product_id : Alpha-Numeric field. This is an optional field. remote_accounting_code : Numeric field. Must match existing Remote Accounting Code(s). This is an optional field. accounting_date : An date in ISO date format (YYYY-MM-DD). This is an optional field.

Enter the corresponding field values in the rows below each column header for EACH new product. For example, enter your first Product Title in the cell below the "title" column. Each row below your column header row represents one Product.

2. After entering all of the field values for each Product, save your Excel file as a CSV (Comma Delimited) (*.csv). 3. Browse to select your saved CSV file for uploading. 4. Check the box next to "Set prices for ALL these products". This will set the same price for ALL of your imported files. You may leave this blank if your product prices are different and in which case, you will need to enter the price for each after the import has been completed. 5. Click "Import and Review". 6. Review your products on the next page, then click "Create Products", or "Go Back" to start over. 18

7. Once your import is complete, be sure to create/add components and add/edit tabs for each product that was imported and change the status when ready.

What is Mass Assign Credits? This feature will allow you to assign credits to multiple users. The users must have an account in the system and be registered for the product that contains the credits.

How do I assign credits to multiple users at the same time? From the Administrative Control Panel, click on the “Users” tab and select “Mass Assign Credits”.

Follow these steps to assign credits:

1. Type the name of the product in the "Product Title" field and select the matching product from the drop-down list of results. 2. Use the "Type" drop-down to select a credit type, then enter additional credit number and earning options. 3. Select the "User Import Method" used in your upload file. NOTE: Your CSV-formatted file should only contain one column with no header. Each row should contain one record. For example, if you chose "Email" as your User Import Method, then each row should contain one email address. 4. Click "Browse", then navigate to and select your upload file. 5. Click "Mass Assign" to complete the process.

Note: users who do not exist or who are not registered for the product will be skipped and noted with a warning message.

How can I grant or edit credits manually? 1. From the Administration Control Panel, click on the “Users” tab and select “Grant or Edit Credits”. 2. In the field that is labeled “First/Last Name or Email” enter the user’s first/last name or email address to search for that user. Select the user you desire to grant or edit credits for. 3. For users who haven’t earned any credits, you may only Grant Credits. You may Grant credits by typing the name of the desired product into the “Product Title” search field. 4. Select which credits you wish to grant to the specific user and click “Grant Credits” 5. The previous action will induce a popup. In this window, input the “Earn Date”, Credit Type, and number of credits (credit number). You may also select to have a certificate or not by clicking the circle next to “No Certificate”. 6. To edit credits that have already been earned follow steps 1-2. Click on “Edit” under actions for the product you want to edit. 7. This will induce a popup window. Follow step 5. How can I grant quiz attempts to an individual user? 1. From the Administration Control Panel, click on the “Users” tab and select “Grant Quiz Attempts”

2. Enter the first/last name or email of the user you wish to grant quiz attempt to in the “First/Last Name or Email” search field. Select the desired user. 3. If the user has attempted a quiz it will generate below the user’s name. If the user has not passed a quiz you may grant more attempts by clicking on the “Allow More Attempts” action button. 4. In the popup window, enter the number of attempts you wish to grant to the user, then click “Grant More Attempts” How Can I Grant Prepaid Balances? Prepaid balance is like store credit. The user's balance is displayed and can be used during the checkout process. User can also view their balance on their Dashboard. There are 3 Ways to Grant Prepaid balances: Grant to individual user, Grant to uploaded list of users, and Grant by member type.

Grant to Individual Users 1. From the Administrator Control Panel, click on the “Users” tab and select “Grant Prepaid balances” from the drop down menu. 2. Select “Grant to Individual User” tab and enter a user’s name or email into the “First/Last Name or Email” Search field. 3. Select the desired user you wish to grant a prepaid balance to. 4. The users current balance will be displayed with the transaction date, transaction type, amount and paid. 5. Click on “Grant More” to induce a popup window. In the window Enter a dollar amount, in "Amount to grant", to be added to user's balance. “Amount paid" is the amount, if any, that a user paid, outside of this site, to receive this balance. Leave "Amount paid" at zero if this is simply a grant of free credit.

Grant to Uploaded List of Users This function is used to grant a prepaid balance to multiple users at the same time. 1. Outside of Elevate, create a plain text file (NOT a word processing document) with one User ID or Email Address per line, and save it. 2. Under the “Users” tab, select “Grant prepaid Balance” from the drop down menu. 3. Click on the “Grant to Uploaded List of Users” Tab in Grant Prepaid Balances. 4. Click on the “Browse…” button and select the file you just made 5. Enter the dollar amount in “Amount to Grant”. This is the amount you are giving to users. 6. “Amount Paid” is an optional field to use if the users paid, outside of this site, to receive this balance. Leave the “Amount Paid” at $0.00 if you are granting free credit. 7. Click ‘import and review” at the bottom of the window. 8. The screen will refresh and a popup window will prompt you to review the users you have granted the balance to. If you want to grant the prepaid balance, click “Grant”.

Grant by Member Type 1. From the Administrator Control Panel, click on the “Users” tab and select “Grant Prepaid balances” from the drop down menu. 2. Click on the “Grant by Member Type” Tab 3. Select the member type by clicking on the “Member Type” drop down menu 4. Select the member role by clicking on the “Member Role” drop down menu

5. Enter the “Amount to Grant” to denote how much you wish to grant to the specified member- type. 6. Enter the “Amount paid” to denote how much these members paid outside of this side to acquire this prepaid balance. Leave this at $0.00 if you wish to grant a free balance. 7. Click on Review to see to whom the balance will be granted to. If you wish to proceed, click grant to grant the prepaid balance.

How do I make notifications for my users? Notifications appear only to the member-types you select, and are displayed on the top of all pages. Users can dismiss them, or read the full message, and they can also view older notices from a button on their user Dashboard. 1. From the Administrator Control Panel, click on the “Users” tab and select “Notifications” from the drop down menu. 2. If you wish to add a new notification click on the “Add” button (In green) on the right side of the page. 3. You will be redirected to a ‘Create Notification” page. Enter the title of the notification in the “title” field. 4. If you wish for your notification to disappear after a certain date, uncheck the “No expiration” box. A new field will appear. Enter the desired expiration date in this field or use the calendar icon to select a day easily. 5. Next enter the description into the text editor (WYSIWYG). 6. You may choose to limit who see this notification. If you do, uncheck the member-type bow “any type”. This will reveal the member types in your site. Check the boxes to the LEFT of the member type that will be able to see this notification. 7. If you wish to edit a notification, find the notification title you wish to edit and click on the “edit” button then follow steps 3-6 8. If you wish to delete a notification, click on the “delete” button. You will be asked to confirm your action once you have clicked this button.

How do I create Administrative Permission Packs? Administrative packs are groups of predefined administrative (Admin) permissions, which can be assigned to an unlimited number of Admin users. There are two types of Admin packs: default and custom. Default packs are not editable, but can be used as a starting point to customize an Admin’s permissions or as a starting point for a custom pack. Once an Admin pack has been created, you can assign it to your Admins by going to User Management and clicking the "Permissions" button. 1. From the Administrative Control Panel, click on the “Users” Tab and select “Administrative Permission Packs” 2. Click on “Add New Role”. This will take you to a form where you may create a new Role. 3. Enter the Name of the new role in the “Name” Field and include a description of the role in the “Description” field. 4. Select what you wish the permissions to be based on by selecting an option from the “Permissions Based On” drop down menu. If you wish to create a custom Role select the appropriate permissions by clicking on the check box to the LEFT of the permission. 5. Use the downward facing arrows to reveal more permissions that are related to the parent permission. 6. After defining what permissions this role will have, click “Create” to create the role.

7. You may edit a role by following step 1 then finding the role you wish to edit and clicking edit. Follow steps 3-6 to complete editing.

How do I transfer purchases/registrations between users? This function allows the Admin to merge/transfer registrations between User accounts, usually for the purposes of merging duplicate accounts. To begin, follow these steps:

1. From the Administrative Control Panel, click on the “Users” tab then select the “Merge and Transfer Tool” option from the drop down menu. 2. Select the account that you would like to transfer FROM. 3. Select the account that you would like to transfer TO. 4. Check the box next to each of the product registrations that are listed under the FROM account that you want to transfer. 5. Click the "Transfer" button to transfer. 6. Optional: If the FROM account has no remaining products, you may delete the account using the "Delete User" button 7. You may click the “Re-load Users’ Purchases” to refresh the purchases.

Can I add a NEW page to my Elevate Learning Portal? Yes. Elevate was created to give administrators the freedom to add content pages and fill them with page widgets.

How do I add a NEW page to my Elevate Learning Portal? 1. From the Administration Control Panel, click on the “Content Management” tab and choose “Pages”. 2. Click on “Add New Page” 3. Enter a title in the “Title” field. This is a required field. 4. Click on “Add new widget to main page content” 5. Your pages are divided into 12 columns. So be sure you “size” your widget accordingly. If you want the widget to span across the entire page, give the “size” field a value of 12. If you want the widget to span across half of your page, give the “size” field a value of 6. 6. Enter the number of rows that you want your widget to use. Keep in mind, the widget will auto-size the number of rows. 7. Enter a name for your widget and check the boxes to determine if you want to display the name on your page, give it a border or hide it from mobile devices. 8. Choose the “Type” of Widget. Your choices are: HTML, Video, RSS feed, Product List, MP3, Podcast, News Feed, Social Media Links, Social Media Share, Poll, File Collection, and Full site search 9. Each Widget type has its own form fields to complete. Complete each field for each widget selected then click “save”. 10. After you have created your widgets, you can move then around on your page by clicking and holding your mouse button and moving the widget to the page location you desire. The pages are dynamic so the admin view of your page may not reflect exactly the layout once the page renders so be sure to test your pages before you activate them. 11. The User can also add a sidebar to their new page by clicking on the “Add New widget to sidebar” button 12. The sidebar is limited to 1 column but is indefinitely long (unlimited rows) 13. Use the same instructions provided above to add widgets to the sidebar (steps 4-10) 22

How do I create a Menu item for the New Page I just created? 1. From the Administration Control Panel, click on the “Content Management” tab and choose “Menu”. 2. If the page you created is a stand-alone page is not related to any other Menu item, leave the “Parent” field as “none”. 3. If the page was created in the Elevate Admin Portal, select it from the “link to page” drop-down table. 4. Enter a “name” for your Menu item. 5. Check the box if you want the page to open in a new window and/or if you want the page to display before login in. 6. Click the “Add” button to save. After “adding” the page, you can move the page by grabbing it with your mouse and moving it to the location in the menu list.

How do I edit an existing page? The Home page may be edited as well as any other Admin created page. The catalog, profile, cart, and dashboard pages cannot be edited by the Admin. To edit a page, follow the steps below: 1. Navigate to and click on the “Content Management” tab and 2. Choose “Pages” from the drop down list. A list of pages that are editable will be displayed. 3. Click on the “edit” button next to the page you want to change. 4. Click on the icon next to the widget you want to edit. 5. Click “Save” when done. You will be prompted to “save” the page. Click on “save” to do so.

What page widget types are available to build my page(s)? 1. The Widget Types are: HTML, Video, Poll, RSS Feed, Product List, MP3, Podcast, News Feed, Social Media Links and Social Media Share, File Collection, Poll, and Full Site Search. 2. HTML- Similar to a word processor or text editor. It can read HTML code (), hyperlink text (Chain links icon), insert tables (Grid icon), show an embedded video, YouTube, or Vimeo link (Video camera icon), insert a picture (framed mountains with sun icon), develop a list (list icon) as well as perform the other basic functions of a word processor (bold, italics, underline, strikethrough, font color, background color, horizontal line, and paragraph formatting) 3. Video- Enables the admin to Embed a video or use a YouTube/Vimeo link 4. Poll- Polls are displayed to the front end user. You may create or select an existing poll from this widget. It also has the capability to show poll results as Text, a pie chart, or a bar chart. 5. RSS Feed- RSS stands for Really Simple Syndication. It's an easy way for you to keep up with news and information that's important to you, and helps you avoid the conventional methods of browsing or searching for information on websites. Now the content you want can be delivered directly to you without cluttering your inbox with e-mail messages. This content is called a "feed." Simply copy and paste an RSS feed URL and select the number of articles you wish to display. 6. Product List- A product list displays a certain number of products. Use the check boxes to display what the products will show. For example, click on “display product image” to show the front end user the image associated with those products being displayed. 7. MP3- Allows the admin to display an Mp3 to the front end users. You may use an Embedded player, download only, or both. Meaning that the MP3 could be only streamed, only downloaded, or both. To upload an MP3 simply drag and drop the file in the grey “Upload” box or search and upload a file by clicking on the grey “Upload” box. 8. Podcast-A Podcast is a series of audio files grouped by topic or title. Users may subscribe to the podcast, via RSS, and receive periodic updates whenever a new file has been added to the 23

Podcast. The User may then download the file to their media player such as an iPod, computer or smart phone. You may select a specific podcast or create a new one from the widget management window by selecting a podcast from the drop down menu or clicking the “Create new podcast” button. Select the number of items displayed by entering a number into the field “Number of items” 9. Newsfeed- A Newsfeed is very similar to a podcast except instead of audio files, Newsfeeds are primarily written articles. Users subscribe to the Newsfeed via RSS, and receive periodic updates whenever a new article has been added to the Newsfeed. The User may then download the article to their media player such as an iPad, computer or smart phone. You may select an existing Newsfeed from the drop down menu “Select a news feed” or create a new newsfeed by clicking on the “Create new News feed” button. 10. Social Media links- Link your site to social media pages. Check the services for which you wish to provide a link to and enter the corresponding URLs. Social media options include: Facebook, Twitter, Google Plus, LinkedIn, and YouTube. 11. Social Media Share- 12. File Collection- File Collections allow you to create resource groups containing any combination of audio, video, and document files. In order to display a File Collection on this site, you must create a File Collection widget on any custom page or your home page. 13. Full Site Search (FSS)- Displays a Full Site Search to the front end user.

What are Product Widgets? A Product Widget allows the Admin to create product specific content on a page. Users may access this content directly on a page or are directed to a specific page that contains the content. The Admin can also control the number of Products that are displayed in the widget. (Found in Content management under Product feed) The Product widget choices are: Filtered Filtered allows the Admin to filter the Products listed in the widget by Category(s), Live, On-Demand or Both, Date Range and/or Key Word. The Admin can also control the number of Products that are displayed in the widget. Recommended Recommended allows the Admin to filter the Products listed in the widget by the Users Interest Categories and their level of interest. User Interests are controlled by the user and can be edited by using the “Profile” link. Popular Popular allows the Admin to filter the Products listed in the widget by the Products with the most registrations. It will list them from most registrants to least number of registrants. Specific Specific allows the Admin to filter the Products listed in the widget by specifically choosing a Product or Products.

How are Product Widgets used? Filtered: A filtered widget would be use whenever the Admin wants to call out a Category(s) or Type(s) of Products. For example, “Upcoming Live” widget would filter on Products with “Live” Types. Another example would be if you had a specific category “Nursing” and you wanted to show only the Products in the “Nursing” category. Recommended: A recommended widget would be used if you want to create a personalize page of learning content specific it each Users interest. In this case, the Admin would create a page called

“Recommended” and a Recommended Product Widget would be placed on the page. The Admin would most likely create a menu item that points to the “recommended” page. Popular: A popular widget would be used if you want to draw attention to or show your Users a list of most popular products. This widget would be used once the organization has generated enough registrants in order for the logic to work. Specific: The specific widget would be used to create a “Featured” or “Weekly Special” section of your content. This widget requires that you select specific products by title. This widget should be refreshed periodically. How do I create and edit the sidebar on my Elevate site? The sidebar layout you set here will be used on every page. Additional sidebar widgets can be added on setup of specific pages. The layout is a rough approximation of how your content will be displayed on the page. 1. From the Administrative control panel, click on the “Content Management” Tab and select “Sidebar” from the drop down menu. 2. Click on “Add New Widget”. This will induce a popup window where you will enter the specifications of this widget. 3. Use the drop down menu next to “Size” to determine how many rows the widget will take up. (keep in mind the system will auto size the widget if necessary so what you see on this page isn’t a direct representation of what will be displayed on the user end). You may select up to 12 rows. The maximum number of columns is set to one and cannot be changed. 4. Next input the desired name of your widget in the “Name” text box. 5. If you wish to display the name and/or border of your widget to the users, you may select the checkboxes to the LEFT of either “Display Name” or “Display Border” 6. You may hide this sidebar widget on either desktop or mobile by selecting “Hide on Desktop” or “Hide on Mobile” from the drop down menu. (The default setting for this is Display on Desktop and Mobile) 7. Select the type of widget you wish to put in the sidebar by selecting an option from the “Type” drop down menu. (See What page widget types are available to build my page(s)?) What e-mails will the system send? The system will send the following emails: • Purchase and registration confirmations • Live event reminders • Task assignment, task overdue, task complete, task change • Speaker assignment/instructions • Product and package expirations • Did not attend webinar • Recording is ready • Savings pack usage reminders • Ad hoc emails to registrants as needed

Can I customize the emails that are sent? Yes. Each product email, confirmations and reminders, may be customized. You will have the opportunity to create a default template and as well as the opportunity to edit the default on a per product basis. Speaker assignment and instructions can also be customized per Speaker.

How do I set reminder emails for Products with LIVE events/Components? By default, the system will send reminder emails to registrants 10 days, 5 days and 1 day prior to the event start date. If you want to edit the frequency or add more reminders follow the steps below. 1. After you have successfully added a “Live” web content Component, you will be redirected back to the “add Component” page. On this page you will see a button that says “Edit Reminder Email Schedule”. 2. To add a new reminder, click on the “add new” button and enter the number of days or hours prior to the event date/time that you want the email to be sent. Then click “save” 3. To remove a reminder, click on “remove” and then click “save”

How do I create, edit, or delete Emails to product registrants? 1. From the Administration Control Panel click on the “Products Tab” and select “Emails to Registrants” from the drop down menu. 2. To create a new email click on the “Create New Email” button. This will induce a popup requesting that the user type in the name of the product that this email is for. Type in the name of the desired product (our site will search for the product based on the words you input) and select the desired product. The product selected will be displayed under “New email for:” in red. Click continue. 3. After continuing from the previous page, you will be brought to a page with the heading “Emails to Registrants of “{product name}”. Choose the date and time when you would like the email to be sent by clicking on the drop down menu “Date/Time to Send”. You will be given three options: Draft- Hold for Later, Send Now, and Send Later. If Send Now or Send Later are selected a date/time field will appear next to the Date/Time to Send. Select the appropriate date/time for the email to be sent. 4. Next Include the subject of the email. 5. Below the aforementioned fields is a text editor (WYSIWYG). Use this to type the content of the email. The text editor has the ability to do the following: read HTML (Click the button) that is either written or copied in, insert pictures (using the button that looks like a mountain in a frame), insert a video (Video button), Link text to a website (using the button that looks like two chain links), and perform other basic text editor functions (Paragraph align, bold text, underline text, color font and background, and lists). 6. To test the email, click the “test” button at the bottom of the page. This will prompt a popup with a pre-implemented email, you may change this email and click send test. 7. Click the save button at the bottom of the page to save the email. The action will also bring the user back to the “Emails to Product Registrants of ‘{Product name}’” page. 8. If you wish to edit any emails, click on the “edit” button next to the email you wish to edit. 9. Follow steps 3-7 to edit. 10. To delete an email, simply click the red “Delete” button and confirm that you wish to delete the email. 11. You may copy the format of created emails and apply them to other products by clicking on the “Copy” button. This will bring you to a popup similar to step 2. Follow steps 3-7 to create the new email. Can I create or edit a Menu item? 1. Navigate to and click on the “Content Management” tab and 2. Choose “Menu” from the drop down list. The Menu items will be displayed in order. a. To change the order, click on and hold your mouse on the Menu item you want to move. Drag it to the position you desire. 26

3. To edit a Menu item, click on the icon. 4. To add a new Menu item, click on “Add New” button a. Choose the “parent” or the Menu item that you want to place this new menu item under…OR if the menu item is not related to another item, leave this as “none” b. If you are linking this Menu item to a local Elevate page that you created, click the drop-down arrow for the “link to page” field and select the page that you created or to another existing page (See: How do I create or edit a page?) c. If you are linking this Menu item to a page outside of Elevate, leave the “link to page” as “enter URL below…” and in the field called “URL” enter the web address of the page you want the Menu item to go to when clicked. d. Name the Menu item and then check the boxes next to “open in new window” and or “display before log in”. Checking display before login will show the Menu item before a user logs in. If you want to hide this page from guest users, do not check this box. e. Click “Add” to save. What is a Podcast and how do I use it? A Podcast is a series of audio files grouped by topic or title. Users may subscribe to the podcast, via RSS, and receive periodic updates whenever a new file has been added to the Podcast. The User may then download the file to their media player such as an iPod, computer or smart phone.

How do I create a Podcast? 1. From the Admin Portal, click on “Content Management” and choose “Podcast” 2. Click on “Add new podcast” 3. Enter the Name of your Podcast. Keep in mind, this is not the name of the file rather this is the name of the series of files that will be added throughout time. For example: “Caring for Grass” may be the Name of your podcast. You would then add items to your Podcast such as “Cutting Tips” and “Fertilizing Tips” and “Watering Tips”. Each one of the items would be a separate audio file. 4. Enter a description of the podcast. For example, “this podcast series will provide weekly audio files covering all aspects of caring for grass.” 5. Next, upload your audio file by clicking on the gray box and browsing to your file OR drag and drop the file to the gray box. 6. After successful file upload, the system will redirect you to the main podcast admin page where you will see the link to the podcast feed.

How do I add a Podcast to one of my pages? Adding podcasts to a page is achieved by adding a Podcast widget to your page. 1. Edit or create a new Page. 2. Click on “add new widget” 3. Give your widget a “Name”, check the box “display name” if you want it displayed on the page, check “display border” if you want a border around the widget, check “hide mobile” if you don’t want the widget exposed to people using mobile devices. 4. Choose “Podcast” as the Type of widget. 5. Choose the name of the podcast you want to use for this widget or create a new one. 6. Enter the number of file entries that will be displayed in the podcast. (number of items) 7. Click “Save” when done to save the widget. 8. Click “save” to save page.

What is a Newsfeed and how do I use it? A Newsfeed is very similar to a podcast except instead of audio files, Newsfeeds are primarily written articles. Users subscribe to the Newsfeed via RSS, and receive periodic updates whenever a new article has been added to the Newsfeed. The User may then download the article to their media player such as an iPad, computer or smart phone.

How do I create a Newsfeed? 1. From the Admin Portal, click on Content Management and choose “Newsfeed” 2. Click on “Add new newsfeed” 3. Enter the Name of your Newsfeed. Keep in mind, this is not the name of the first article rather this is the “Name” of your Newsfeed (The name of the series of articles/items that will be added throughout time.) For example: “Caring for Grass” may be the Name of your Newsfeed. You would then add articles(items) to your newsfeed such as “Cutting Tips” and “Fertilizing Tips” and “Watering Tips”. Each one of the items would be a separate written article. 4. Enter a description of the Newsfeed. For example, “this Newsfeed will provide weekly articles covering all aspects of caring for grass.” And click save. This will refresh your page and direct you to the next step. 5. On the new page, click on “Create new item”. In this case, the “item” is your first article. Enter the Article’s title and summary in the test boxes. Under the drop down menu “Categories” user can link the article to specific categories. Use the text editor to enter your article text. Enter the date the article was published using the “publishing date” field. 6. After you have completed writing your article or copying and pasting the article text, click on the “save” button.

How do I add a Newsfeed to one of my pages? Adding a Newsfeed to a page is achieved by adding a Newsfeed widget to your page. 1. Go to the “Pages” item under the “Content management” tab 2. Edit or create a new Page. 3. Click on “add new widget” 4. Give your widget a “Name”, check the box “display name” if you want it displayed on the page, check “display border” if you want a border around the widget, check “hide mobile” if you don’t want the widget exposed to people using mobile devices. 5. Choose “Newsfeed” as the Type of widget. 6. Choose the name of the Newsfeed you want to use for this widget or create a new one. 7. Enter the number of articles that will be displayed in the podcast. 8. Click “Save” when done to save the widget. 9. Click “save” to save page.

What is a Product Feed and how do I create one? Product Feeds are RSS Feeds with product listings, which can be used on external websites to allow users to view product listings outside of the Elevate system. The feeds are similar to product widgets in that you can set the feed to filter the products that will appear. 1. From the Administrative Control Panel, click on the “Content Management” tab and select “Product Feeds” from the drop down menu. 2. Click on the “Create New Product Feed” button. After the screen refreshes you will be redirected to a new page called “Create New Product Feed” 3. Use the fields to filter the products in your product feed. All matching products will appear in the feed regardless of a user’s membership type and product access

4. Enter the Title into the “Title” text box and a description of the feed in the “Description” text box. Select the max number of items shown in the feed by either typing in a number or using the up/down arrows in the box next to the field title “Max items to show”. 5. You may select to show either “Filtered Products” or “Specific Products” 6. If you selected “Filtered Products”, you may filter the products by category by selecting categories from the “Filter by Category” drop down menu. (You may select as many categories as you wish) 7. You also have the ability to filter by any keywords you enter into the “Filter by Keywords” text box 8. If you selected “Specific Products”, enter the name of the specific products you wish to show in the “Choose Products” text box. (Start typing the name of the product in the text box to get matching products).

What is an RSS Feed? RSS stands for Really Simple Syndication. It's an easy way for you to keep up with news and information that's important to you, and helps you avoid the conventional methods of browsing or searching for information on websites. Now the content you want can be delivered directly to you without cluttering your inbox with e-mail messages. This content is called a "feed."

Where can my Users get an RSS Reader? Some browsers, such as the current versions of Firefox and Safari have built in RSS readers. If you're using a browser that doesn't currently support RSS, there are a variety of RSS readers available on the web; some are free to download and others are available for purchase.

How do I instruct my Users to use RSS Feeds? The first step is to choose an RSS reader. Each reader has a slightly different way of adding a new feed, also called a "channel." Follow the directions for your reader but, in most cases, here's how it works: 1. Click on the RSS link or small icon near the feed you want. 2. From your web browser's address bar, copy the URL (web address). For example, a RSS URL you would look like this: https://commpart.elevate.commpartners.com/news-feeds/1 3. Paste that URL into the "Add New Channel" section of the reader. The RSS feed will start to display and regularly update Podcasts or Newsfeeds.

What are Polls? Polls allow you to ask users a question to which they can respond and compiles the results in a format of your choosing. In order to display a Poll on this site, you must either create a Poll widget on any custom page or your home page OR display a Poll on a product page using the Poll product tab.

How do I create or edit a Poll? 1. From the Administrative Control Panel, click on the “Content Management” tab and select “Polls” from the drop down menu. 2. To add a new poll, click on the “Add New Poll” button, this will refresh your page. 3. Add your question to the field labeled “Question”

4. Select the Poll Type from the drop down menu. Single answer response means that the user may only select one answer. Multiple answer response means the user may select multiple answers from the response choices. 5. Enter your response choices by typing them into the text boxes. You may move the order of the answers using the 4-way arrow icon on the left side of the text box. 6. If you wish to add more responses click the “Add Choice” button. 7. Using the Calendar icons select when you will start accepting responses and when you will stop accepting responses 8. Select which member types can view the poll, can vote, and can view results by using the checkboxes. 9. Click on the “save” button to save the poll 10. To edit a poll simply click on the edit button next to the poll you wish to edit then follow steps 3-9.

What are File Collections? File Collections allow you to create resource groups containing any combination of audio, video, and document files. In order to display a File Collection on this site, you must create a File Collection widget on any custom page or your home page.

How do I create or edit a File Collection? 1. From the Administrative Control Panel, Click the “Content Management” Tab and select “File Collections” from the drop down menu. 2. To add a new file collection, click on the “Add New File Collection” button. 3. Each File Collection contains separate audio, video, and document items. Create a new File Collection for every group of items you wish to display. Once the File Collection is created, use the "Items" button to place items inside of the collection. 4. Enter the name of your file collection in the “Name” field 5. Add a description in the “Description” field WYSIWYG. 6. You may use the default permission or make your own by unchecking the “Default permissions” checkbox and using the displayed checkboxes to create your own permissions on who “Can see” and “Can access” the file collection. 7. Once you created a file collection and have saved it, return to the “File Collections” page and you will see your newly created file collection. Click on the “Items” button to add items to your file collection. 8. The page will refresh and show you all the items related to the file collection you clicked on. To add a new item, click on “Create New Item” 9. Enter the Title in the “Title” field and enter a summary of the item in the “Summary” field. 10. Add a publishing date by clicking on the calendar icon and choosing a date 11. Select the category this item fits into by using the drop down menu under “Categories”. (you may select one or more categories). 12. Select the file type by using the drop down menu under “File Type”. You will be given 3 options: MP3, Video (MP4 only), or a document. Depending on your choice, you will be given different fields to fill out. 13. If you chose MP3, select the access type from the list of: Embedded player, download only, or both embedded player and download. 14. For permissions see step 6

15. Then upload the file by either dragging the file and dropping it into the grey box or clicking on the grey box, browsing your computer, and selecting the file you wish to upload. 16. If you selected “Video (MP4)” then you will have the option to change the view options by resizing the video frame. The default size is 800x600 pixels. To change the size, type the desired number into the “width” and “height” boxes or use the arrows to change the ones place digit, one digit at a time. 17. For permissions see step 6 18. To upload see step 15 19. If you selected “Document (doc, pdf, xls, ppt)” follow the following directions 20. For permissions see step 6 21. To upload see step 15 22. Click “save” to save the item 23. If you wish to edit a file collection, simply click on the “edit” button next to the file collection you wish to edit. Then follow steps 4-6. How do I add a discussion forum? 1. From the Administrative Control Panel, Click the “Content Management” Tab and select “Forum” from the drop down menu. 2. Click on “Add New Category” 3. Add the Name of your discussion board/forum in the “Name” text box 4. Add a description of the forum in the “Description” forum. This may be used to Identify to users what is being discussed in the forum. 5. Click on the “Save” button to save the forum. 6. If you wish to edit a forum, click on the “Edit” button next to the name of the forum you wish to edit then follow steps 3-5 to finish editing. What is the Site News Tool? The site news tool is a tool used by the admin to generate HTML-code for email marketing automation systems. Use the Site News tool to create HTML code, copy it and paste it into an email marketing template.

How do I create a newsletter? 1. From the Administrative Control Panel, click on the “Content Management” tab and select “Site News Tool” from the drop down menu. 2. Type the heading into the “heading” text field. 3. Type your introductory text in the text editor (WYSIWYG). 4. Select the Layout type to be either a 1-Column or 2-Column layout in the email. 5. Then use the checkboxes to set the newsletter sections which you would like to appear in your email newsletter. You can also customize the section header, choose which items inside of each section to display, and add additional text above and below each section. Use the arrows on the left to drag and drop the order of sections in the generated email newsletter. 6. To edit what is in each section, click the checkbox next to the header. 7. Change the section header to whatever title applies to the newsletter. 8. You may choose to include products from a specific number of days, just use the drop down menu to change the number of days. 9. If the section includes products, you can filter by category using the “categories” drop down menu and/or filter by type using the “type” drop down menu (also labeled any) 31

10. You can add additional content before and after a section by clicking on the check boxes next to “additional content before section” or “additional content after section”. This will open another text editor (WYSIWYG) where you can input the additional information. 11. At the bottom of the page you select a template for testing from a list of several options. Click on the circle next to anyone of them to use that test template. 12. Click “Generate” to generate the newsletter. 13. A popup window will be displayed with the HTML code for the email. Click copy to clip board. This action will allow you to copy and paste the code into your email marketing automation software. 14. Click “Close” to close the window.

Can I embed a YouTube or Vimeo video file into a page? Yes, follow the steps below: 1. Navigate to and click on the “Content Management” tab and 2. Choose “Pages” from the drop down list. A list of pages that are editable will be displayed. 3. Follow the steps above to create a new page OR click on the “edit” button next to the page that you want to add the YouTube video. 4. Click on “add new widget to main page content” 5. Give your widget a “Name”, check the box “display name” if you want it displayed on the page, check “display border” if you want a border around the widget, check “hide mobile” if you don’t want the widget exposed to people using mobile devices. 6. Choose the “Video” as the Type. The on-screen fields will change depending up the widget you choose. Simply fill in the on-screen fields and save. 7. Click the drop down menu labeled “source” 8. You can choose to either upload a video or Embed a video. 9. If you wish to upload the video, simply drag and drop the file in the “upload” grey box 10. If you wish to embed the video, copy and paste the embed code into the “Embed code” box 11. Click “Save” to save the widget when done. 12. Click “Save” to save the page.

How do I generate reports? Depending on your permissions, only certain reports may be available to you. From the Administrator Control Panel, click on the “Reports” tab and select your desired report. Some reports will have a secondary menu, hover over the primary menu and then select the desired report from the secondary menu. Then use the filters on the page to specify the results of your report. The admin will have several options on how to filter certain reports. After you have filtered your reports, click on “Show Results” to generated and view the report. There will also be an option to download the report as a CSV. To do so, click on the “Download as CSV” and follow the instructions provided.

Registration Reports 1. IF your permissions allow the admin to generate “Registration & Revenue Detail Reports” use the following list as a help reference for the filters. i. The drop down menu with “all products” as the default selection can be changed to filter by “specific products”. The field below it will change from “Excluded Products” to “Selected Products”. Use these fields to either exclude products or select products ii. Click on the Calendar Icon next to the fields “State Date” and “End Date” to narrow the reports to show only products with start/end dates within that range 32

iii. CNTRL+Click on the items in the “Product Status List”, “Field List”, “Categories” and “Product Types” to select those items to be included in the report. iv. Use the “Branding” drop down menu to filter by branding along with the other filters v. Enter text in the “Referral” text field to filter by Referral 2. IF your permissions allow the admin to generate a “Registration Summary” report, use the following list as a help reference for the filters. i. Use the drop down menu “Product Title” to find and select the desired product(s) to filter by. There is a search function within this drop down menu. Simply type in the desired Title and the system will search for products related to the keywords. You may select more than one product by clicking on the products. ii. Use the drop down menu “Category” to select the category you wish to filter by. iii. Select the date range using the Calendar Icon. The first date is the beginning date. The second date is the end date. iv. Use the check boxes to select which fields you wish to be displayed in the report. 3. IF your permissions allow the admin to generate a “Registration Summary by Account Code” report, use the following list as a help reference for the filters. i. This report is a summary of registrations and revenue by account code and registration date range. To change the results of the report, edit the date range. For a code specific report enter a specific account code. ii. Use the “Accounting Code” text field to get a code specific report. Leave the field blank if you don’t wish to have a code specific report. iii. Use the “Fields to Display’ checkboxes to select which fields you wish to be displayed in the report.

Revenue Reports 1. IF your permissions allow the admin to generate “Product Revenue Summary and Details” report use the following list as a help reference for the filters. i. Click on the “Choose Products” button and select/deselect products you wish to include or exclude from the report. Click “Update” to apply your changes. ii. Click on the “Choose Accounting Codes” button to select/deselect accounting codes you wish to include or exclude from the report. Click “Update” to apply your changes. iii. Use the “Date Range” drop down menu to filter the report based on the given selections. If the calendar icons are given, use the Calendar Icons to select the date range. First date is the beginning and the second date is the end date. iv. Select the “Report Type” using the Report Type drop down menu. v. Using the “Product Status” drop down menu, select the product status you wish to see in the report. You may choose more than one. 2. IF your permissions allow the admin to generate “Revenue by User” report use the following list as a help reference for the filters. i. Enter the Users name in the “Users Name” text field to generate a report based on that user. ii. Enter the Date Range by using the Calendar Icons to select the range of dates the report will look at.

iii. Under “Fields to Display” use the checkboxes to include or exclude certain fields from the report.

How do I cancel an Order? From the Admin Portal click on the “Orders” tab and follow the steps below: 1. Click on “Cancel Orders” 2. Enter the user and/or product for which you would like to see orders 3. The screen will auto-populate information based on your entry. Click on the box next to the orders that you would like cancelled. 4. NOTE: THIS PROCESS WILL NOT CANCEL THE ORDERS WITH YOUR MERCHANT PROVIDER OR YOUR ACCOUNTING SYSTEM. BE SURE TO CANCEL THE CREDIT CARD TRANSACTION AND IF DATA WAS MOVED TO YOUR ACCOUNTING SYSTEM, CANCEL IT THERE AS WELL. 5. The system will display a field to enter an email address of the person you want to send a cancellation notification to as well as a “Cancellation Explanation” field. Most likely this will be the email address of the person who has the permission to cancel the credit card transaction. 6. Check the box next to “Notify Cancelled User” if you want to send an acknowledgement email to the User. In the “Explanation for cancelled users” field, type your acknowledgement text. i.e. “Your order has been cancelled. Any questions, call or email….” 7. Click on “Cancel registrations” How can a User pay with a Check? The system is capable of tracking alternative payments however this setting will need to be turned on. To turn on this setting, from the Admin Portal go to “Settings” and look for “Payments. Click on “Payments” and then scroll to the bottom until you see “Alternative Payments”. If you see this and the fields are active, you have the capability to setting the system up to accept checks. 1. Check the “Check” box to activate payments by check 2. In the text editor, type in the onscreen instructions for Users to follow when paying by check. 3. Click on “save payment settings” to save. 4. Now the system will present “checks” as an option to pay for your Products 5. Alert your accounting department that they may be receiving checks for Products. When they do, you can match the check with the pending purchases. 6. From the Admin Portal go to “Orders” and then “Orders Pending Payment” 7. You will see a list of orders that are awaiting payment. You will also see a link to the original order. 8. When you receive a check, match it up with one of the pending payment records. 9. Enter the Check Number, Bank Name and Date received. 10. Under “actions” column, click on “Mark as Paid”. The User will not be granted access to the content.

How do I register multiple people at the same time? 1. From the Administrative Control Panel, click on the “Orders” tab and select “Mass Register Users”. This page will allow you to manually register a larger number of users. The users must already have accounts on this site. 2. To Mass Register users, you must create a text file using only the user email address OR User ID formatted with ONE user record per line. NOTE: User IDs must be unique IDs that are part of your user data import or AMS integration with this site.

3. Enter the product title in the “Product Title” field. The system will search for the product based on your text input. 4. Based on your search, click on the desired product you wish to register the users for. 5. Identify how you wish the users to be Identified by clicking on the circles next to either “Email Address” or “Remoted User ID” 6. Click on the “Browse” button next to “Upload” and select the file you created in the steps above. 7. Click “Upload” to upload the users and register them for the product.

How do I edit a User’s permission or member type? 1. From the Admin portal, click on “Users” tab. 2. Click on “User Listing” from the drop down menu 3. Look for “Find Users” field and type the Users first and last name and click the “Filter” button. 4. If the User exists, it will display the User info. NOTE: If you have an SSO integration, you will not be able to edit a User’s information or member type. 5. To edit a User’s permissions, click on the “Permissions” button and check the boxes next to the permissions you want to grant to the User and click “Update” when done. 6. If you do not have an SSO integration and you want to edit the User’s member type, click on the “Member Type” button and use the drop down selection to change the Member type. Click “Update” when done.

How do I look up a User’s History? The system will track all of a User’s purchases and history related to each Product. To look up a User’s history, from the admin Portal click on “Reports” and from the drop down, choose “Users” and then select “User summary report”. Follow the steps below: 1. In the “Enter the user….” Field, start typing the name of the User you wish to review. The system will begin searching for the User as you type. Click on the User name from the drop down list. 2. You may review the report online or download it. 3. If you choose to download it, click on “Download” button and a pop-up box will appear giving you the opportunity to customize the data columns you wish to include in your report. 4. Click “Download Now” button. You may then “save “it to your desktop or open the file. How do I manage my LIVE events? Elevate provides a Task Management feature that will allow the Admin to create custom task lists with due dates for each Type of event. Task lists allows an administrator or other Product Managers the ability to keep track of crucial tasks and due dates as well as assign tasks to others. All of the Live Event Components are displayed and tracked on the Admin Dashboard. The Admin Dashboard lists all of the upcoming Live events in chronological order and is color coded to reflect on-time or overdue tasks. The system will send notification emails to Users assigned to tasks as well as reminder and overdue tasks. The Admin will receive overdue notices for ALL tasks overdue. The administrator can control when each notification email is sent.

How do I create a Custom Task List? 1. From the Admin Portal, click on “Settings” and then “Task Templates”. 2. Click “add new template”. Your new template will be displayed in the list of templates. (You can also edit existing task lists) 3. Click on “Tasks” button. 4. Click on “Add new task” 35

5. Type the Task in the “Text” field. 6. Under “Relative Time” use the drop-down arrow to define the number of days BEFORE the Live date that the task should be completed. Keep in mind the date that is displayed is based on the date of the Live event. 7. Click “save” 8. Repeat for all tasks that you want to add to the template. Each time you use the task, you will be given the opportunity to remove or add new tasks.

How do I create a Task list for a Live event? 1. From the Admin Dashboard, find the Product that you want to create a Task List for. 2. Click on “Create Task List”. A default Task List will display. If you created a Custom Task list, under the “Choose Template” field, use the drop-down list and select your custom task list. 3. A list of tasks will appear with a checked check-box next to each. 4. Review the list and uncheck any tasks that are not relevant to your event, then click “Create task list” 5. The screen will refresh and you will see your list of tasks. Whoever created the task list will, by default, be the “assigned user” of each task.

How do I change the status of a task? 1. From the Admin Dashboard, click on “edit tasks” next to the desired product 2. Click the “edit” button next to the task you would like to edit 3. You may edit the task description, change the assigned user, change the status, and choose to send or not send past due notification emails. 4. Click “save task” when done.

How do I assign a task? 1. From the Admin Dashboard, click on “edit tasks” next to the desired product 2. Click the “edit” button next to the task you would like to reassign. 3. Remove the name of the person currently assigned to the task 4. Type the name of the person you would like to assign the task to. The system will auto-lookup based on name. Click on the name of the person you would like to assign the task to. If the name does not appear, the User does not exist in the database. The User will need to create an account before you can assign tasks to them. 5. Change the status accordingly 6. Click on “save task” when done. An email will be sent to the User letting them know that a task has been assigned.

How do I keep track of due dates? The Elevate platform will keep track of dates for you. It will send the assigned User an email warning them that the task is due. The admin who created the task list will also receive an overdue email notification. The Admin can also go to the Admin Dashboard and view each task list and status by following the steps below: 1. Go to Admin Dashboard and find the Product name that you want to review. 2. If there are any items colored Red or Red background, there are tasks overdue. 3. Click on “edit tasks” and review any tasks that are colored red. 4. A green background color indicates that the task list is on time.

How do I notify an assigned User if a task changes? If you change the task description or due date to a task that is assigned to someone other than yourself, you will need to notify the assigned User. To do so, follow the steps below: 1. After you edit a task, a “notify recently changed tasks” button will appear. If you have not edited any tasks, this button will not be revealed. 2. You will see a list of all of your tasks. Uncheck all of the tasks that you DO NOT want to send an email notification. 3. HINT: To uncheck ALL tasks, check and then uncheck the blank box in the upper left corner of the table. The you can check the tasks that you DO want to send email notifications. WARNING: DO NOT CHECK THE “CLEAR SELECTED TASKS” DOING SO WILL REMOVE THE ABILITY TO SEND NOTIFICATIONS FOR THE CHANGE. If you accidently click this button, you will need to go back and edit the task again.

How do I limit the amount of time a User has to complete a Product? If you want to limit the amount of time (in day increments) a User has to complete the Product, follow the steps below: 1. From the Admin Product page, click on “Basic Info” button for the Product you wish to limit. 2. Click on the “Time Limit” tab. 3. Enter the maximum number of days the User has to complete the Product. Keep in mind, you have five-time limit options. The time limit starts: 1) the moment the User Registers OR 2) the moment the User accesses the first Component OR 3) the moment the first REQUIRED Component is accessed OR 4) the moment the first Live Component is started OR 5) On a specific date and time set by the user. If you have a live web content Component that is scheduled to run sometime in the future, please be sure to allow for that time prior to the live event date.

Can an Admin reset the expiration date of an expiring product? Yes, the Admin can reset the expiration by User. To do so, follow the steps below: 1. From the Admin Product page, click on the “Expired Registrations” button. 2. Look for the name of the person you would like to “reset”

How do I customize what user fields are shown and required? 1. From the Administrative Control Panel, click on the settings tab and select “User Fields”. This page will allow you to control which user information fields are displayed, and which are required on several forms throughout the site. Hover over each title to see more information on where that form appears. You may also use this page to create extra custom fields, and to change the order in which the fields show up on forms. 2. Use the Checkboxes in each row/column to make that item required or to have the field shown. 3. You can rearrange the order of the items by clicking on the arrows and dragging the item up or down the list. 4. IF you wish to create a custom field, scroll down to the bottom of the page to “Add Custom Field” and click on that button. 5. In the popup window, enter the field name in the text box and select the field type with the dropdown menu.

6. Enter the appropriate information in the fields if given. (Fields will only be generated with the Likert scale, Checkbox Group, Radio Group, and Select box) 7. Click on the “save” button to save the custom field. How do I add custom fields to my final registration/checkout? 1. From the Administrative Control Panel, click on the “Settings” tab and select “Custom Questions” form the drop down menu. This page will allow you to create and manage custom fields that can be displayed on the final registration/checkout page. Here, you can set whether they should, by default, be displayed and/or required on all products, then you will be able to override those show/require settings on a per product basis. 2. If you wish to add a custom question, click on the “Add Custom Question” at the bottom of the page. This will induce a pop up window. 3. Enter the name of the field and select the field type. 4. Enter the appropriate information in the fields if given. (Fields will only be generated with the Likert scale, Checkbox Group, Radio Group, and Select box. 5. Click “Save” to save the custom field. 6. You may now use the checkboxes next to that field to either show the field or make it required on all products. 7. If you wish to edit a Custom Question, click on the edit button and follow steps 3-6

How do I use the general settings? General settings are used to manage the basic functions of your site. From who can sign up to the default language for your site. 1. From the Administrative Control Panel, click on the “Settings” tab and select “General settings” from the drop down menu. 2. Here you will be able to edit certain fields. Use the checkbox next to ‘Enable Sign up” to either enable or disable sign ups. IF this box is checked, two more check boxes will appear below it. “select Which member types new user can select” will appear, use the check boxes to make the desired choice. 3. You may set the default time zone that guests use by selecting a Time zone from the “Default Time zone for guests:” drop down menu. 4. You may choose to hide all site content from users who are not logged in, and always show them the content of a chosen page instead. Click on the drop down menu below “You can make a custom page just for this purpose if you wish” and select the page you wish to display to those who are not logged into your site. 5. IF you wish to allow people to rate your products, check the checkbox next to “Enable Product Rating” 6. IF you wish to set a default language, select a language from the “Default Language” drop down menu. 7. You may also display a Language menu on Users profile to allow them to choose a preferred language by checking the “display language menu on user profile, to allow them to choose a preferred language” check box. 8. Click “save” to save the general settings.

How do I create default product tabs?

1. From the Administrative Control Panel, click on the “settings” tab and select “Default Product tabs” 2. Click on “Add New” 3. In the “Tab Label” field enter the name of the tab. 4. Use the drop down menu to select the type of content you wish to include in this tab. All the options EXCEPT Custom Content will have checkboxes for for displaying the product before or after registration (You may select both). 5. If you chose “Custom Content” a Text editor will be displayed. Here you may enter text, insert pictures, link to videos, and add tables. The checkboxes in step 4 exist as well. 6. Click “Save” to save the default tab.

NOTE: The tabs that you set up here will be used on every NEW product created from now on. Choose the tabs, and the labels/titles for those tabs, that you want to appear on any new product. You can also set the default text content of any HTML Content tabs you create here. You can still edit tabs on individual products, and add more tabs to individual products. If you have no default tabs defined here at all, then products will be created the way they were before this feature, with Overview, Speakers, Handouts, Discussion, and Poll tabs.

How do I set a default product search setting? This will set the default search setting for the users. For example, if the default setting is “Title A-Z” then, by default, the users will see the products listed in alphabetical order from A’s to Z”s. 1. From the Administrative Control Panel, click on the “Settings” tab and select “Product Search Options”. 2. Use the “Default sort by” drop down menu and select the desired setting 3. Click on the “Save” button to save the setting.

How do I add my own Remote Product Accounting Codes? 1. From the Administrative Control Panel, click on the “Settings” tab and select “Remote Product Accounting Codes” from the drop down menu. 2. In the “Remote Product Accounting Codes” enter the accounting code(s) you wish to use. 3. If you enter more than one code be sure to separate the codes with either a COMMA or a SPACE. 4. Click “Add” to save your new code(s) 5. You may remove an accounting code by clicking on the “X” on the RIGHT side of the grey box that contains an accounting code. Or click “Remove all codes” to remove all the accounting codes. What are email settings? These settings control how emails are sent from this system. Examples of the many emails sent, are: confirmation following registration, reminder emails for live events, and reset password messages. There are advantages and disadvantages to each option. As you mouse over the two options, more details will appear.

How do I change the email settings? 1. From the Administrative Control Panel, click on the “Settings” tab and select “Email Settings” from the drop down menu. 2. You will be presented immediately with two options to send emails with, either SMTP or EOX Mail Server. Mouse over each option to learn more about each type. 3. If you select SMTP (by clicking on the circle next to SMTP), several fields will appear that are unique to the SMTP option. 4. Fill in ALL of the fields to complete the setup of your emails 5. IF you selected EOX Mail Server, (by clicking on the circle next to EOX Mail Server), several fields will appear that are unique to the EOX Mail Server. 6. Fill in ALL of the fields to complete the setup of your emails 7. If you wish to test your email settings before you save them, enter an email (one that you will be able to check immediately preferably) in the “Send Test To” text field and click “Test Email Settings” 8. Click “Save Email Settings” to save your settings. How do I edit payment settings? 1. From the Administrative Control Panel, click on the “Settings” tab and select “Payment” from the drop down menu. 2. Select the Payment Processor from the list of processors. To select one, simply click on the circle to the “RIGHT” of the Processor type. This should fill in the circle with a blue color and a white dot in the middle. To learn more about each type of processor, mouse over the 3. Depending which Processor is selected, different options will appear. 4. Use the text/number fields (Outlined white boxes) and checkboxes (Empty rounded squares) to set up the payment processor settings. 5. Below the “Payment Processor Settings” are “Accepted Credit Cards”. Click on the checkboxes in the upper left hand corner of the credit cards you accept. 6. If you wish to collect additional information, Street address, city, and state, then click on the appropriate checkboxes in the “Additional Fields” section. 7. IF you wish to receive payment with a check, use the “Alternate Payment Method” fields 8. Use the Text Editor (WYSIWYG) to edit the "Check payment notification template” 9. IF you wish to test your payment settings, click on the “Test Payment Settings Before Saving” button. This will bring up a popup window. This test will only test the payment gateway settings unless you use a real credit card number. Enter in the appropriate information into the the fields and click “Place Test Order” 10. To save the payment settings click on the “Save Payment Settings” button at the bottom of the page.

How do I change who gets notified about cancellations? 1. From the Administrative Control Panel, click on the “Settings” tab and select “Cancellations” from the drop down menu. 2. In the “Cancellations email” text field, enter the email of the person you wish to receive the registration cancellations notifications. 3. Click “Save’ to save your changes.

How do I edit Email Templates? 1. From the Administrative Control Panel, click on the “Settings” Tab and select “Email Templates” from the drop down menu. 2. Find the email template you wish to edit and click the edit icon on the right side of Email Template Name. 3. A description of the email will be displayed as well as several fields related to the email format. 4. You may use the default settings by clicking on the “Use Default” button under each heading or you may use your own words in the text boxes and text editors. 5. You may insert tags into your emails by scrolling to the bottom of the page. Here you will find numerous tags that are divided into categories. Copy and paste the tags into the text fields or text editors to use them. 6. To save you edits, scroll to the bottom of the page and click the “Save” button. How do I edit the user credit report (transcript)? User credit reports or transcripts are generated as a PDF. 1. From the Administrative Control Panel, click on the “Settings” Tab and select “Transcript Templates” from the drop down menu. 2. This will display a page where you may edit the header of the PDF using a text editor. You may use the Tags at the bottom of the page by copying and pasting them into the text editor. 3. Once you are done editing the Header for the transcript PDF, scroll to the bottom of the page and click “Save” to save your changes. How do I control what is displayed in the Product Catalog? 1. From the Administrative Control Panel, click on the “Settings” tab and select “Catalog” from the drop down menu. 2. This will take you to the Catalog settings page. Here you will see a series of checkboxes each of which control a display function. 3. If a box is checked, that item will be displayed in the catalog. If the box is unchecked, the item is hidden from view in the catalog. 4. Select the items you wish to display from the following list: Summary, Cover Image, Tabs, Number of Components, Credits Offered, Product Buttons, Recording Date. 5. Click “Save’ to save the catalog settings.

How do I hide Components within a product from certain users? 1. From the Administrative Control Panel, click on the “Settings” tab and select “Product Display” from the drop down menu. 2. Use the checkboxes on the “Product Display Settings” page to hide components from certain users, hide the component status key, or to select a Tabbed Component Layout. How do I edit the sort and search functions for user’s dashboards? 1. From the Administrative Control Panel, click on the “Settings” tab and select “User Dashboard” from the drop down menu. This will take you to the User Dashboard Settings page. 2. Use the Checkboxes to modify the sort order. 3. Use the “Default Status” drop down menu to select the default search function on the user dashboard. 4. Click on the “Save” button at the bottom of your screen to save your changes.

How do I create/edit User specific branding for my site? 1. To access this feature, you must request that the feature is activated for your site. 2. From the Administrative Control Panel, click on the “Settings” Tab and select “Branding” from the drop down menu. 3. If you wish to add a new brand, click on the “Add New Brand” button. This will refresh the page and bring you to a form where you can enter in information about the new brand. 4. Be sure to enter the Name in the “Name” text field and the Code in the “Code” text field. NOTE: The code will need to be appended to the end of your site URL. For example: yoursitedomain.com/?branding=code For your users to see the brand, they must access the site from this custom branding URL. Thereafter, the User will see the custom brand each time they access your Elevate site. 5. Add an image to this brand, click on “Browse…”. This will open your computers Finder or Explorer. Find the image you wish to upload and click upload. Keep in mind, this image will appear as a co-brand. 6. Click submit when you are finished. 7. If you wish to edit a brand, click on the “Edit” button in the “Actions” column of the Brand you wish to edit. 8. Follow steps 2-6 to complete editing.