The Ecommerce section is divided in several sub-sections allowing you to configure and manage your paid-for courses.
The “Transactions” sub-section displays a historical view of transactions, listing the user who made the transaction, the amount paid, and the transaction’s status.
The “Price Tracks” sub-section allows you to set special offers such as discounts and premiums for specific date ranges and specific Courses, Sessions, Audiences and Branches.
The “Balance” sub-section shows a tabular listing of the balance of your students (i.e how much money they have left to purchase lessons and sessions).
The “Settings” sub-section allows you to configure all the aspects of your commercial e-learning offering, such as the currency used, the payment gateway etc.
The “Access requests” sub-section allows you to review access requests made to you by users and grant or deny access to courses your users have requests. For more information view the section Request access to courses (moneyless payments)
There are various different ways to setup your system to accept payments for courses.
PayPal is one of the most popular online payment methods.
Creating a PayPal account is rather easy and straight forward. Go to the PayPal signup page and enter your email and desired password. Once you have done so, your PayPal account should be ready. The next step that you will need to do is to get a PayPal Client id and Secret, in order to setup your Payment Gateway in eFrontPro.
Go to PayPal's developer page and login with the credentials you have just used to create your PayPal account. Then visit your Dashboard. Over there you can create and manage REST API apps. You will need to create a new REST API app. Go to My Apps page and on the Create New App page, provide an app name.
Once you have done so, click Create App, and then review the information displayed about your app. Among the information about your app, you shall find your Client Id and Secret.
Copy paste this information to your eFrontPro system settings in order to set up the PayPal payment gateway.
If you are looking for more information about creating and managing PayPal apps take a look here.
Once you have obtained your PayPal Cliend Id and Secret go to your eFrontPro system, and navigate to your System Settings and then go to Payments. Over there in the Payment gateway section select PayPal as the option for your payment gateway and then you will see the corresponding options appearing.
Enter your Client ID and Secret and select the corresponding option, Sandbox or Live depending on the status of your PayPal app.
Once you have set up PayPal as your default payment gateway, your students will be able to buy eFrontPro course through PayPal. Once they log in to their account, they can select new courses to by from the course catalog.
Navigating to the course catalog, will show you a list of all available for sale course.
Assuming that your users want to by the course Test, your users will click on this course, or on the info button of this course. This will display information regarding this course.
Clicking now on the Get it button will add this course to your user's shopping cart. You user can keep looking for other courses to add to his/hers shopping cart or can proceed to checkout.
Proceeding to checkout will redirect your user to his shopping cart, where he/she will be presented with the option to buy this course with paypal
Clicking on Pay with PayPal button, will redirect your user to PayPal where he/she can finish the payment process.
Going back to eFront, you user will be able to access this course and take its content.
Stripe is a suite of APIs that powers commerce for businesses of all sizes. It is also a popular online payment method.
In order to create a Stripe account go to the Stripe register page and fill in your email and desired password. Once you have done so, log in to your newly created stripe account and activate it. Activating your account will require for you to provide some personal information, as well as credit card information, bank details etc.
The next step is to get your API keys. Go to your account settings
and over there, under the API keys section
you shall find two pair of keys, one for your Live and one for your Testing mode. Every account in Stripe is divided into two universes: one for testing, and one for running on your live website. In test mode, credit card transactions don't go through the actual credit card network — instead, they go through simple checks in Stripe to validate that they look like they might be credit cards. In Live mode you can perform ordinary credit card transactions.
Copy your Live Secret Key and your Live Publishable Key and then go to your eFrontPro system and navigate to your System Settings and then go to Payments. Over there in the Payment gateway section select Stripe as the option for your payment gateway and then you will see the corresponding options appearing.
Paste your Live Secret Key and your Live Publishable Key and click save. That's it. Your stripe payment gateway is set up
The process is the same as paying a course with PayPal, but this time when your user proceeds to checkout from his/hers shopping cart, he/she will be presented with the option to pay with Stripe instead of PayPal.
Clicking on Pay With Stripe button will pop up a new window, where your user will be prompted to enter his/hers credit card details.
Once the previous step is completed and your user has paid for the course, then he/she will be able to access this course and take its content.
As of version 4.3.3, you can use uPay as your payment processor.
For information on creating a uPay account and getting the required information, consult your uPay support representative.
If you have a valid uPay account, you will need the following information from your uPay portal:
Once you have these 3 strings, visit the respective eFrontPro page and input them in the proper fields.
In addition, in your uPay portal you will have to specify 3 URLs that will be used for communicating with eFrontPro:
Once you've setup your LMS to use uPay, you can use the “pay with uPay” button to purchase items. The process is the same as paying a course with PayPal or Stripe, but this time when your user proceeds to checkout from his/hers shopping cart, he/she will be presented with the option to pay with uPay.
Once the user click to pay for the course, he will be redirected to the uPay Site when he/she will be asked to complete the purchase.
Another method you can use to buy course in eFrontPro is by using credit from your eFrontPro account balance. What is an account balance? It is a predefined by the system administrator or by a branch supervisor amount of credit, which is assigned to users, and consequently users can use it as they want in order to buy courses in eFrontPro.
An administrator or a branch supervisor can assign balance to some user. Let's us walk through the process step by step. First an admin or supervisor would have to visit the users list
and select the user whom he want to give credit to. Among the options for the user, the last tab “Ecommerce” displays the transactions history for this user, and also the credit balance this user has.
The admin (or supervisor) can edit the balance for this user and assign him/her more credits.
After increasing the balance, the corresponding amount is credited to this user.
Again the process of purchasing a course is the same. User visit the catalog and add to their shopping cart the course(s) they want to by and then they proceed to checkout. This time a new option is available “Pay with your account balance”. As you can see in the following screenshot the account balance is also indicated in the corresponding option.
Clicking on this option will assign the course(s) in the shopping cart to be assigned to the users and the price of this course will be credited to their account balance.
Once a user purchased a course he/she has the option to get unassigned from the course and get a refund for the money or credit he/she spent. However there are some rules that need to apply in order for a course to be refundable.
First of all a user could get a refund for a course if he/she has not started or completed the course yet. A course is considered to be refundable for a user if the user status for this course is either pending or registered. In any other case the course is not considered refundable and the user can not get a refund for this course.
Even in the case where a user took a course, started it or completed it, and then his/hers status on the course changed (by some professor or admin) to pending or registeded, the course is not considered to be refundable, because the user already changed his/hers original status for course once.
A second rule, that applies for blended learning courses, is that the course is considered to be refundable if no cancellation deadline is met for any of its sessions. To clarify this, consider a blended learning course with some learning sessions in it. A user buys this courses and registers for one or more sessions of this course. For each session there is a cancellation deadline, where the user is able to cancel his/her attendance. Past this deadline a user is no longer able to cancel attendance. If a user tries to get a refund for a blended course where he/she is registered to a session and missed the cancellation deadline, he/she will not get a refund for the money or credit he/she paid.
Finally, a user can get a refund for a curriculum also, if he/she has purchased a curriculum, but in order for a curriculum to be refunded, all courses within the curriculum must be refunded according to the rules described before.
A course is refundable if:
A user is able to unenroll from a course he/she has acquired himself/herself. In such a case a corresponding option will appear next to the course's title when the user hovers the mouse pointer over the course.
In order for a user to be able to self-unenroll from a course two conditions must apply. The first one is that all the aforementioned refund rules must apply. The second one is that the user must have acquired himself/herself, meaning that if the course was assigned to the user by some administrator, or supervisor or professor then the user will not have the option to self-unenroll.
Clicking on the self-unenroll option, will pop up a window for the user to confirm the unenrollment. An optional reason can be provided from the user which will be registered with the details of the transaction.
Administrators or branch supervisors are able to cancel transactions that have been made by users, via any means of payment. For administrators to cancel a transaction made by a user, they need to visit the user list and then select the user whose transaction they want to cancel, and then by navigating to the last tab of this user's details, the tab “Ecommerce”, to cancel this transaction. This list of transactions displays transactions only made by this user.
Another way, is to navigate to the “Ecommerce” section of their dashboard, and the select the “Transactions” option. Over there there is a log of all transactions made in the system.
To cancel a transaction, you should click on the icon in the Details column, and a pop up will appear will all the registered details regarding this transaction.
Clicking on the “Cancel transaction” button, will pop up a confirmation window, asking you to confirm the cancellation of the transaction.
Cancelling a transaction, will create a new transactions entry in the log of transactions, the cancellation of the previous on, and will refund (if possible according to the rules described in previous sections) the money or credit back to the user's balance.
Ιn this section we are describing how, branch admins perform branch-wide payments.
When creating a branch, within the settings for the branch, you might notice the option “Course assignments deduct balance”. Selecting this option, will make any course assignments made by the branch admin to deduct credits from his/hers balance and not from the branch users' balance. The amount of credit for a branch admin is given to him/her by the system's super administrator. This balance, owned now by the branch admin, is used for branch wide course assignments.
Let us take the process step by step, in order to describe it in more details.
Selecting this option, will make any course assignments made by the branch admin to deduct credits from his/hers balance and not from the branch users' balance. The amount of credit for a branch admin is given to him/her by the system's super administrator. This balance, owned now by the branch admin, is used for branch wide course assignments.
Let us take the process step by step, in order to describe it in more details.
Assume that a branch admin is credited a certain amount of credits, which now appear in his/hers balance. When the branch administrator now wants to assign a branch course to a branch user, he/she is actually purchasing this course on the user's behalf.
Because of this, the branch user is not charged with the cost of this course, but the branch admin is getting charged for the course assignment
and the cost of this course is deducted from the branch admin's balance.
In the case of course unenrollment, the credit can be refunded, assuming of course that the refund rules, described in previous section apply.
Keep in mind that in case of a price track, for example if a course is on sale, this price track applies to the person making the purchase, in this case the branch admin, and not to the user who is assigned to the course.
Branch administrators as described before are able to purchase course on behalf of their branch users. Another option is to share their balance with their branch users, and let branch users to spend their balance according to their will.
Assume a branch administrator that has been credited with 1000 credits on his/hers balance.
A branch admin can visit the branch users list, and for a specific user, when view user details, again on the “Ecommerce” tab, share some of the balance he/she has with the user.
The credit he/she shared with the user is deducted from the branch administrator's balance.
The users consequently can spend the credit that was shared to them, purchasing courses on their own.
Finally, another mean for users to get courses, is to request access for it. This is a moneyless transaction. A user is able to request access to a course, and the system administrator can decide whether to grant or deny access to the user. Usually this form of acquiring a course, allows users to request access for a course through eFrontPro, but complete the payment for the course through some other way of payment or agreement, outside of eFrontPro platform.
To enable this option, the system admin must visit the system's settings and over there are the “Payments” tab, under the “Show Request access button” select whether this option will be available or not, or if it is going to be available if not other way of payment is possible or setup.
Let's describe how his method works in details.
Again users will be able to browser the courses catalog and look for course they are interested. Once they found the courses they want to attend, they will, again add them to their shopping cart. Notice now, that upon checkout the option to request access from the system administrator is available.
Using this option, users can request access for the course, and provide also some comments about their request
Once they have sent their request, the system administrator will be notified that there is a request access for a specific course.
Later he/she can decide if he/she is going to grant access or deny it. To view all access requests, system administrator would have to visit, the “Ecommerce” section and its subsection “Access Requests” where he/she will find more information and details about pending or past access requests.
Assume now that the system administrator decided to deny the access request. He/She will be asked to confirm this choice
the access request will be denied, information about access request will persist in the access requests list
and the user who requests the access to a course will be notified with a email at his registered email address.
In the case where the system administrator decided to grant the access to the course, again he/she will be asked to confirm this choice
information about access request will persist in the access requests list and the user who requested access to the course will be assigned to it and grant access to browse its content