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Create Your Own Custom Content and Enroll Users

Aarika Seat
  • Updated

In this article, we are going to walk through the process of creating your own custom content objects and assigning this content to your learners. For example, let’s say you record one of your webinars and want to share it with your clients. Let’s explore how to set this up for your Franchise organization in the LMS.

Setting up your content:

  1. Click the Admin tab and select the Learning Navigator option.
  2. Navigate to your Online Content folder by clicking the icon next to each item in the following path: Sandler -> Customer Audience -> Franchise -> Franchise Name – FRANCHISE OWNER -> Franchise Name – FRANCHISE OWNER – Local Content -> Franchise Name – FRANCHISE OWNER – Online Content.
  3. Click the Franchise Name – FRANCHISE OWNER – Online Content folder. The details are displayed on the left side of the window.
  4. Click the  icon and select the Create Content Object option from the menu displayed.
    • In the Name field, enter the name of the content object (e.g., Webinar Recording).
    • In the Content Type field, select the Video option.
    • For the Create Self Paced Offering field, select the Yes option. IMPORTANT: All content objects MUST have an offering but cannot have more than one offering.
    • Click the Create button. This will automatically open the Create Offering window.
      • In the Name field, it is recommended that you keep the content object and offering named the same.
      • In the Modality field, select the Video option.
      • For the Inherit Folder Enrollment Conditions, select the No option for all.
      • Click the Create button.
      • On the View tab of the offering displayed, click the Publish button.
  5. Click the Content Object (Webinar Recording) under your Online Content folder. The details are displayed on the left side of the window.
  6. Click the Edit tab and scroll down to the Content Configuration section on the left. Configure the following fields:
    • If you are uploading a file to the LMS (e.g., an .mp4 video recording, PDF, PPT, etc.):
      • In the Content Location field, select the iLearning Secured option.
      • In the Content field, click the Upload Files button to load the video file of your webinar recording.
    • If you are linking to a video recording (e.g., such as on YouTube or a webinar recording on Zoom):
      • In the Content Location field, select the External option.
      • In the External URL field, enter your Zoom URL.
  7. In the Open in new window field, select the option Yes option if you want to open the video in a new browser window from the LMS.
  8. In the Mobile Content field, select the Yes option to allow the content to be automatically resized to fit mobile and tablet devices.
  9. Click the Save button.

NOTE: If you have additional materials (e.g., PowerPoint, handouts, etc.) that you want to include with your webinar recording, you can upload these in the Reference Materials tab.

 

Enrolling your clients:

To share this content with learners who were unable to attend the live webinar or for future learners, you can now enroll them in the offering for this webinar recording in the LMS. Here are the steps to do this:

  1. Click the Content Object (Webinar Recording) under your Online Content folder. The details are displayed on the left side of the window.
  2. Click the Self Paced tab and then click the name of the offering.
  3. Click the Enrollments tab.
  4. Click the Add Enrollments button.
  5. In the Username fields, enter the email addresses for the users you want to enroll. NOTE: If you do not know their email addresses, you can also click the  icon to search for and select your learners from your End Users folder.
  6. Scroll down and click the Enroll Users button at the bottom of the window. The enrolled users can search for and find the content in the catalog.

You can also manually send an email from the Offering to all enrolled users and this email will include a direct link to the content.

Need additional information on creating your own content and enrolling users? Click here to watch the video in the LMS.

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