Getting Started with Plans

by Jessica Nelson
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Plans are a new Skilljar feature that allows you to package and sell your training content with greater flexibility. In this article, we'll explain what plans are, how they work, how to create and manage them, and answer some frequently asked questions.

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What is a plan?

Plans offer admins a powerful ability to provide learners with access to multiple courses and learning paths. When you create a plan, you have the opportunity to choose the specific training content you would like to include and define plan-level settings such as price and expiration.

Why use a plan?

Plans will enable you to:

  • Package your training content in a myriad of ways.
  • Design a tiered subscription model to drive training revenue.
  • Show upgrade promotions to specific segments with group automation.

How do plans work?

Like course and learning paths, plans surface to learners as a tile on a catalog page:

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When a learner selects a plan tile, the plan detail page displays. The content section contains links to all of the published courses and published paths that are included in the plan.

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When a published course or published path is included in a plan, the detail page of that plan object will also display a callout with a link to the relevant plan detail page(s):

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Learners can purchase one or more licenses to access the plan:

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If a learner purchases multiple plan licenses, they will have the opportunity to use one themself:

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Once a learner has access to the plan, the plan tile will display an ‘active’ ribbon:

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And the tiles of any objects (such as published courses and published paths) that are included in the plan will display a ‘get started’ ribbon to communicate that the learner now has access:

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When a learner clicks into one of the plan objects that they now have access to, the plan detail page will display a ‘start’ button (instead of ‘purchase’ or ‘register’). When the learner selects the start button, they will be registered for that published course or published path and an object-level enrollment will be created.

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How do I create a plan?

To create a plan, follow the below steps.

  1. Go to your Skilljar Dashboard, expand the Domains & Publishing header, and select Domains to open the Domains page.
  2. Find the domain you want to add a plan to and select Plans. This will open the plans management page with a list of your plans.  

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  3. Select New Plan.

    Plans_08.png

  4. On the next page, complete the fields, such as naming the plan, managing the purchase and visibility settings, and choosing the plan's location. See the Details page section below for more information. 
  5. When you're finished, select Save or Save and Continue Editing. 

Details tab

When you first create a new plan, you'll be taken to the details page. 

  • Summary
    • Name: Enter the name of your plan.
    • Description: Briefly describe your plan. This is hidden by default but can be displayed on the plan tile by adding custom CSS
    • URL: This is the web address of the plan.
  • Purchase Settings: Set a price for your plan. 
    • Add A Purchase Price: Select this if you students to pay to register to your plan, and then enter the monetary value in the box.

      Plans_09.png

    • Add This Plan To One Or More Promo Code Pools: Select this to add the plan to a promo code pool, then select + Your Promo Codes to expand and reveal the promo code list. Select the code(s) you want to add the plan to. You can also use the search bar to search for specific promo pools.
    • Max Checkout: Enter the maximum amount of plans that customers can purchase in one transaction. It is 30 by default. If you want it to be unlimited, leave the box blank.
    • SKU: Add a SKU number for tracking purposes.
  • Enrollment Settings:
    • Expiration: Define a plan-level expiration setting by entering how many months or days the plan registration will expire after registration.
      • If a learner has access to a published course or published path via a plan, the plan-level expiration setting will be enforced. If a plan has an expiration setting, the expiration date will display on the plan detail page post-registration (for example, after the student has gained access to the plan). 

        In cases where a student already has access to a plan object:

        • The settings of whatever granted access first will be respected
        • If / when that expires, the next setting that grants access will be respected

        Plans_10.png

  • Content & Order: The content and order section is where you select the published courses and published paths you would like to make available to learners as part of the plan.
    • Drag and drop the content you want to include in the plan into the box on the right and order them to your preference. 
      • The order of plan objects in the ‘selected objects’ column on the right is the order in which those objects will be listed in the contents section of the plan detail page.
      • Plans provide learners with dynamic access to plan objects. So, whenever you add a published course or published path to the plan, any learners who have access to the plan will also get access to those newly added objects. This also applies to object removal: When you remove objects from a plan, learners who have access to the plan and have not yet registered for those objects will lose access to them.

        Plans_11.png

      • The order of plan objects in the ‘selected objects’ column on the right is the order in which those objects will be listed in the contents section of the plan detail page. Plans provide learners with dynamic access to plan objects. So, whenever you add a published course or published path to the plan, any learners who have access to the plan will also get access to those newly added objects. This also applies to object removal: When you remove objects from a plan, learners who have access to the plan and have not yet registered for those objects will lose access to them.
  • Display Settings: These settings enable you to define pre- and post-registration HTML content on the plan detail page. Post-registration HTML content is an opportunity to provide your students with additional context or instructions after they have access to the plan. Learn more about HTML and code snippets at Customizing Your Training Site with CSS and JavaScript.

    Screenshot_1.png

    • Pre-registration HTML content displays on the left side of the plan detail page:

      Screenshot_2.png

    • If / when defined, post-registration HTML content displays in the same place, overriding the pre-registration content.
  • TIle Behavior:
    • Promo Image: Upload a promo image for the plan to display on your plans tile.
    • Group Visibility: Define the group visibility for the plans tile. To make it so the plan doesn't appear for specific groups, select the group(s) from the Available groups table and select the > button to move them to the table on the right.

      Plans_12.png

  • Tags: Add tags to help you filter your plans within searches. For more information see Associating Tags to Catalog Pages, Learning Paths, Plans, and Live Training Events.
  • Location: This section allows you to locate the plan tile on one or more catalog pages. 
    • Catalog Pages: Select which catalog pages you want to include the plan in from the list on the left by using the > button to move them to the list on the right. The plan will appear in any catalog page listed in the "Selected catalog pages" table. 

      Plans_13.png

      • Similar to group visibility, the catalog page location of the plan tile is separate to and independent from the catalog page location of the objects (such as published courses, published paths) in the plan itself.
      • Example: If your training site has published courses and published paths spread out over 10 catalog pages, you don't need to locate your plan tile on all 10 of those pages. You can locate it on the page or pages of your choice and it will provide access to course and learning path objects wherever they are located.
  • When you're finished, select Save or Save and Continue Editing to make more adjustments. 

Actions tab

You can manage the email settings for a plan via the ‘actions’ tab of the create/edit page. Select the boxes of your choice.

  • Purchase Actions: You can enable a confirmation email to be sent to the purchaser and/or the Organization's notification email upon the purchase of a plan. 
  • Registration Actions: You can enable a registration email to be sent to the student and/or the Organization's notification email upon the registration of a plan. 

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How do I create groups based on plans?

The plans feature also includes a new group membership rule based on plan access.

  1. Go to the Groups section of the dashboard and see a list of the groups within your platform.
  2. Select the edit rules icon for the student group you want to manage. This will take you to the group's rule page.
  3. Select + Add Student to this group when they register for a plan to expand for a list of available plans.
  4. Chose the plan(s) you want to add to the rule and select the > icon to move it to the Selected plans table to add it. 

    Plans_15.png

  5. When you're finished, select Save or Save and Continue Editing to make more adjustments. 

When you set a ‘plan access’ rule for a given group, any time a learner gains access to a plan by activating a plan license (thereby ‘registering’ for the plan), they will be added to that group.

By using this new plan-specific membership rule in conjunction with group visibility unlocks two admin use cases, you can present plan-specific upgrade opportunities.

  • To set this up as an admin, you would:
    • Create a Silver Plan
    • Set up a Silver Plan Group with the plan access rule (i.e. when learners gain access to the silver plan, they will be added to that group)
    • Create an Upgrade to Gold Plan
    • Set the group visibility for that plan to ‘hidden by default’, making it visible to members of the Silver Plan Group only
  • The Upgrade to Gold Plan will then become visible to any learner who gains access to the Silver Plan.

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How do I make a course or path available as part of a plan only? 

You can make published courses and published paths available for purchase or registration:

  • Inside of a plan only
  • Inside and outside of a plan
  • Outside of a plan only

To make a published course or published paths available as part of a plan only:

  1. Set the registration status for that course or path to closed.
  2. Add that course or path to your plan. 

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The content and order section on the create/edit plans page includes context about the registration status of the courses and paths you select.

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When a published course or published path has a closed registration status and is part of a plan, a customizable text string will display on the course or path tile instead of the price.

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When a published course or published path has a closed registration status and is part of a plan, the purchase/register button on the course or path detail page will be disabled, and the plan callout will display in an expanded state by default.

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How do I report on plans?

The order report section of the dashboard now includes plan purchases and plan registrations.

Select the Order Report header from the left navigation bar to access the report page. You will see a list of plans. By default, it will show plans from the last 30 days, but you can use the drop-down selections to customize the view. 

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There is now a transaction type filter that enables you to filter by purchase or registrationPlans_17.png

There is also a new offer type filter to help you quickly find and filter by the specific objects (such as course, domain, path, and plan) that you would like to report on

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If you have set up a plan-based group membership rule, you can also leverage the group filter in the upper right corner of pages in the analytics section of the dashboard. In the example below, the course analytics page is being filtered by the plan-based ‘Platinum Members’ group:

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How do I deactivate a student from a Plan? 

You can deactivate plans from your Skilljar dashboard. The steps to deactivate a student from a Plan are as follows: 

  1. Expand the Students header on the left and then select Students to open the settings page with a list of your students.
  2. Select the student to access their profile.
  3. Scroll down to Plan Enrollments. This box displays the Plan(s) your student is enrolled in.

    image-20210427-194643.png

  4. Select the plan name to be redirected to the Plan Enrollment View.

    image-20210427-194714.png


  5. Select Edit to activate/deactivate the student’s Plan enrollment.

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  6. Uncheck the Active checkbox and update the Expiration date.

    Screen_Shot_2021-04-29_at_3.11.29_PM.png

  7. When you're finished, select Save.

When deactivating a student from a Plan, there are a few things to consider:

  • Once a student is deactivated from a Plan enrollment, if the student re-registers for that same Plan, a new enrollment is created and there will be a new line item in the Learning Plan Enrollments table.

  • When a student enrolls in a Plan multiple times (for example the first enrollment expires, then re-enrolls), then the Plan Enrollments table will have an entry for each enrollment.

  • From the student experience, once their Plan enrollment has been deactivated, they will no longer have access to any Courses or Paths that are contained in that Plan. The only way they would continue to have access to those Courses or Paths would be if they had registered for those Courses/Paths prior to enrolling in the Plan (say, if the course was offered outside of the Plan at one time). 

Pre-expiration

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Post Expiration

Note: Plan status is set to Expired, Enrollment Status is set to False and the Expired date is set at the Plan level. 

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Frequently Asked Questions

  • Can a published course or published path be part of multiple plans at the same time?
      • Yes, absolutely! There is no limit to the number of plans a given object can belong to (or the number of plans you create).
  • Are plan tiles included in catalog search?  
      • Yes!  The following types of plan content are indexed by search:
          • Plan title
          • Plan short description (if any)
          • Plan tags (for example, tags that have been added to the plans tile - if any)
      • Two callouts about plan tiles and catalog search:
            • Similar to group visibility and catalog page location, the searchability of the plan tile is separate to and independent from the searchability of the objects (i.e. published courses, published paths) in the plan itself.
            • Plan tiles follow the same searchability rules as course tiles: In order for a plan tile to be searchable by a student, that plan must be both 1) visible to that student and 2) located on a catalog page that is visible to that student

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