WP Courseware

In this article, we’ll cover how to integrate WishList Member and WP Courseware. To begin, both WishList Member and WP Courseware will need to be installed and activated on your site.

Then, you’ll want to build your course(s) in WP Courseware first. The WP Courseware integration with WishList Member will not work until you have created your first course. So, begin there.

Once your course is built, head over to Setup > Integrations > Other Services in WishList Member:

And, select WP Courseware:

You’ll want to first enable the integration. Once enabled, you’ll see two primary options for handling “Actions” between WishList Member and WP Courseware:

Let’s cover each:

  • Membership Level Actions. Actions that occur in WishList Member. For example, a member is added to a level or removed from a level, etc. Under this tab, these actions act as the “trigger”.
  • Course Actions. Actions that occur in WP Courseware. For example, a student is added to a course or completes a course. Under this tab, these actions act as the “trigger”.

Membership Level Actions

To specify Membership Level Actions for a particular membership level, click on the name of the desired level. You’ll see this pop-up:

Here you have four “triggers” you can “attach” actions to:

  • When Added. When a member is added to the membership level you’re editing, this trigger will “fire”.
  • When Cancelled. When a member is cancelled from the membership level you’re editing, this trigger will “fire”.
  • When Re-Registered. When a member is re-registered to the level you’re editing, this trigger will “fire”. Re-registration can happen if a member is cancelled, expired or removed from the level and they subsequently “re-register” for that same level.
  • When Removed. Removal is different from cancellation or expiration. In those scenarios, the member still technically “belongs” to the level, they just have a status of cancelled or expired. Removal is removing them from the level completely. This trigger will “fire” when that happens for the level you’re editing.

Next, you have two “actions” you can attach to the “triggers” from above:

  • Enroll In Course. This will enroll a member in the course specified.
  • Remove From Course. This will remove a member from the course specified.

To get started, then, select the tab you’d like to use as a trigger: When Added, When Cancelled, When Re-Registered or When Removed. Next, decide which action you’d like to occur: Enroll In Course or Remove From Course. Finally, select the Course you’d like members enrolled in or removed from:

For example, if we stay under the “When Added” tab and we select “Course 1” from the dropdown under “Enroll In course”… then, when is added to the “Officers” course, they’ll be enrolled in Course 1 in WP Courseware.

When you’re done, be sure to click the “Save and Close” button.

Course Actions

Course actions are essentially the reverse of Membership Level Actions. Here, we use actions that occur in WP Courseware as the “trigger” and specify actions to occur in WishList Member when those triggers fire.

Start by selection the “Course Actions” tab. Here you’ll see a list of the course you’ve created in WP Courseware:

Click the name of the course you’d like to edit. You’ll see this pop-up:

Here, we have three triggers:

  • When Added to a Course. This trigger will “fire” when a member is added to the course you’re currently editing.
  • When Course is Completed. This trigger will “fire” when a member completes the course you’re currently editing.
  • When Removed from a Course. This trigger will “fire” when a member is removed from the course you’re currently editing.

Each trigger has three actions you can you can specify:

  • Add to Level. Add members to the levels specified.
  • Cancel From Level. Cancel members from the levels specified.
  • Remove From Level. Remove members from the levels specified.

To get started, select the tab you’d like to use as a trigger: When Added to a Course, When Course is Completed or When Removed From a Course. Then, decide what actions you’d like to occur when this trigger is fired: Add to Level, Cancel From Level and/or Remove From Level and select which level(s) you’d like added, cancelled or removed using the dropdown boxes provided.

For example, let’s stay on the “When Add to a Course” tab. We’ll select the “Officers” level in the “Add to Level” dropdown. Now, when a member is added to “Course 1” in WP Courseware, they will also be added to the “Officers” level in WishList Member.

When you’re done, be sure to click the “Save and Close” button.

Updated on February 5, 2020

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