Introduction
The e-commerce feature allows you to sell courses online through your platform, creating your own marketplace and making it available either to registered users only or to unregistered users too through catalogs.
This article helps you activate and configure the e-commerce feature.
Prerequisites
The e-commerce feature is available on your platform only if you have the e-commerce pack. Contact your Docebo representative for more information.
Configuring e-commerce settings
Configure the e-commerce settings: from the Navigation menu, select Configuration (spanner icon) > E-commerce > E-commerce setup to access the configuration page.
In the Currency setup tab, select the default currency that will be used in your platform and enter the currency symbol you want to display. It can be a single symbol or a short combination of letters (eg. €, $, USD, or EUR).
The currency you select from the drop-down list is the standard value passed to your payment gateway, irrespective of the currency symbol you entered.
Please note: Check out the complete list of the currencies supported by Docebo. Please note that some currencies supported by your platform may not be accepted by all of the payment gateways, so remember to check before making your selection.
Click Save changes.
In the Training credits tab, enable the training credits feature, if needed. This can be changed at any time. For instructions see the article Training credits for e-commerce.
Configuring payment gateways and wire transfers
Configure one or more payment gateways, for users to complete their transactions in real time and/or set up wire transfers to offer an offline payment option. You must activate each payment gateway independently. Refer to the articles below to learn how to configure them:
If you are configuring your payment gateway to be used with your custom domain, we suggest checking the integrity of your HTTPS encryption using one of the following tools:
- https://ssltools.digicert.com/checker/ (opens in a new tab)
- https://decoder.link/sslchecker (opens in a new tab)
When using the Extended Enterprise app, make sure you configure the payment gateway account in use in the main domain for all of the sub-domains for proper processing of payments.
Please note: At no time during payment gateway transactions does Docebo store or save any credit card information.
Warning! If the e-commerce app is deactivated on your platform, all the data related to the payment gateways is lost. It cannot be recovered even if the app is reactivated. Putting courses on saleIn order to put a course on sale through e-commerce, you need to configure it accordingly. To do so, reach the Navigation menu and select the Courses item under the Content and delivery (folder icon).
Click the course you want to put on sale and go to the Properties tab. Click on Advanced settings and then Catalog options:
- In the Course Visibility in Catalogs section, set who can see the course when it is placed in catalogs. Remember that, in order to be visible to users, the course has to be included in catalogs.
- In the Course Self Enrollment section, configure whether users can self-enroll in the course from the catalogs where it is included (and they have visibility on). Make sure users can self enroll in the course, or they will not be able to see the course in catalogs.
- In the Catalog Enrollment Policy section (visible only when the Course Self-Enrollment option is either set to Self-enrollments are available or to Self-enrollments are available during a specific time period), select the Self-enrollment option. Please note that:
- If you select the Pending admin approval option and the course is on sale, the setting will be ignored and learners will be able to self enroll
- If you select the Only admins can enroll learners option and the course is on sale, users will not be able to buy the course
Move to the E-commerce tab, select The course is on sale in catalogs and set the course price. Press Save changes to confirm.
Warning! If the e-commerce app is deactivated on your platform, the data related to the course price is lost. It cannot be recovered even if the app is reactivated.
The course you have put on sale becomes available for free.
Putting learning plans on sale
In order to put a learning plan on sale through e-commerce, configure it as described in the Catalogs and e-commerce of the article on learning plans' properties.
Checking e-commerce transactions
You can track transactions paid via electronic payments and wire transfers by accessing the Navigation menu and selecting Subscriptions transactions under the Configuration (spanner icon), E-Commerce subitem. More details are available in the knowledge base article dedicated to transactions.
Coupons
Create and manage coupons that final users can use to get discounts when purchasing one or more courses. Learn more about coupons.
Buying content and using coupons (for end users)
In order to learn more about purchasing courses and using coupons in the platform, refer to this shopping cart article in the knowledge base.
Notifications
To let users and managers be notified of relevant events, activate the Notifications app on your platform, and make sure you have correctly created and configured the notifications on e-commerce and wire transfers.
Best Practices
- Currently, you can set the price of courses and learning plans in only one currency in the platform, so the price of a piece of content is unique. This means that if you set a value for 100, it can be $100, €100, £100, etc., depending on the currency that you set at domain level. If you want a single content to use multiple currencies, you need to activate Docebo's Extended Enterprise app, assigning each domain its own currency, then duplicating the content with different prices and different currencies. If you don't have the Extended Enterprise app active but you still want the content to be set for different prices, you can duplicate the content in your single domain and then set different price values for each of the contents but note that you will have the same currency for both contents.
- If you cannot find your currency when selling courses, you can use any other currency defined in the platform.
- For transaction refunds, please keep in mind that they are managed directly by the payment gateways. No refund actions can be performed by Docebo or within your learning platform.
- Please note that when your users purchase an ILT or a webinar session for which you set pending Admin approval as enrollment policy and a max subscription quota in the course’s properties if the max subscription quota is reached for the purchased session, users will be placed in the session’s waiting list. Remember that in this case, you have to manually move and manage the users enrolled in the course.
- Purchasing a course through e-commerce overrides the Pending admin approval enrollment policy. This prevents users from purchasing courses without being able to access their purchases.