Create a New Product

A product is a container that hold content Components. An Elevate Admin for a site can create any number of Products with any combination of content Components. This article highlights how to add products into your Elevate Site.

  • Click on “Products” tab and then select “Product Listing” from the dropdown list
  • Click on the “Add new product” green button and your page will refresh.
screenshot of product listing buttons

Fig. 1- Add a product


A Product cannot be saved until all required fields are filled. Tabs with a ! icon indicate missing fields. 

screenshot of Product required fields

Fig. 2- Required fields for Save

  • The “Basic” tab contains the following tabs: Description, Pricing, Status and sales Dates, Packages, Time limit, Categories & Types, SEO, Social, and integration. The Description tab contains the required fields called “Title”, “Summary, and “Description”. Using the “Title” field, name your product i.e.; Business Management 101. In the “Summary” field, use one or two sentences to summarize your product. This summary is used to capture users interest and is displayed in the Catalog as well as the product widgets. Using the “description” field and WYSIWYG editor, enter all of the detail and supporting images related to this product. Use the “Display options” check boxes to hide components from specific users. Use the “Cover image” box to upload an image and use the checkboxes to display the image where it is desired to appear.
  • After completing all of the “Description” fields, click on the “Pricing“ tab. (Still under the Basic tab)
    Check the box next to the Member Types that “Can View in Catalog” the Product as well as “Can Register” for the Product. Checking the “Instant Registration” box will automatically give the Product a price of $0.00 and will allow that Member Type to register and access the Product instantly. Note: Private products will NOT display in the Product Catalog. Only invited users will know that the product exists
  • Check the Allow users to register for group training if you wish to charge more for Users who intend to share the screen with others in a group setting. This enables ONLY the purchasing user to access the product, NOT the entire group. Using the add-on feature upon checkout will enable the user to provide other certificates for those in attendance
  • Click the checkbox “Allow users to purchase this product for other users” if you wish to enable users to buy the product for one another.
  • To put a limit on the number of registrants for this product enter the limit in the numerical text box under “Access and pricing per member type”. Leave the number to 0 to allow unlimited registrants.

  • Image of Registration Options setting.

    Fig. 3- Registration Options

  • If you wish to make this product private check the box next to ‘This product is private and will not display in the catalog”. This means that the admin must manually register users for this product.
  • After completing the “Pricing” information based on Member Types, click on “Status and Sales Dates”. Enter a “Start Sales” date (when you want to start selling the Product) and an “End Sales Date” (when you want to stop selling the Product) or “No end sales”. NOTE: The Product will not appear in the Product Catalog if the Start Sales Date is sometime in the future even if the Product Status is “Open to Public”. You may also select “Auto close product” to have the product auto close after a certain date. Check the “This is an Add-On related product” if you are adding or relating this product to another product. The Admin may also check the boxes regarding the add-on options.
  • Next click on the “Packages” tab, this is the last required tab. You may include this product in a preexisting package by simply clicking on the check box to the LEFT of the Package name or you may choose the option “This product is not part of any packages”. By checking this box, the product is not placed into any package.
  • After completing the “Packages” information, you have completed all of the required information and tabs to safely save the product. Every tab beyond this point is optional. However, we highly recommend completing all of the relevant tabs related to your Product.
  • If you want to limit the amount of time (in day increments) a learner has to complete the Product, click on the “Time Limit” tab. Enter the maximum number of days the learner has to complete the Product. You may select when the time limit starts from the following options:1) Days from registration time- this option starts counting the days from the moment the user registers for a product 2) Days from first component access time- this option starts counting the days when the components are first accessed 3) Days from first required component access time- this option starts counting the days only after a “required” component is accessed 4) Days from first live webinar start time- This option starts counting the days the moment the first live webinar is started 5) specific time and date- this option allows the admin to control the exact date the requirements must be completed by. If you have a live web content Component that is scheduled to run sometime in the future, please be sure to allow for that time prior to the live event date.
  • Within the “Categories & Types” tab, you will be able to relate your Product to none, one or more Categories & Types. Categories are used to segment your Products into related areas of interest or specialties. Types allow you to segment your products and packages by types, which are separate from categories, which are usually based on topic.
  • To add the Product to a category or type, simply click on the category or type from the dropdown menu.
  •  If you would like the major search engines such as Google or Yahoo to find your Product listing, complete the fields in the “SEO” tab.
  •  If you would like to add social media links to your Product, check the box(es) next to each social media type in the “Social” tab.
  • The “Integration” tab applies if you have an AMS integrated with Elevate. If you have integrations with Elevate and you are selling your products on your AMS storefront and you are not using the Elevate catalog or e-commerce engine to sell your content, enter your AMS provided Remote Product ID in the field provided. If you are linking your GL revenue account codes to product sales, enter the appropriate GL code or Remote accounting code into the field provided along with the accounting date. Elevate product and revenue reports will include your account codes.
  • Click “save product” and you will be redirected to a page that will allow you to add content Components to your Product. Or click “Save Product and Stay” to have the product saved and stay on the current page.
  • You have now completed the basic product set up and should continue to add and create your components. A product cannot be made available for registration until at least one component is added. See “How do I add a Component to a Product?” for more details.

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