How do I create a new product?

  1. Navigate to Products à Product Listing

  2. Click on the "Add new product" green button and your page will refresh. NOTE: A Product cannot be saved until all required fields are filled. Tabs with a ! icon indicate missing fields.

  3. The "Basic" set-up of a product includes the following tabs: Description, Pricing, Sales Dates, Images, Packages, Time limit, Categories & Types, SEO, Social, and integration.

  4. 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 listing widget. Using the "Description" field and WYSIWYG editor, enter all of the details and supporting information related to this product.

  5. After completing all of the "Description" fields, click on the "Pricing" button. (Still under the Basic tab) On this tab you have the ability to limit registrations for your product, set a product to "Private Registration" (note: this will mean that the only way users can register for this product is if an admin registers them), set Early Bird pricing, select whether users can view or register for the product, as well as set pricing. Checking the "Instant Registration" box will automatically give the Product a price of $0.00 and will allow that User Type to register and access the Product instantly, bypassing the shopping cart on the site.

  6. After completing the "Pricing" information, click on the "Sales Dates" button. 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 for Registration." You may also select "Auto close product" to have the product auto close after a certain date.

  7. Next click on the "Images" button. This tab allows you to add images for the product that will be viewable by users in any product listings on the site. Here you can also include Grid Widget images if you intend on using the "Grid View" of product listings. You also can add a banner image to this tab if you wish for a banner to appear over the product title on the product page.

  8. 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." If you have not yet built your packages, products can also be added to packages at a later time.

  9. 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.

  10. If you want to limit the amount of time (in day increments) a learner has to complete the Product, click on the "Time Limit/Expiration" 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 any component is 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 (note: do not select this option, as your Conference365 site does not include live webinar functionality) 5) specific time and date- this option allows the admin to control the exact date the requirements must be completed by.

  11. Within the "Category/Product Type" tab, you will be able to relate your Product to none, one, or multiple Categories and 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.

  12. To add the Product to a category or type, simply click on the category or type from the dropdown menu.

  13. If you would like the major search engines such as Google or Bing to find your Product listing, complete the fields in the "SEO" tab.

  14. 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.

  15. The "Integration" tab does not apply to Conference365 sites. This is something you do not need to fill out.

  16. Click "Update and Stay" and you will be redirected to a page that will allow you to add content Components to your Product. Or click "Update" to return to the Product Listing.

  17. You have now completed the basic product setup 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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