General Settings

Overview

Let’s set up your LearningCart site so you can begin selling your courses! This configuration center will walk you through the basic site setup and course creation. If you prefer to watch a video that covers the following site configuration set up, you can find that here. 

Most of your setup will happen in your admin area so let’s make sure you are logged in.

Admin URL

The URL for your admin area was included in your welcome email. You can access your admin URL by going to YourLearningCartUrl.com/admin.

Password

To access the admin area, you will be required to authenticate yourself using an email address and password. Your password was created when you signed up. If you forgot your password, you can click the 'Forgot Pwd?' link on the admin login screen.  

Note: You may see a CAPTCHA from time to time when logging into the admin area. We employ various security measures based on suspicious activity so do not be alarmed if you see it one time and not another.

General Settings

Once you are logged into your admin area, navigate to Website > General settings.  

Each section can be expanded to customize the settings with your specific information. Within these sections you can adjust the email address your email notifications come from, or addresses that are notified when specific events occur in the system such as new orders. 

You will notice that next to each entry, a help icon appears that provides additional information. 
 

• Site Settings
  This area controls basic settings like the name of your site, what email addresses are notified when orders are placed, your time zone, and other site-wide settings. Expand this section for more information.

   

  Email From Address: The email address you would like your notification emails to your customers to come from.
  Email From Name: The name that your email notifications will appear to come from.
  Order Confirmation Email: The email address to be notified of any new orders. You can also set up email addresses to be notified on orders within a specific subcategory on the subcategory page.
  Blog Comment Email Address: The email address to be notified when new blog comments are submitted.
  New User Email Address: The email address to be notified when a new user creates an account.
  Website Page Title: Additional text that will be added at the end of each page title (on the browser tab).
  Google Analytics ID: Your GA4 Measurement ID number.
  Member Discount Amount: The amount in decimal points that a member will receive as a discount on qualifying products.
  Gamification Enabled: If set to Yes, the Leaderboard and Points Messages will be displayed on Users My Account page. If set to No, the Leaderboard will be hidden. Please note - you must edit Groups to display the Leaderboard as well.
  Login Points: The number of points a user will receive for logging in each day. Used in conjunction with the Gamification setting.
  Badges Enabled: If set to Yes, Badges can be created and added to courses. When a badge is added to a course the badge will appear upon successful completion of the course similar to the certificate functionality. Badges will appear on the users My Account /My Badges and Profile pages and can be shared on social media. For more information, go to Badges.
  External Training Records Enabled: If set to Yes, users will be able to add external training records to their Profile and share those records on social media as well as their public profile page.
  Time Zone: Select the time zone to be used on all areas of your site (except Reporting).
  Course Player: If you use the course player for your course content you can update the player header and text color
  Course Player Header Color: See image below.
  Course Player Text Color: See image below.

  
  
  While most of these values can all be left at their defaults, settings you may want to adjust include website page title, which will control the title shown in the user’s browser, or the Google Analytics ID if you are using Google Analytics.

• Shipping Settings
  If you have physical products, you will be selling, this area lets you control how to generate real-time shipping quotes for your products. Expand this section for more information. If you aren't selling physical products, you can skip this section.

   

  LearningCart can be configured to perform real-time rate lookups to generate accurate shipping quotes. Our system supports UPS, FedEx and Flat Rates as well as the ability to associate an additional handling charge*.
  
  *Handling charges will only be applied when UPS or FedEx is selected, and a weight is entered on the product.
  
  Configuring UPS Shipping
  To configure UPS shipping, click the Shipping Method drop down [Website > General Settings > Shipping Settings > Shipping Method] and select ‘UPS’. Enter the Zip Code your packages will be sent from as well as any additional handling charge (as a dollar value without a dollar sign, e.g. 4.50). Click ‘Save’ to save your changes.
  
  Once shipping settings have been added, the Shipping Weight field* will display on the product page to allow entry of the appropriate weight. You must edit the applicable products and add Shipping Weight.|
  
  *If your user profiles [Manage Users > Customers > Details (of any customer) > Edit Customer Info] do not contain the fields for ‘shipping address’, then the shipping weight field will not be displayed. Without shipping address fields, LearningCart cannot calculate the appropriate shipping cost based on weight. If these fields do not appear on your user profile, please open a ticket with support to have them added to your site.
  
  Configuring FedEx Shipping
  
  LearningCart can be configured to use FedEx to calculate the costs for ground shipping. FedEx does require that you have a FedEx Web Services account in order to determine shipping costs. To create an account, please visit www.fedex.com/us/developer.
  
  To configure FedEx shipping, click the Shipping Method drop down [Website > General Settings > Shipping Settings > Shipping Method] and select ‘FedEx’. Enter the Zip Code your packages will be sent from as well as any additional handling charge (as a dollar value without a dollar sign, e.g. 4.50). Then enter your FedEx web service account credentials. Click ‘Save’ to save your changes.
  
  Once shipping settings have been added, the Shipping Weight field* will display on the product page to allow entry of the appropriate weight. You must edit the applicable products and add Shipping Weight.
  
  *If your user profiles [Manage Users > Customers > Details (of any customer) > Edit Customer Info] do not contain the fields for ‘shipping address’, then the shipping weight field will not be displayed. Without shipping address fields, LearningCart cannot calculate the appropriate shipping cost based on weight. If these fields do not appear on your user profile, please open a ticket with support to have them added to your site.
  
  Configuring Flat Rate Shipping
  
  To configure Flat Rate shipping, , click the Shipping Method drop down [Website > General Settings > Shipping Settings > Shipping Method] and select Flat Rate. Enter the Zip Code your packages will be sent from as well as any additional handling charge (as a dollar value without a dollar sign, e.g. 4.50). Click ‘Save’ to save your changes.
  
  Once this shipping setting has been added, a Shipping & Shipping Intl field will display on the product page to allow entry of the appropriate flat rates. You must edit the applicable products and add the flat rates.
  
  *If your user profiles [Manage Users > Customers > Details (of any customer) > Edit Customer Info] do not contain the fields for ‘shipping address’, then the shipping & shipping intl field will not be displayed. If these fields do not appear on your user profile, please open a ticket with support to have them added to your site.

• Email Settings
  The email template section controls the template that all your emails and notifications will utilize. Expand this section for more information.

   

  You can use the editor to customize how your emails will appear and include things like a logo or a footer. Keep in mind, wherever you see [EmailContent] in the editor is where the system will automatically include whatever content is appropriate for the email being sent. Use the ‘send test email’ button to send yourself a test email and preview your changes.

  The email template is used for the order confirmation, password reset, all system email notification messages you set up, and the registration code emails. It is not used on the customer import Welcome emails.
  

• Site Template

  
  Site template is where you will access the look and feel of your LearningCart site. Read more about your site template under Templates and Design.

• Payment Settings
  Out of the box, your LearningCart site is only configured to accept purchase orders. To accept credit cards, you must configure your payment gateway settings. Expand this section for more information.

   

  Currently LearningCart supports accepting credit cards through Authorize.net, Stripe, PayPal (both Paypal Express & Payflow), BrainTree, PaySimple, MercadoPago, and WorldPay. Before you can configure your site to accept credit cards you must first sign up for an account with one of those services. With additional configuration LearningCart also offers integrations with Touchnet, Cybersource, Telr, or ANY payment gateway with an API. 

  Once you have established a payment gateway account, you can then login to your LearningCart admin area and configure your payment gateway settings [Configuration > Update Payment Gateway].

  The site can be configured to allow either credit card and / or purchase order payment.

  The site can also be configured to require purchase order (PO) payment for orders above a specific dollar amount or if set to ‘Optional’ when PO’s will become an available payment type. If you would like to be notified on PO orders, please enter in an email.

  Note: The default settings for Purchase Orders are set to NOT automatically grant access to what was purchased. As an admin, you will need to go into ‘Orders’ and update the Order Status to ‘New’ or ‘Processed’ in order for the customer to gain access to their product. If you would like to auto grant purchases for PO’s, see Internal Values.

  From the Payment Gateway drop down select the payment gateway* you wish to use.

  * We offer additional integrations with FIS, Braintree, Telr, and Touchnet. We also support custom payment gateway integrations. Please contact us for more information. 

  For details on how to retrieve the required configuration information from your payment gateway, click here.

  Once you have your gateway details, you can specify what card types your account is configured to accept. For more information on what card types your account supports, please contact your payment processor.

  Enter the payment gateway information then click the ‘Test Gateway’ button to confirm the gateway is successfully configured.

  Click the ‘Update’ button to save your change

  Great, you have customized your LearningCart site settings with your unique requirements. Next steps include building out your website pages, adding products, creating courses, and selling your content.