WooCommerce Integration
Last updated
Last updated
Integration of WooCommerce into MasterStudy LMS allows you to fully manage the course buying process. Once you choose to use WooCommerce all the payment processes will be controlled by the WooCommerce plugin.
To facilitate the management of the sale of courses, we have developed an integration of the MasterStudy LMS plugin with the WooCommerce plugin. Since the WooCommerce plugin has advanced functionality and many additional add-ons for the introduction of sales accounting, you will have the opportunity to expand the selling of courses as an eCommerce platform.
To install the WooCommerce plugin navigate to Plugins > Add New page in your WordPress admin area. On the Search field, enter WooCommerce, and among the suggested plugins Install the WooCommerce plugin and Activate it.
To smoothly proceed with the purchase process make sure that the Cart page, Checkout page, and My Account pages are specified under the WooCommerce > Settings > Advanced tab > Pages Setup section.
The WooCommerce plugin comes with the theme package. The mentioned pages are normally created and set during the demo installation.
Do not worry if the pages are not created and set with the demo content installation. You can create and install them with one click. Go to Dashboard > WooCommerce > Status > Tools tab, find the Create default WooCommerce pages section, and click the Create pages button. The plugin will automatically create and set all required pages:
The detailed information on how to configure the rest plugin settings please find on the WooCommerce plugin documentation.
In the Offline Payment and Wire Transfer options, when each order is placed, the admin should grant access to the course to students manually. Automated payment methods like PayPal or Stripe, have been designed to change the order status (grant access to the course) automatically.
However, we highly recommend checking all of your payment methods and order statuses after each order or regularly.
No transaction can or will take place unless the payment method is configured. Go to WooCommerce > Settings > Payments tab and adjust your needed payment method. The MasterStudy LMS supports all the payment gateways that are integrated with the WooCommerce plugin.
The payment process is controlled by WooCommerce itself and the selected payment method, Masterstudy LMS is not involved in this process.
If there is not your desired payment gateway to use you can choose the WooCommerce payment extensions to enable the preferred payment method. All available payment extensions can be found on the WooCommerce extensions store or other resources.
Some of the WooCommerce payment gateway extensions are paid, you need to purchase them separately.
For more detailed information and guides about how to correctly set the WooCommerce Payment Gateways, you can read the WooCommerce Payments Start Up Guide article provided by plugin authors.
To enroll a user on a course, the MasterStudy plugin needs to know which user to provide access to the course content to. Hence, there should be a specific user in the WordPress system to be able to apply to the course. That's why the user that wished to purchase the courses needs to create(have)an account. Therefore, it is important to correctly set the Guest Checkout option of the WooCommerce plugin.
To configure the Guest Checkout navigate to the Woocommerce > Settings, click the Accounts & Privacy tab, in front of the Guest Checkout option uncheck the Allow customers to place orders without an account option. Also, enable the Allow customers to log in to an existing account during checkout option to allow previously registered users to make a purchase using their existing account:
Also, enable the Allow customers to create an account during checkout option so the user is able to create an account on the purchase process. However, remember to uncheck the Allow customers to create an account on the "My Account" page option as the users need to be registered on the website via the LMS registration form.
After installing and configuring the WooCommerce plugin settings enable the WooCommerce Checkout on the MasterStudy LMS Settings > General section. This connects the LMS courses with the WooCommerce checkout system.
Once the WooCommerce checkout is enabled and the WooCommerce plugin's settings are configured, on the Products page will appear three additional sections: LMS Products, Enterprise LMS Products, and LMS Bundles fields.
The Enterprise LMS Products and LMS Bundles pages appear if the Group Courses and Course Bundle add-ons are enabled.
The newly created courses on the MasterStudy LMS > Courses section will automatically appear as products on the Products > LMS Products section.
To display the existing courses on the Products > LMS Products section, this course should be visited by any user one time (admin user is also considered) or should be added to the cart by any user (admin, student, instructor).
The products displayed on the LMS Products, Enterprise LMS Products, and LMS Bundles sections do not appear in the list of All products in the admin dashboard and on the Shop page.
All the LMS Products will be synchronized with the related courses' settings. If you apply changes to the course settings from the MasterStudy LMS > Courses, these changes also will appear on the appropriate course from the Products > LMS Products section.
IMPORTANT!
The courses that are located in the LMS Products, Enterprise LMS Products, and LMS Bundles fields are the MasterStudy LMS Online Courses. All the changes applied to these courses from the Products section will not be applied to the course. These online course options can be changed only under the MasterStudy LMS > Courses section
As a product type for the LMS Product will be assigned the MasterStudy LMS Product type:
The products section for the MasterStudy LMS Product types is not recommended to change the course title price and sale price dates. To change these options, edit the related course. Also, you will be warned about this on the product backend page:
By default, the catalog visibility will be hidden for the LMS Products, so these courses will not be displayed on the WooCommerce shop page.
On the Order Details Page, there is a special button to print the order details:
The system collects the order information and generates ready-to-print .pdf document:
The logo of your website for this document can be uploaded by following MS LMS > Settings > General > WooCommerce Logo Upload:
On the Course page, click the Get Course button:
After selecting the payment option the Go to Cart button will appear. Click on the button to proceed with the purchase:
This step can be skipped. That is, after clicking on the Get Course button, the user will be immediately redirected to the Checkout page. To disable this step go to MasterStudy LMS Settings > Course tab and turn on the Redirect to Checkout after adding to Cart option.
You will be transferred to the Cart page with the product info displayed. Also, here purchases can be deleted from the cart or applied coupon. Click the Proceed To Checkout button to continue.
On the Checkout Page fill in the Billing details form, select the Payment Method, and click the Place Order button:
After ending the purchase process the purchase details will be displayed on the Order Confirmation Page:
On this page, you can find the all info related to this order. Such as items included in the order, the billing address, payment method, Transaction ID (Order ID), Order Status, Order Creation Date, and a special button to print the order details.
Admin can manage the Orders in the WooCommerce > Order section. All of the purchase requests will be displayed here.
If a student purchased some course(s), you will be notified with an email from WooCommerce:
After that, you have to check the Order Status by simply editing it:
On this page, you can get all of the related info about the order:
If everything is OK, you can change the order status to Completed and Update the order:
Any other status than Completed, restricts the user's access to the course.
The Student can see the purchases history and status on their account page, in the My Orders section:
Instructors have a special Sales Page to check their course sales. To get more info, refer to these pages:
Detailed information about WooCommerce Order Management can be read in the Managing Orders article of WooCommerce documentation.
