Managing the Content Partners App

Discover how to activate & manage the Content Partners app

Last Updated

May 31st, 2019

Reading Time

10 min

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Introduction

By activating the Content Partners app in your Docebo learning platform, you can add a list of content providers within the platform and assign courses to them. Courses assigned to these partners are generally courses in which the course content comes from the partners.

Once added into the platform by a Superadmin, partners can display their marketing banners on a course’s player page and overview page as well as in course catalogs. They can also use referral links to track user logins from the link as well as purchases.

This app is available in all Docebo themes, and is for Enterprise customers only. Please note that at this time, only Superadmins can create and manage content partners in the platform.

Please Note: This app is intended to be managed by the Superadmins of the platform, not as a way for content partners to enter the platform and add content to various courses.

Activating the Content Partners App

Begin by logging into your platform as the Superadmin and accessing the Admin Menu from the gear icon in the top right corner. From the top of the menu, press the Add New Apps button.

On the Apps & Features page, select the Docebo Additional Features tab. Find the app in the list, then select the Activate Now button in the app’s row. Read the information in the pop up box, then press Activate Now. The app is now activated in your platform.

Adding a Content Partner

To add a content partner to your platform, access the Admin Menu, then press the Manage item in the Content Partners section. On the next page, press the plus button in the top right corner to add a partner.

In the slideout panel, add a name and description for the partner. Then, press Create and Edit. You will then redirect to the Settings page, where you can add and manage details related to the partner.

content partners add

In the General Settings table, add a code and logo for the content partner. You can also edit the name or description that you first inserted when creating the partner, if desired. While the code is used for your platform management purposes, the name, logo, and description will all appear on the partner’s banner.

Then, in the Partner Banner section, choose if and where you want to display the banner by flagging whether you want it to appear in the course player page, in the course’s page in a catalog, or both. Leave both options unflagged if you do not want to banner to appear anywhere in the platform.

In the Referral Link section, a link for content partners to share for user referral is automatically generated. By sharing this link directly with the content partner point-of-contact (using the Copy Referral Link button), they can then use this link to publish an ad on their website.

Every time a user logs into the platform using the link, the LMS tracks that the access point was the referral link. The LMS also tracks when the user purchases a course from this link, meaning that the content partner can be paid royalties.

Please note that in order for the platform to properly track this information, the user accessing the link must already exist in the LMS, or must register into the platform upon using the link. For this purpose, it’s recommended to set up user self-registration or quick registration in case the content partner is sharing the link with an audience of users that may not be registered into the platform already.

content partners settings

Then, move to the Additional Info table to add the content partner’s contact info and any additional fields that you want to associate with it. To learn more about additional field association for content partners, refer to the corresponding section of this article.

Finally, move to the Discount and Affiliate Code section. Here, set the default discount amount for affiliates of this content partner. For example, by writing 20 in the field, affiliates will automatically receive a 20% discount when purchasing this course from a catalog. If you don’t want to set a discount for affiliates, simply type “0” into the field.

Please note that when you change the Discount percentage rate associated to the Content Partner, the discount will not be automatically updated for the courses linked to the Content Partner. In order to activate the new discount, you have to unassign the courses from the Content Partner, and assign them back again.

Then, you can enable affiliate codes by switching the toggle from grey to green. Once enabled, you can manually create the code directly in the field, or you can press the Autogenerate button to let the platform automatically create the code for you. Press the Copy Code button to copy the code, so you can send it directly to affiliates. Learn more about affiliates in the next section.

Once you’ve configured all of the details and settings for the new content partner, press Save Changes. The new partner will now appear in the list on the main page of Content Partners.

By default, the new content partner will be published, meaning even if you’ve associated users and courses to it, the associated users will be able to see it. To publish an unpublished content partner, press the checkmark icon in the partner’s Status column, switching it from grey to green. To unpublish a published content partner, simply press that same checkmark, switching it from green to grey. If you unpublish a content partner, the discounts will not be valid anymore, but all previous transactions will still be recorded in the LMS.

Adding Affiliates to Content Partners

Once you’ve created a new content partner in your platform, the next step is to associate users with the content partner. These associated users are called affiliates. By affiliating a user with this content partner, the user will be able to see the content partner’s banner on a course’s player page or in the course’s details page within a catalog.

They can also use the affiliate discount when purchasing a course assigned to a content partner if you’ve setup a price that differentiates for affiliates and non-affiliates when creating or editing the content partner. Users that are not affiliated to a content partner can still see courses that are assigned to a content partner, but they will not be able to use the default discount for affiliates.

There are two ways to add affiliates to a content partner: assigning them manually or distributing the affiliate code to users. To affiliate users manually to the content partner, access the main Content Partners page, then find the partner in the list on this page.

content partners add affiliation

Press the item in the partner’s Affiliates row to redirect to the content partner’s Affiliates page. On this page, you can add, monitor or delete affiliated users. To add new affiliates, press the plus button in the top right corner of the page.

In the slideout panel, flag which users you want to affiliate to the content partner. Switch between the Users, Groups, and Branches tabs at the top of the panel to select between individual users, user groups, or branches from the organizational chart. Once finished, press Confirm.

All affiliated will appear on the content partner’s Affiliates page. To unaffiliate a user from the partner, simply press the X icon in the user’s item on this page.

To allow users to manually add themselves as an affiliate, create an affiliate code using the steps outlined in the previous section. Once you’ve create the code, distribute it to the users that you want to affiliate with the content partner. When users have received the code, they can manually add the code to their user profiles.

To edit profile information, users should press the pen icon at the top of their main menus. On the next page, in the Content Partners Affiliation section, users can add affiliate codes into the corresponding section to affiliate themselves with a content partner, then press the Add Code button. Once users affiliate themselves, you will see them appear on a content partner’s Affiliates page.

content partners add code

Users can be affiliated to multiple content partners. If you as the Superadmin have already added a user as an affiliate for a content partner, the user will also find those associated in the list in the Content Partners Affiliation section.

To unaffiliate themselves from a content partner, thus losing the possibility of using the affiliate discount, users should press the trash can icon. Please note that users cannot unaffiliate themselves from a content partner if they belong to a group or branch that has been affiliated to the partner by the Superadmin.

Adding Courses to Content Partners

Once you’ve created a new content partner in your platform and affiliated users with it, you can associate courses to the content partner. Generally speaking, these courses may have learning material related to or sponsored by the content partner, but not always.

content partners add courses

To associate courses to a content partner, access the main Content Partners page, then find the partner in the list on this page. Press the item in the partner’s Partner Courses row to redirect to the content partner’s Partner Courses page. On this page, you can add, monitor or delete associated courses. To associate a course, press the plus button in the top right corner of the page.

In the slideout panel, flag which courses you want to associate to the partner, then press Confirm. The course will then appear on the content partner’s Associated Courses page.

Alternatively, you can assign a course from the course’s Advanced Settings area. Once in that area, navigate to the Content Partner tab. Using the dropdown menu, select a content partner to which you want to assign the course. Please note that a course can only be assigned to one content partner. Once you match a course with a content partner, the course will inherently receive the same additional fields as the content partner.

content partners course adv

However, you can flag the option to enable custom additional field settings. Once flagged, use the corresponding fields to customize the additional fields of the course. Learn more about content partner additional fields in the next section of this article. When finished, press Save Changes.

To unassign a course from a content partner, hover your mouse over the course in the list on the partner’s Associated Courses page, then press the ellipsis icon, and select Delete from the dropdown menu.

Managing Additional Fields for Content Partners

Additional fields for content partners can be used to display additional information to users about the content partner, or can be used for platform management purposes. When you create an additional field and assign it to a content partner, any course that is also assigned to that content partner will inherit the additional field.

To add an additional field, access the main Content Partners page from the main menu. Press the Additional Fields button in the top right corner to access the main Additional Fields page for content partners. At the top of this page, press the Add button. In the slideout panel, use the Field Type dropdown menu to determine which kind of additional field you’re creating.

Then, add a name and create the field. This will vary depending on the type of field you’re creating. Next, determine the field settings. Flag whether this field is mandatory for Superadmins to complete. Additionally, flag whether the additional field is invisible to users.

content partners add field

Finally, flag whether this additional field can be changed using course custom settings. If you flag this option, Superadmins can go into the Advanced Settings area of a course, access the Content Partner tab, and flag the option to enable custom additional field settings to change this additional field for a specific course.

Once you’ve added all of the details and configured the settings for the new field, press Confirm. The new field will appear in the list on the main Additional Fields page for content partners. For each additional field, the row will display the field name and category, and whether the field is mandatory, invisible, or customizable.

When you hover your mouse over the field’s row in the list, press the pen icon to edit the field, or press the trash can icon to delete the field.

Managing Existing Content Partners

Once you’ve created a content partner, you can edit or delete it at any time by accessing the main Content Partners page from the Admin Menu. On this page, every content partner that you’ve added into the platform will appear in the list along with all of the details and settings you’ve configured when creating each partner.

content partners edit

By hovering your mouse over the partner’s row, you can press the ellipsis icon. From the dropdown menu, press the Edit item to edit any details or settings that you configured when you created the content partner, or press the Delete item to delete the content partner from your platform.

Managing Content Partners for E-Commerce

If you’ve associated a course to a content partner, and the course is also for sale in a catalog, you can set a specific price for affiliated users when they want to purchase that course. To do so, access the course’s Advanced Settings area, then navigate to the E-Commerce tab.

Here, you can set the standard price for users that are not affiliates of the content partner for the course, as well as setting a price for affiliates. If you set a default discount for affiliates when creating the content partner, the Affiliate Price section will be automatically calculated based on the standard price, with the default discount of the content partner applied.

content partners aff price

This field can be changed as desired, but remember that the Affiliate Price cannot be higher than the set Standard Price (it can only be lower or equal). Once finished, press Save Changes.

Please Note: If a user wants to use the affiliate discount when purchasing a course that is assigned to a content partner of which he or she is an affiliate, a coupon from the LMS cannot be used in conjunction with the affiliate discount. When purchasing courses, users can only use one or the other.

Once an affiliated user has purchased a course that is assigned to a content partner, you can view the transaction history by accessing the content partner’s Affiliates page. Find the affiliate in the list, hover your mouse over the affiliate’s row, press the ellipsis icon, then press the View Transactions item.

When viewing a transaction of a user, the Content Partner column will appear if the course is assigned to a content partner for which the user is an affiliate.

Automation Rules to Show or Hide Content Partners Courses

Two automation rules are available to automatically manage the visibility of Content Partner courses in catalogs upon the activation and deactivation of the Content Partner. Please refer to this article for further information on how to set up automated rules.