How to give access to the course

In Kwiga, you can easily add an individual student to a course by granting them access to the materials. This can be done in several ways: grant access directly from the course, add the student through CRM, or grant access through an offer.

In this article, you will learn more about each method.

Granting access from the course

To add a student to a course, go to the Courses section, open the required course, and go to the Participants menu.

Click the + button, and in the Add participant modal window, select the Single tab. 

Note: before adding your first student, you need to complete the Marketing settings.

Next, select one of the options: +New if you are adding a new student, or Add existing if the student is already in your database. In the form, fill in the First name, Middle name, and Last name fields if necessary. The email address is required.

Access format

In the Grant access section, select how you want to provide the student with access to the product. Four options are available here.

No access allows you only to update the contact's details, such as fields or tags, without granting access to the product. In this case, the participant will not appear in the list of users with access to the content.

Pre-registration is suitable for collecting applications in advance before sales begin. Users will be added to the participant list but will not receive actual access to the content, allowing you to build a database of interested clients before the official launch.

Full access gives the participant immediate access to all content without restrictions. Please note that this option disables progress control: checkpoints and the gradual opening or closing of access to specific parts of the content (dripping) will not be taken into account.

Important! We do not recommend granting full access directly to a participant. Instead, it is better to create an offer (pricing plan) with full access configured. This simplifies management and provides greater flexibility for future changes.

Specific pricing plan provides the greatest flexibility in configuring access and automating payments, and allows you to link specific sales conditions to the product. When you select this format, a separate Pricing plan panel opens, where you can find the required offer using the search or the list and select one or several pricing plans at once. For each one, select the payment status: Paid or Awaiting payment. If the pricing plan requires payment, the client will automatically receive an email with a link to the payment page. You can also enable the Add payment transaction toggle if you want this transaction to be included in reports.

Notifications

In the Notifications section, select the Language of notifications and configure which emails should be sent to the participant.

Each email can be enabled or disabled using a separate toggle: Activation email, Product access, and Successful payment (the last option appears when the Specific pricing plan format is selected).

For each email, the edit email link is available, allowing you to personalize the template.

Before saving, confirm consent by selecting the Data is added with the user's consent checkbox. Without this, the Save button will remain inactive.

Important notes:

If this is a new student, a personal profile will automatically be created for them on the platform.

If the access email has not arrived, ask the student to check their Spam or Promotions folders, especially in Gmail. Please note that the platform does not control which folder an email is delivered to; this is determined by the email service provider. The likelihood of an email being sent to Spam or another category depends on the course name, the content of the email (for example, words such as crypto, sales, and others may increase the risk of being marked as spam), and whether the client has previously received emails from the platform or related to this course.

To make sure the student can see the course in their account, check that the course has the Published status. If the course is in Draft status, the student will receive an access notification, but the course materials will not appear in their profile.

Adding a student and granting access through CRM

Kwiga CRM allows you to efficiently manage your student database, create personalized access settings and orders, and add custom fields to student profiles.

To add a student through CRM, go to CRM → Contacts, click the + button, and in the Add contact modal window, select the Single tab.

Fill in the form: the First name, Middle name, and Last name fields are optional, while the email address is required. If necessary, add a phone number and tags using the +Tag button.

To grant access to the product immediately, enable the Grant access to the product toggle. 

After that, the Pricing plan field will become available. Click +Add to open the Pricing plan panel containing a list of pricing plans and offers. You can use the search function, and offers may also be grouped into folders, for example those marked as examples. Select one or several pricing plans using the checkboxes and click Save.

Once a pricing plan is selected, the Offer payment field will become available, where you can specify the payment status, for example Paid, as well as enable the Add payment transaction toggle if this transaction needs to be included in reports.

In the Notifications section, select the Notification language and configure which emails should be sent to the participant. Each email can be enabled using a separate toggle: Activation email, Product access, and Successful payment. Next to each one, the edit email link is available for personalizing the template.

Before saving, confirm consent by selecting the Data is added with the user's consent checkbox. Without this, the Save button will remain inactive.

The added contact will appear at the top of the list in CRM. You can also find the contact using search, for example by name, email, or phone number, or use filters.

If the contact has already been added to the platform but has not yet been granted access to the product, and you need to grant access manually, you can do this directly from the contact card.

Adding a product from the contact card

Find the required contact in the CRM list, click the name to open the contact card, and go to the Products tab. Click +Product — the Grant access to product window will open.

Select the product or pricing plan (offer) through which access will be granted.

Also select the Access format: No access only updates the contact details without granting access to the product; Pre-registration adds the student to the list without providing actual access to the content, allowing you to build a database of interested users before launch; Full access opens all content immediately but disables checkpoints and dripping; Specific pricing plan allows you to select one or several offers and flexibly configure the access conditions.

If Specific pricing plan is selected, specify the status in the Offer payment field, for example Paid, and, if necessary, enable the Add payment transaction toggle.

In the Notifications section, select the notification language and the emails to be sent: Activation email, Product access, and Successful payment. Each email can be edited using the edit email link.

Confirm consent by selecting the Data is added with the user's consent checkbox and click Save.

Adding an individual order from the contact card

If you need to configure access manually, click +Order.

Add a product, select the required lessons or modules, or set the access duration and configure the order.

Specify whether payment is required and, if necessary, create a payment link. For more information about creating and configuring orders, see the dedicated article.

CRM provides flexible options for configuring access, making it easy to manage your contact list on the platform.

Adding a student through offers

An offer allows you to configure access to a course: limit the access period, create a lesson release schedule, assign a student to a curator, and more. If necessary, you can grant access to a participant directly from the offers page.

First, create an offer: go to Courses → Pricing plans, offers, click Create offer, and configure it by specifying the access duration, lesson release conditions, and other settings. 

For more information about creating and configuring an offer, see the dedicated article.

Return to the Pricing plans, offers tab with the list of offers and find the required one. 

Click +Add next to Number of sales, after which the Add buyer modal window will open.

At the top, information about the selected offer is displayed, for example the pricing plan name, as well as the Sales limit and Remaining sales, if such limits have been configured.

Next, select one of the options: +New if you are adding a new student, or Add existing if the student is already in your database. In the form, fill in the First name, Middle name, and Last name fields if necessary, as well as the phone number and tags. The email address is required.

The selected offer will already be shown in the pricing plan section. Here, select the status in the Offer payment, field, for example Paid, and, if necessary, enable the Add payment transaction toggle if this transaction needs to be included in reports.

In the Notifications section, select the notification language and the emails that should be sent to the participant: Activation email, Product access, and Successful payment. Each email can be edited using the edit email link.

Before saving, confirm consent by selecting the Data is added with the user's consent checkbox, then click Save.

After the student is added to the offer, they will receive an email with access to the course if this option is configured.

Additionally: bulk student import

For large groups of students, you can use the file import feature to add multiple contacts at the same time.

For more information, see the article Importing and transferring a student database.