How to grant access to students if the sales were not made on Kwiga

If you sold a course outside the Kwiga platform, you can still easily grant access to the participants. Before starting, make sure the course is set up and published. If the course is not published, students cannot see it. You can check this in the "Courses" section by reviewing the course status.

It is also essential to consider that the course may have different rates, lesson opening schedules, etc. All parameters can be easily configured using offers.

Creating an Offer

An offer is a pricing plan defining the terms of course access. Even if you haven’t sold the course through Kwiga, the offer helps structure access and manage the learning process. If you have multiple pricing plans, you need to create several offers. Start with the plan that includes the maximum amount of materials.

Go to the Courses → Pricing Plans, Offers section, click +Offer and fill out the main fields:

The offer's title should be clear to both you and your students. It will appear in the access emails, contact cards, and reports. Typically, this is the name of the tariff or course with clarifications, such as course + tariff + stream.

Leave the status as Draft since this article covers granting access without selling through Kwiga. Other general settings, including the post-payment page, can be left unchanged.

If you do not want students to automatically receive an email about gaining access, disable message sending or edit the access email to suit your needs. A separate article provides more details about setting up offers.

The primary setting in an offer is adding a product. Click +Product and select the desired course. Next, you will see options that can be configured:

Content access determines when students will gain access to the course and when the access will end. This allows you to add students in advance while keeping the course start date. If you choose the "Immediately after payment" option, students will gain access as soon as they are added to the course.

Доступ до уроків може бути без обмежень або за вашим вибором. Якщо потрібно надати доступ лише до певних уроків, змініть налаштування та відзначте необхідні уроки.

Access to lessons can be either unrestricted or set according to your preferences. Adjust the settings and mark the necessary lessons if you want to grant access to specific lessons only.

The lesson release schedule can be configured in two places: directly within the course or in the offer settings. If the course is being launched for the first time, it is recommended that it be set up in the Lesson Opening Dates and Delays section and that these parameters be left unchanged in the offer.

Completing practical tasks allows you to define how assignments are reviewed. If you are creating a plan that does not include review by a curator or course author, but the course contains open-ended questions and tasks, you can enable “Automatic Review.” As soon as students submit their answers, they will be automatically accepted.

Assigning an assistant is helpful if students need individual support. If the curator works only with participants of a specific plan, they can be assigned to that plan in the offer.

After setting up the offer, you can make additional changes, such as setting the price. This won't affect access permissions but will help retain the information in the student's purchase history.

If you have multiple plans, create several offers. You can copy existing ones and make only the necessary changes, such as the access period or the set of lessons.

Adding Contacts and Granting Access

To grant access, you need to collect student data in a file in xls, xlsx, or csv format. The first column should contain participants' email addresses, and the following columns should include additional data such as first name, last name, or other information for the CRM. If you have multiple pricing plans, create separate files for each one.

Go to the course page and open the Course members tab.

Click the + button and go to the Import tab.

Prepare and select your file, then upload it. 

Choose Open access to the product and add the desired Offer before uploading the file.

Before starting the import, check that all data is correct and fields are properly matched, especially the email field. After reviewing, click Run Import to grant access.

The import time depends on the number of participants. For example, importing 1,000 contacts may take several minutes. A separate article provides more details about the import process.

In addition to importing a list, you can also add participants individually. To do this, open the Participants tab, click +, and select Adding a member. Then, enter the email address and name and choose the offer to grant access.

This is useful if you need to manually add an individual student or grant access without uploading a file. The article provides more details on how to manually grant access to a specific participant.