Creating a Seminar in Freestone™

Seminar Creation Overview

A seminar in Freestone™ Client Administration a small package of content sold to your customers. Your Freestone™ Client Administration portal allows you to control nearly every aspect of seminar entry and completion, as well as management. 

Creating a Seminar

To add a seminar for your customers:

  1. Log in to your Freestone™ Client Administration portal using the username and password provided by Peach New Media.
  2. Open the Courses tab in the top navigation bar and select the Create New Seminar link.

Top Navigation Screenshot

  1. When the new seminar page opens, the Basic Information section will be on your screen. This will allow you to begin data entry, and also access the additional sections you’ll need to complete to finish creating the seminar. The sections, found in the Menu widget, are shown in the screenshot below.

  1. Enter the name of the seminar in the Title field, as seen in the next screenshot. Complete the Description field, which will contain information on the course.
    1. Edit the text of the description by using the Text Editing Tools shown in the above screenshot. Each item on the top row provides a dropdown menu with options to manipulate the text.
    2. The second-row icons are similar to those in Microsoft Word, and allow you to create bold fonts, change the color, create lists, or adjust the indentention of paragraphs.

  1. Select the date when the seminar will be available to customers. When you click into the date field, a calendar will automatically populate.

  1. The Live Event box may be checked or unchecked.
    1. If Live Event is unchecked, this means the seminar is not a live webinar or live webcast.
    2. If Live Event is checked, you will see new fields populate. Completing these fields sends a live event request to your Account Director.

  1. The Time field refers to the requested start time of the live event.
  2. The Length refers to the duration (in minutes) of the live event.
  3. Broadcast Type allows you to choose the following types of events:
    1. Live Webcast: Gives customers online access to an in-person event happening elsewhere
    2. Rebroadcast: Allows customers to see a replay of a live event
    3. Webinar: Grants access to an online conference where customers see slides and hear a presentation
    4. Audio Seminar: Provides a dial-in number for a spoken-only presentation where attendees listen via telephone
  4. Sell Recording gives customers the opportunity to have access to the event once it has been produced by Peach New Media.

 

  1. If your association has seminars that are only available for purchase by members, select the Members Only checkbox. If anyone can purchase and view your content, leave this box unchecked.

  1. The Learning Objectives section allows you to add specific learning goals to the description of the seminar. This section is optional, but highly recommended.
    1. To add objectives, click the gray add button. A text field will populate. All objectives are automatically saved.
    2. To add additional objectives, continue to click the gray add button.
    3. To delete a learning objective, click the gray X button on the right side of the text field.

 

  1. Channels are an optional feature that allow you to group content by category, topic, credit status, etc.
    1. To assign the new seminar to a channel, click the gray arrow on the dropdown menu, select the channel name, and click the gray add button.
    2. To assign the new seminar to more than one channel, click the gray arrow on the dropdown menu, select the channel name, and click the gray add button again.

NOTE: You may have Learner Paths enabled in your account. If you do, follow the learner path instructions here.

 

  1. To continue onto the next section of seminar entry, click the gray arrow at the bottom right of your screen in the Review and Continue section.

  1. The next section, Products, will open.
  2. Navigate to the Seminar Editor pane, and view the Products area. To create a new product, click the gray add button. This will open a window titled Add a New Product.

Products Tab and Add Button

  1. In the Add a New Product window, complete the three (3) fields.
    1. Product Type refers to the medium by which the information will be shared. This will be shown in the Products section of the Freestone™ Client Administration portal, and when customers select a product to add to their shopping cart.
    2. Full Price is the base amount customers will pay to use the product. If no discounts are provided to association members, this will be the only field filled. If a product price is $15, 15.00 should be entered into the box. If products are free, enter 0.00 in the box.
    3. Member Price is the optional discounted amount members pay to use the product. If members were to receive special pricing of $10 for a product, 10.00 would be entered into the box. Some organizations may use additional pricing tiers for members. If additional tiers are used, they will be found in the “Add New Product” window in the same style as the full and member price boxes.
    4. Token Value is specifically for organizations that use token-based subscriptions for their customers. This field will not appear in Freestone Client Administration portals of organizations that do not use subscriptions. Tokens are traded for access to the program. If customers were to trade 10 tokens to view an event, 10 would be entered into the box. A token value of zero indicates this product is not for purchase using a token subscription.

Add New Product Window

  1. When the fields in the “Add a New Product” window have been completed, click save. The product will be stored in the Products List pane of the Seminar Editor.

  2. To delete or edit a product, select the gray buttons next to the product names.

Products List

  1. To continue onto the next section of seminar entry, click the gray arrow at the bottom right of your screen in the Review and Continue section.

 

 

  1. The next section, CE Credit, will open.
  1. To add a Credit Reporting Organization (CRO), click the gray add button.

  1. A popup will open. Select the CRO from the dropdown menu, and then click the gray save button.

  1. If the new seminar is to include quizzes for attendees, check the  Enable Quizzing box. Additional fields will appear. If you will be using a quiz to evaluate attendees:
    1. Select the number of questions that must be answered correctly for the attendee to pass the quiz by inputing the full number in the Score box.
    2. Check the Disable Retry box if the attendees may not have multiple attepmpts to pass the quiz.

  1. To add questions to the quiz, click the gray add button.
    1. Type the question into the Question field.
    2. Select the type of response (multiple choice or text) from the Type dropdown menu.
      1. If text is your answer-entry method, complete the Question field, and then complete the Correct Answer​ field.
      2. If multiple choice is your answer-entry method, select the gray add button in the Choices section to create responses. After the Response fields have been completed, check the box in the Correct column to designate the appropriate answer. You’ll see the first response has been marked as the correct answer in the example below.

  1. To continue onto the next section of seminar entry, click the gray arrow at the bottom right of your screen in the Review and Continue section.

  1. The next section, Content, will open.
  1. In the Seminar Editor pane, you will see the Force Chapter Order option. Select this box if the chapters are to be completed one-by-one as prerequisites within the course. Leave the box empty if the chapters may be completed in any order, or if only one set of content is being added into the new seminar.

  1. To add content to the seminar without using chapters, click within the Chapter 1window.
    1. To upload content to the entire seminar, click the gray add button. A popup window will open for uploading content. Click the Browse button to find the material. Double click on the item to be uploaded. A new popup will generate with the option to change the file name and reference an author. Complete the fields, and click the gray save button.
    2. To upload speaker information for the entire seminar, click the gray add button. A popup window will open with information fields. Insert the speaker’s information. Click the gray save button.
    3. You may edit the content and speaker information by clicking on the gray edit button. 
  2. To add a new chapter, enter the title into the Chapter Name box and click the gray save button.
    1. To upload content to the chapter, click the gray add button. A popup window will open for uploading content. Click the Browse button to find the material. Double click on the item to be uploaded. A new popup will generate with the option to change the file name and reference an author. Complete the fields, and click the gray save button.
    2. To upload speaker information for the chapter, click the gray add button. A popup window will open with information fields. Insert the speaker’s information. Click the gray save button.
    3. You may edit the content and speaker information by clicking on the gray edit button. 

  1. To add additional chapters, enter the title into the Chapter Name box below the first chapter and click the gray save button. Follow the instructions from step 22b to upload additional content and speaker information.

  1. To continue onto the next section of seminar entry, click the gray arrow at the bottom right of your screen in the Review and Continue section.

  1. The next section, Promotion, will open.
  2. To include specific promotional information that is seminar-specific, begin completing the fields in the Promotion area.
    1. To include an image with the promotion, select the gray upload button. This will allow you to browse pictures on your computer and upload a file.
    2. Include a short description of the promotion. Edit the text in the Promotion Text field by selecting the Text Editing Tools on the top two rows of the field. You can copy and paste text, format the font, change the font color, etc.

  1. To add a seminar-specific discount for customer and create a new coupon, click add. This will open a window titled Create New Coupon.

Add Coupon Picture

 

  1. In the Create New Coupon window, complete the four (4) fields.
    1. Coupon Name is the title of the discount. This will be shown in the Coupon section of the Freestone™ Client Administration portal, and when customers enter the Coupon Code when purchasing products.
    2. Coupon Code is the code customers will enter to purchase products using the coupon. The code should be short, and cannot contain spaces. Example codes include: Coupon15, Save10, January2013, etc.
    3. Discount Amount refers to the dollar amount that will be discounted from the product when a customer uses the coupon. If a discount amount of $5.00 were to be applied to the seminar products, 5.00 would be entered into the Discount Amount box. Do not use a dollar sign ($) when entering the amount.
    4. The dropdown menu for Active pertains to a customer’s ability to use the coupon code. Selecting Yes allows customers to use the coupon code on purchases; No will deactivate the coupon. Coupons cannot be deleted, and must be marked inactive in order to ensure customers do not use the discount.

        

 

  1. When the fields in the Create New Coupon window have been completed, click save. The coupon information will be stored in the Coupon section of Promotion. Customers should be informed of available coupon codes via the organization’s marketing channel.
  2. To complete the seminar and prepare it for purchase on the day you’ve selected, navigate to the Status widget, and press the green publish button, as shown below. The status of the seminar (published or unpublished) will show in the gray status bar.
    1. Publish means the course will appear in customers’ portals.
    2. Store Page will show you the location of the seminar on your Web site.
    3. Streaming Launch Page shows the Web site from which content will be available once purchased. This is the customer view in their classroom once they’ve opened the program.
    4. Streaming Interface is a direct link to online content, and will immediately open the online event in the selected interface.

  1. To remove a seminar from a customer’s purchase options, click the gray unpublish button, located in the same widget.