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Before you can start


Before you can setup the WPEP Personalized Learning Module you need to install the latest Version of it on your WordPress Site.

You need at least WPEP Version 1.10 and Version 1.0.1 of the WPEP Personalized Learning Module.

Learn How WPEP Learner Profiles are set up and work here.

If you want to sell Memberships in an automated fashion directly from the Learner Profile you need to either,

1.: Install the WPEP Sales Engine (if you’re using that solution to Create and Sell your Content and Memberships)

or

2.: Install your Membership Plugin + The WPEP Membership Plugin Deep integration Addon currently supported Membership Plugins are: S2Member Pro, MemberPress, Wishlist Member, MemberMouse, DAP, DigiMember, Memberium.

Step 1 – Get Started


The first thing you need to do is to create a Learning Channel.

To do this, go to Personalize Learning and click Add Learning Channel.

Step 2 – Creating a New Channel


Give your Channel a name and a description.

NOTE: The title you give to a learning channel will only serve to identify the channels you will create.

Step 3.1 – Private or Group Conversations


To set up a Learning Channel to have private 1:1 or group conversations, go to the General Settings tab and:

  1. Choose a tab name (this is the name that will be displayed in the course tab in the Learner’s Profile).
  2. Set the access rules to manual, automated, or open (free). Manual means you will have to manually add students and teachers to the channel to give them access. Automated means students that are part of a membership will be automatically added to the channel. Open means the channel is open to anyone.
  3. Choose the conversation type for that channel (private 1:1 or group)
  4. Depending on the access rule chosen, you will see the proper fields to add the participants to the channel (this option will be hidden for open channels).

This is how it will look in your student’s profile.

Attention: The channel tab will only appear in the profiles of the students assigned to that channel.

There is a Walkthrough for this!

Learn how to set up a Learning Channel for 1:1 or Group Conversations!

Step 3.2 – Sell Memberships


You can also use your learning channel to sell memberships online in an automated fashion.

In order to do that, navigate to the General Settings tab and:

  1. Choose a tab name (this is the name that will be displayed in the course tab in the Learner’s Profile).
  2. Set the access rules to automated.
  3. Choose the conversation type for that channel (private 1:1 or group)
  4. Select the memberships you’d like to sell through that learning channel using the Memberships Allowed box.
  5. Leave Sell from Learner Profile enabled for users assigned to the memberships selected to automatically see the tab in their profiles. If this is enabled, add the purchase tab name, the purchase button name and the purchase button link.

It will look like this by default.

There is a Walkthrough for this!

Learn how to set up a Learning Channel to Sell Memberships!

Step 3.3 – Upsell


You can also use the Personalize Learning to offer upsells.

You can edit the CTA text following these steps:

1: Go to WPEP -> Settings.

2: Navigate to Add-On Settings.

3: Open the Personalized Learning tab.

4: Scroll down to the Upselling section.

NOTE:

  • You can only upsell 1 product per tab using this method.
  • If you want to sell more than one Product under one tab you need to use the WPEP Sales Engine Membership Sequence which you can find under The Sales Engine Advanced Settings.
  • If you’re not using the WPEP Sales Engine to create and sell your Memberships but your WordPress Membership Plugin WPEP offers a deep integration addon for like S2Member Pro, MemberPress, Wishlist Member, MemberMouse, DAP, DigiMember or Memberium then you can just create a Custom Learner Profile Tab as documented here and work with Shortcodes to paste your CTA’s and Offers.

 

Click Update –> DONE

There is a Walkthrough for this!

Learn how to set up a Learning Channel for Upselling!

How to reach a Learning Channel you just created?


Go to your WordPress Users.

Now search for the user you just added to the Learning Channel and click on WPEP Public Profile.

Tip: Open the Profile in a separate Browser tab so that you can switch back and forth as you personalize the Learning Experience.

Next —> Notifications Master Settings


Now you need to Personalize the Private Email Communication with your Student or Group of Students.

Step 1


Go to WPEP —> Settings —> Learner Engagement —> Delivery Settings

Step 2


Upload your Logo and enter all your details.

Step 3


Go to Addons Settings —> Personalized Learning

Here you can further Personalize and Finetune the Personalized Learning & Private Student Communication Settings.

Next —> Brand Your Domain


You want to customize the Learner Profile Link and brand it to your domain.

Go to Learner Profile —> Public Profiles

As a default the slug will be: domain.com/wpep-user-profile/username

What you want to do is edit the Profile Slug.

Here you can also decide if you want to show course progress bars and your learner’s private emails on public profiles or not.

Final Step


You can further customize the comments by going to Learner Engagement —-> Comments

Note! Normally you do not need to touch this as we’ve already inserted the best default settings in here that work well in most cases.

Now Go Create Massive Value!