Learning Management System (LMS)
Deliver educational content through Unificus's structured LMS platform with Products, Courses, Modules, and Lessons.
What is LMS?
Learning Management System (LMS) is a comprehensive platform within Unificus for sharing educational courses, professional development programs, and other instructional materials. Both Contacts and Staff Members can utilize this feature.
The LMS follows a hierarchical structure that works like an organized library:
- Product: The highest-level container, similar to a “bookcase.” It can contain a single Course or multiple Courses bundled together.
- Course: A component within a Product that contains Modules, comparable to a “book series.” The same Course can belong to multiple Products.
- Module: A subdivision of a Course containing Lessons, like a “book.”
- Lesson: The foundational learning unit where Participants gain knowledge, similar to a “chapter.”
When you “grant” an LMS Product to a Contact or Company, they become the Owner of that Product. Since Products can be structured as single or multiple-Course packages, you have full flexibility to design the learning experience. Owners can then access the Modules and their corresponding Lessons.
Products remain hidden from Participants until marked as Active. This allows you to build and refine your offering before launch.
Upcoming LMS features include Landing Pages, Quizzes, Self-Hosted Video, Templates, Certificates, Pricing Options, No-Code Automations, and additional tools!
Important: LMS functionality is exclusively available on the Pinnacle Plan.
Create a Course
To establish a new Course, go to LMS > Courses and select the +Add Course button.
Select I want this Course to also be a Product and proceed to the next step.
Complete the Course details and continue.
You’ll then provide information for the new Product that will house this Course.
Clicking Next will generate both your Course and Product simultaneously!
How do I designate who can manage LMS?
Access LMS > Settings.
From here, you can select which Staff Members receive LMS management privileges.
Choose by Role lets you select one or more Roles. By default, only Super Admin and Admin Roles have this capability.
Choose by Individual/Team allows you to assign permissions to specific team members or groups.
Selecting Select All for either option grants LMS management access to all Staff Members, excluding Freelancers.
I have my learning materials ready to go! What’s next?
Begin by verifying your Lessons are Published rather than in Draft status.
Navigate to a Course View by selecting LMS > Courses, clicking the icon on the Course Card, and choosing Manage Course.
Published Lessons display a green indicator. For unpublished Lessons, select the icon next to the lesson and click Edit.
To publish a Lesson, click the icon beside it and select Edit.
Then select the Publish button in the top right corner.
Your Course(s) must also be published.
In LMS > Courses, identify Courses requiring publication by their Not Published tag.
Click the three-dot menu on the Course Card and select Publish.
Finally, activate your Product to make it available to Participants!
Go to LMS > Products. Products showing a Not Activated tag need to be enabled.
Select the three-dot menu on the Product Card and choose Activate.
Now you’re ready to assign Participants as Owners of your Product(s).
You can accomplish this through multiple methods.
Directly from the Product
In a Product View, navigate to the Owners tab on the right side.
Select users from the dropdown. You can choose any Prospect, Client, or Staff Role member. This can be done even before activation, ensuring Participants gain access once the Product goes live.
CRM Options Menu & CRM Dashboard
Grant Product ownership through a Contact’s CRM Options Menu.
Open CRM > Contacts.
Click the Options menu for the Contact and select Grant LMS Product.
A dialog will appear where you can select one or multiple LMS Products.
Alternatively, open the Contact’s CRM Dashboard and select Grant LMS Product from the Available Actions area.
Learn more about the CRM Dashboard
While creating/editing Contact
You can assign LMS Products when creating or updating a Contact.
To manually add a Contact, go to CRM > Contacts and click +Add Contact.
Select your desired LMS Product(s) from the dropdown. This option appears once you set the Contact’s Role to Prospect or Client.
Discover how to create a Contact
For Kickoff Form signups, navigate to Forms and click +Create Form, then select Kickoff Form.
Set the Contact’s Role as Prospect or Client.
You can then select LMS Product(s) for both Unknown Targets and Known Targets.
While creating/editing a Staff Member
Assign LMS Products when adding or modifying a Staff Member.
Go to Flyout Menu > Manage Staff.
Click +Add Staff Member.
Choose the LMS Product(s) to grant from the dropdown.
Via No-Code Automation
Use the Grant LMS Product Automation in various platform areas.
For instance, apply this Automation when creating an Invoice to trigger upon payment completion.