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Program-Based Requirements

 

Overview

This article details how to utilize program level permissions effectively. It analyzes step by step creation of some common examples and uses.

 

Category Level Requirements

While this article will look at special uses of program-based requirements, it is far more common to add basic requirements and prerequisites to category levels. By adding requirements to category levels it will apply those requirements to all programs within that category level, making it much more efficient. This process is noted in our article Categories.

 

Adding Program-Based Requirements

  1. Navigate to Products & Programs > Programs
  2. Click to Edit Edit-L.gif your desired program
  3. Scroll down to the Requirements section
  4. Click Tools next to the program SKU and select Add Requirement Group
  5. Click Tools next to the newly created requirement group and select Add Requirement

Learn More

Add_Program-Based_Requirements.gif

Much like the process for adding requirements to category levels, adding requirements to individual programs is quick and easy. To begin you will need to navigate to Products & Programs > Programs and select to Edit Edit-L.gif your desired program. At the bottom of the edit page you will find the Requirements section.

To begin, click the Tools icon next to the SKU and choose Add Requirement Group. Next, click the Tools icon next to the requirement group and select Add Requirement. Continue to add your desired requirements until you are content. Finally, return back to the Tools icon next to the requirement group and select Edit Requirement Group to review the strictness of the requirements.

 

Invite-Only Program(s)

This set will walk you through creating a hidden custom field, that only admins can access, that you can use to verify if a user should have access to the program.

Create A Participant Field

  1. Navigate to Settings > Global Settings > Custom Fields
  2. Select Participant Fields and click Add Participant Field
  3. Create a Free Form Text field for your use

Invite_Only_Custom_Field.png

To begin you'll want to create a custom field for your use. This can be done by navigating to Settings > Global Settings > Custom Fields. Here, ensure you have Participant Fields selected and click Add Participant Field. The field you create can be named as you like. Under 'Where Does This Field Appear' you can leave all options unchecked. Lastly, choose Free Form Text as the "Field Type" and leave all other settings as their defaults. Click OK and Save All at the bottom of the page to create the field.

Add A Program-Based Requirement

  1. Navigate to Products & Programs > Programs
  2. Click to Edit Edit-L.gif your program you wish to make invite only
  3. Scroll to the Requirements section
  4. Click Tools next to the SKU and choose Add Requirement Group
  5. Click Tools next to the requirement group and choose Add Requirement
  6. Add a Participant Value requirement
  7. Set the Value field to your custom Participant Field
  8. Click Add Requirement
  9. Review the requirement group's settings

Add_Invite_Only_Requirement.gif

To enable your program to be invitation only you will first want to navigate to Products & Programs > Programs. Here, select to Edit Edit-L.gif your desired program and scroll to the Requirements section at the bottom of the page. Click the Tools icon next to the SKU and choose Add Requirement Group. Click the Tools icon next to the requirement group and choose Add Requirement. Set your requirement to be a Participant Value variation and in the Value field begin to type the name of your custom field created in the previous step. Select the system suggestion and click Add Requirement.

Once the requirement is added be sure to click the Tools icon beside the requirement group and select Edit Requirement Group. Here you can update the strictness level as well as ensure the requirement is actually required.

Update Your Participant Accounts

  1. Navigate to People & Accounts > Participants
  2. Select to enter your desired participant's profile
  3. Add any value you wish to the invite field created previously
  4. Click Update

Update_Participant_Profile_To_Invite.gif

To ensure your desired participants are able to access the program please navigate to People & Accounts > Participants. For each participant you wish to have access to the invite only program you will want to enter their profile. Here, update their custom field created previously by adding any desired value (the actual value does not matter). Finally, be sure to click Update.

Want to remove someone from being invited? Simply navigate to their profile and remove all values from the custom field. Leaving it 100% blank (remember to remove white space too) will ensure they fail the requirement check.

Invite Your Participants

With your setup ready you can begin to invite your desired participants to register. This may be done in several ways. Within Uplifter you will likely use the Communication Tools to send an email to your desired users.

Remove Program-Based Requirement

  1. Navigate to Products & Programs > Programs
  2. Click to Edit Edit-L.gif your desired program
  3. Scroll down to the Requirements section
  4. Click Tools next to the requirement group and select Remove Requirement Group

Remove_Program-Based_Requirement.gif

If your priority access is only temporary you will likely want to remove the requirement introduced previously. This can be done by navigating to Products & Programs > Programs and selecting to Edit Edit-L.gif any programs you have introduced the invite-only requirements on. On the edit page, scroll down to the Requirements section, select to Tools icon next to the requirement group, and choose Remove Requirement Group.

 

Early Access Program(s)

The setup for early access programs is identical to the above Invite-Only Program(s). However, for early access programs you may wish to also set up a special registration page. Our article Public Website Management can assist you in creating a page of this nature if desired.

 

Grouped Programs

Grouped programs are a series of programs that cannot be purchased without also purchasing others within the group. This can be in the form of "must buy all involved programs" or more along the lines of "must buy and X/Y programs" (ex. must buy any 3 of these 5 programs).

Create All Involved Programs

The first step in this process is to ensure you have all the desired programs made within your system. Please see our article Programs for assistance in creating your desired programs.

Add Program-Based Requirements

  1. Navigate to Products & Programs > Programs
  2. Click to Edit Edit-L.gif your desired program (one of the involved programs from the group)
  3. Scroll down to the Requirements section
  4. Click Tools next to the SKU and select Add Requirement Group
  5. For each program involved in the group (note that this includes the program you are presently editing)
    1. Click Tools next to the requirement group and select Add Requirement
    2. Set the Type to Participant Product
    3. Set the value to involved program (note that copying and pasting in the program's SKU is the more reliable method for this step)
    4. Click Add Requirement
  6. Click Tools next to the requirement group and select Edit Requirement Group
  7. Update the strictness to Prevent Checkout
  8. Update the number of elements required to your preferred number (ex. if all programs are required from the group select All, if only X/Y are required, set this value to X)

Add_Group_Programs.gif

Once your programs are created select one of them to edit. Add a requirement group, then add one Participant Product requirement per program (including the program you are editing) where the required product purchases are the program listings. Once all programs are added to the list update the requirement group to Prevent Add To Cart and set the requirement number to the desired number of programs that are required to check out.

Update_Group_Requirements.gif

Copy/Paste The Requirements

  1. Click Tools next to the requirement group and select Copy Requirement Group
  2. Navigate to Products & Programs > Programs
  3. Click to Edit Edit-L.gif each of the involved programs in the group. For each:
    1. Click Tools next to the SKU
    2. Select Past Requirement Group

Copy-Paste_Requirements.gif

With your initial program set up with all requirements you can now use the Tools icon next to the Requirement Group and select Copy Requirements. Thereafter, you can Edit Edit-L.gif each program in the group, select Tools beside the SKU, and choose Paste Requirements. By completing this for each program in the group it will not matter which program was selected first.

 

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