Add Claimable Items to a Program

Add Claimable Items to a Program

Claimable Items represent credits that users can claim in your Education Programs. They are commonly used for training certificates and confirming attendance at events or seminars.

Creating a Claimable Item

  1. Go to the Homepage and select Education.
  2. Find the Program where you want to add Claimable Items and click View.
  3. Navigate to the Claimable Items tab.
  4. Click Add Item and fill in the following details:
    • Name: The title of the item to be claimed.
    • Description (Optional): Provide details about the claimable item.
    • Verification Template (Optional): If applicable, specify a verification form (e.g., a questionnaire) to confirm attendance.
    • Credits: Assign a credit provider for this item.
    • Ratables (Optional): Specify any fields that need to be rated, such as speaker performance.
    • External ID (Optional): If linking to an external platform (e.g., Impexium), provide an ID to validate attendance.

Linking a Claimable Item to a Session

  1. Find the Claimable Item you want to link and click Edit.
  2. Click the session link icon in the top-right corner.

  3. Enter the Event name.
  4. Enter or select the Session that should be linked to the claimable item, then click Next.

  5. If linking for the first time, you will be prompted to map session fields to claimable item fields.

  6. Choose a synchronization method:
    • Link to Event and Education Program (Recommended): Connects the claimable item to the session and syncs data automatically.
    • Import Session(s) Only: Populates data fields without linking the session to the claimable item.
  7. Click Update Mapping Configuration to finalize the changes.

Note: Once mapping is configured, it will apply automatically to all future claimable items linked to sessions.

Bulk Updating Credits

Admins can bulk update credits using a .CSV file. This allows for easy credit additions or modifications.

Steps to Bulk Update Credits:

  1. Click Bulk Update Credits.

  2. Download the Credits Import Template.

  3. Save and open the file.
  4. Enter the credit details in the .CSV file.
  5. Click Next.
  6. Upload your updated .CSV file.
  7. Click Upload to finalize.

Note: The Credit name in the imported file must exactly match the Credit name of a pre-configured Provider.

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