The Onboarding Wizard

The LearnDash Onboarding Wizard is the newest addition to LearnDash version 4.0. This makes it easier for users with new installs of LearnDash set up their courses, lessons, and even payments. The wizard takes care of all the essential set up and even downloads all the necessary plugins for your convenience.

With just four easy steps you can go from having a fresh install of LearnDash to having all your add-ons, third party plugins, and even settings set up for you and ready to go. All you need to do is add in your courses, lessons, quizzes, etc. and you’ll be ready to go.

The User Interface #

Step 1: Your Info #

The first step to your Onboarding experience is validating your LearnDash License. All you need to do is to:

1. Fill out the email that you used to purchase LearnDash and
2. Enter the license details that were emailed to you after your purchase.

If you can’t find your license details, there’s also a link to log in to your LearnDash account to get those information.

Once you’re done entering the details, click on Validate to check if the license information that you entered is valid. You should see a green prompt that says Your Iicense is valid if a valid license is found.

You can also opt-in to the Communication Preferences to use the email address you entered as the “From” address for specific LearnDash outgoing emails sent to your customers (e.g., course purchase success, purchase invoice, etc.). These settings are located in LearnDash LMS > Settings > Emails.

Once you’re done, click on next to go to the next step.

Step 2: Your Courses #

The next step for the Onboarding Wizard is to set up your course structures.

In this section, you can choose whether you’d like to import a demo course. If you aren’t already familiar with using LearnDash, this is a great start to help you get a general overview of what a course can look like.

Next, you can indicate how many courses you are planning to create. Select either Just One or Multiple. This would allow the wizard to set up your course listing and settings accordingly.

Next, you have to select all that apply to the type of courses you will have:

• Simple – for text based courses without certificates or quizzes.
• Certificate – a video or text based course including quizzes and certificates.
• Timed – a timed video or text based course including quizzes and certificates
• Group Courses – a course led by group leaders, perfect for cohorts and corporate trainings and classrooms

If you select the group courses, you are also asked the questions such as, “Are your groups public or private?” or “Who will be leading your group courses?”

Answering these questions will help the wizard properly set up your group settings for you.

Selecting the appropriate course types from the above choices will help the wizard determine which plugins and add ons will be right for you, as you will see in Step 4.

Once youre done, click on next to go to the next step.

Step 3: Payment #

On this next step, you’ll be asked whether or not you would like to charge for your courses. This will help you set up payments, if needed, for your courses.

If you select Yes, you will be presented with two options: Stripe or WooCommerce.

Stripe Connect #

Stripe Connect is the easiest way to start selling your courses, and with automatic webhook configuration for most sites, setup is a breeze. Click on Connect to connect your Stripe account to your LearnDash website. If you don’t have a Stripe account yet, you can sign up for one during this step.

Once you have connected your Stripe Account, LearnDash will attempt to configure the webhook in your Stripe Account automatically. For most sites, this should just work without any further input. For some, manual configuration may be required. Check out our Stripe Connect Documentation to learn more.

WooCommerce #

If you want to customize your payment system to include features like subscriptions and free trials, or plan to manage your invoice, then WooCommerce might be the right solution for you.

Select WooCommerce and the wizard will install the necessary plugins for you. You can configure it later in your WordPress Dashboard.

There are other payment solutions that LearnDash can work with, including PayPal and other payment gateways. If you want to use those, you can skip this part and set them up later.

Once you’re done selecting the payment system that you’d like to use, choose the currency that you would like to accept from the drop-down menu.

Once you’re done, click on next to go to the next step.

Step 4: Summary #

The final step in the Onboarding Wizard is the summary. Based on your selections on the previous steps, this will display all the actions that the wizard will take to complete your set up.

Anywhere from enabling registration, registration success and reset password pages, course listings, group settings, to installing add-ons such as the Certificate Builder, Course Grid, and WooCommerce will be done once the set up is completed.

If you selected and enabled the Group settings, you will further have the option to customize and set up your Group Settings by clicking on + Show all settings being updated:

Enable and disable the ones based on your preferences.

Hit Save & Complete to finish the Onboarding Wizard and apply the settings that you have selected. This will also install the plugins that you will need.

Take note that you can still change and update the settings and preferences that you selected on the Onboarding Wizard from the individual settings on LearnDash on your WordPress Dashboard. You can check out our complete documentation on each of the options and settings on the Support website.

FAQ for Onboarding Wizard #