Knorish Quickstart Guide To Publisher Dashboard


We’re glad you have signed up to launch an online course or academy with Knorish. 


This quickstart guide covers everything you need to get started with Knorish. From setting up your landing page, setting up integrations, to creating and publishing your course! 


This is a great article for those new to Knorish, or for those who wish to double check if all that is supposed to be done on the platform has been completed. We hope this keeps you on track and helps stay organized so that you can achieve your goals of building, launching and selling your online courses. 


We truly hope you do well in this journey. At any point in time, should you need any help, feel free to let us know and we will be glad to help. 


Here’s a quick video on what is Knorish capable of:



Your Publisher Dashboard


Once you signup on the platform, or log in to your account, The first thing you see is your Publisher Dashboard. As the central core of your account, this page reminds you of all the necessary basic steps that you need to take such as the creation of your first course, website building, domain name personalization, uploading your custom logo, the creation of your Terms & Policies document, the addition of integrations etc. 


As you complete the steps listed on this page, a tick mark appears next to each of these cards which remind you of the steps pending to be completed. 


Publisher Dashboard - A close look inside


Here’s a quick look at what all can you do in your publisher dashboard


The Publisher Dashboard is the first thing you will see when you log in to your Knorish site as the Site Owner or Site Admin. 



On the left panel, you have options for 

  • Your Account (reflects under your name)

  • Startup 

  • Users

  • Transactions

  • Plan & Billing

  • Settings



Under the first option, you have the options to go back to your landing page, access your profile and log out. 


If you click on Startup, you would see the cards waiting to be actioned upon. Those marked with a tick on the right would be marked as completed. 




Next up is the course button. Under the ‘Course’ option you can access the course list, course categories, and Course Library. This is a great section for those who plan to launch more than one course on their site. 


When you click on Course List, on the right, under the ‘courses’ section, you would be able to see the options to start a ‘New Course’ or ‘export’. To create a new course, simply click on the ‘New Course’ button and on the pop up that follows, simply mention the name of the course, choose whether the course is paid or free and you can start building your new course. 


Next up is Course Categories which is used by publishers who have or are building multiple courses in their account. Well defined categories help in a clear categorization of all the listed courses. 


The course library lists all the available designs of how your course card would look like to a student, on your site, and on the payment gateway. It’s a visual representation of various styles and you may choose the one you like. 


Users Section


The Users section would show the list of all the students who have signed up for your course. You may choose to look at the same in the card style or list view by choosing the appropriate setting. Should you need, you can download the list as well in .xlsx(excel) format.


Transactions Section


Under the transactions section, there are four sub-categories:

  • Earning

  • Payout

  • GST

  • Coupon


Under Earning, you would be able to view the amount earned to date. Simply select the date range, the currency you want the data in (INR/USD) and click display. Should you wish, you can even export the data in a .xlsx format.


While Earning shows you how much money has been earned, the Payout section allows you to withdraw the amount earned so far and also shows the Payout withdrawals history. This section can also be used to update your bank account details for future withdrawals. Details needed for the same would be bank name, account holder name, PAN(tax identification) Number, bank account number and IFSC Code.


Under GST Section, the page would reflect the Goods and Services Tax (GST) statements applicable for a particular date range or month with an additional option to download the reports. 


Coupons Section is a great option for your marketing needs and you must spend some time here to understand how this section can help you. Primarily, coupons section allow you to create discount coupons that you can share with your potential customers who can then sign up on your course with the discounted price. Here’s a quick video that can help you understand how to create coupons for your course. 



Plan & Billing Section



This section allows you to renew your account, get billing & invoices and change your current plans to other available plans available with Knorish. To change a plan, simply select a plan available from the list and select. On the next screen, the payment amount would be listed which can be paid via Netbanking, Credit/debit cards, digital Wallets, PayPal etc. If required, you can also view available plans, their pricing, and the benefits in detail here.


Settings Section


The settings section allows you to change the settings of your account. 

  1. Organization: Under the organization tab, you would see details that you should be updated for the account at an organizational level. Besides details such as: 

    1. Active Domain
    2. Organization Name
    3. Contact Number
    4. Email
    5. Country
    6. State
    7. Address
    8. GST Number
  2. Delete Account: A section under settings, the option to delete your account can be found here. Simply select the primary reason and press delete. By closing your account, all services will immediately stop. Before you delete the account, if you have a concern or question, please contact knorish support.


Signup Settings


In case you wish to capture a phone number with every signup, simply click on the option ‘Display phone number on signup form’ and this option will be enabled as well.


Notifications

As the term suggests, any new notification, system generated or otherwise are shown here.


Contact

Contact is the section that shows any messages from your students and shares other details including Subject, Name, Email, Phone, Message, Received On, Replied, and Actions. 


To manage your contacts and enable popup based customer support channel, you should signup for Freshdesk. You can start with the Freshdesk free plan. Freshdesk is a customer support platform that was founded with the mission of enabling companies of all sizes to provide great customer service. To enable Freshdesk, simply visit integrations under Settings section or read ahead.


Page Manager


In case you need more than just a landing page or the home page, the page manager is the section you need to visit. To create a new page, simply click on the new page, mention the Page name, URL, its meta title, meta description, meta keyword. For the URL, simply type in / and the page name. Meta Title, description, and keyword are the details which help Google index your site’s information to show them to prospective customers when they search for similar information. Hence, completing these details for your home page also makes good sense. 


Once the details are filled, at the bottom of the pop up you would notice three options:


1. Import Page Template: Used to import the default landing page that Knorish has created to make creating home pages easy. The same template is issued for all other pages when you select this option.



2. Display in top menu: When selected, this option adds the new page in the top menu for your site visitors to view the page. Unselect this option if you do not wish to show the page on the main menu, but rather have visitors reach this page only via a call-to-action button or a link on another page. 


3. Is page published: If you wish to publish the page and make it visible to all, then you must select this option. 


Menu Manager

Menu manager is a simple function that allows you to reorder your site menu. Simply drag up and down from the green button to rearrange the menu items. You can create a submenu by dragging the items left or right. Any changes made here will reflect on your site. The preview button allows you to view the changes as per your selections. 


Email Pipeline

Email Pipeline shows all the email sent from the account to users or students. Should you need, you can export the data in an excel format by clicking on the ‘Export’ button. 


SMS Pipeline

Just like Email pipeline, this section shows all SMS’s sent from the account to course participants. Data export can be done simply by clicking on the ‘Export’ button.


Integrations 


Integrations is a key section for the success of your online course and you must spend some time in understanding how the functionalities work. 


There are five key integrations available here: 

  1. Cloudflare Custom Domain with SSL Integration

  2. Freshdesk Ticket Management Integration

  3. Facebook Pixel Integration

  4. Google Analytics Integration

  5. MailChimp Marketing Email Integration


Cloudflare Custom Domain with SSL Integration


This integration is used to connect your custom domain via CloudFlare with the Knorish domain so that when visitors come to your site, they see your domain only. To understand how this works and to understand the integration process, you can view the step by step instructions here: Link



Freshdesk Ticket Management Integration

To manage your contacts and enable popup based support channel, you should signup for Freshdesk. You can start with Freshdesk’s free plan. Freshdesk is a customer support platform that was founded with the mission of enabling companies of all sizes to provide great customer service. In order to understand how the platform works and to understand the integration process, please read: 
How to get API KeyHow to get widget code



To understand how this works and to learn how to connect your site with the Freshdesk solution, view our step by step integration tutorial here: link


Facebook Pixel Integration

Facebook Pixel is a tool by Facebook that makes conversion tracking, optimization and remarketing easier than ever. The tool allows you to track visitors who land on your site from your FB posts & Ads. Data captured can then be used for optimization and remarketing. You can read more here. Facebook Pixel


To understand how this works and to learn how to connect your site with the Facebook Pixel solution, view our step by step integration tutorial here: link


Google Analytics Integration


Google Analytics is a tool similar to Facebook Pixel in the sense that it is also a freemium web analytics service offered by Google that tracks and reports website traffic. Integration is easy and can be done in minutes. You would need to create a Google Analytics account, You can read more about it and begin the process here: Google Analytics


To understand how this works and to learn how to connect your site with the Google Analytics solution, view our step by step integration tutorial here: link


MailChimp Marketing Email Integration



MailChimp provides marketing automation for e-commerce businesses. Send beautiful emails, connect your online course, advertise, and build your brand. MailChimp as an email marketing solution, allows you to create unique campaigns, automate email marketing, and the best part is it's free. To connect your Knorish online course/academy with MailChimp, you would need an API Key. To understand what is an API or to generate one, please read this article: Generate Your API Key


To understand how this works and to learn how to connect your site with the MailChimp solution, view our step by step integration tutorial here: link


Templates

This section has the pre-set templates for automatic emails and SMS which can be reset or edited for use. While most notification email templates listed below for sent automatically upon certain events, few templates can also be used to send as per requirement. Hence, it is crucial that you complete your account and profile information to ensure that the HTML templates listed below pick up the correct information. 


Email Templates include:


Email or Phone not confirmed

This template is used to send a notification to users for their account verification via email or Phone number confirmation.


Send Email to Team

Used in Enterprise Account, the template is used to send pre-set email to your team of publishers and account handlers managing the enterprise. 


Send Email to Student

For any communication with course participants, you may use this template. 


Forgot Password Email

In case students do not get the link for password reset, you may use this template to share the link.


Purchase Successful Customer

Every time a student purchases a course, this template sends out a confirmation email. 


Send Account Invite User Enterprise

This email template is for enterprise level user account invite asking users to join the learning platform where users can signup for any of the courses available


Public Sign up

A public signup email is one that goes out to a user who landed on your site and signed up on your account through the login button on the menu/home page. This template is the automatic email that goes out to such users. 


Send Course Invite User Enterprise

Created for Enterprise level accounts, this template is for the auto email that goes to a user upon course logging into a course.


Invoice to Student for Download

This is the auto email template that goes to students upon purchase of the Course.


Send Identity and Access Invite 

This email template is for sending an auto email to new course creators/publishers who have been assigned new roles and given specific access. 


SMS Templates include:

Send Account User Invite Enterprise

This SMS template is for enterprise level user account invite asking users to join the learning platform where users can signup for any of the courses available


Send Course Invite User Enterprise

Created for Enterprise level accounts, this template is for the auto email that goes to a user upon course logging into a course.


Send SMS to Team

Used in Enterprise Account, the template is used to send pre-set SMS to your team of publishers and account handlers managing the enterprise. 


Send SMS to Student

For any SMS based communication with course participants, you may use this template.