Overview of Commerce Feature
This article explains the core Commerce features available in Gainsight’s Customer Education platform.
Overview
The Commerce feature in Gainsight’s Customer Education product empowers administrators to manage and sell educational products, create bundled offerings, set up a payment gateway, and track orders. With this feature, organizations can streamline their learning delivery process, ensure smooth transactions, and create promotional offers to engage customers. This document provides a complete overview of the Commerce functionalities, referencing detailed articles for specific tasks such as setting up the payment gateway, managing products, and using coupons.
Key Benefits
The Commerce feature offers several benefits to administrators looking to sell and manage educational offerings:
- Administrators can monetize content like courses, learning paths, and bundles, which can also include Instructor-Led Training.
- Organizations can drive sales and offer incentives to learners by creating coupons and promo codes.
- Stripe integration ensures smooth payment processes, allowing learners to make secure transactions.
- The order history feature provides valuable data on sales, customer behavior, and trends, optimizing product offerings.
- Including Instructor-Led Training in bundles provides a comprehensive educational experience.
Prerequisites
- A Stripe business account is required to process payments.
- You must be a Gainsight Customer Education admin and a Stripe admin to manage commerce features and configure the payment gateway.
- The Website and Catalog must be enabled for your school to allow learners to discover Commerce products.
- You must be on the V3 theme to utilize this feature. If an upgrade is needed, contact your Customer Success Manager (CSM) or Support team for assistance, or refer to the Managing Templates and Themes article. Managing Templates and Themes article.
Limitation
- Refunds cannot be processed directly within Gainsight and must be managed externally via the payment processor.
- Currently, only USD is supported.
Commerce Features
Set up Payment Gateway
Setting up a payment gateway in Gainsight’s Customer Education platform enables organizations to sell educational products securely. By integrating Gainsight’s Customer Education platform with Stripe, Stripe handles all payments, ensuring seamless transactions. This integration provides options for major credit card payments, bulk purchases, and more, all within the platform.
For a step-by-step guide to setting up and managing payment gateway, refer to the How to Set Up Stripe for Payments article.
Add and Manage Products
Gainsight’s Commerce feature enables administrators to monetize educational products such as individual courses, learning paths, ILT (Instructor-Led Training), and bundles. By managing pricing, availability, and course offerings, organizations can offer flexible learning options for their customers and learners.
- For detailed steps on managing products, refer to the Add and Manage Products in Commerce article.
- For more details on how to include ILT in product bundles, refer to the Add Instructor-Led Training in Bundles article.
Create and Manage Coupons and Promo Codes
Coupons and promo codes help administrators increase sales and revenue by offering discounts. Administrators can define discount types, apply them to select products and monitor their usage to engage learners.
For detailed instructions on creating and managing coupons, refer to the Create and Manage Coupons and Promo Codes article.
View Order Details
The Orders page provides administrators with a detailed, organized list of all customer orders. Each entry includes key information such as the order date, unique order ID, customer name, email, order value, and the current status of the order (for example, Pending or Success). This interface allows for quick visibility into recent orders, helping administrators track and manage sales activity effectively.
For detailed instructions on viewing or managing order history, refer to the View Order History on the Orders Page article.
