Stripe is an online payment processing platform for internet businesses. If your company has a Stripe account, you can use it to set up e-commerce and set prices for your Academy courses and certifications.
Setting Up E-commerce
• Click on the Settings tab and select Ecommerce.
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On the Ecommerce Settings page, check the "Allow Payments via Credit Card" option to reveal the Credit Card Getaway Settings section which has the option to Connect with Stripe.
If you wish to collect sales tax on purchases, you can set up Stripe Tax from your Stripe account. Sales tax will be calculated on the Stripe checkout page. Be sure to select the "I have set up Stripe Tax" checkbox in the Ecommerce settings in WorkRamp to collect sales tax via Stripe.
Tip: We recommend entering an email address for refund requests to be sent to.
Once your Stripe account has been linked, the Status will update to 'Enabled.'
Note: By default, WorkRamp will send receipts for orders placed through e-commerce. We recommend disabling receipts in Stripe if you do not want to receive duplicate receipt emails.
Setting Prices for Courses and Certifications
• Navigate to the Course or Certification you would like to set the price for and click the Settings link.
• Scroll down to the Purchase Settings section to set the Price for your content. Here, you also have the option to set the max purchase quantity for the Course or Certification.
Note: We currently only support prices in USD currency.
Managing Ecommerce
To manage and oversee your Academy's ecommerce, click on the Ecommerce tab. This is where you can review refund requests and see the Academy's order history. You can also click "Export CSV" for Refund Requests and Purchases in order to download a CSV of the data shown in the table.
How Content Is Purchased
Here is an example of how a customer will see a Course which has a price set. Once the customer clicks [Purchase Guide] and they will be brought to the Stripe portal to enter their payment information. Once the payment is complete, they will be redirected back to your Academy and into the training.
Refund Requests
Customers can requests refunds by clicking on their profile icon on the top right and select Order History. From there, they will need to click Order Details for the order they would like a refund for and use the [Request Refund] button on the following page.
Note: the email address that is listed on the order pages is the email address entered as the Return Email on the Ecommerce Settings page.
Refund requests can be approved or denied on the Ecommerce page:
Setting Up Promotions
You can now set up promotions to allow discounts to be applied to your courses when being purchased.
• Start by going clicking on the Ecommerce tab and selecting 'Promotions'.
• Click on [+New Promotion] and enter a name for the Promotion.
Note: this will not be the code that will be used for the discount.
• Click on +New Promo Code to set up the code to be used during checkout.
• Select the discount type, active dates and content that the discount valid for.
• Once finished setting up your Promotion, toggle the Published option.