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dljoyork
Community Participant

Catalog Bulk Purchase Option

Has anyone tried using the new bulk purchase button?  I'd like to suggest it to my customers who want to pay once for a group of students.  I am wondering if the students will end up registered and enrolled just like with individual purchases.  I tried to test it, but without actually making the purchase, I couldn't see how the full process went.  It would be nice if Canvas would make a screencast showing the process.  

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7 Replies
jsowalsk
Advocate

@zsgoreczky would you be able to help with this?

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zsgoreczky
Instructure
Instructure

Hi @dljoyork 
Bulk Purchase and Enrollment works with free listings as well. I recommend testing it with such a listing so you can go through the entire flow. Students who are invited to enroll in a specific listing receive an email about the invitation. Clicking the main call to action button in the email takes them through the existing enrollment process. If they don't have a Canvas account yet, they are asked to register one. If they do have one, they are asked to login to it. 
Here is an article about the purchase flow:https://community.canvaslms.com/t5/Canvas-Catalog/How-do-I-purchase-multiple-enrollments-in-a-Catalo...

Let me know if you have any additional questions about this feature. 


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Thank you @zsgoreczky for your help with this. Will there ever be a sufficient way to test bulk purchase with fee-based listings in our beta instance? The reason why I am asking is because it seems pretty risky to push out a feature without testing it to its full potential. 

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I see we have our payment gateway set up in Beta but if we go through and pay for this transaction will it work effectively? We only have a payment gateway set up in two subcatalogs in Beta. Will there be any issues during the refresh of our Beta instance and the payment gateway will no longer work?

 

Screen Shot 2022-08-18 at 7.09.01 AM.png

Screen Shot 2022-08-18 at 7.09.36 AM.png

  

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zsgoreczky
Instructure
Instructure

Hi @jsowalsk As you mentioned if a Beta Catalog has a payment provider configured, then you can test the payment flow. For your institution you have a payment provider configured for 14 different Beta catalogs / sub-catatlogs. I'm happy to send you these 14 catalogs via your CSM. Beta refresh has nothing to do with a Catalog's configuration, the majority of your payment provider configurations is from 2017 and as you can see the numerous Beta refreshes we have had since then didn't change anything. 

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@zsgoreczky Thank you, in our production instance all of our catalogs are set up with a payment provider. Why are there only 14 in Beta? I got told by my previous CSM that only two subcatalogs were actually active. Let me know if this is not true. So, to confirm, a refresh of Beta will not impact the payment gateway? Previously, it has and we get an error and the subcatalogs need to be reconfigured with the payment gateway.

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dljoyork
Community Participant

Canvas support did make me some screencasts showing more of the process. These are very helpful and I'll share them below.  However, I'd still like their documentation people to make a Video Guide for "students" who want to use the bulk purchase option, as it's a complex process.

Below is what they sent me.

https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.screencast.com%2Ft%2FI2EpzLLOp...

https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.screencast.com%2Ft%2Fdst4FbPFE...

Just to recap what is shown in the video...

A user will see a bulk enrollment icon when clicking into a catalog course. This option will be grayed out if no more seats are available to be claimed. If there are seats available for claiming, the user can click into the bulk enrollments icon.

The user can select how many seats they'd like to claim. They can then claim these seats.

If already logged into their account, the purchaser will be taken to a confirmation page where they can review their purchase and then invite students to pick up one of their seats.

If not, the purchaser will be prompted to log into their account or create a new one, and then they will be taken to the same confirmation page.

An email is sent to the purchaser to confirm their purchase, shown here:

https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.screencast.com%2Ft%2FcDVtVE1WA...

The invite page can be accessed through the Purchases and Enrollments area or it can be accessed directly from the confirmation page. There, the purchaser will type in the student's email addresses one by one and invite them.

The invitation email that students will receive looks like this:

https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.screencast.com%2Ft%2Fb1ETbB8IR...