Once the Canvas LMS course section offerings are entered, clients can be registered via the Admin and WebReg modules. In both cases, the registration can be sent to Canvas LMS electronically. From the WebReg module, this send registration process is automatic once the client has successfully submitted their cart purchases. In the Admin module, this process must be initiated by a user once the registration and payment process is completed.
Create Canvas LMS Confirmation Email
- Before you can register and send automatic emails to Canvas LMS clients, you must create the email confirmation template. This process only needs to be performed one time. Edit the template as desired over time. The email also uses the same email banner image as entered for the WebReg email confirmations.
- Go to Report Menu »» Marketing »» Create Merge Text.
- Add a New merge text record.
- Title the merge record “Canvas Confirmation” (no quotes). The name should match this exactly.
- Enter a value for the email Subject Line into the Header field.
- Add text for Body 1, Body 2, and Closing. Course registration details will display in the email between Body 1 and Body 2. Include any instructions you desire the client to have about the Canvas LMS course including how to login into the Canvas system.
- If desired, add an alternate return email address. If blank, the same default email address used in the WebReg email confirmations is used as the return email address for Canvas confirmations. This email will be seen by the client as both the [From] email and the [Return] email.
- Add other fields as desired. Leave scheduling fields blank.
- Save the merge text record.
Process a Registration in the Admin Module
- Enter registrations and payments for Canvas LMS course offerings in XenDirect as you normally would any other course registration.
- Upon completion of the registration and payment process, go to the Assignment window of the client registrant.
- For the Canvas LMS registration, the Canvas LMS icon will appear in the same row. If the icon does not display, then either the assignment is not a Canvas LMS course offering or the registration has already been sent to Canvas LMS . If the Vendor Date field in the Client Assignment contains a date, the registration has been sent and the [Send to Canvas] button will not display.
- Click the [Send to Canvas] icon to send the registration information to Canvas LMS electronically. The popup window will let you review the details before sending. If the details are correct, click Submit. If the client has not paid in full, the Submit button does not display.
- When the Canvas LMS course registration has been sent, the assignment is modified with a field called Vendor Date. This is the date the registration was successfully sent to Canvas LMS . The client is then automatically sent a confirmation email about their online Canvas LMS course.
Process a Registration in the WebReg Module
- Clients will purchase registrations and make payments for Canvas LMS course offerings as they would any other normal course registration.
- Upon successful completion of the registration and payment process, the registration is automatically sent to Canvas LMS electronically.
- When the Canvas LMS course registration has been sent and successful, the assignment is modified with a field called Vendor Date. This is the date the registration was successfully sent to Canvas LMS. The client is then automatically sent a confirmation email about their online Canvas LMS course. (See email confirmation above)
- If the registration failed, the client is still sent an email but with a comment to contact your office. Additionally, an email is sent to your organization about the failure so that you can follow up on the matter. The client’s assignment and payment remain intact and active until modified by your office.
Related Topics
How To Enable Canvas LMS Integration
How to Tag a XenDirect Course/Section as Canvas LMS
Register a Client Into a Canvas LMS Offering
Create a WebReg Direct URL for Canvas LMS Courses
Rick Stern
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