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    How to Create a Course in CloudRadial

    Posted by Ricky Cecchini on Sep 7, 2021 2:21:45 PM

    CloudRadial’s built-in University > Courses section has plenty of use for MSPs and their customers.

    Though each CloudRadial tenant starts with courses preloaded (such as those from Bigger Brains), MSPs often turn to creating custom courses as both a way to increase the value of the portal AND as an additional revenue-generating stream for their services.

    Today, we’ll examine the best practices of CloudRadial’s course creation feature.


    Step 0: Deciding Where to Build Your Course

        Building Your Course in Partner > Content

        Building Your Course Directly in a Client's University Area

    Step 1: Creating the Course Intro Page

    Step 2: Adding Lessons

    Step 3: (Optional) Adding Exam Questions

    Step 4: Finalizing Your Course

    Being Extra Careful with Course Deletion and Modification

    Giving Course Creation a Shot


    Step 0: Deciding Where to Build Your Course

    You can build your course in two distinct locations in the portal.

    1. The Partner > Content area
    2. Directly within a specific client’s University > Courses area

    While this is the same general principle that applies to every type of content in CloudRadial, you must be especially aware of the pros and cons before committing to building out a potentially complex course.

    If you’re unfamiliar with CloudRadial’s content publishing mechanism, check out this video for a brief overview.

    Building Your Course in Partner > Content

    Building your course within Partner > Content simplifies the process of distributing it out to all companies with just a few clicks.

    However, it can be tedious to visualize the course as the client will see it.

    To visualize the changes, you’ll need to Publish the course out to its intended company and user group audience. For those that want to see their course in a live environment and ensure they’re satisfied with the changes, that may mean multiple publishes at regular intervals, which can take time.




    Because courses can be a lot lengthier than other types of content in CloudRadial, you’ll need to decide if this is a good option for you before you start creating them.

    Building Your Course Directly in a Client’s University Area

    Building your course within a specific client’s University > Courses area is lightning fast.

    Because there’s no need to publish changes, the changes you make when editing a course are reflected instantly. As you edit and tweak the course, you can immediately view it from the client’s perspective without having to wait.

    The downside is that you’ll need to save the course back to Partner > Content and distribute it to other companies once you’re done. If you’re adding this course to an existing package of courses, it’s no more than a button click using the Save As function and selecting the appropriate content package.



    But if you’re creating a brand-new set of courses that aren’t related to the other University content, you’ll need to create a new content package to hold your course(s).

    To do so, you’ll need to:

    1. Create your course within a specific company
      • We recommend creating it within your own company (the Partner company)
    2. Once finished, navigate to Partner > Content
    3. Create a new content package of Courses
    4. Once the course package is created, head to the course you created
    5. Use the Save As function to save it back to the content package
    6. Publish the course out to the correct audience

    Overall, you may save on publishing time to preview the content – but you’ll pay it back in coordination to publish it out at the end. Still, option #2 is recommended for most people to ensure their course is built the way they want.

    Step 1: Creating the Course Intro Page

    When creating the course, the first thing you’ll create is the overview and course details. Your overview:

    • Should be organized with an appropriate name and category to help make it easy to find
    • Should describe what the course is about
    • Should list whether the course is “required” or not
    • Should list the minimum passing grade, if needed
    • Should list the months before a course certification expires
    • Should be visible in the main course overview section
    • Should have an appealing course image that entices users to take it




    Many of the options are self-evident, such as the name and category. However, some may require further explanation.

    • Marking a course as “Required” will make it appear in a distinct section in the course overview.
      • CloudRadial will not email users reminding them to take the course – this is just a function to help differentiate certain courses from others.

    • Passing score % helps determine how many questions a user can miss and still pass the lesson.
      • We’ll see how this works in more detail below.

    • Months before certificate expiry lists how long, in months, a course completion is valid.
      • This can be used to trigger notifications and policies, as seen below.

    Step 2: Adding Lessons

    Once you’ve got a solid overview page, you’ll begin to build individual lessons within that course. You can build as many lessons as you like – remember that it’s better to have more bite-sized lessons than fewer giant lessons for both aesthetic and user experience purposes.

    When building a course, use the Lessons tab at the top to toggle the module to build lessons.




    As you add the lessons, pay attention to the four main components within:

    1. The Title
      • Call the lesson something that summarizes the nature of the learning material contained within. You’ll have the opportunity to add more details in the Overview below.
      • This helps the student understand and quickly reference the lesson to know what they’re about to learn.




    1. The Overview
      • A one or two sentence descriptor that further clarifies what the lesson content will cover.




    1. The Lesson
      • This is the actual subject matter and explanation. The lesson can be text-based, but you can also embed videos, images, links and more into the lesson for more engaging content.




    1. (Optional) Sidebar Information
      • Sometimes, there may be additional resources to include that won’t fit with the main lesson.
      • The sidebar can be used to add these resources to assist students along the way as they complete the lessons.




    Step 3: (Optional) Adding Exam Questions

    After you’ve created your lesson(s), you’ll have the option to add questions via the Exam button on the right. You don’t need to bother if you don’t want to have questions asked in the first place.




    When creating the exam for each lesson, you’ll see the option to add a question using the button at the bottom. You’ll first write your question and then create answers to that question. You can mark answers as correct using the toggle as needed.




    This system ultimately sets you up to create questions that are either true or false OR multiple choice. You can keep adding as many questions as you like – remember that they’re specific to their attributed lesson.

    If you set a passing score % value at the beginning of the course overview, it’ll apply to these questions when the student takes the course.

    • Should the student score less than the passing percentage, they’ll need to re-take the lesson and exam until they pass.
    • Should they pass, they’ll get a notification letting them know and they’ll be prompted to move on to the next lesson.

    Step 4: Finalizing Your Course

    After you’ve gone through and added as many lessons and exam questions as you want to your course, you’re ready to test it. While it’s not necessary to test your created courses, it’s never a bad idea to proof them for yourself to ensure that they work smoothly and properly.

    After you’ve completed testing, and depending on where you build your course, you’ll be ready to either publish it out directly OR to save it back to Content and publish it out to the relevant audience.

    Being Extra Careful with Course Deletion and Modification

    Most content in CloudRadial is straightforward enough – you create it and push it out. You can always modify each piece of content whenever you want.

    Courses are no exception – but they’re the only piece of content you need to pay special attention to when it comes to deletion.

    Because courses track user attendance and completion rates, it’s important that you only delete a course when absolutely necessary. Deleting a course also irrevocably clears the student course completion history behind it.

    CloudRadial will warn you as much, too.




    Modifications, on the other hand, don’t affect the completion. If you spot a mistake or need to make an update, be sure to modify the course rather than deleting it unless you’re aware of the consequences.

    Giving Course Creation a Shot

    Now that you know the process to create a course go out there and give it a shot for yourself!

    If you ever get stuck, remember that you can email to get an expert set of eyes for assistance. You can also get a demo of CloudRadial through this link to see how courses and training fit into the greater client experience.

    Good luck!

    Topics: client portal, Client Training