Product news

11.15.0

9 Jul 2024

Hubspot CRM integration

Hubspot CRM integration now allows synchronization of key functions between the two services. If Hubspot is your business CRM, this integration simplifies managing online training by synchronizing core data. Once enabled, you can transfer three types of entities between the platforms.

Users: new users will automatically appear on both platforms, with optional two-way synchronization. You can manage users' learning pathways by setting onboarding rules triggered at their first login to Eurekos. For efficient synchronization, provide the following information: HubSpot object name, User ID, Email*, First name*, Last name*, Phone, and Mobile.

Transactions: synchronize LMS payment actions one-way from Eurekos to Hubspot. Required information: HubSpot object name, ID*, User ID, Reference ID, Payment method, Total, Currency, VAT, Country, and Activity title.

Certificates: synchronize issued certificates from Eurekos to Hubspot to assess training completion rates. Required information: HubSpot object name, User ID, Score, Passed, Expires, Type, and Activity title.

 

Unsplash stock pictures integration

Unsplash, a renowned visual stock database, offers high-quality images on various topics. Now, you can synchronize your Unsplash library with Eurekos. Saved Unsplash images can automatically populate in your courses, trainings, and discussions.

For example, when editing a course page, go to the insert image widget. In the file archive, you'll find an Unsplash tab with your image library. Select an image to import it directly to your course page.

 

Mailchimp integration

The integration allows you to transfer user profile information from Eurekos to Mailchimp. When enabled, all users will be added to the Mailchimp Audience list with their profile details. Synchronization occurs when a user is created or updated. In Mailchimp, each user is automatically tagged and categorized by:

  • Roles.
  • Company.
  • Department.
  • Workplace.
  • Unit.
  • Job function.
  • User organization.


You can then send emails to these user cohorts with digital content, marketing materials, etc. This integration makes creating recurring emails to large groups, such as by location, quick and easy.

 

Certopus as a 3rd party certificate and share on LinkedIn

The Certification functionality now includes Certopus integration, allowing you to generate and share certificates on LinkedIn. Watch an overview video of Certopus services:

To issue a certificate with Certopus:

  1. Go to Course Administration → Certificates → Create certificate.
  2. Choose ‘Certopus’ in the Layout field.


Configure the certificate with these options:

  • Organization: for which the event is created.
  • Event: the entity holding the certificate with categories (e.g., distinction, pass).
  • Category: defines different certificates by results.


After issuance, you'll receive an email with a link to your certificate in Certopus, from where you can share it on LinkedIn.

Note: Certificate issuance criteria are defined in Eurekos. The certificate, created in Certopus, will have its PDF and expiration date saved in Eurekos. Certification emails are sent by Certopus, not Eurekos.

 

brreg.no to validate company VAT number

Introducing an integration that validates companies in Norway during payment transactions. This functionality is available for the ‘Company’ customer type. To check or change your customer type, go to Settings → Commerce → Customer Types. When enabled, the service will automatically validate whether a user has entered a legitimate company ID during a training purchase.

 

Questionnaire validation

This new notification improves communication with the platform, ensuring consistency when using questionnaires for training. It provides a seamless workflow, ensuring you don't miss any crucial steps in setting up the questionnaire.

Each questionnaire, as an adaptive learning tool, follows specific rules based on trigger-action responses between replies and the user's learning journey. Depending on the changes made, a notification or a detailed message about any discrepancy will be displayed.

The image shows an example of a notification when some changes in a Questionnaire interrupt the rules applied to it.

The following changes will trigger the notification:

  • Question deletion or renaming: a notification will be shown.
  • Option renaming or updating: a table with changes will be shown.
  • Addition of a new option to a question: a table with a description will be shown.
  • Option deletion: a table with a description will be shown.
     

Only changes in the following question types will trigger the pop-up table:

  • Single choice
  • Multiple choice
  • Dropdown
  • Linear scale
  • Rating scale

 

Updated invitations overview 

We are introducing an upgrade to the Invitations overview specifically for Contact Managers. This unique invitation and promotion feature set enables any number of account managers, contact managers, local distributors, or other decentralized groups to promote and invite clients from around the world with ease.

This update significantly enhances the fidelity of the dashboard, offering more precise and comprehensive features. These improvements allow for better tracking of promotional activities, more efficient client engagement, and a streamlined process for managing invitations and promotions globally.

The image shows the Invitation dashboard with deadlines, star-marked as "mine" and the new filter options at the top right.

  • All previously promoted activities are shown to any contact manager. This also includes contact managers added after previous promotions.
  • The Star icon indicates that "I (me)" has been specifically tasked to invite clients/prospects for this training activity.
  • New filter options include user lists of invitees with status options and high fidelity through the many combinations.
     

Privacy policy - versions and export

Following the recent release of Privacy Policy versioning for enhanced audit control, we are now introducing an archive of all accepted versions with download capabilities. This archive stores information about each user’s two most recently accepted policies. You can choose which versions and languages of the policies to include in the download file.

The image shows a version archive button.

 

The image shows the privacy policy archive parameters.

 

Course import/export feedback improvement

We have improved communication and feedback for course import/export actions. By default, course export and share size limits are set to 1GB. If your course exceeds this, you'll get a detailed popup with exact numbers and tips to fix the issue. An overview of large objects provides insight to help mitigate the situation.

We have enhanced communication and feedback for course import/export actions. The default size limit for course export and share is set to 1GB. If your course exceeds this limit, a detailed pop-up will display the exact numbers and offer tips to resolve the issue. Additionally, an overview of large objects is provided to help you manage and reduce the course size.

The image shows the popup with detailed info.

 

Location details on activity modules and events

Effective management of on-premises training or hybrid programs requires detailed location information and multi-site management in a learning journey. This comprehensive update significantly enhances capabilities and user experience.

One key feature is the ability to link locations to external resources, such as guidance or additional information on a website. In Course Administration → Locations, you can now attach a URL to a location. This URL will be accessible to users attending or enrolling in an activity, event, or module at that location. 

The link will be available in the following places:

  • Activity description page (both in the activity selector and on the Enroll block).
  • Activity description page (on a module level).
  • Learning path overview page on modules.
  • Event module page.
  • Upcoming event block and events list.
  • Order confirmation email.
  • Event body in .ics file.
  • Event calendar sync process for MS Outlook and Google Calendars.

 

The image shows a learning path overview as an example.

 

The image shows a calendar event.

 

Resource library - New feature option

This feature set functions as a document management system, allowing easy access to general product specifications and generic downloads like PDFs and PPTs. It serves as a well-organized resource library, with files automatically categorized by system tags. Administrators can also create custom sub-folders for further organization.

Administrators can upload files to these folders, making them accessible for download by all users. Additionally, a report on file usage can be generated, listing files, their tags, and the number of downloads.

We offer two options to control user visibility:

  • Participants and managers see only categories relevant to their enrolled training.
  • An option to show all available categories and sub-folders.


Note: This is an additional service available at extra cost.

 


 The image shows the configuration of the resource library. To configure go to Settings→Resource Library→ Settings.

 

Shortlist of noticeable changes

  • Unblocked user is not able to enter the platform with its old credentials and is notified via email about status update with a request to set a new password
  • Report Filters Persistence: Report filters now remain after generating a report, preserving previous filter settings. You won’t need to re-enable filters when making changes, as long as you stay on the report settings page.
  • Organization ID Configuration: You can now add an Organization ID along with the title. This ID will be applied to users within the organization. The configuration is available upon request.
  • Email Separation for Free or Paid Enrollments: You can choose to stop receiving automated email notifications about free course enrollments. To change this preference, go to Settings → Commerce → General → Automation.
  • User Deletion Notification: You can opt to notify a user when their platform account is being deleted. This option is available as a checkbox during the deletion process.
  • External ID/User ID in Certificate Report: The Certificate report now includes an 'External ID/User ID' field in the Excel structure.
  • Sign-Up Order Change: User sign-ups in the Enrolled and Invitees tabs on an Activity page are now sorted by sign-up time, with the newest users listed at the top.
  • Country & Department Fields in Training Statistics Report: These fields, pulled from the user profile, are now included in the training statistics report.
  • Country & City Fields in Organization Entity: Two extra fields, 'Country' and 'City,' have been added to the Organization entity.
  • H5P Question Set Import Guidelines: Guidelines for importing a quiz of the Question set type into H5P objects are now available in the main menu under H5P Import Quiz.
  • Promoted Listings in Participant View: Users with the Participant role will now see activities promoted by Contact Managers on their home page.