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Consortium Updates 07th July 2023

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Additional article types

New article types: Podcast, Blog and Webinar.

The new types can be activated in optra settings:

How to add new article types

  1. Login to your admin area
  2. Go to the settings page tab Optra > WooCommerce Settings.
  3. Add any or all of the new product/resource types.
  4. Save your choices.
  5. New selected article types will now be available to populate.

Creating new articles:

  1. Create a new Course,Event,Resource
  2. Go to Product Data Section
  3. The Webinar and Blog options will be available from the product dropdown section. Fill in the fields as per usual save/update.
  4. To select a podcast choose product type resource, then select the option podcast. embed you podcast code and save/update.

Send newsletters from different email addresses

  1. Create a newsletter
  2. Goto Send Email Controller section
  3. Fill in Email address and Email From name to override default, save/update.
  4. Leave fields empty to use the default.

These changes will only apply to the current newsletter

Cancel your place button in emails

This is an automatic change. When a customer receives a Booking or reminder email, the email will have a button that takes them directly to their purchase in the system, they can then cancel their place using the cancel button

Newsletter auto population section

Adding auto populated section to a newsletter:

  1. Create or edit a newsletter
  2. Goto Newsletter Constructor Section
  3. Add a new section and select “Select Product Section”
  4. Fill in the fields as required and select a product from the dropdown list.
  5. Save/Update.

No login accessible resources

Resource only accessible to all setup:

  1. Create/edit a resouce product
  2. Leave post purchase instructions blank
  3. Place resource in content area
  4. Hide cost as per “Hide Cost in external products” section
  5. Goto Product Page Section > Page Setup and activate accessible to all.
  6. Save/Update

A-Z filtering

Adding and removing sort by filters on the product list pages.

  1. Goto the Theme Settings > Product Filtering
  2. Select the sort by filters required
  3. Save/Update

Hide Cost in external products

Hide cost

  1. Create/Edit a product
  2. Goto product data section
  3. Select Hide price
  4. Save/Update
  5. Price will no longer be shown on the product view

Invoice payments

Allow invoice payments

  1. Create/Edit a product
  2. Goto product data section
  3. Select Allow Pay by Invoice
  4. Save/Update
  • Paying by invoice requires the product to have a price greater than £0.
  • Once an item is purchased using pay by invoice, it is treated by the system as if the user has paid.
  • The order will be flagged as payed by invoice in the order list (this type of order is searchable)
  • The admin team must ensure and update the order once payment has/has not been received by setting the order as completed or cancelled.
  • The customer will receive an invoice email that needs to be populated with payment details (WooCommerce email editor)
  • The customer will receive an email once shop manager set the order to completed.

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