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This page details down how to use the Crowd Wisdom integration with Aptify.

We need to publish the product on crowd wisdom first and then purchase that product count of registration gets reflected on Crowd Wisdom.
  1. Open Smart Client.
  2. Check for Integration services added to the applications list.
  3. Meeting Product scenario:
  4. Open an existing Meeting product.
  5. Change its available date from and to.
  6. Go to Web tab and check on web-enable option.
  7. Go To Education Unit Tab and create Education Units. Refer Configuring a Meeting Product to Track Education Units
  8. Go to Product Details > Integration Mapping > Create a new record.
  9. Enter Integration System ID which refers to Crowd Wisdom Integration or click on the search icon, it should display the Crowd Wisdom option.
  10. Click Save.
  11. Refresh the record.
  12. Observe Integration Record ID is auto-populated along with date updated and date created field.
  13. Close the record (Record ID is the same given in Crowd Wisdom web course ID).
  14. Save the product record.
  15. Login into Crowd Wisdom website.
  16. Search for the product.
  17. Publish the product from CrowdWisdom site.

  18. Fill up the address and country, publish the product.
  19. Click on Add New Variant, fill up the subscription length.

  20. Click Create.
    Success message gets displayed.
  21. Go to Catalog.
  22. Verify the product is displayed.
  23. Go to Smart Client.
  24. Make one Order related to that product (eg: 562) and ship the Order.
  25. Check the Order record is created from Smart Client and is displayed in the catalog.
  26. Go to Crowd Wisdom > Catalog > List. Search for the product via product name.
  27. Check for the external Id, Enrollment no of the user.
  28. Click on the number hyperlink, in the LEARNERS section, check for the enrolled user's first name and last name.

Enrolled user will receive a subscription email with Crowd Wisdom link.


Classes/Courses Product Scenario:

  • Above steps repeated by creating a new Class with Courses and Product type as class or meeting.

Note: Same above steps to be followed for CMS and Non CMS and product should be purchased and shipped and that order will get displayed on Freestone site.

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