B2B Offerings: Selling Private Products and Streamlining Participant Enrollment

TABLE OF CONTENTS

• Selling Private Products to Businesses
• Enable Employee Self-Enrollment via Hidden Link
  • Benefits
  • Key Features
• Offer Added Value with the Business Portal
  • Ordering Private Products as Key Contact
• Steps to Set Up and Offer Private Products
• Managing Invoices for B2B Participants
• Summary of what private products can and cannot do
• More information

Eduframe supports business-to-business (B2B) workflows that make it easy for institutions and educators to offer and manage private products for corporate clients and their employees. This article explains how to sell private products to organizations, enable direct employee self-enrollment, and manage participant and billing data efficiently.

Selling Private Products to Businesses

Private products are typically designed for specific clients and aren't published publicly on your website. Eduframe supports the sale of these custom products by specific product editions, which can be hidden and have a restricted signup. This is ideal for B2B use cases, such as when a company wants to train a group of employees through a dedicated session.

In Eduframe, there are two main ways employees of a business client can signup for private product editions:

1. Via a hidden link – unguessable, shareable directly with the employees
2. Via the business portal – by a key contact

Enable Employee Self-Enrollment via Hidden Link

As an educator or institution, you may want to allow employees of your customers to sign up for a specific private product themselves, without needing an account beforehand.

Traditionally, a key contact or admin would manually enroll participants and create orders. Now, institutions can simplify this process letting employees enroll themselves:

• Share a tokenized link to the private product edition

• Employees sign up themselves — with or without an existing account

• The system handles enrollment, availability checks, and order creation automatically

Benefits

This removes the need for admins:

• Collecting participant lists and enrolling them manually
• Having admins create participant accounts 
• Having key contacts enroll their employees by creating order in the business portal

Instead, simply get the hidden link and share the hidden link to the product edition with the customer which lets the employees register themselves.

Key Features

• Signup with or without having an account beforehand
• Works if the template is not published
• Unguessable link to prevent unauthorized access
• Prevents cross-enrollment into other editions
• Supports pricing per edition

Offer Added Value with the Business Portal

While self-enrollment is now easier via hidden links, institutions can still offer organizations more involvement through the Business Portal — a dedicated environment where key contacts have:

• A central dashboard to view and manage participant enrollment
• List the private products available for the organizations key-contacts
• The ability to enroll employees directly
• Insight into history and upcoming products
• Efficient management of orders and invoices

This gives organizations greater oversight and control over their training needs.

Learn more about the Business Portal & Key Contact Roles

Ordering Private Products as Key Contact

By using Eduframe's Business Portal, it is possible to make custom made products only available for ordering by organizations selected by you. The key contact of an organization is able to see all private product editions available for ordering for this organization on the business portal of the specific organization. From here, they can also create orders for these editions.

Note: the button 'Go to website' takes the (key) contact to your website (when configured here), for ordering publicly available products.

Steps to Set Up and Offer Private Products

We assume you have already created a product template for the product you want to sell as a private product.

To sell a private product edition to a business client:

1. Create the product edition that you wish to offer privately

2. Mark the edition's visibility as private, so it's not listed on public views

3. Configure if the edition should be visible:

   • On Business portal and signup of selected organizations

   • Via the hidden link

4. Save

5. Copy and share the link with your client. They can distribute it to their employees.

Note: private product editions cannot be published on the website as publicly available.

✅ Participants can use the link whether or not they already have an Eduframe account.

✅ Key-contacts can find and enroll participants in the private product via the business portal (if enabled).

Managing Invoices for B2B Participants

When a new participant enrolls via a hidden product link and specifies a business for billing, with the new organizations feature, Eduframe creates a personal business address, not a new organization.

Read more about this process here: Facilitating business to business operations (B2B) in Eduframe

Summary of what private products can and cannot do

Eduframe enables you to offer flexible and secure private training options for organizations — whether through hidden links or via a dedicated Business Portal. Here’s what private products currently support:

Can do:

• Product editions can be configured as private
• Private products are automatically not visible on the website
• Private products can be made available for one or multiple organizations, 
• Key-contacts can place orders for private products made available trough the business portal
• Ket-contacts ánd normal contacts can place orders for private products made available trough the hidden link
• Private products can be configured with a set price
  
  

Can not do:

• Product templates cannot be configured as private
  
• Categories cannot be configured as private

More information

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