Publisher Dashboard: A Closer Look

Created by George R, Modified on Mon, 14 Oct at 4:00 PM by Prerak Jain

On your Knorish site, your Publisher Dashboard is the first thing you will see when you log in as a Site Admin or Owner. This is where you’ll be able to access and interact with your site - Website Builder, the Course Builder, Student Progress, Site Settings, Analytics, Transactions, Plan & Billing, Identity & Access, etc. 

In this article, we’ll quickly cover everything you need to get started with Knorish on your Publisher dashboard and understand how to navigate the options available in the Dashboard.

TABLE OF CONTENTS

Overview

Here’s what your Publisher Dashboard looks like

Startup

The startup page prompts you to complete actionable basic steps to start creating your online site.

This is like a roadmap of all the steps you need to take to get started and launch your business online with Knorish. Such as the creation of your first course, website building, personalizing your domain name, uploading your custom branding, creating your Terms & Policies document, Adding other functionalities (Integrations for ticket management, analytics, mailing), and connecting you with available Knorish Knowledge Resources to help you further. 

As you complete these tasks, a tick mark appears next to each of them. So, that you start working on the pending steps. 

Courses

Clicking on the Course menu on your dashboard opens courses, live sessions, course categories, and course library settings. This section allows you to create or access a course, live sessions, categorize, build and access course libraries accordingly. 

Here’s how you create and set up your course or conduct your live sessions on Knorish.

Users 

The Users section displays the downloadable list of all the students who have access to your course. You may choose to look them up as per the date range. Should you need it, you can download the list as well (Copy, CSV, Excel, Print format)

You can also read How to check the number of users in a course or all courses.

Teams

Group your learners as per your needs and add them into teams. 

Plus you can also automatically assign courses and content pre-listed in the group. Learn more about how to use this feature here - Teams

Transactions

There are five sub-categories listed under Transactions: 

  • Earning
  • Refunds
  • Payout
  • GST 
  • Coupon

This section helps you to access and download the details of the amount (INR/USD) earned, refunds, payouts, GST statements, discount coupons, and more. 

Also, read Earnings dashboards

Website Builder 

Website Builder is where you can build out all of your Site pages like the Home Page, About Page,  Contact Us Page, etc. 

Here’s how you can access it: 

  • Go to Dashboard Menu 
  • Select Website Builder 

See: How to install a theme, or customize site pages for more details.

Settings

Settings allow you to manage organization details, sign-up customization, blog settings, notifications, announcements, contact messages, email tracking, and integrations on your Knorish account.

You get the following options in settings:

  • Organization: Here, you can update your organization details for billing and legal purposes including the GST Number. In addition, you can white-label your site if you have opted for the Power plan. 
  • Sign up & Login: Helps you to change background image plus enable capturing phone number and other custom fields with every signup if required. Here are the steps to customize your sign-up form.
  • Blog Settings: This setting can be accessed under all Plans. Read how you can set up a blog on your Knorish site for reference if you want.
  • Notifications: In this section, any new downloadable notifications - system generated or otherwise are displayed here. Here's how you can create a contact form & check for query notifications.
  • Spotlight: A spotlight is used for creating announcements/ notifications Or for redirecting the user to another page such as contact us, course page for sales, etc. Here’s how you can customize the Spotlight for your site. 
  • Contact Message: This section shows any messages from your students along with their details (Subject, Name, Email, Phone, Message, Other data,  Received On, Replied To, and Actions). You’ll be required to integrate Freshdesk to get notified of fresh submissions. 
  • Email Pipeline: Email Pipeline will show you all the emails sent from the account to users or students. Should you need it, you can export the data in an excel format.
  • Integrations:Here are a couple of Key Integrations available  on Knorish : 
    • Domain Integration: Custom Domain with SSL Integration 
    • Payment Gateways
      • Paypal
      • Stripe 
      • Razorpay
      • PhonePe
    • Paid Marketing
      • Facebook Pixel Integration
      • Google Tag Manager Integration (BETA)
      • Google Analytics Integration
    • Email Marketing: MailChimp
    • Customer Support: Freshdesk
  • Templates:These are pre-set auto-notification email templates for emails that can are sent based on specific triggers or events. At present, these include:
    • Bundle Renewal Successful
    • Bundle Autopay Reminder
    • Send Account Invite User Publisher
    • Passwordless Email
    • Bundle Subscription Canceled
    • Course/Bundle Assign Notification
    • Drip Content Available
    • Email or Phone Not Confirmed
    • Send an Email To the Team
    • Send an Email To the Student
    • Forgot Password Email
    • Purchase Successful Customer
    • Public Sign Up
    • Invoice To Student Download
    • Send Identity And Access Invite
    • Live Event Email Template
    • Live Session Reminder Email Template
    • Live Session Cancelation Email Template
    • Live Session Custom Email Template
    • Bundle Autopay Failure
    • Bundle Invoice To Student Download
    • Course Expiry Email
    • Change Email
    • Bundle Purchase Confirmation Customer
    • Send Password
    • Webinar Funnel Email

Here’s how you can customize an automatic email template

Identity and Access 

Identity & Access is a feature that is available for admins to add more team members to manage the account and business.

Add co-admins on knorish

This feature is also used by the Admins to assign instructor/editing access to other users based on their roles and also enables users to have access to specific sections of the site/dashboard such as only the earning, blog, customer support roles, etc. 

Here’s how it works: 

Add User Roles: Admins, instructors, editors, accounting, customer service & blogging roles

Enabling Multiple Course Creators on my Knorish Site

So, above is a brief overview of how you can navigate your Publisher’s dashboard on your Knorish site. You’re now all set to start on your digital coaching journey.

Plan & Billing 

This section allows you to renew or upgrade your Knorish account and get billing & invoices. 

You can check out Billing Details and Past Transactions for detailed steps here.

Refer & Earn

You can also refer creators to Knorish from your own dashboard.

By referring Knorish, you can now earn unlimited commissions. Each time your contact signs up on any of Knorish's paid plans, you get up to 40% commission. There is no upper limit to how much you can earn. You get paid for each successful referral.

Learn how to refer creators to Knorish here: Knorish Referral Program

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