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eCommerce Setup Guide

Knowledge Anywhere ecommerce is powered primarily by Recurly, a third-party billing and subscription management platform. Recurly securely handles payments, coupons, and invoicing, while the Knowledge Anywhere LMS manages course access and learner enrollment.

How the Recurly Integration Works

To enable ecommerce in the Knowledge Anywhere LMS:

  1. Your organization must have an active Recurly account - the Starter Plan is sufficient for feature usage.

  2. Recurly must be configured correctly for LMS ecommerce.

  3. A Recurly API key must be securely shared with Knowledge Anywhere.

  4. Discount and coupon settings must match Knowledge Anywhere requirements.

Once configured, learners can:

  • Purchase courses

  • Apply discount codes at checkout

  • Receive automatic enrollment after payment

Required Information to Get Started

Before Knowledge Anywhere can enable ecommerce, you must provide:

  • Your Recurly site name

  • Your Recurly environment (production or sandbox)

  • A Private API Key from Recurly

  • Confirmation that coupon settings are configured correctly

This information is sent securely to Knowledge Anywhere Support, who completes the final integration.

Obtaining Your Recurly API Key

Knowledge Anywhere uses a Private API Key from Recurly to securely communicate with your ecommerce environment.

Steps to generate your API key:

  1. Log in to your Recurly Admin Console

  2. Navigate to Configuration → API Credentials

  3. Under Private API Keys, either:

    • Use the Default API Key, or

    • Click Add Private API Key to generate a new one

  4. Copy the Private API Key

  5. Send the API key securely to Knowledge Anywhere Support

 

⚠️ Important: Private API keys should be treated like passwords. Do not share them publicly or store them in unsecured locations.

Sending Your Configuration to Knowledge Anywhere

Once the following are complete:

  • Recurly account is active

  • API key has been generated

  • Coupon settings match the required configuration

Send the following to Knowledge Anywhere Support:

  • Recurly site name

  • Private API key

  • Confirmation that coupon settings are enabled as shown above

After verification, Knowledge Anywhere will:

  • Enable ecommerce in your LMS

  • Complete backend configuration

  • Confirm when ecommerce is ready for use

Course Pricing

The actual price of the course can be implemented in the configuration

 

 

Coupon Code Configuration

Discount codes in Recurly must be configured in a very specific way to work correctly with the Knowledge Anywhere LMS.

Major Code Settings

Multiple Coupons Per Account

This setting must be enabled.

  • Allows multiple coupon redemptions on a single account

  • Ensures discounts are applied correctly on invoices

Order of Application

Select:

  • Apply percentage first

This ensures percentage discounts are applied before fixed-amount discounts.

Multiple Percentage Discounts

Select:

  • Apply to full line item amount

This ensures all percentage discounts apply to the original price, not a discounted subtotal.

One-Time Charges Configuration

Select:

  • Enable One-Time Charges

One-time charges are a single course within the LMS

Code Configuration Settings

Required Coupon Rules:

Internal Name

  • Used for internal reference only

  • This name is not shown to learners

Coupon Code

  • This is the code learners will enter at checkout

  • Codes are case-sensitive, spaces are not recommended

  • Example: SPRING25

Discount Type

  • Percentage-based discounts are recommended

  • Example: 25%

  • Fixed-amount discounts may be used, but must follow global coupon settings (percentage-first application)

Duration

  • Set the discount duration based on your pricing strategy

  • Duration determines how long the discount applies after redemption

Redemption Rules (Must Match Exactly)

To ensure discount codes work properly with Knowledge Anywhere ecommerce, coupons must be created using the exact configuration outlined below. Deviating from these settings may result in discounts not applying correctly or learners being unable to redeem coupons at checkout.

Maximum Redemptions (Across All Customers)

  • Unlimited

This allows the coupon to be reused across multiple customers without restriction.

Redemptions Per Account

  • Unlimited

This ensures the coupon can apply correctly even when multiple eligible items or renewals exist.

Redeem By

  • Anytime

Do not restrict coupons to a specific expiration date unless absolutely required.

Eligible Charges (Critical Setting)

Eligible Charges

  • One-time charges, All plans

This ensures coupons apply to Individual course purchases

Discount Level

  • Account

Coupons must be applied at the Account level to work with The Knowledge Anywhere LMS's  ecommerce logic.

Coupon Descriptions (Optional but Recommended)

Payment Page Description

  • Displays on the checkout page

  • Helps learners understand the discount they are receiving

Invoice Description

  • Displays on the invoice and receipt

  • Useful for billing clarity and reporting

PayPal

If your site has eCommerce enabled, you can optionally allow learners to pay using PayPal during checkout. PayPal is controlled by a separate site option called Enable PayPal and requires PayPal credentials to be configured by Customer Success.

Prerequisites

  • eCommerce must be enabled for your site.

  • You must have permissions to modify site options.

Steps

  1. Go to Admin → Site Options.

  2. Confirm eCommerce is enabled.

    • If eCommerce is disabled, the Enable PayPal option will not appear.

  3. Locate Enable PayPal.

    • This toggle is available only when eCommerce is enabled.

    • Default setting is OFF.

  4. Switch Enable PayPal to ON.

  5. Select the currencies you wish to use

  6. Click Save to store all Site Options values on the page.

To complete PayPal setup, the following values must be provided in order to enable PayPal for your site:

  • PayPal ClientId

  • PayPal Secret

Without these credentials, PayPal cannot be used successfully during checkout even if the toggle is enabled.

Note: PayPal does not allow for Discount Codes

For learners: Paying with PayPal at checkout

When PayPal is available

PayPal appears as a payment option only when both of these are enabled on the site:

  • eCommerce enabled

  • Enable PayPal enabled

PayPal checkout flow

  1. Add a paid course to your cart and start checkout.

  2. In the Select Method step, click PayPal.

  3. A PayPal popup opens.

    • PayPal may show an additional confirmation step depending on the account or transaction.

  4. Complete the PayPal steps in the popup.

  5. After PayPal finishes, checkout advances to the Finished step.

What learners will see on the Finished step

Under the Finished step on the Checkout screen:

  • The payment method shows “Paid by PayPal” (instead of credit card details).

  • Billing address information may not be available, depending on what PayPal returns for the transaction.

For more information on eCommerce or if you wish to enable it for your Knowledge Anywhere LMS, please reach out to our team at support@knowledgeanywhere.com