To associate an LMS course or program with an Infusionsoft product, select Infusionsoft Products under Infusionsoft from the left-hand menu.
- Under the Action column, click on the Edit Item link for an Infusionsoft product.
- Under the Trellis Item column, a drop-down menu and field will appear. Select either Course or Program from the drop-down menu.
- In the field to the right of the drop-down, begin typing in the course or program title, Course Code, Program ID number, or Course ID number. A drop-down list will appear under the field with possible choices. Select the desired course or program.
- Click on the Save button and the course or program will be associated to the Infusionsoft product and appear under the Trellis Item column.
- Click on the course or program title under the Trellis Item column to be taken to its corresponding Course or Program Information page. You can do this to confirm that the course or program selected is the correct one.
- If the Trellis Item associated with the Infusionsoft product needs to be changed or updated, click on the Edit Item link for the product and select a different course or program.
- If any Infusionsoft products have been updated on the Infusionsoft server, click on the Get Infusionsoft Products link at the top of the page to update the products on this page and their associations to their respective courses/programs on the LMS. You will receive a confirmation once the page has been updated.