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How to Create and Use Learning Tracks

Maya
Maya
  • Updated

Purpose

This article explains how to create and use Learning Tracks as an Allbound Administrator user. Also listed are our best practices and frequently asked questions.

 

Introduction

A Learning Track is a collection of similar-themed individual pieces of content combined into one module. They are used to train and onboard your partner users about your company and your product solution.

 

Learning Tracks should accomplish these goals:

  • Introduce and onboard your new partner users
  • Guide partners with training(s) and other resources to help them grow and evolve within your company
  • Offer unique and specialized content to the distinct needs of your different partner types and/or user Groups
  • Include brief Quizzes to ensure retention of information Learn How to Create Quizzes

 

All of your Learning Tracks are housed within the "Training & Presales" repository in your portal.

 

Where to Create a Learning Track

 

*Note: only Allbound Administrator users from your company with the Content permission enabled are allowed to create new and/or edit existing Learning Tracks. You first need to create your individual pieces of content before creating a Learning Track

 

1. Login to the Allbound platform

2. Click on the Settings Gear icon in the top toolbar and then click "Content"

 

settings_gear_new_ab_logo_content.png

 

3. Click on the "Learning Tracks" tile

4. Click on the "Add Learning Track" button

 

Components of Learning Track Settings

When you create a new Learning Track, the screen below will show:

 

help_center_add_new_learning_track_letter_outlined.png

 

A. Learning Track Title

B. Learning Track Body Text: Add a description for this Learning Track. Include additional media by clicking "Add Media" and/or include an existing Form within your portal by clicking "Add Form"

C. Settings Box: Set this Learning Track's settings between the "Content," "Quizzing," "Gamification," and "Visibility" tabs (view outlined photos below)

D. Transposh Box: Displays real-time publication status

E. Publish Box: Displays official publication status with date, time, and visibility

F. Featured Image Box: Upload a featured image for this Learning Track from your portal's Media Library

 

Settings Box, Content Tab

 

help_center_learning_track_content_settings_box_letter_outlined.png

 

A. Add Training Content: From the drop-down menu, choose which pieces of content to add to this Learning Track

B. Visibility Options: Toggle on to hide this Learning Track from the main content repository tab, "Content & Resources"

C. Set Priority (Optional:) Choose a number to organize this Learning Track within the content repository tab, "Training & Pre-Sales." "1" means the Learning Track will appear at the top of the page, "9999" means the Learning Track will appear at the bottom of the page; you can use all numbers in between

 

Settings Box, Quizzing Tab

 

help_center_learning_tracks_quizzing_settings.png

From this tab, you may select and add a Quiz to add onto the end of this Learning Track

 

Settings Box, Gamification Tab

 

create_new_content_settings_box_gamification.png

 

Only if you have Gamification enabled in your portal, you may choose which Gamification "Action(s)" and amount of points you would like to apply to this Learning Track.

 

Settings Box, Visibility Tab

 

help_center_learning_track_visibility_settings_box_letter_outlined.png

 

A. Group Visibility: Select which Group (Dynamic and/or Static) can view this Learning Track. When enabled, only these selected Groups will be able to view this Learning Track

B. Company Visibility: Select which Company in your portal can view this Learning Track. When enabled, only these selected Companies will be able to view this Learning Track

 

How to Edit an Existing Learning Track

There are three ways to edit Learning Tracks within the portal:

 

A. From the Learning Track Settings

B. Straight from the Learning Track

C. Through the Content Management Tool

 

A. Editing a Learning Track From the Learning Track Settings

1. Login to the Allbound platform

2. Click on the Settings Gear icon in the top toolbar and then click "Content"

3. Click the "Learning Tracks" tile

4. Use the search bar to lookup and find the Learning Track you would like to edit

5. With your mouse, hover over the blue title of the Learning Track and then click "Edit"

 

B. Editing a Learning Track Straight from the Learning Track

1. Login to the Allbound platform

2. Use the search bar in the top toolbar to find the Learning Track you would like to edit

2a. Or, from the Dashboard, click the "Training & Pre-Sales" tab from the left-hand navigation panel

3. Hover over the Learning Track's Featured Image and then click the settings gear icon

 

Screenshot_2023-05-30_at_2.10.18_PM.png

 

3a. Or, click into the Learning Track and then click the settings gear icon in the right-hand corner of the description box

 

help_center_learning_tracks_new_ab_logo.png

 

C. Editing a Learning Track Through the Content Management Tool

 

Best Practices

  • To best use our powerful Learning Tracks feature, follow these best practices: 
    • In order to achieve a 100% Completion Rate for a learning track, a user should always click the "View Now" button within each piece of content
    • Utilize Static and/or Dynamic Groups to assign learning tracks for specific users within your portal
    • All pieces of content included in a Learning Track must be set to "Public" visibility for users to achieve the 100% completion rate

 

Frequently Asked Questions

 

Q.   Can we put a learning track inside of another learning track?

A.   Unfortunately, at this time, this is not allowed

Q.   If an individual piece of content is in multiple learning tracks, do users have to view the piece in each learning track? Or does the portal recognize that the piece was previously viewed?

A.   If the piece of content is viewed even in multiple learning tracks, it shows as complete. So, the portal does recognize the piece being previously viewed. Users do not have to view the piece within each separate learning track.

Q.   Can we re-name the Learning Track title to something else within the "Training & Pre-Sales" repository?

A.   Yes, you can re-name the Learning Track title. Please submit a ticket to our Support team for this task

Q.   If a piece of content within a Learning Track has an attached video asset, does the portal automatically track/calculate a video's completion rate?

A.   Yes, the portal automatically tracks/calculates a video completion rate. Users can click into a Learning Track and then click on "Step 1" to begin the Learning Track. If one of the steps to the Learning Track is a piece of content with a video asset, the user must click the "View Now" button and watch 90% of said video to achieve a 100% completion rate for the piece of content and this also applies towards the completion rate of the Learning Track

Q.   Regarding the 90% video completion rate, does this apply if a video asset is external to the Allbound platform. For example, if the video share link is from Vimeo or YouTube?

A.   Yes, the portal requires a 90% video completion rate regardless of the video's origin; whether that be Vimeo, YouTube, an MP4 file, etc.

 

 

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

 

Also, please refer to these articles to further learn about our Learning Tracks feature:

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