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Adding a participant after launch

How to add participants after a learning journey has started — invite them to future activities only so past prep isn't re-sent, and why you shouldn't delete activities to control what they receive.

You can add someone to a learning journey after it's launched. You add them the same way you always do — on the People page, using the Add more participants button in the top-right corner (once a journey has people in it, that's where the add options live). The main thing to decide is whether they catch up on everything the group has already received or only pick up what's still ahead. It's straightforward in a cohort journey and more involved in an individual one, so the two are covered separately below.


Cohort journeys

When you add a participant to a cohort journey that's already sent some activities, Knowly asks how much of the journey they should get:

  • Invite to all activities gives them access to every activity that's already been sent. On its own that just grants access quietly; tick Send catch-up notification underneath if you also want Knowly to send them a message linking to what they missed. That catch-up notification is off unless you tick it.

  • Only invite to future activities skips everything sent so far — they won't see those past activities and won't be notified about them, but they'll receive the rest of the journey as usual. (When you add people from an import, the same option is called Only invite to remaining activities.)

Choose Only invite to future activities when the person has already done the earlier material somewhere else — for example, when you're moving a group that already finished its prep in another journey and you don't want that prep sent again. This choice is specific to cohort journeys; individual journeys handle it differently, below.


Individual journeys

Individual journeys don't use the cohort "all versus future" choice, because each person's schedule runs from their own anchor date rather than a shared calendar. Instead, when the anchor date you set puts some activities in the past — their send time has already gone by — Knowly asks what to do with those passed activities:

  • Send now sends them straight away, so the person gets everything they've missed as they come in. This is the default.

  • Make available without sending a notification gives them access to those activities without emailing or texting about them — useful when someone is joining partway and you don't want a burst of catch-up messages landing at once.

Review the generated timeline before you finish — it shows exactly what the person will receive and when.


Don't delete activities to control what people receive

Deleting an activity is not the way to control what a newly added group gets, and it's more destructive than it looks. It removes the activity for everyone on the journey — including people who already received and completed it, who then lose access to it — and the engagement and results collected for it are gone for good. Knowly warns that Deletion can't be undone.

It's true that a notification already sent to someone's inbox isn't recalled, but that's the only part deletion leaves alone — the activity and everything in it disappears from every participant's journey. Use the invite options above instead: they control what new participants receive without touching anyone else's experience.


Communicate the context

However someone joins late, a short message explaining where they're entering the journey and what to do first goes a long way.

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