Skip to main content

Adding participants to a learning journey

Learn the main ways to add participants before or after a learning journey is live.

Participants can be added before launch or while a learning journey is already running. You do it from the People page on the journey, and the best method depends on the journey type, audience size, and whether your organization uses lists.


Ways to add participants

Where these live on the People page depends on whether anyone's there yet. On a journey with no participants, the options sit as buttons in a card in the middle of the page. Once there are participants, use the Add more participants button in the top-right corner — it opens the same options in a menu. Either way, the choices are:


People page in a learning journey showing empty Participants and Managers columns, with buttons to import from Excel or CSV, add one by one, or add from a list


Before you add people

Check that each participant has the contact details the journey needs. Email-based journeys need email addresses, and SMS-based communication needs phone numbers.


Add participants screen opened from the People page, ready to add participants to the learning journey


After you add people

Review the schedule or invitation timing before you finish. In individual learning journeys, each participant may also need an anchor date.

If the journey has already launched, adding someone works a little differently — you choose how much of the journey they catch up on. See Adding a participant after launch.

Did this answer your question?