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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. The best method depends on the journey type, audience size, and whether your organization uses lists.


Common ways to add participants

  • Add people one by one.

  • Import participants from Excel or CSV.

  • Connect a list or dynamic list.

  • Let participants register through a sign-up flow when the journey uses one.


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


If your audience should stay updated from directory data, see How to connect a dynamic list to a learning journey.


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.

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