With self-registration, you share one link and participants sign themselves up for a learning journey. They fill in their own name and contact details, so you don't have to add each person by hand. Both the link and the form people fill in live on the journey's People tab.
Find and share the link
You'll find the link on your learning journey's People tab:
if you haven't added anyone yet, the Online signup card is right there on the page
once people are on the list, it moves under the Add more participants button
You can also reach it from the Settings tab, under Online signup. Wherever you open it, copy the link with the button beside it and share it where your participants will see it — an intranet page, an email, or a printed code.
When someone opens the link, Knowly takes them through a short form to register. They appear in your participant list on their own once they finish, so you don't add them by hand.
Edit the form participants fill in
Select Edit form on the Online signup card to change what people see and enter. The form is made up of a few steps:
a welcome screen that greets people and explains what they're signing up for
the step where participants enter their details — their name and how they'll get notifications
a step asking them to register a manager, if your journey uses one
in an individual learning journey, a step for the participant's anchor date — the date their schedule is built around. Self-registration for individual journeys is available on the enterprise tier.
You can edit the wording on every step and preview the form before you share the link.
The manager step here is only part of the sign-up form. It's separate from the Manager registration form activity you can add inside the learning journey — and neither one blocks self-registration or causes a sign-up error on its own. For all the ways managers get connected, see Adding managers to a learning journey.
Let people register with email, SMS, or either
On the participant details step, the Available channels setting controls how people can register and receive notifications:
Choice: Email or SMS lets each person pick email or a mobile number
Email allows email only
SMS allows a mobile number only
So if you don't want people registering with a mobile number, set Available channels to Email — the mobile-number option disappears from the form. (If your organization signs everyone in through single sign-on, the form is email-only already.)
The welcome text still shows the old journey name
The welcome screen's heading and text are filled in with your learning journey's name at the moment you first create the form — for example, "Registration for [name]". From then on that text is yours to edit, so it doesn't follow the journey if you rename it later. If you renamed the journey and the form still shows the old name, open Edit form, go to the welcome step, and update the heading and text yourself.
When someone gets an error signing up
A sign-up error is different from a broken login link, so sending a new access link usually won't fix it. If the form looks like it gets stuck at the manager step, that step isn't the cause either — work through the checks below. As the admin running the journey, you can sort out most cases yourself:
Check if they're already on the list. Open the People tab and look for them. If they're already there, they registered before and just need to sign in at app.knowly.com rather than use the link again — see Signing in to Knowly.
Check the email. If your organization uses SSO or a synced directory, each person has to register with the exact work email your organization has on file. A typo or a personal address is turned away — ask them to use the work email tied to their account.
Add them yourself. If they still can't get in, add the person directly from the People tab instead of waiting for self-registration — see Adding participants to a learning journey.
If a participant registered with the wrong email or phone number, that's fixable too — see Fixing a participant's email address.