Building a learning journey
Guides for creating learning journeys, choosing activities, writing content, and preparing the experience before launch.
63 articles
Getting started
Admin guides for getting started with learning journey design, journey types, personalization, comments, translations, and terminology.
Building a learning journeyUnderstand what a learning journey is made of and how to start building one in Knowly.
Individual learning journey vs. cohort learning journeyChoose whether participants should move through a journey together or on their own schedule.
Internal comments in a learning journeyUse internal comments to discuss a learning journey with other admins before or after launch.
Personalization using text variablesUse text variables to make messages and activities feel personal at scale.
Setting your own terminology in a learning journeyAdjust role words such as manager, coach, or mentor so the journey matches your organization.
Translating a learning journeyUnderstand how translated learning journeys work, what language settings do not change, and how to find and fix the gaps a translation pass leaves behind.
Reordering activities in a learning journeyDrag to reorder activities in a learning journey, and understand the difference between journey order (what participants see) and scheduling order (when activities arrive).
Fixing a save error in a learning journeyWhy you might get an error when saving a change in a learning journey — almost always an unsupported character or an over-long field carried in by a default, duplication,…
Deleting an activity from a learning journeyWhat happens when you delete an activity — a micro-training, assignment, or survey — from a learning journey: it's removed for everyone and its results are lost, and the less…
Activity types — what to add to a journey
Guides for choosing and configuring the activity types you can add to a learning journey.
Assignment vs Micro trainingDecide whether a task should be an assignment or a Micro training.
Assignments: asking participants to submit workUse Assignments when participants should submit work in Knowly. Covers how submission becomes completion, and the optional manager-approval flow that gates an assignment from being marked completed.
Direct messages: an activity that just sends informationUse a Direct message activity to send participants or managers information at a specific point in a learning journey without asking them to complete anything.
Editing assignment settings after activities have been sentUnderstand why some assignment settings lock after participants receive an activity.
Knowledge tests: retake rules and pass levelsUse Knowledge tests to check understanding and decide how retakes should work.
Manager registration formThe activity that asks participants to register their manager — and how to make it mandatory with the Require manager registration setting.
Micro trainings: building a multi-slide lessonUse Micro trainings to teach, explain, and ask short questions across multiple slides.
What activity types can I add?Choose the right activity type for the job you want participants or managers to do.
What are knowledge tests?Knowledge tests are the activity type where Knowly grades the answers. Learn how they differ from micro-trainings and evaluations, and how participants take and submit one.
Inside a Micro training
Guides for building Micro trainings with slides, media, questions, coach tracks, and completion settings.
Automated coach tracks: give every participant individual follow-up that builds on what they wroteBuild coach-style follow-up sequences at scale by chaining Micro trainings with the Previous answer element. Every participant gets individual follow-up that builds on what they wrote earlier.
End-screen and completion behaviourDecide what happens when a participant reaches the end of a Micro training.
Slide elements in a Micro trainingReference of every slide element in a Micro training: text, media, questions, ratings, files, knowledge tests, threads, and the Previous answer (Visa svar) element for cross-journey reflection.
What can I add to a Micro training?How a Micro training is built — sequences of slides made of elements like text, questions, media, and the Previous answer element for cross-journey reflection. Links to the full element…
Previous answer: show a participant their own answer from earlier in the journeyThe Previous answer element shows each participant their own answer from an earlier Micro training in the same learning journey. Covers where to add it, picking the source question, and…
Threads in a learning journey
Guides for setting up thread categories and permissions inside a learning journey.
Threads in a learning journey: setting up categories and permissionsSet up Threads so participants, managers, and admins can discuss the right topics.
Evaluations
Guides for creating evaluations, improving evaluation questions, and planning follow-up.
Action plans with personalized follow-upsUse action plans and follow-ups to help participants turn evaluation insight into action.
Creating an evaluationCreate an evaluation and decide what participants should answer.
Using Kirkpatrick Level 3 to evaluate behavioral transformationsDesign evaluations that look beyond immediate reactions and toward changed behaviour.
Tips for creating effective evaluationsWrite evaluation questions that are easy to answer and useful to read later.
What are evaluations?Use evaluations to collect feedback and results from participants.
Notifications
Guides for designing and editing notifications that learning journey activities send.
Choosing email or SMS for a notificationChoose the right channel for a notification based on urgency and audience.
Which Knowly emails can I edit, and what can I change inside them?Whether you can edit a Knowly email depends on where it came from: a notification you write on a learning journey activity, or one Knowly sends automatically.
Enhance participants' experience in learning journeysUse thoughtful messages and timing to make a learning journey easier to follow.
Make the most out of notifications in KnowlyUse notifications to support progress without overwhelming participants.
Notification trigger referenceUnderstand which events can send notifications and who receives them.
What notifications does each activity type send?Understand the automatic notifications connected to different activity types.
Why participants get the emails they getDesign participant notifications so recipients understand why Knowly is contacting them.
Show managers which employee a notification is aboutShow each manager which of their employees a notification is about, using the Employees box, employee-name variables, and Send test.
Media and files in a learning journey
Guides for adding video, images, audio, files, links, external content, accessibility details, and brand elements.
Adding alt text and making media accessibleMake images, media, and files easier for more participants to understand.
Adding audio to a learning journeyUse audio when participants should listen to guidance, examples, or reflection prompts.
Adding GIFs to a Micro trainingUse GIFs sparingly when motion helps explain or lighten a Micro training.
Adding images to a learning journeyUse images to support instructions, examples, and visual context in activities.
Adding video to a learning journeyAdd video when participants should watch content as part of an activity.
Collecting file uploads from participantsUse external upload services when participants need to submit files as part of an assignment.
Content links: cross-linking inside a learning journeyUse links to help participants move to supporting material at the right moment.
File limits and accepted formatsUnderstand which file types work best before you add media or resources.
Knowly and SCORMSCORM is not a feature in Knowly. Host SCORM content externally and link to it from any Knowly activity, with the tracking trade-offs that come with that.
Troubleshooting Microsoft Stream videos in KnowlyCheck Microsoft Stream permissions when a video works for admins but not participants.
Troubleshooting video playback in KnowlyCheck common causes when participants cannot play a video in a learning journey.
Designing for managers
Guides for designing activities and experiences that involve managers in a learning journey.
Activities to design for managersDesign manager activities that help managers support participants during a learning journey.
The manager's experience in KnowlyWhat managers see and do when they're included in a learning journey, plus how email cadence differs between cohort and individual journeys.
Duplicating
Guides for copying and scheduling a new learning journey from an existing one.
Duplicate a learning journeyLearn when to use basic or advanced duplication for a learning journey.
Magic duplication: every step explainedWalk through each step of the Magic duplication flow — Activities, Sessions, Schedule, Threads, and Settings — and what each one asks of you.
Magic duplication: a ready-made schedule for your new learning journeyPick session dates when you duplicate a learning journey with Magic duplication, and Knowly generates a ready-to-use schedule for the activities around them.
Group meetings
Guides and examples for planning, creating, and following up on group meetings in Knowly.
Create group designations for group meetingsCreate group designations, assign participants, and connect them to a group meeting.
Tips before you create group meetingsDesign group meetings that are clear, useful, and realistic for participants.
Examples of group meetingsUse four ready-made example formats when you want ideas for your next group meeting.
How to create group meetingsSet up a group meeting, choose how booking works, and prepare the participant flow.
Group leaderUnderstand what the group leader does before and after a group meeting.
Individual learning journeys
Guides for planning, creating, and running individual learning journeys in Knowly.
What are individual learning journeys?Learn what individual learning journeys are, how anchor dates work, and when to use them.
How to use individual learning journeysPlan individual learning journeys around anchor dates, reusable schedules, and repeated enrollment.
How to create individual learning journeysCreate an individual learning journey, set the anchor date, and add participants on their own timeline.
Individual learning journeys for onboardingUse individual learning journeys to give every new hire a consistent onboarding experience on their own schedule.
Individual learning journeys for pre-boardingUse individual learning journeys to stay in touch with new hires between contract signing and day one.