Go live with a learning journey
Guides for scheduling, publishing, adding people, sending tests, and operating a learning journey after it is built.
34 articles
Scheduling and publishing
Guides for scheduling, anchor dates, deadlines, hidden or locked activities, time zones, and cancelling scheduled activities.
Scheduling in individual learning journeysUnderstand how scheduling works in individual learning journeys and how anchor dates create personal timelines.
Anchor dates in a learning journeyUnderstand how anchor dates create personal schedules in individual learning journeys.
Cancelling scheduled activitiesLearn what to check before cancelling or changing a scheduled activity.
Deadlines, hidden, and locked activitiesLearn how deadlines, hidden activities, and locked activities affect what participants see before an activity is sent.
Go live with a learning journeyUnderstand the final checks before you publish and start operating a learning journey.
Recipient schedules in a learning journeyUnderstand how different recipients can have different schedules in the same learning journey.
Scheduling and publishing a learning journeyHow scheduling and publishing work at the activity level in a learning journey, and what to check if a participant's link shows no content.
Time zones in KnowlyUnderstand how time zones affect scheduled activities and notifications in Knowly.
Smart reminders
Guides for understanding and sending Smart reminders in a learning journey.
Sending a Smart reminderLearn how to choose recipients and send a Smart reminder during a learning journey.
Smart reminder recipient filtersUnderstand how recipient filters help you send Smart reminders to the right people.
What are Smart reminders?Understand Smart reminders and when to use them in a learning journey.
Adding participants
Guides for adding, importing, fixing, removing, unsubscribing, and helping participants access a learning journey.
Adding a participant after launchHow 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…
Adding participants to a learning journeyLearn the main ways to add participants before or after a learning journey is live.
Fixing a participant's email addressLearn what to check when a participant has the wrong email address in a learning journey.
Importing participants from Excel or CSVLearn how to prepare a spreadsheet before importing participants to a learning journey.
Removing a participant from a learning journeyLearn what happens when you remove a participant from one learning journey.
Sending a participant a new access linkHelp a participant who cannot open their Knowly link by sending a new access link.
Unsubscribing a participant on their behalfWhat to do when a participant asks to stop getting a learning journey's emails — there's no email-only switch, so you remove them from one journey or, if they've left…
Self-registration: share a link and let participants sign themselves upShare one self-registration link and participants sign up for a learning journey themselves. How to find the link, edit the form, and fix sign-up errors.
Adding managers
Guides for adding managers, fixing manager invitations, limiting visibility, and changing managers mid-journey.
Adding managers to a learning journeyThe five ways managers get connected to a learning journey, plus how the signup-form manager step differs from the Manager registration form activity.
Changing or removing a manager mid-journeyChange or remove a participant's manager during a live learning journey — swap in a new manager, remove the existing one, or reassign after a team change. Covers the steps,…
Fixing a manager's email addressUpdate a manager's email address when invitations or notifications go to the wrong person, or when someone has been registered as a manager with the wrong email — covers who…
Limiting what a manager can see in a learning journeyUnderstand manager visibility and how to limit access when managers support participants.
Lists and automatic enrolment
Guides for lists, dynamic filters, automatic enrolment, and manager assignment.
Automatically assign managers from your directory when you use a dynamic listWhen SCIM directory sync and a connected dynamic list are both set up, Automatically assign manager pulls each participant's manager from your directory.
What are dynamic lists in Knowly?Learn how dynamic lists use filters and stay updated from your active directory.
How to create a dynamic listCreate a dynamic list in Lists, add filters, and review which users match before you save.
How dynamic list filters workSee which attribute, date, and SCIM group filters you can use in a dynamic list.
How to connect a dynamic list to a learning journeyConnect a dynamic list from People and choose how new participants should be added.
What are lists in Knowly?Learn the difference between static and dynamic lists, and when to use each one.
Mail and deliverability
Guides for sender domains, notification senders, bounces, spam, and email deliverability.
Changing the notification sender for a learning journeyLearn what changes when you choose a different sender for learning journey notifications.
Email deliverability: troubleshooting bounces and spamTroubleshoot learning-journey emails that bounce, land in spam, or do not arrive.
Sending learning-journey email from your own domainUnderstand what it means to send Knowly emails from your organization's own domain.
Send-test and preview
Guides for sending a test and previewing the participant view before launch.
Previewing the participant view of your journeyPreview what participants will see before you publish or send activities.
Sending a test of a learning journey before you publishSend a test to review a learning journey before participants receive it, including sender details and employee-name variables.