Go live with a learning journey
Guides for scheduling, publishing, adding people, sending tests, and operating a learning journey after it is built.
36 articles
Scheduling and publishing
Guides for scheduling, anchor dates, deadlines, hidden or locked activities, time zones, and cancelling scheduled activities.
- Scheduling in individual learning journeysHow scheduling works in individual learning journeys: anchor dates create each participant's personal timeline, activities arrive in their own time zone, and you can add activities later.
- Anchor dates in a learning journeyHow an anchor date — a start date or first day at work — gives each participant a personal schedule in an individual learning journey, and where it's set.
- Cancelling scheduled activitiesMove or stop a scheduled activity before it's sent with Change scheduling and Clear scheduling, and what to tell participants who were expecting it.
- 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 journeyA learning journey goes live activity by activity, not with one button. The checks to run before you send the first activity, and how to preview and test first.
- Recipient schedules in a learning journeyHow different recipients can have different schedules in the same learning journey, and how to adjust or override one participant's timing.
- 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 KnowlyWhat time participants receive a scheduled activity: shared-date journeys send at one moment based on your computer's time zone, individual journeys use each participant's local time.
- How deadlines work: setting one, and the two reminders it sendsHow to set a deadline on an activity — which types support one, relative vs specific timing, cohort vs individual, the two deadline reminders, and why a deadline nudges but…
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 addressWhere to change a participant's email address in a learning journey, and what to do if it's already in use or managed by your directory.
- Importing participants from Excel or CSVAdd many participants at once by pasting rows into a learning journey — the column order to use and the header row to leave out.
- 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 journeyWhat a manager can see is set by which participants they're connected to — there's no per-activity or per-field privacy toggle. How to control a manager's view, and when to…
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.
- Automatic onboarding: start a learning journey when someone joins your directoryCombine SCIM directory sync, a dynamic list, and an individual learning journey so a new hire's onboarding starts automatically the day they appear in 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 journeySet the sender name participants see on a learning journey's email and SMS notifications — and why that changes the display name, not the email address.
- 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 domainBy default Knowly emails come from [email protected]. Send learning-journey email from your own domain instead — an Enterprise setup Knowly arranges with your IT.
Send-test and preview
Guides for sending a test and previewing the participant view before launch.
- Previewing the participant view of your journeyUse Preview to walk the whole journey as a participant, or preview a single activity, before you publish — and what preview can't show that a test email can.
- 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.