Article Overview
This article contains a quick start video and guide to using the Learn product in SalesRabbit. It covers how to add and access training Modules in Learn, including Playbook content.
To learn more about Learn & Playbook Click Here.
Enabling Admin Permissions:
There are two administrative permissions that can be enabled for Learn. They are enabled by default for the owner and admin roles.
- The Learn Authoring permission gives the ability to create and edit training content in the learning platform.
- The View Learn Insights permission gives the user the ability to view, metrics concerning who has completed courses or programs.
- To enable these permissions, from the SalesRabbit web app, navigate to Settings > Roles & Permissions
- To access the Learn Platform and Playbook Content from the SalesRabbit web app, Click Training > Learn
- This will open the Learn platform in a separate window.
The Learn Section:
Every user will have access to the Learn section which contains 3 tabs:
- The ‘My Learning’ tab contains any courses or Programs that you are currently enrolled in, as well as any learning content that you have completed.
- The ‘Learning Library’ tab will contain any other Courses or Programs that are not required but are still available to you to enroll in.
- The ‘Training Calendar’ tab will show the due dates of required courses and the dates of any live events that are scheduled through the Learn Platform.
The Analytics Section:
The analytics section can be used to view insights for those users who have completed courses or Programs.
- The ‘Overview’ page will give you insights into several reporting aspects based on the various filters that you can set.
- The ’Transcript’ page will give you similar reporting in a list-style view.
Author Section:
The ‘author section’ will allow you to view, create, and assign learning content.
- Courses are individual training modules.
- Programs are groups of Courses that cover a broader topic.
(The other pages in this section are used for specific instances, and will be covered in a separate post)
- To add your own content, you can upload SCORM or Powerpoint files by navigating to the course page, and clicking on ‘upload course’.
- You can also create a Course using the Learn platform itself, by clicking on add new course.
Assigning Content (Including Playbook):
You can add or create training material inside Learn. If you have the SalesRabbit Playbook Addon you will notice that the premade professional content has already been added to your Learn Platform.
- To assign content to your users, click on the Course or Program name.
- You can add individual Learners by clicking the ‘add learner’ button. And searching for them by name or email.
- Once assigned, You can Select a Due Date, OR Leave it open with no specific due date.
- The user(s) that were assigned to this content will see it in the Learn section, under the ‘My Learning’ Tab.
- If you would like to make content available to all users, you can do so by clicking on the Course or Program Name and Selecting the Groups tab.
- There is, by default, an ‘all learners’ group that will allow you to set the relevance of the course or Program to be available in everyone’s library.
- You can set the 'relevance' of the content to be:
- Required
- Recommended
- Available in Library
Pro Tips
- Please note that you will not need to add users or set permissions inside the Learn Platform. That is done automatically based on your Users and their Roles in your SalesRabbit account.