Program - Learner Management

How to assign and manage learners for a campaign's program.

Viewing Learners

To view the learners who are currently enrolled in a program, you can click on the learners icon in the program summary row of a campaign on the campaigns detail page.

Or, you can use the program action menu and click on the view learners button to open the same experience.

This will open up a view where you can view all the currently assigned learners to this campaign as well as filter any specific learners.

Adding and Removing Learners

To add and remove learners to an existing program, click on the program action button followed by the edit program button.

The edit experience will first check to see if you want to keep the same name or edit the name of the program. Make, or keep, your changes and click next.

Then you can add and remove learners by changing the target audience. There are a few different options:

• Select All Learners ⇒ All active learners

• Department ⇒ specific departments

• Start Date ⇒ learners who joined on or after a date

• State/Region ⇒ learners from specific regions/states

• Direct Selection ⇒ select the audience directly

You can combine the department and start date and regions into a combo to find learners like: "Engineering from New York" or "Sales in California after Jan 1, 2025".

Then click next to preview your changes and finally click update to have it take effect. If the program is already live, the trainings will be added to new learners added to the program and for learners who were removed from the program, the trainings will be unassigned from them.

Removing a learner from a program will delete all of their progress if the campaign is already live.