Setting Up a Private Knowledge Hub

Personalize your customers' learning experiences by setting up a private knowledge hub tailored to their learning needs. Follow these steps to create an effective learning environment:

Step 1: Set Up a Private Knowledge Hub

• Offer login access through email, SSO, or SAML authentication.
• Ensure that updates reflect instantly across your knowledge hub.

This is what your private knowledge hub will look like.

Step 2: Set Up Learner Groups

To recommend specific content to your learners, organize them into learner groups based on common learning requirements. You can create:

• Static Lists: Manually add learners to your group. This is useful for consistent groups needed for specific, time-bound tasks or projects.
• Dynamic Lists: Set preset conditions so learners are automatically added whenever your system is updated. For example, by selecting the role of Customer Success Manager, you can recommend content to all CSMs in your learner contact list. Further filter this list using company and email details with appropriate operators.

Live Example: Setting Up Learner Groups

Let's see a live example of how learner groups work:

• Set up a group to personalize the knowledge hub for all trained employees using the email condition.

Step 3: Add Content to Learner Groups

Once the lists are created, start adding content specific to each learner group. When you recommend content:

• The default content in the knowledge hub will be overridden with the learner group content.
• Only the recommended content will be available for access.

By following these steps, you can effectively personalize the learning experience for your customers, ensuring they receive the most relevant and timely information.