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Create & Edit TeachMe Courses in the Dashboard

Updated on October 13, 2020 Download PDFDownload as PDF
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Brief Overview

TeachMe (Courses) is an App that lets you package your WalkMe experiences into learning modules and complete courses. Unlike other learning platforms, TeachMe allows users to learn your site system as they use it, without having to go back and forth between systems and screens. Learning is available to them in your application when it’s most relevant to them.

Custom Feature

TeachMe is a custom-made learning environment. If you would like to offer multiple courses in a central portal for your user, TeachMe may be right for you. Contact your Account Manager to learn more.

Building TeachMe

You can build courses for TeachMe in the WalkMe Editor, or in the TeachMe Dashboard at teachme.walkme.com. You will also be able to view your TeachMe Analytics there.

We recommend using the dashboard to build TeachMe courses, as it provides a better, more intuitive user experience. However, the data is fully synced between both platforms so it is possible to build in the TeachMe Dashboard, WalkMe Editor, or both.

Below we will outline the process in the Dashboard, you can find instructions for using the WalkMe Editor here.

Creating Courses

    1. You can create a new course by clicking the blue plus icon:
    2. Give your course a unique name to distinguish it:
    3. Start building the course by adding a section and giving your lesson a name:
    4. Drag Smart Walk-Thrus and Resources you have already created from the Items List on the left to the Course Outline section:
    5. Create new items:
      • Smart Walk-Thrus – You can create a new Smart Walk-Thru only via the WalkMe Editor. Once it is created in the Editor, you can click the “refresh” button on the Items List to see the new item in the Dashboard.
      • Resources (Articles and Videos) – You can create new Articles and Videos directly in the Dashboard, by clicking on the plus icon and completing the “New Article” or “New Video” form:
      • Add to Outline – Once the “New Article” or “New Video” form is complete, you need to decide if the new item should be added to the Course Outline. This would save the step of dragging the new item from the Items List to the Course Outline.
    6. Adjust Course Settings:
      • Courses can be set so they must be completed in a specific order using the Learning Path settings of the course. Turn both toggles ON to enforce a specific course order.
    7. Goals and Progress:
      • Goal Rules are checked once a course is opened. Goal completion is monitored after the user clicks on the specific learning item (i.e. the Smart Walk-Thru or Resource has been launched).
      • By clicking on the item itself, goals can be set to measure the completion or use of a Smart Walk-Thru or Resource, or use the Main Goal assigned to those items. Unlike Onboarding goal rules, TeachMe goal rules will be checked only after the user has engaged with the item.
    8. Segmentation:
      • It’s important to make your courses available only to the relevant Segment of users – Segmentation will apply to all items within the course.
      • Courses can be Segmented using any of the standard rules in the Rule Engine.
      • Segmentation for TeachMe items within a Course is set by the Segment originally applied to the Walk-Thru or Resources.
      • Use the Segments drop-down to apply existing segments to your course.
      • You can choose to apply multiple segments to one course.
      • Creating a new segment can only be done via the Walkme Editor – Once it is created in the Editor, you can refresh the page to see the new segment in the segment dropdown.
      • Read more about WalkMe Segmentation here.

Please note:

Any changes to Goals or Segmentation require that you re-publish your courses.

Adding a Quiz

  • Once your course material is ready, you can add a Quiz at the end of the Course Outline.
  • You can edit each quiz item by clicking on the item and using the right panel to edit it.

A Quiz is comprised of 3 types of items and a settings section:

    1. Welcome Page – This page will appear as the opening banner of the quiz. You can customize the quiz title, add a short description (the purpose of the quiz, estimated completion time, the total number of questions, etc.), and specify the quiz action button.
    2. Questions – Add a question using the plus icon in the Quiz section, and choose from Single or Multiple Selection question types;
    3. Summary – Customize separate messages for Success (“Pass”) and Failure (“Fail”) that will display after the user submits an answer to the final question.
    4. Quiz settings – Click on the “Quiz” panel to configure the required Pass
      mark, enforce that all course work must be completed before taking the quiz, randomize question order, randomize answers order, and allow users to view correct answers after taking the quiz.

 

Tip:

The quiz is an integral part of the course and is published along with the rest of the course modules. You can keep the quiz in draft mode by keeping the Final Quiz switch on OFF. When you are ready to publish the quiz, toggle the switch to ON.

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