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Create TeachMe Courses in the WalkMe Editor

Updated on October 28, 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 WalkMe Editor, you can find instructions for using the Dashboard here.

Creating Courses

After creating and naming a course in the Courses App, click the Course Outline icon to open the course panel. Click +Add and name your Lesson.

Drag the desired Walk-Thrus and Resources you have already created from the Items List on the left, to the Lesson List on the right.

Once added, the new item will appear indented underneath the lesson title:

Courses can be made to be completed in a specific order using the Learning Path settings of the course. Turn both toggles ON to enforce a specific course order.

Adding Quizzes

Once you are ready with the course content, you can add a quiz to your course

A Quiz is comprised of 3 parts:

  • Welcome page – This page will appear as the opening banner of the quiz. You can customize the quiz title and a short description (i.e. the purpose of the quiz, estimated time, total number of questions etc.), as well as the quiz action button;
  • Questions – Choose from Single Selection or Multiple Selection question types;
  • Summary – Customize separate messages for pass and fail that will display as a popup message after the user submits the final question.

In the Quiz settings, configure the required score to pass, whether 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, turn the switch to ON.

Launching the TeachMe Menu

To increase user engagement with TeachMe you can use a Launcher to open the TeachMe menu.

Place the  Launcher on a strategic place on your site. In the Launcher Options window, choose Open courses menu from the Action drop-down menu:

Segmentation

It’s important to add your courses to only to the relevant Segment of users. Making only applicable items visible to users reduces confusion for other users by providing them with the most relevant results. Segment Courses using the Segmentation Center. Segmentation Rules will apply to all the 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 Resource.

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 Walk-Thru or Resource has been launched). Goals can be set to measure the completion or use of a 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.

Tip

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

The progress bar provides a visual indicator of a user’s movement through lessons. Items are considered complete when the goal set in the associated Walk-Thru or Resource has been reached. Goals will also be tracked in Insights in order to measure if the content in TeachMe helps enhance performance.

Calculating Completion

There are three separate progress indicators in TeachMe:

    • Items crossed off in course’s lesson list: Items will be crossed off as completed either when the item was completed (i.e. Walk-Thru ended or Resource opened), or as defined by the Goal set to  the item. The struck out items remain visible within the lesson list view. The course Progress Bar indicates the percent of the items completed in the Course. Course progress is displayed beneath the course icon in the main TeachMe view and under the course header in the course lesson list view;
    • Course completion progress bar: The course Progress Bar indicates the percent of the items completed in the Course. Course progress for each course will  display beneath the course title and description.
    • The Overall Training progress bar: Overall progress through all assigned courses is indicated in the overall training course progress bar in the header of the TeachMe main view. It represents the percent of all completed Courses (where 100% completion is the completion of all Courses).

Tracking Users

TeachMe requires setting up Unique User Settings.  Once enabled, TeachMe will load and track user progress and Course completion. Talk to your Account Manager about the best variables to use for your site.

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