Why This Matters
🚀 Welcome to a Smarter Way to Engage and Grow Your Academy!
Your Academy isn’t just a place for content — it’s a powerful engagement engine built to scale. With Academy Contacts as the foundation, you now have the tools to organize, empower, and drive impact across your learner base like never before.
📇 Contacts are the heartbeat of your Academy. From inviting and managing users to editing details or resetting access, you have complete control over who participates and how they engage. Segmenting these contacts unlocks the ability to tailor experiences, run targeted workflows, and generate deep insights using AI-powered analytics.
👥 Team Leads take engagement to the next level. Assign specific contacts as Team Leads to empower them to manage groups of learners directly — enrolling team members in trainings and pulling engagement reports with ease. This delegation not only lightens administrative load but also strengthens ownership and adoption across your accounts.
🎯 Segments bring precision to your Academy strategy. Use registration data and dynamic rules to group learners — then control what content those groups see. Want certain trainings, paths, or certifications visible only to select audiences? With Segments, you can.
Together, these capabilities transform your Academy from a static library into a strategic platform for personalized learning and measurable engagement. Get ready to unlock deeper insights, streamline your admin workflows, and deliver content that truly resonates with your audiences! 🚀
Order of operations
Step 1: Start with Your Contacts (Your Foundation)
What to do first:
Get your Academy Contacts organized and accurate.
Why this matters:
Contacts are the backbone of everything in your Academy — enrollments, reporting, segmentation, and delegation all depend on them.
Key actions:
Identify and add any custom registration fields
Import or invite your contacts into the Academy
✅ Goal: To establish your contact profile plus any additional custom registration fields
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Step 2: Group Contacts Intentionally with Segments
What to focus on next:
Create Segments that reflect how you want learners to experience the Academy.
Why this matters:
Segments unlock personalization. They determine what content learners see and how targeted your Academy experience can be.
Key actions:
Decide how learners should be grouped (i.e. by role, customer type, region, product, etc.)
Build segments using registration data
Keep segments simple at first — you can always add complexity later
✅ Goal: The right learners see the right content at the right time.
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Step 3: Connect Segments to Content
What to do once segments are in place:
Use segments to control visibility and access.
Why this matters:
This is where strategy turns into impact. Segments allow you to personalize learning paths, certifications, and resources without manual work.
Key actions:
Assign trainings, paths, or certifications to specific segments
Hide irrelevant content from certain audiences
Test the learner experience to ensure it feels intuitive
✅ Goal: A personalized Academy that feels tailored, not cluttered.
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Step 4: Decide Who Needs More Responsibility (Team Leads)
What to tackle next:
Identify contacts who should help manage or support others.
Why this matters:
Team Leads let you scale. Instead of managing every learner yourself, you empower trusted contacts to support their own teams.
Key actions:
Identify managers, partners, or champions within your Academy
Assign them as Team Leads
Define what they should manage (enrollments, progress tracking, reporting)
✅ Goal: Clear ownership and shared responsibility for learner success.
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