The Engagement section brings together the tools you need to track training activity, issue certificates, and gather structured feedback from users. It helps administrators stay on top of user progress while maintaining a direct connection to the learner experience.
Live Training
Schedule and manage instructor-led sessions, whether in-person or virtual. Track participation, assign training content, and issue certificates once attendance is confirmed.
Create structured live training events
Assign participants by customer or user group
Manually confirm attendance and generate certificates
📌 Live-trainings are different to digital (self-study) courses in that their progress is not automatically tracked, it relies on an administrator to confirm the attendance and then approve the certificate. A fully manual process.
Surveys
Send email-based surveys to users to collect structured feedback on products, training, or the overall user experience.
Choose from pre-built forms to create surveys
Target specific users or organizations
Review and export responses for analysis
📌 Surveys require a form to be in a published state, follow the instructions in the article 2.5 About forms for more details on how to create a form.
Progress & Certificates
Monitor user learning progress and manage certificates issued for completed training, both self-paced and live.
View completion data for courses and users
Track issued training certificates
Export and customize certificate records
📌 User progress can take between 5-10 minutes to update in the admin portal, as data is sent from the user, to the database and back to the administrators.
Received Feedback
View responses submitted through in-platform forms attached to courses or documents. This gives you direct insight into how users perceive the content they interact with.
Access user-submitted form responses
Filter by training, product, or user
Use feedback to improve content and training delivery
📌 Feedback can be converted into a support-issue. A chat-like feature can allow you to further explore communication on topics related to user-feedback.