Overview

When preparing to begin trial and demos, we recommend defining two primary sections within your environment. One specifically for trials and another for demos. 

• Trials
  • The trial environment can be leveraged for user experience previews to prospects to test the platform and content. Trials can be customized based on prospects focus and needs. We recommend having both an ‘Active’ and ‘Inactive’ trial team to keep organized on active and closed-lost deals. Trials should contain full library access and featured playlists to ensure there is a variety of content available.
• Demos
  • The demo environment can be leveraged to create a content demo experience that allows your internal teams to talk through courses and launch experiences. Demos should contain full library access and featured playlists to ensure there is a variety of content available.

Your Access & Privileges

You will have one single ID to manage trails and demos. These ID’s will have full access and privileges to modify trials and add learners as needed.

Please note demo environments will only need to be created once but should be updated every 90 days to reflect engaging content and update general data.

Creating new Demos

Team Creation

1. Select Administration from the main drop-down menu
2. Click People followed by Teams
3. Locate and select your personal ‘Active Demos’ team
4. Select New Team in the upper-right corner
5. Enter the Team's name, description.
6. Click Create New Team

Learner Creation

1. From your Homepage, select Administration from the main drop-down menu.
2. In the Administrative Navigation Menu, select People followed by Learners.
3. Click New Learner in the upper-right corner.
4. Enter the new Learner's username, password, first/last name, and email address.
5. Ensure the billing ID is set
6. Click Create New Learner when finished.

Access - to be set for each library you need to have active in the trial.

1. Select Administration from the main menu drop-down.
2. Select Learning and then Libraries from the Administrative Navigation Menu.
3. Click on the title of the desired Library.
4. Select the Access tab.
5. Click New Access on the right.
6. Check the boxes for the Teams/Learners that should have access.
7. Uncheck the Allow Browsing box if you only want Learners to view content that you assign them.
8. Choose the topics that they should have access to (leave blank to default to all).
9. Select Grant Access on the bottom right.

Content Processes:

Playlists

Pre-populated playlists can be set up within your internal ID’s team. These can be duplicated for your prospect demos as you see fit to make content available to them.

Recommended trial playlists include: Leadership and Management, Communication, Safety, or any additional critical topics a prospect would like to explore.

To duplicate a playlist for your prospect trial: 

1. Select Administration from the drop-down menu.
2. Select People and Teams from the Administrative Navigation Menu
3. Choose the Team’s profile and navigate to the Featured Playlists tab to access the creation and management of a featured playlist.
4. Choose the corresponding radio button next to the desired playlist
5. Select Duplicate Playlist
6. Enter the name of the Team you want to copy the Featured Playlist to
7. Click Duplicate Playlist once the Team has been selected

Learning Initiatives

Pre-populated learning initiatives can be set up within your internal ID’s team. These can be duplicated for your prospect demos as you see fit to make content available to them.

Recommended Initiatives include: New Manager, General Compliance, and Onboarding

To create a Learning Initiative:

1. Select Administration from the main menu dropdown.
2. On the administrative navigation menu, select Learning followed by Learning Initiatives.
3. In the upper right corner, select Add Learning Initiative.
4. Enter the desired title, description, and Learning Initiative dates.
5. Because this initiative is single-use, we will not need an expiration date.
   • (Optional) The ‘Start Date’ determines when the training will initially launch to learners.
   • By leaving the start date at the current date, assignments made manually or via rules will be available to learners within a matter of minutes on the learners homepage after learners or teams are selected and a due date is set.
   • By changing the start date to a future date, any assignments made prior to that date will not appear on the learners homepage until the date that has been defined.
   • (Optional) Choose whether Learners should receive a Qualification once the Learning Initiative training has been completed.
     • Please note that the qualification does need to be created prior to creating the initiative to add it upon LI creation. If you have not yet created the qualification, bypass this step and reference how to edit the initiative to associate a qualification later.
6. Click Save.

After creating the Learning Initiative, you can begin adding stages and the activities within them. To do so:

1. Select Stages, then Add Stage.
2. Fill out the stage's name and description, then select Save.
3. Select Add Activity and enter the number of courses required to complete the stage (leave this as 0 to default to all).
4. Select Save.

To create additional stages, repeat the process above as needed.

To assign to your demo admin/demo profiles:

1. Select Administration from the main drop-down menu, then select Learning
2. Select Learning Initiatives
3. Search for and select the desired Learning Initiative
4. Select the Assignments tab of the Learning Initiative profile page
5. Select Add Assignment
6. Search and select desired Team or Learner(s)
7. Define a Due Date and Save

Homepage Customization

Customizing the homepage of a demo can lead to an engaging demo experience and show the expanded capabilities of the BizLibrary LMS.

Recommended customizations include: Pinning Assignments to the top of the homepage, Custom Images, BizAi to promote elective learning.

To Customize the Homepage:

1. Expand the main menu dropdown
2. Select Administration
3. From the sidebar menu, expand the People icon
4. Select Teams
5. Expand the Action dropdown from your root-level Team
6. Select Customize Homepage
7. Modify Widgets
8. Either Preview the changes or Save and Publish them

You can customize the Homepage by dragging and dropping the Widgets from the black area on the left (titled Widgets) to the designated areas of Header, Sidebar, Main, and Footer. Every item under Widgets in the black area will not be displayed on the Homepage. They can be dragged into the sections listed above to be available to the Learners. The Sidebar section above the Widgets allows the Sidebar to move to the left or right of the Homepage. The Preview option will show the modified custom Homepage in a new tab/window. Navigate back to the Team profile tab/window to Save and Publish, Reset to Default, or Close. To remove a Widget from the Learner view, simply drag it into the black Widget column. If desired, the option to Reset to Default is available at the bottom of Customize Homepage to restore the Custom Homepage to how it was before any modifications.

Site Branding

Creating a default custom site will allow prospects to visualize white labeling the platform.

To create a branded site:

1. Select Administration from the main menu dropdown
2. Select System from the sidebar menu
3. Choose Branded Sites
4. Select New Branded Site in the top right corner
5. Enter your Site Title (this is strictly for the administrator, learners do not see this section. Example titles could be “Company University” or “Online Training Center”)
6. Enter your site name (this is the part of the URL that learners must type in to land on the branded site. Example: companyname.bizlibrary.com)
7. Enter your billing ID
8. Select your authentication method (Select your company authentication if you aren’t using SAML or Single Sign-on)
9. Select your brand color (can enter a specific hex value in the field if needed/desired)
10. Select your login background color (this only appears on the login screen, it will overlay on top of the login background that is selected. It is optional.
11. Select your logo (this will appear in the top left corner of the site and on the login screen)
12. Select a login background (this will only appear on the login screen behind where the learner enters their username and password. Uncheck the box if background color is not needed/desired.)
13. Click Create Branded Site