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Design & Layout

Creating Custom Landing Pages for Different Audiences


pmo
Docebian
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  • Docebian
  • 272 replies

One of the most powerful features within Docebo Learn is the ability to create custom pages and menus.

 

By using this feature, you are able to target the visibility of pages and menus to certain audiences, including the ability to:

  • create branded landing pages for your most high profile clients.

  • create specialized learning environments for different teams within your organization. 

  • differentiate the user experience of internal teams vs clients. 

 

This handy tutorial has been created to help explain how landing pages work along with their relationship to a user’s menu as well as to help identify what audiences to target for specific landing pages/menus. You’ll also learn how to:

  • build a custom menu

  • add pages to custom menu

  • set the visibility of custom menu

  • think through the ‘Manage Menus’ page including what considerations need to be made in order to ensure the right audience has access to the custom menu

 

Prerequisite Knowledge

Before diving in, we first recommend you:

 

Now, let’s begin!



To help us illustrate the problem we’re trying to solve, let’s take a look at this example:
 

Taylor is an LMS admin at a company that provides software and services to their clients. As an LMS Admin and Learning Coordinator Taylor is trying to effectively organize the product training that they provide for both customers and internal employees. On top of this need is the reality that their company also works with partners and resellers and those audiences will also have specialized training both required (enrolled) and self guided (self-enrolment). 

 

Taylor’s company sells two unique products whose populations rarely overlap. They’d like to create a different experience for clients who purchase Product X and for clients who purchase Product Y.


So, how can we create different experiences for these different audiences after they’ve logged in? By using Pages and Menus 


 

Quick Overview: Landing Pages and Menus

A ‘landing page’ is a page that is displayed when the user first logs in to the LMS. The page that displays to a user is determined by whatever page is the top navigation of the user’s menu.
 

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For instance, in the screenshot below, ‘Partner Landing Page’ is the first page listed in the user menu which means this is the landing page for this user upon logging in.

 

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At this point, you may be wondering what dictates which menu a user sees in the system. So, let’s take a closer look at visibility! 



Visibility: How to tie different audiences to menus (and thus landing pages)

If you recall from the above example, there are three audiences to target for unique landing pages:

  • Customers
  • Partners
  • Employees 

 

The menus associated with each audience will be dependent on the architecture of your user management strategy. 

 

In the screenshot below, each menu provides the option to determine which Branches or Groups have visibility over said menu. Additionally, there is the option to determine which user levels will also have access. 

 

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Taylor (the admin from the example) needs to build unique landing pages for three main audiences which are organized within within separate branches in the following way: 

 

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Please note, it is not a requirement to use branches to identify the audiences. Ultimately, it comes down to how the audiences are organized within the system and setting the visibility of menus in order to align with the branch or group of users within the LMS. 

 

How to build custom menus

Here’s how Taylor could create the three unique menus: 

 

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Within each menu, Taylor would assign menu visibility to the the branches or groups. Additionally, Taylor would dictate what user levels within these branches or groups they would be visible.

Important note: If none are selected, the system assumes all levels apply.  

 

How to assign custom menus

Based on the example, here’s what the visibility of each menu looks like:

 

Partner Menu would be assigned the Partner Branch

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Customer Menu would be assigned the Customer Branch

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Employee Menu would be assigned the Employee Branch

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Manage Menus Page

When a user logs in to the LMS, the system refers to the list of menus located on the ‘Manage Menus’ page. It starts with the top menu and then verifies whether the user in question falls into any of the visibility rules set within the menu. 

 

So (using the screen shot from the earlier example), if a partner logs in, the system will recognize the user in the partner branch and will be presented with the custom menu and landing page for partners. If the user is a customer, the system will review the rules associated with the first menu (partner) and conclude that the user does not meet the requirements and will, therefore, move to the next menu in the list. 
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Important Reminder

There are situations where users might fall within the visibility rules of multiple menus therefore, it’s important to understand the logic behind custom pages and menus in order to be able to accurately target the correct audience with the correct menu. 

 

To see an example of this logic, check out this guide: Creating A Sequential Learning Experience

 

 

Share Your Experience!

We’d love to hear about your experience with custom pages and menus. Do you currently use them? If not, will you use this guide to help you start? Please share below ⬇️⬇️

Did this post help you find an answer to your question?

8 replies

Bfarkas
Hero III
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  • Hero III
  • 3582 replies
  • July 20, 2022

Nice job here! Recurring topic and useful for all.


dklinger
Hero III
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  • Hero III
  • 1652 replies
  • July 20, 2022

So we’ll written @pmo - just lived aspects of this as we tuned up a managers view in the system.

Thank you!


pmo
Docebian
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  • Author
  • Docebian
  • 272 replies
  • July 20, 2022

It’s always so nice to receive praise from such heavy hitters as @Bfarkas and @dklinger. Thank you!


Sean
Influencer I
  • Influencer I
  • 42 replies
  • July 21, 2022

Thanks @pmo, this made really interesting reading.

I’m thinking a lot about this topic at the moment in an attempt to investigate possible solutions.  I’m trying to consider how we can present ‘relevant’ content across our organisation to three quite different role types that are spread across our 4 regions.  I don’t really want to have hundreds of catalogs and dozens of pages to maintain.

As well as groups and branches (and catalogs and pages) I am considering whether channels and skills might be helpful to me too.  Lots to think about!

All the best!


pmo
Docebian
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  • Author
  • Docebian
  • 272 replies
  • July 21, 2022

Hi @Sean

I think the best thing to think about is across those 4 regions what categories of content are shared then build catalogs around those shared catalogs. You can then assign those catalogs to those branches and display them on the appropriate page. 

All other regions that have specialized content would likely need to have their own catalogs. 

Skills might be an option but I would wait to explore that once custom skills are added next month. 

The key here is that you could have 4 different landing pages/menus for each of your regions and then have dynamic catalog widgets that only display the catalogs that they have visibility over hopefully reducing some of your need to manage. 


Sean
Influencer I
  • Influencer I
  • 42 replies
  • July 22, 2022

Thanks @pmo, I’ve already been thinking about that kind of solution.  However, we have around 12 areas of content, if we have separate catalogs for regions, that would make 48 catalogs. If we then replicate those for the three different role types that’s already 144 catlogs.  This could be really troublesome from an administration perspective.

We would also then need 12 different flavours of ‘home page’, without even exploring dedicated pages further down the line.

Another limitation I’ve discovered is that when you display a catalog widget on a page, if you have multiple catalogs asigned to that widget, card view is not possible, only stream.  This is the case even if the learner only has access to one of the catalogs and only one row of course cards is displayed.  I’ve supported improving this in the ideas section already.

Thanks again.


jckemv
Helper I
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  • Helper I
  • 125 replies
  • July 16, 2024

The ability to create pages and therefore different areas for learners to focus on is excellent. The tools to create these pages are quite good. I’ve setup our LMS with a landing page that directs people to certain areas so I can reduce distracting content from them. I’m not a graphic designer but I was able to put it together using all the built in tools.

Each area has its own catalogue and in some cases permissions to be able to enter it using the groups and branches etc..

 

 


pmo
Docebian
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  • Author
  • Docebian
  • 272 replies
  • July 17, 2024
jckemv wrote:

The ability to create pages and therefore different areas for learners to focus on is excellent. The tools to create these pages are quite good. I’ve setup our LMS with a landing page that directs people to certain areas so I can reduce distracting content from them. I’m not a graphic designer but I was able to put it together using all the built in tools.

Each area has its own catalogue and in some cases permissions to be able to enter it using the groups and branches etc..

 

 

Looks great! Glad it’s worked for you!


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