Product Tips & Tricks

Share your tips, tricks, and best practices with the Docebo Community. Don’t let that knowledge go to waste… Share it with the world!

  • 396 Posts
  • 1,872 Replies

396 Posts

Y
yahrdmehNewcomer
asked in Product Tips & Tricks

eCommerce/Notification Workaround

Hello All,For the first year plus with Docebo, upon a customer purchasing a Course or Learning Plan we were generating random passwords that were included in the Activation Notification via the [password] shortcode. The student used that password for their first login, and was forced to reset it when they logged in for the first time. I guess Docebo decided for us that sending their password via email was not secure because now the [password] shortcode sends a “Reset Your Password” link in the Activation Notification. (Why that shortcode is still available in the Notifications is a separate question for another time!)We’ve had quite a few students that get confused by this setup and ultimately make a phone call to us, which means we end up walking them through the password reset process. This obviously isn’t a great result of Docebo’s decision making process, which usually doesn’t consider the possible ramifications to its customers.I’m curious what other Docebo customers are doing to

3
gstager
Hero III
1 year ago
J
jenNewcomer
posted in Product Tips & Tricks

Email notifications sent from the localization tool not sending - Who else is having this problem?

Our Docebo instance is set up for self-registration.  When a user registers, they are sent a registration link to validate from the localization tool.  Once this is done, they can log in and start learning.  This exact  functionality broke last week for most of the week and then suddenly started working (IDK why) only to break again today. Is anyone else VERY frustrated with the automated emails from the localization tool not firing?  It breaks the ability of anyone to ‘self-register’ and it ‘breaks’ the ability for anyone to do a ‘password’ reset. The worst part is I always feel I am made to jump through hoops and told it’s a ‘customer setting’ - when later it’s shown not to be a customer setting. I’m so frustrated because I wasted half the week last week only to have the exact same problem come up again today. 

3
lrnlab
Hero III
1 year ago
dklinger
Hero III
dklingerHero III
posted in Product Tips & Tricks

5 Tips for managing Groups - it's all about leveraging metadata

I tell people that targeting audiences is 25% of my business. Doing it effectively is important to drive towards a Nirvana for learning management professionals and moves you away from manual loading users to learning. Here are 5 tips and tricks to start with..,I figure others can tack on. 1. Integrate with a system of recordYour system can support self registration to drive a database of details for your learners and it can drive your groups…but then your instance is left to fat fingering errors. Payroll databases and HRIS databases cut down on that because their metadata on employee is critical for a person to get paid. If at all possible and the use case makes sense? Integrate, integrate integrate. 2. Flatten problems outside of Docebo with your HRIS teams whenever possibleWhen grouping logic doesn’t support what you want to achieve. For example - Current state you cannot achieve a window of valid dates for example (a person is valid for 30 days putting them in a New Employee group

0
dklinger
Hero III
1 year ago
dklinger
Hero III
dklingerHero III
posted in Product Tips & Tricks

Learning Management 101 - use a custom user field to quickly load users into a group

Ya know? I think folks will get this - but here is a quick 101 to avoid loading many people by hand into Course/LP enrollments. A quickie methodology to do a bulk load into an LP with a static group. I usually lean on my SMEs to let me know who the targeted audience is. Once they have passed along a listing of who their folks are? I check it for duplicates and then who is active/inactive in the system….if all looks good? I proceed to do the followingCreate a custom user field Generate a user upload CSV file to do a user upload with that custom user field (I have a field called static groups...not to imaginable) Add a flag in that column for the CSV file for all of your peeps that should be getting bulk loaded TIP two fields can do it all for you if your users already exist? And you are just looking to flag them Bulk load your users from the Users interface Go into Groups and create a new one set it to automatic Set the appropriate condition - I would also name the group something so

3
dklinger
Hero III
1 year ago
K
KoriWatkinsNewcomer
asked in Product Tips & Tricks

Pre and Post Assessment

We are starting a pilot program that involves having our users take a pre-assessment at the start of a week long training. They then take the same assessment at the end to gauge how much they have learned. Has anyone found a good way to use assessments to do this? We want to be able to easily compare the first assessment with the second one. I appreciate any insight anyone can provide!

1
lrnlab
Hero III
1 year ago
S
Novice I
SDurbinNovice I
asked in Product Tips & Tricks

Unpublish Course

Is there a simple way to “unpublish” a course or do I need to actually archive them and remove them from all channels and learning plans?  I know I can flip them to “under maintenance”, but those are still accessible.  I would like to keep course info, but make it unaccessible to users. Thank you,

5
S
Novice I
1 year ago
N
ndkuriaNewcomer
posted in Product Tips & Tricks

Video subscription

I am curious how organizations use Docebo to offer videos as a subscription. I have a product line that used to be sold as DVDs. They have a content purpose, but not as elearning. I would like to sale these videos as content for streaming within Docebo. I know I can package it as a course, but I am really curious if anyone does subscription services or something else along this line.  

0
N
1 year ago
Stephanie Dreiling
Helper III
Stephanie DreilingHelper III
asked in Product Tips & Tricks

Help with page design!

Hey everyone! During the Inspire Conference once of the demo pages showed a display I really loved. I’m interested in recreating it but I have NO clue how! Does anyone have any idea what widget or how the Quick Links section of this page was created? I have topics, pages and icons to use, but can’t figure out how to get this layout. Thanks in advance for any help you all can provide me!@Adam Ballhaussen @Callie Borovilos any chance you recognize the screenshot and could connect me with the employee who used this as their demo page? 

4
dklinger
Hero III
1 year ago
L
Helper II
Lucy.blakeHelper II
asked in Product Tips & Tricks

Scorm files not updating

Hi has anyone else had a problem with Scorm files updating for users. When we replace a Scorm file with a newer edition ie due to a typo or something minor, we want to replace the file. Currently the old file is still showing for anyone who has previously completed the course. Rather than the new file. The only way we’ve found to show the new file is to delete the old one and add a new file, which loses all the completion data. Any ideas, would be greatly appreciated.

3
dklinger
Hero III
1 year ago
david.stock
Novice III
david.stockNovice III
asked in Product Tips & Tricks

'Training' and using the Virtual Coach

HiWe currenlty have the Virtual Coach feature disabled in our platform and we’re evaluating whether we should activate it next year.I’ve read the KB articles but they all seem pretty high level so before proceeding I thought I’d ask if anyone in the community has any experiences they could share in relation to using the feature? Pros & cons, tips & tricks?In theory, it sounds great but a couple of things have me a little worried:we operate a continuing professional development program for tax, accounting and legal practitioners and much of the language in our courses is ‘technical’ or has specific meaning. I don’t expect Virtual Coach will cope well with this. Is there any way we can ‘train’ it before letting it loose on all our customers? the idea of prompting users to resume a course or letting them know that some new content is avaiable sounds great but how often does it happen? Is there any way to control the frequency of these push notifications or potentially turn some of

2
P
Docebian
1 year ago
L
Novice I
lavinia.menicucciNovice I
asked in Product Tips & Tricks

Monthly reports

Hi everyone,I need to create monthly reports to track how many hours my learners spend taking courses. I have 2 issues. One: I can’t select specific dates when downloading the report. Two: the tracking time is completely off and way higher than what the learners are actually spending taking classes.Does anybody have any best practices for this?Thanks!

7
lrnlab
Hero III
1 year ago
james.buhagiar
Docebian
james.buhagiarDocebian
posted in Product Tips & Tricks

Thinking about Gamification a little differently

Who said gamification needs to be directly associated to a single course, Learning Plan or topic? This is a slightly different way to reward learners for engaging over time... I use a tool call Grammarly, each week I get a round up of my “performance”, most of the time I scan though it and don't pay too much attention to the trivial data I’m presented with, like words checked over time, common mistakes and a running count of how many weeks I’ve used the tool for. Today I was presented with this:  It made me think outside of the box on how we can reward users for taking part in learning, it was interesting, unexpected and genuinely put a smile on my face! Do you have an “out of the box” way of rewarding users for taking part in training? I’d love to hear it if so!

2
james.buhagiar
Docebian
1 year ago
S
Novice I
SDurbinNovice I
asked in Product Tips & Tricks

Quick Resource Guide

I am new to Docebo and have a question … I’m sure this is a super quick and easy fix.We offer our clients a ton of downloadable resources for them to use in their businesses.  I want to create a “Quick Resources” link on the homepage so clients can access downloadable files in one place vs having to search for the course and go to the linked File Repository.What is the best way to do this?The “less clean” way seems to be to create a LP with multiple courses, but the courses only contain the downloads.  Thanks for your input!

5
spotratz
Novice III
1 year ago
nicole.roman
Influencer I
nicole.romanInfluencer I
asked in Product Tips & Tricks

Bulk enrolling users into a Learning Plan

Does anyone have any tips on bulk enrolling users into learning paths? Most of our users are enrolled into Learning Plans rather than individual courses. Occasionally, users will need to be enrolled into multiple Learning Paths. Are adding users to Groups the best way to handle this? Any feedback is appreciated!

4
dklinger
Hero III
1 year ago
W
Contributor II
wizenupContributor II
asked in Product Tips & Tricks

Register User Button

We have installed a front page using WordPress to help sell our courses.We’d like to link to the Register button, but obviously this is a bit of difficulty as the registration form is lightbox like display.I know that we can use the WordPress plug to create users and push them Docebo, but at the moment we’re not prepared to do this. Any ideas on how we can link to the form and bypass it being embedded on the Frontpage. 

4
W
Contributor II
1 year ago
G
greghagarNewcomer
posted in Product Tips & Tricks

How are you using Docebo to promote DEI (diversity, equity, inclusion)

Hello Community! We're looking for some ideas on how to use Docebo to best deliver DEI (diversity, equity, and inclusion) training to our employees. What have you had success with? A dedicated page for DEI resources? Individual courses? Channel/Q&A? Are you using notifications?We’d love to hear your creative solutions and ideas!

0
G
1 year ago
Marco.T
Docebian
Marco.TDocebian
posted in Product Tips & Tricks

New Discover Coach and Share report

Hello all!Just an Heads Up! for who is using the new custom reports 2 weeks ago was released a new custom report called Viewer – Assets DetailsIt shows the Assets usage by users, with the capability to filter by asset or by channel, is also possible to have for each user the first access date, last access date and the number of accesses.M. 

2
M
Contributor I
1 year ago
sgary
Helper I
sgaryHelper I
posted in Product Tips & Tricks

Central Repository - how do you stay organized?

Hi All! As a new Docebo client in our implementation phase I’m finding the Central Repository frustrating from a CMS perspective. I want to be able to create folders to organize cross-departmental content but there isn’t any concept of categorical folders, only *course* categories. For example, I have a desire to upload our quarterly newsletters on the site to be available to push to channels or courses, but I don’t want to create a course category for newsletters. Your options seem to be to 1) create a ton of extraneous course categories you never add courses to or 2) drop all your content that crosses categories into the root completely unsorted. For those of you who have a large volume of content, how do you stay organized? Is there something I’m missing? 

0
sgary
Helper I
1 year ago
JenWadsworth
Influencer I
JenWadsworthInfluencer I
asked in Product Tips & Tricks

Using Docebo to support resource/affinity groups

Hello!I’m new to Docebo, but already have a question for the community. I’d love to know how any of you have used Docebo to support resource/affinity groups in your companies, besides the obvious posting of content. We just signed with Docebo and haven’t even onboarded yet, but my DE&I group would love to know if they can use Docebo for their resource groups, or if they need to buy another platform.I know about channels and content. I’m curious to know if we can have folks opt-in to resource groups, give them a general discussion board, create pages for them, etc.If you have any examples of using Docebo to support resource groups in your company, I’d love to hear about it. Many, many thanks!!Jen

2
spotratz
Novice III
1 year ago
A
Amna FatimaNewcomer
posted in Product Tips & Tricks

Idea to have an option to filter on text field in additional fields( Currently docebo gives capabilty to filter only on drop down fields). This would make reporting so much better.

LMS-I-5063Reporting- Give the option to filter by text field too under additional fields and Download a report as a pdfWe have a lot of compliance reporting and it is very important for us to have an option to download the report as a pdf to prove that it was not tampered.Secondly when creating custom reports, only drop down additional field can be used as a filter. the text additional fields are equally important to make the report more meaningful. we come into instances that we can provide the right data because of that.ADMIN RESPONSE Thanks for the idea! We find this idea interesting and plan to keep it open to see if it will collect more votes. Community members! Please vote on this idea! i think its important to have this capability and we can make it happen if we vote more on this!

1
lrnlab
Hero III
1 year ago
Salvo
Influencer III
SalvoInfluencer III
posted in Product Tips & Tricks

Skills and certifications

Is anyone else mapping skills, languages and external certifications in Docebo? We are using additional field to add more information regarding the learner. We started mapping this for the sales team so they can spot who can work with a customer in a new location. In addition you can alsoplan your next year budget by knowing which certification is about to expire. As always Docebo surprise us with the amount of things you can do.

2
debra.barlow
Docebian
1 year ago
ckujawski
Novice III
ckujawskiNovice III
asked in Product Tips & Tricks

Survey - tracking responses per user

Hi All,  I have a question, I have to do a quick survey within some group of employees in my organisation. I though to use Survey feature on the platform but unfortunately it’s not allowing me to track responses of particular users, can just see all responses. That’s crucial for us to be able to see answers of particular users.  Is there any option to collect date per users on Survey? or maybe you were facing a similar problem, if so how did you handle it?  Thanks for your answers and suggestions.  Cezary  

6
ckujawski
Novice III
1 year ago
T
Influencer I
tmurphyInfluencer I
asked in Product Tips & Tricks

Does anyone have a suggestion for a Users Transcript?

Does anyone have a suggestion for a Users Transcript that the User can access themselves and even get a hard copy themselves? My client has over 40,000 Users that need to track their progress with the courses they have completed. The dashboard in “My Activities” doesn’t provide all the information they need (nor does it have a download option). I am open suggestions???Thanks,Tim

7
T
Influencer I
1 year ago
T
Influencer I
tmurphyInfluencer I
asked in Product Tips & Tricks

Reports on the mobile app

Hi folks, we want  to know a simple thing. How many people are using their mobile app? Does anybody have any ideas...we didn't see any fields in custom reports...are we missing something? Thanks!

1
lrnlab
Hero III
1 year ago
Cindy McElhinney
Helper II
Cindy McElhinneyHelper II
asked in Product Tips & Tricks

Handling Free Trials in Docebo?

I am wondering if anyone here in the community is handling free trials in the LMS. We currently offer prospective subscribers a 14 day free trial where they can log in and try it out before they buy. Currently there are no email notification triggers based on expiration date. We want to set up a “nurture” stream to nudge free trials to login and remind them periodically as their expiration gets closer. Thinking I will have to do this outside of the LMS, like maybe Constant Contact. Any thoughts from folks doing this? Thanks.

1
elamast
Guide III
1 year ago

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