Skip to main content

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!

  • 466 Posts
  • 2,273 Replies
466 Posts
K
Novice I
Kritsada WeerathaoNovice I
asked in Product Tips & Tricks
Sucess with using Docebo for external customers?

Hi, In my organization we are working with Docebo for internal training of our sales team in our product. It´s have been a great sucess and their enhanced knowledge of the various products has been beneficial in upscaling the sales in the interaction with customers = more product knowledge creates more sales. We have tought about evolving the platform even more and using the platform for external customers, customers our sales team meets, so they can gain knowledge about the products they are (hopefully) going to buy. My main concern is how we can motivate customers to visit the platform. My question is if any in this community has been through that process and has some remarkable success with it and wants to share some thoughts and reflections on how the process could look and how the design of the platform can look. We were thinking about creating different landing pages and so on.Thanks in advance.  

2003
steveninfinger
Helper III
2 years ago
N
Helper II
ncassellaHelper II
asked in Product Tips & Tricks
How do you format excel to load exported reports directly from Docebo and with a header?

I added a header to an excel file and saved it to xlstart folder. When exporting a report from Docebo the workbook opens, however so does another excel sheet with the report in it. Is there a way for Docebo to use a custom saved excel file that includes a header?As always thank you for your time!nc

330
N
Helper II
2 years ago
dklinger
Hero III
dklingerHero III
asked in Product Tips & Tricks
Course URL best practices - for those that are slower

What is the best way to avoid those wicked 403 permission errors with course links?Is there a best practice?We are not working with an SSO.It wont hurt the person to be autoenrolled as well (and I know that i can use the social link to support that).

1736
Allan
Novice II
2 years ago
A
aangleNewcomer
asked in Product Tips & Tricks
Weekly Training Format Recommendation

Hello,We’d like to create a view for users that showcases material for each week of training on a single page. Is there a recommended setup?Example:Week 1 - Read ABC ArticleWeek 1 - ABC LabWeek 2 - Read DEF ArticleWeek 2 - DEF LabNote: We would like to restrict users having access to future weeks until scheduled to release material.

141
lrnlab
Hero III
2 years ago
TaviaRitter
Helper I
TaviaRitterHelper I
posted in Product Tips & Tricks
What video editing software are you using to add content to your LMS?

I’d love to know what video editing software everyone is using. We have a very sophisticated production team that produces a majority of our videos, but also have a ‘tech’ side of the house to create live-drive videos that help our learners understand the technology offerings available to them. We are currently using Camtasia to do the screen recording and while it’s been great for our teams who are spread across the US, I saw this month’s February 2022 Release Video and fell in love with the chapter markers… which inspired this post. What are you using to create video content you share in your LMS? 

1283
dklinger
Hero III
2 years ago
P
pravinaNewcomer
asked in Product Tips & Tricks
Volunteer/Employee Engagement

Hi!As background, we have our LMS under one domain and are using the sub-domain feature to create different “platforms” with customized links for external organizations to use. They can use their platform however they like (for volunteer learning/staff learning/client learning etc). Their platforms are managed by a designated power user who is affiliated with their organization.  Right now we have gotten a few requests to use the platform for volunteer/staff engagement. So I was wondering if anyone would like to share few ideas as to how the LMS can be used to influence, retain, and increase volunteer/employee engagement (through discover coach,  & share, course modules, gamification or any other feature you are aware of) in relation to sub-domains.. I’ve been on the platform for ~3 months and so I’d be interested to know if anyone has used the platform in this way/ if you have tips & tricks regarding retention and engagement.  

711
dklinger
Hero III
2 years ago
steveninfinger
Helper III
steveninfingerHelper III
asked in Product Tips & Tricks
Scrolling Side to Side when Previewing Reports

I’m sure this is something simple I’m just missing, but how do others scroll side to side when looking at previews of reports? I’ve used the left and right arrow keys, but it’s not very accurate and delayed. Is there a scroll bar or button that I’m just totally missing?

142
steveninfinger
Helper III
2 years ago
abhijeet.dalvi
Contributor II
abhijeet.dalviContributor II
asked in Product Tips & Tricks
Heatmap tool in Docebo

Hello Everyone, How can I implement any heatmap tool in the Docebo? For e.g Hotjar. Has anyone tried to implement google tag manager script in order to use a heatmap tool? Thank you.

1433
mwd
Contributor II
2 years ago
dklinger
Hero III
dklingerHero III
posted in Product Tips & Tricks
Deeplinking to pages

Was thinking about deeplinking into Docebo and a reasonable practice in the past was to link to a page with a catalog on it and avoiding links to courses.Any thoughts on that as a better practice?I know at times we will lose that discussion...but I am curious if others have felt some of the course gotchas as well (people coming back with errors when developing a link to a course).

730
dklinger
Hero III
2 years ago
willingworth
Influencer III
willingworthInfluencer III
asked in Product Tips & Tricks
Automated Time Zone Management

Has anyone figured out how to manage time zones automatically for users?This thread about APIs and Power Automate seems to be the best shot at it, but I am not a M365 institution.

1855
lrnlab
Hero III
2 years ago
nicole.roman
Influencer I
nicole.romanInfluencer I
posted in Product Tips & Tricks
Users can't find the Join button for ILTs

For our ILTs we only schedule a single Zoom session. We’re finding that users are having some trouble getting to the Zoom meetings because they do not think to click on the session information to find the “Join” button. They usually just scroll down to the description and assume that the webinar is unavailable. Is anyone else experiencing this issue?Any suggestions for workarounds are appreciated!

35915
C
Contributor II
2 years ago
M
Novice I
moses.ramosNovice I
asked in Product Tips & Tricks
Is there any way to post an FAQ with in Docebo

I want to add a place for FAQ’s on my landing page, has anyone done something like this? and if so how? thanks

1162
spotratz
Novice III
2 years ago
S
Contributor I
Seth ClarkContributor I
asked in Product Tips & Tricks
Automated Grouping Based on Registration

Hey everyone,I want staff to be able to register without moderation. Is there a way to assign them to a default group when they first log on? For example, can I assign them as a new user immediately and thus allow them to access a course catalogue? 

28012
elamast
Hero I
2 years ago
Ccorder
Novice II
CcorderNovice II
asked in Product Tips & Tricks
Gradient Main Colors via CSS?

Hi all! We are beginning our build out and within our brand we tend to use a lot of gradient colors. Do you know if we can change the header bar from a solid color to a gradient with CSS? I have been trying to figure this out and I keep coming up with a dead end.Thanks! 

1334
Ccorder
Novice II
2 years ago
Danyel
Docebian
DanyelDocebian
posted in Product Tips & Tricks
Channels: when to use them and how they are different from catalogs

Hi there Community!Hope you are all enjoying the week. Today I’d like to share with you some insights about one of the most common conversations that I have with my clients, colleagues and sometimes friends (yes, also friends ), and it it related to the difference between Catalogs and Channels. So, as most of you know, if you are not using Discover Coach & Share (by the way, you should take a look at that youtube video) sometimes Channels are confused with Catalogs or not used at all, and this might be disadvantageous in terms of the Learner Experience. In order to do a quick recap, you should use:Catalogs: When you want to provide to your audience the possibility to select and choose the courses that they want to take (any course that is not mandatory but you want to make available).orChannels: When you want to organize the courses of your learners in “shelves” or “Labels” to help them to understand that the courses that they are taking belong to some specific category.But most o

21449
Annarose.Peterson
Hero III
2 years ago
K
Novice II
kori-linNovice II
asked in Product Tips & Tricks
Help with learner usability/buttons.

Hello all! I don’t use Docebo, but my company builds courses that goes into our client’s Docebo LMS.  I am trying to help our client with some learner usability in the platform and need some help. After the course is complete, we want the learner to be able to re-watch the content (uploaded in a SCORM package). Is it possible to add a button somewhere on the main page, like below the “Start Learning Now” button, that allows the user to start the course from the beginning? (This restart doesn’t need to clear any interactivities in the SCORM.) Thanks for the help! 

8612
K
Novice II
2 years ago
dandrews
Helper I
dandrewsHelper I
asked in Product Tips & Tricks
Option for Removable of Enroll to Course

Hello! I’ve been receiving alot of feedback that about the accessibility of courses. For instance, if someone is searching for a piece of content based on a topic, if they are not enrolled, it will take 5 clicks to actually begin learning (Click on result > click on enroll > Click start learning now from pop up > Click content > actually begin learning). This is a HUGE barrier to learning and our audience is use to 1-2 clicks to get into content. For those pieces that need to be accessible to everyone quickly (ex: DEI materials, company values, company benefits, etc) how can I remove some of these clicks without enrolling the entire company into the course? I’m utilizing the Advance Properties > Social & Learning > Course Enrollment link when sharing content which corrects this but does not correct it if someone is organically trying to find the material themselves. Any ideas? 

676
dandrews
Helper I
2 years ago
Z
zwuNewcomer
asked in Product Tips & Tricks
Badge sizing and LinkedIn posting through Docebo

Hello Community!I’m coming across an issue with sharing badges to LinkedIn through Docebo. We currently have a badge that fits the 600x600px size requirement, but we’re seeing that people who share through the gamification tab are sharing posts that don’t show the entire badge.Not sure if anyone has a solution, since it doesn’t appear we can change the size of the post. Any suggestions are very much welcomed! 

2204
Z
2 years ago
rpannebaker
Novice I
rpannebakerNovice I
asked in Product Tips & Tricks
Filter courses based off Group

Hi all,We have been looking for a solution to what may be a niche problem. Currently, our branches are structured by Customer. We also have an Additional Field for each user, detailing what their “Functional Area” is - ie Finance, Production, Operations, etc.Our courses fall into two categories - general software and products available to everybody, and specific software and products available to only certain customers. Also, although we enroll them in courses upon creating their user, we really want them to explore and find courses that are meaningful to them.Additionally, not all of these courses are appropriate for each “Functional Area”. For example, we would not expect a Finance user to go through a course detailing how to use the software to analyze an asset.What we were hoping to do is create a limited number of catalogs (in this instance 2 - Software and Products). Then, the courses that would be visible to the customer would depend on the user’s branch and additional fields (C

1764
alekwo
Guide III
2 years ago
willingworth
Influencer III
willingworthInfluencer III
asked in Product Tips & Tricks
Tracking Truant Users Over Time

Hello, folks,Does anyone have any systems through groups, notifications, or another feature to track truant users over time? We have a lower-than-average attendance rate for our ILT sessions and we’d like to start tracking folks who do not attend three sessions or more. Maybe even tracking folks who don’t attend two session back to back.Any suggestions or starting points?

291
J
Docebian
2 years ago
lrnlab
Hero III
lrnlabHero III
posted in Product Tips & Tricks
Logging Changes to Localization and other System Configurations

Having done several LMS implementations, I found that keeping track of what options, configurations, settings, etc. an be challenging. There are so many options and these can require updating, changes and rework depending on changing business needs and system updates.In order to keep things in check and also allow others who may share these type of responsibilities in your team(s), a Configuration Log becomes an indispensable part of your project artifacts, and beyond.This is especially true when managing sub-domains who can each have their own versions of settings and configurations. We also track original (or default) values and the new values including the reason or rationale for any updates (this helps a lot in a few years time when you ask, “...how come we set this up like this?”Another area where this comes in very handy is for all Localization changes. If you’ve worked on localization at all, you that once you change the label format’s original value, it can sometime be difficul

32811
L
Helper II
2 years ago
Marco.T
Docebian
Marco.TDocebian
posted in Product Tips & Tricks
How to create "Optional" channels

Ciao, I'm Marco, Business Product Owner here at Docebo and I wanted to share a useful tip within Discover, Coach & Share.If you have a channel that you want to make “optional” for your learners, and you want your users to be able to select to join or not Create a “YES / NO” user additional field e.g. "Join Channel ABC" , and make the additional field visible to users Create a group with automated rule, create a rule that includes all the people that selected “YES”. e.g. "Channel ABC Viewers" with automated rule, based on the auto rule "users has additional field "join Channel ABC" = Yes Set the channel visibility on the previously created group e.g. the channel "ABC" visible to users within group "Channel ABC Viewers". User can edit the additional fields in my profile to select if he wants to join or not the channel You can repeat for multiple channelsHope this help in some of your use casesCiao, Marco 

600
Marco.T
Docebian
2 years ago
Feenix73
Influencer I
Feenix73Influencer I
asked in Product Tips & Tricks
Setting up retraining to another course

Wanted to see if anyone has been able to set up a retraining or recertification to another course.   In our organization we a formalized certification but after a period of time students have to be recertified.   This recert course is shorter and covers the highlights and changes from their original certification.  Looking to see if anyone has done this. 

722
elamast
Hero I
2 years ago
P
Novice I
phettesNovice I
asked in Product Tips & Tricks
Muted Autoplay for HTML Embedded Video on Homepage

I’ve been trying to get a video that we’ve embedded onto a homepage to autoplay muted when the pages loads. I’ve been trying the code I’ve pasted below (“#” is the link for the .mp4 file), but no luck. Any tips would be much appreciated!<video width="960" height="540" controls="autoplay muted"><source src="#" type="video/mp4">Your browser does not support the video tag.</source></video> 

7732
P
Novice I
2 years ago
Johfra
Influencer III
JohfraInfluencer III
asked in Product Tips & Tricks
Multiple Learning Plans in Catalog and user can't enroll until the 1st one is completed

For our customers we are trying to create a learning journey based on 3 LP’s and we want to display this journey on the dashboard.To do this, we enable the LP’s to be shown in a course catalogs and we create a course catalog that entails all the learning plans (LP level 1, LP level 2 and LP level 3).This catalog is then added to the dashboard/page and the users are added to a group to make sure that they will see the catalog on their dashboard.When the user completes “LP level 1”, he or she is automatically enrolled in “LP level 2” (groups and enrollment rules).So far, so good but when an LP is shown in a catalogue, a user can always enroll into an LP, which disrupts the learning journey.Does anybody have an idea how to prohibit the enrollment into an LP when an LP’s is shown in a course catalog

701
Stephen.Barton
Guide II
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings