(v2.x) Managing learners after a campaign has been launched

Modified on Tue, 17 Sep at 11:48 AM

When creating a campaign, learners are assigned by the values mapped to the Title and Department data provided via a .csv upload or mapped attributes in the LDAP Directory.


After launching a campaign, admins may be required to add new users or remove existing users assigned to a campaign. They may also want to see more detail about which users have not yet started, have partially completed, have fully completed or are overdue on their training assignments.


You can use the Manage Learners page to achieve these goals and export current user statistics without having to configure and run a report.


Accessing the Manage Learners Console:


1)  From the Campaigns navigation menu item, select either the # Learners link, or, select the three dots (…) on the right hand side of the campaign entry:


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The Manage Learners page will open:


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From this page, admins can:

  • Sort users by selecting one or more of the sort buttons at the top (All learners, Not started, In progress, Completed and Overdue). Clicking more than once toggles the selection on and off.
  • Export the user list from the sorted users by clicking the Generate CSV button.
  • Enroll new users into the campaign after it has been launched.
  • Remove users from the campaign by selecting the Action button.
  • Search for learners enrolled in the campaign by department, name, email or title.
  • Sort Learner information by selecting the sort buttons in the column headers.

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