Use AI to drive learning objectives

One of the key business drivers for any learning platform is the voluntary uptake of training content by learners.

The key challenge here is to not just make a repository of thousands of pieces of content available, but to also help the learner pick and choose, and to recommend the most relevant learning to them. Additionally, it helps to also be a platform that allows learners to contribute by uploading content and have discussions with peers, mimicking how human beings learn in the physical world.

Adobe Captivate Prime uses an AI-based recommendation engine to achieve this kind of intelligent sifting and driving of learning outcomes and also employs Topic Modelling AI algorithms to evaluate user generated content.

With the right kind of AI enablement, and the move from the stress on manual effort, Captivate Prime empowers you to keep learners interested and engaged with the platform.

Click on the PDF icon below to download our document that tells you more about how we get it done!

As usual we welcome all feedback and queries

Please email: jaisim@adobe.com

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Engage Learners with Automated & Customized Emails

From the time a user is added and registered in the LMS there are a variety of actions they are subject to or undertake, from being assigned roles, to being enrolled in Trainings, to being waitlisted, to being sent reminders, to being sent recommendations for trainings they may like.

If you are an enterprise with a large number of employees, who may at any time be enrolled in a variety of training programs, at different stages of completion, it becomes hard to keep up with the updates of the “who, where, when, and what” in an organized and efficient manner when it comes to their training progress.

The provision of a variety of email notification templates is a very useful tool for Administrators of an LMS, enabling them to decide when an email should be sent and to whom, and to customize it as they see fit. Additionally, learners also benefit from a wide range of email notifications, keeping them posted on their onboarding status, enrollments in Trainings, approaching deadlines, and even how their colleagues are faring on the leaderboard.

Download our customer guide and find out more:

Automate and Customize Email Notifications – Customer Guide

Hope you learnt something new and hope it helped! If you have any feedback or comments please do email me at jaisim@adobe.com. Always glad to hear from you.

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7 WAYS TO DRIVE CUSTOMER EDUCATION PROGRAMS WITH ADOBE EXPERIENCE MANAGER SITES, ADOBE CAPTIVATE PRIME AND MARKETO ENGAGE

Did you know that integrating a few Adobe products could result in a rather holistic learning platform?

I’m specifically referring to Adobe Experience Manager (AEM) Sites, Adobe Captivate Prime and Marketo Engage.

Attached here is a 2020 white paper by Adobe Captivate Prime Product Management that discusses precisely this. There are a whole lot of advantages of course when you integrate one Adobe product with another, simply because they work well together. Having said that, it does not necessarily mean you cannot use each of these exclusively/ in combination with a non-Adobe product just as well.

This paper looks at 7 ways to drive customer education using the combination mentioned above. Of course, this is a Captivate Prime centric document and the focus is on the learning platform as always. This year has seen some great strides forward for Prime, especially keeping in mind the user experience. We have a whole new learner homepage and the UI lends itself so easily to customization.

On the whole, taking a personal approach is extremely important in our holistic view to creating a learning platform. Do read this document to learn more about our approach to your customer education.

7 WAYS TO DRIVE CUSTOMER EDUCATION with AEM Sites, Captivate Prime and Marketo Engage – White Paper 2020

Wishing all of you Happy Holidays!

If there are other areas of Prime that you would like to see covered in these kind of documents and blogs, or if you have any other feedback for us please do write to jaisim@adobe.com

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SWITCH TO THE IMMERSIVE LEARNER HOMEPAGE IN 5 STEPS

A guide to switch from the classic UI to the all-new immersive user homepage experience.

The Adobe Captivate Prime user interface has a fresh look and feel for the learner homepage. Designed to deliver an engaging and motivating experience, there are a number of new features that you can now use to dependably draw and hold the attention of your learners. This document aims to help you understand and configure the new UI elements of the homepage. You can move things around, fine tune the algorithm, see a preview before you finally make the switch to the immersive layout. We have also built in a step for you to enlist the assistance of your CSAM to ensure a smooth transition. We hope you enjoy the new experience.

Please note that you can configure the first THREE steps at any time in readiness for deployment. Only when you are ready to take Step 5 do any of the changes you make actually affect the account setup.

Create an immersive experience for learners in Adobe Captivate Prime

Configure the learner homepage in your Adobe Captivate Prime (referred to as Prime henceforth) to provide an immersive and personalized experience.

This document describes FIVE steps you, the Administrator of the Prime account, must take. Even if your existing account has the ‘Classic’ layout, these steps can help you switch over seamlessly. This document will also help you fine tune the ‘recommendations’ algorithm so that you can make full use of Prime’s personalization capabilities to align with your organizational requirements.

1. Understand and configure UI elements in the new learner homepage

The new ‘Immersive’ layout of the learner homepage comprises several different widgets. When you navigate your Branding setup as Admin: Admin à Branding àLearner, you can toggle the button at the top from ‘Classic’ to ‘Immersive’ and configure the widgets you want here.

Note: You can do this as many times as you want to without any impact on learners until you confirm all actions in the last step.

The new masthead widget

The masthead works as an “Announcement” and you can use a different masthead for every user group you have in your account.

Go to Admin –> Announcements to create “Masthead Announcements”.

Recommended by your Org

You can use this widget to display featured courses on the homepage of a learner. You can further personalize this widget via the new “Recommendation” type of Announcements.

Go to Admin –> Announcements to create an Announcement “As Recommendation” to personalize this widget.

Check out the Live Preview of the new UI before going live

Test your configuration of widgets in the learner homepage, and see what it looks like when you click on this link: https://captivateprime.adobe.com/app/learner?learnerLayout=IMMERSIVE

You can always go back to the earlier steps to reconfigure widgets if you are not satisfied. You can do this as many times as you like.

2. Enable “Classic” or “Immersive” homepage for learners

Navigate to Admin–>Branding–>General and scroll down to the section where you can choose between the “Classic” and “Immersive” experience for all your learners.

3. Tune the Recommendation Algorithm

Prime has an algorithm that makes recommendations based on the kinds of training activities that take place in your account. To help Prime better understand this, you must provide certain required inputs. These inputs are as follows:

Training type

  1. Industry Aligned

Select “Industry Aligned” if you largely train internal employees, and the training material you use in this account mainly comprises off-the shelf content such as that by third party providers like LinkedIn Learning or others.

  1. Custom

Select “Custom” if you largely train external users (or even disparate groups of internal employees) and the training material you use in this account primarily comprises custom training content that you have developed specifically for your different groups of learners.

Identify learners as peers

Similar to the Scope Setting for Gamification or Social Learning, this setting lets you define internal or external groups of learners as peers who will influence each other’s’ recommendations.

1. When Training type is “Custom”:

  • If you select Training type as “Custom” then it is Adobe’s recommendation that you leave this setting untouched, i.e. do not identify any learners as peers.

  • Leaving it this way will allow all learners in the account to influence each other through learning choices they make.
  • However, if you really have very diverse user groups in your account, e.g. you train end customers who belong to different organizations, the dropdown menu should have the different organization names available. [Ensure “Organization Name” is an active field in your user database/csv file, and every learner has an “Organization Name” associated with them.] Therefore, select an “Organization Name” in the dropdown menu, and Prime will accordingly divide your user base into different user groups. Now only peers within an organization can influence a learner’s recommendations, making the recommendations that much more effective and relevant.

2. When Training type is “Industry Aligned”:

  • When you select Training type as “Industry Aligned” then Prime automatically uses a learner’s “Profile” data to create peer groups and then recommendations.

For this to work, it is important to make sure that you populate the “Profile” metadata of learners in your account with data that provides some learner characteristics such as Job Designation or Title. If the “Profile” option is not the correct data, you can select any /all of the other fields. You can have a maximum of FIVE Active Fields in the system. Choose the ones you think are most relevant to making training recommendations for a learner. For example, if you have set up Active Fields for “Business Unit” and “Location City”, and assuming that people within a Business Unit and City are ideal peers, then choose those two fields and direct Prime to use the data therein to create peer groups to influence recommendations.

4. Tune the algorithm with Adobe’s assistance

Although completely optional, Adobe highly recommends that you enlist your CSAM’s assistance with the tuning of the algorithm.

  • First reach out to your CSAM to indicate your desire to switch from the Classic to the Immersive homepage layout for your learners.
  • Your CSAM will work with you from Steps 1 through 3 to ensure they are made correctly.
  • They will use engineering support to make the changes in tuning selections (Step 3) for you.
  • We will request you to wait for one week during which time the recommendation algorithm will tune itself according to the selections made in Step 3.

If you choose not to fine tune your algorithm with Adobe’s assistance and switch to “Immersive” anyway, users will still have an enhanced experience. The only difference will be that the initial recommendations that learners receive will be more generic in nature and will, over a week’s time, be fine-tuned as the algorithm learns user behaviors.

5. Make the switch

Go back to your Admin interface and make the actual switch to “Immersive”.

We hope your learners enjoy the new experience! Please feel free to reach out to our support team at captivateprimesupport@adobe.com or your Customer Support Manager for any assistance.

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Deliver Customized Reports and Meet ROI Objectives

The August 2020 release of Adobe Captivate Prime features a fully revamped Reports feature, showcasing the new Admin Dashboard, a powerful engine that tracks all the many components of Training, helping you maximize returns on your company’s ROI.

At a high level the Admin Dashboard helps you to:

  1. Track Usage,
  2. Track effectiveness of Trainings, and
  3. Drive Training Strategy

This document will take you through the Dashboard’s features that support the fulfillment of these requirements:

Deliver Customized Reports and Meet ROI Objectives – Customer Guide. Feel free to download and peruse at your convenience

Compared to the older functionality of reporting in Prime, the Admin Dashboard provides you a lot more information at a glance, where previously you might have had to export separate Learner Transcripts or Training reports and then perform various analytics to retrieve the information you want. We have tried to better anticipate your Admin requirements with the introduction of the Admin Dashboard. We hope we’ve succeeded!

Do contact your CSAM any assistance with the Dashboard. For further support please do contact captivateprimesupport@adobe.com. For feedback on this document please write to jaisim@adobe.com.

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Job Aids – What you should know

What is a Job Aid?

A Job Aid in the Adobe Captivate Prime LMS is any kind of content, such as a document /excel sheet/ video, that helps a user do their job/ complete a task. For example, a customer service executive dealing with product returns or exchanges on an online portal, could use a video tutorial to understand the steps required to fulfill a return request. The video they watch is a Job Aid, and one they can download and use as reference material anytime they like.

Depending on the kind of user and the Skills they are assigned, corresponding Job Aids are made available in Prime. A learner can explore the available Job Aids in the catalogs. The Job Aids that they select will appear in a widget on their Learner Dashboard. An Admin or Manager may also assign relevant Job Aids to a learner.

Roles and Job Aids

Author
  1. An Author creates Job Aids that assist learners in the roles they fulfill at work. Supported formats include:
  • PDF
  • PPT
  • PPTX
  • XLS
  • XLSX
  • DOC
  • DOCX
  • All video file formats

The Job Aids are assigned Skills that then make them relevant to the learner and help in filtering the Job Aids. To learn more about the process of creating a Job Aid, visit the Adobe Helpx section on Job Aids.

Note: Using a Job Aid does not contribute towards the achievement of a Skill.

  1. The Author, after publishing the Job Aid, can use the drop-down menu from the settings icon beside every Job Aid to edit, preview or withdraw the Job Aid.
Manager:
  1. Can assign a Job Aid to a learner:

A Manager has access to the repository of Job Aids, and can only view Published Job Aids, sort them according to Skills, and manage the assignment of Job Aids to learners. If a Manager decides that a certain Job Aid is relevant to a certain task/function, or in the achievement of certain Skills, they can assign it to learners in their team as deemed required.

Please note: A Manager cannot create, publish, or withdraw a Job Aid.

You can also find this information in the Adobe Helpx section on Job Aids.

Admin:
  1. Publish a Job Aid

As soon as content is created, it is automatically available in the catalog (visit the Helpx section on Catalogs). An Admin can publish a Job Aid; however, an Admin cannot create a Job Aid. To create a Job Aid, an Admin must log in as an Author. When a Job Aid is published, it becomes available on the (enabled) catalog for Users/Learners to see and potentially download/access

  1. Withdraw a Job Aid

If, after it has been published, a Job Aid becomes unnecessary or irrelevant, it may be withdrawn from the catalog – just like how courses can be retired. Only an Admin or an Author can decide when a Job Aid should be withdrawn.

  1. Assign a Job Aid to a Learner/User

If an Admin decides that a certain Job Aid is relevant to a certain task/function, or in the achievement of certain Skills, they can assign it to Users/Learners as required.

To learn how to do the above, please visit the Adobe Helpx section on Job Aids for Administrators.

  1. Create a Job Aids Report. The Admin is the only role that may use the reporting feature in Prime to generate a Job Aids report. Below is a summary of what a Job Aids report entails.

Note: All the above roles can preview Job Aids to see what they look like before publishing and without downloading them.

Job Aids Report

An Admin of an LMS is the only role that can export a Job Aids Report.

Admins can export reports using the data gathered in the LRS (Learning Record Store) to understand the usefulness of Job Aids in Prime. A Job Aids Report provides data such as the number of downloads, by whom, when, and various other details that provide valuable information to Admins.

A Job Aids Report provides information about all Job Aids and their respective downloads. The image below is a sample representation of the kind of information that a Job Aids Report contains:

Example of a Job Aids Report:

Primarily, a Job Aids Report allows an Admin – and thus the L&D and other authorities – to use the information found to understand patterns about Job Aids. All information regarding the downloads and the Users/learners who downloaded the Job Aids is available here. The data may also provide an understanding of the usefulness of Job Aids in comparing the performance/ achievements of Users/Learners who did not use them with those that did.

To learn how to generate a Job Aids Report, go to the Adobe Helpx section on Job Aids Reports.

For further assistance please contact captivateprimesupport@adobe.com .

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Edit Administrator Email ID

Trigger:

To contact the Admin of the account, a learner clicks on the ‘Contact Admin’ link in the footer of their Adobe Captivate Prime account page. An email is sent to the person whose Email ID is linked to the account. If the Email ID is inaccurate, the appropriate Admin for the account does not receive the email.

To make changes to the contact Email IDs that are linked to the account, please follow the procedure below.

Procedure:

  1. Login as Admin and click on ‘Settings’.
  2. Click on ‘General’ and scroll down to Support Email ID. These are the listed contact Email IDs for the Admin(s). To add/delete/edit, click on ‘Change’.
  3. Make the necessary changes. Separate email addresses with a semicolon. Click on ‘Save’.

Conclusion:

When users click on ‘Contact Admin’ their emails will now be sent to the account Admin whose email ID has been entered as above.

The Adobe Captivate Prime LMS allows you to have multiple Admins. Learn more about allowing Admin access to users by visiting the Adobe Helpx section on assigning roles to users.

If you require further assistance, please contact captivateprimesupport@adobe.com.

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