Custom learning links reinforce nudge content around select themes and quickly connect your employees to additional resources they can take action on in addition to the nudge. Additionally, custom learning links keep your learning and development, and technology resources, top of mind for your teams.
Note: Intelligent Nudges are available only with the purchase of Activate or Grow (for 360 events). For more information, see the Activate Overview article or the Grow Overview article.
You can enable up to 14 different types of resources (if applicable) in your organization:
Allyship Resource
Career Development Tools
Company Benefits Portal
Effective Meeting Resource
Inclusive Meeting Resource
Learning Management System
Mentorship Resource
Mitigating Unconscious Bias Resources
Performance Evaluation Process
Personal Development Plan
Public Recognition Platform
Requesting Feedback Platform
Time Off Request Platform
Total Rewards Information
As an administrator, you can add and manage custom learning links for nudges.
This article walks through:
- Add a Custom Learning Link
- View the Click Rate
- Edit a Learning Link
- Deactivate an Active Learning Link
- Delete a Learning Link
Add a Custom Learning Link
You add custom learning links via the Activate settings in the Admin Portal.
The Learning Links tab includes a + Add Learning Link button and a table displaying all custom learning links created so far. The table contains the following information for each link:
Custom Name: The name of the resource the link points to.
Content Type: The category of resource types applicable to the link. Choose from one of the 14 predefined content types. The AI Engine uses the content type to determine which nudges should include the learning link.
Audience: Which users will see the link in their nudges, depending on their job level.
Status: Indicates whether the resource is active, in draft mode, or deactivated.
Click Rate: The number of users who opened the link at least once divided by the number of users who opened a nudge containing the link.
Actions: Contains an Edit button you can use to modify existing learning links.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Activate in the Platform Settings section.
The Learning Links tab appears.
Click + Add Learning Link (top right).
The Select Learning Content Type dialog box appears. Each available type includes a brief description.
Click the learning content type you want to use, then click Next.
The Edit Learning Link Details dialog box appears.
Required fields are indicated by a red asterisk (*). The Preview Nudge section shows what a nudge with the learning link will look like for recipients.
In the Content URL box, type or paste the URL for the content to which you want to link.
In the Audience section, select the checkbox for each user role you want to access the content.
In the Custom Name box, type a name for the content to which you want to link.
The name you enter updates in the Preview Nudge section of the dialog box, showing you how a nudge with the learning link will appear to users.
If you want the custom name to appear in additional languages (English is the default), expand the Add Translated Custom Names dropdown to display text boxes where you can enter translations for the custom name in any of the core 34 supported languages.
Note: Perceptyx does not provide translations for the custom names.
Click Activate to save your selections and make the learning link active.
The newly added learning link displays at the top of the table.
Note: If you don’t want to activate the link yet, click Save as Draft instead of Activate. This will save your changes and the link will appear with the Draft status in the Learning Links tab. When you are ready to activate the learning link, you can click Edit to make modifications (if needed) and activate the link.
View the Click Rate
The click rate for each active learning link displays in the Learning Links tab.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Activate in the Platform Settings section.
The Learning Links tab appears.
Navigate to the link and view the value in the Click Rate column.
Edit a Learning Link
You can edit a learning link as needed - for example, if you want to link to different content or add or remove a content name translation.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Activate in the Platform Settings section.
The Learning Links tab appears.
Click Edit for the learning link you want to change.
The Edit Learning Link Details dialog box appears.
Make your changes.
If your link is in Draft or Inactive status, click Activate or Save as Draft, as appropriate. If your link is in Active status, click Publish Changes.
Note: If you make changes but then decide not to save them, click Cancel (bottom left). When the confirmation message appears, click Discard Changes.
Deactivate an Active Learning Link
You can easily deactivate an active learning link as needed - for example, if the content you’re linking to needs to be updated. Deactivating a learning link removes it from nudges, but saves the information in the platform in Draft status so you can reactivate it if/when necessary.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Activate in the Platform Settings section.
The Learning Links tab appears.
Click Edit for the learning link you want to deactivate.
The Edit Learning Link Details dialog box appears.
Click Deactivate.
A confirmation message appears.
Click Deactivate.
The learning link is deactivated and saved in Draft status.
Delete a Learning Link
You can delete a learning link if you no longer need it - for example, if the content it links to is deleted or if the click rate indicates it is not engaging recipients. Deleting a learning link permanently removes the link and any translations for the content name from the platform.
Log in to the People Insights Platform.
In the navigation bar, click Admin Portal.
The Admin Portal appears.
In the left panel, click Activate in the Platform Settings section.
The Learning Links tab appears.
Click Edit for the learning link you want to delete.
The Edit Learning Link Details dialog box appears.
Click Delete.
A confirmation message appears.
If you are sure you want to delete the link altogether, click Delete.
The link and any translations are permanently deleted.
Note: If you want to save the information for future use, click Deactivate to deactivate the learning link and save it in Draft status.
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