Quickly add partner contacts and notify them about courses they need to take. Courses can be ready in the portal and enrolled ahead of time without notifying partners, giving you the flexibility over when notifications are sent.
Enrollment from within the course
Step 1: Open the course detail and click Enroll
Step 2: Select the users you want to enroll
Individual partner contacts
Entire sets of partner contacts based on filters like:
Partner tiers - learn more
Specific partner roles (e.g., sales, technical, onboarding) - learn more
Step 3: Enroll and notify (optional) the selected partner contacts
Enroll and notify partner contacts they are enrolled in the selected course.
Notifying contacts is optional because you can enroll all partner contacts before launching their partner portal. This allows courses to be available in the portal without sending emails in advance, giving you the flexibility to control when contacts are notified.
Enrollment from within the partner detail
You can enroll partner contacts into courses directly from a partner’s detail page, making it easy to manage each partner individually. This approach allows you to select specific courses for a partner and optionally notify them immediately, keeping course assignments organized and streamlined. It also provides the flexibility to prepare content in advance, so partners have everything ready when they access their portal.
Step 1: Select the partner contacts you want to enroll
Step 2: Select which course you want to enroll your partner in
Step 3: Enroll and notify (optional) the selected partner contacts
Enroll and notify the partner contacts they are enrolled in the selected course.
Notifying contacts is optional because you can enroll all partner contacts before launching their partner portal. This allows courses to be available in the portal without sending emails in advance, giving you the flexibility to control when contacts are notified.
You get a notification email when a partner contact effectively starts the course
