Knowledge hub setup guide

A guide to help get you started and on your way to greater value with knowledge hubs!

In this article


Knowledge Hubs serve as a way to curate your content for your learners so that they can self-serve the information they need. 

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Once your learners complete a course, they will be directed back to your Knowledge Hub where all of their other assigned content is available for them to explore. 

Knowledge Hubs can also exist in your native app, be delivered through email, SMS, shared through a QR code or shared using one of our many partner integrations. 

The below are a series of suggestions and tips to ensure the setup and launch of your Knowledge Hub is as smooth as possible.

Knowledge Hub Setup

  • Brand and name your Knowledge Hub in a way that’s aligned with your company. Ex. Delivery Driver Hub, [Company Name] Academy
  • You can update your Knowledge Hub configurations (including colors, name, and other preferences) here. 
  • We recommend starting with one Knowledge Hub to begin with as this will be easiest to maintain. Content within your Knowledge Hub should be curated based on the team your learner is in by assigning content by Section.

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Courses in a Knowledge Hub

  • Ensure each course has a cover image that is distinct and represents the content that will be covered in each course. 
  • Consider the name of each course - learners will browse and be able to search for courses based on the title so ensure they have relevant and intuitive titles. 
    • Ex. How to complete my first delivery
  • Courses should be brief - 1-2 lessons max so that learners can easily find the information they’re looking for. If you would like to include a longer course, consider breaking up the content as individual courses within a Section.
  • We recommend including a survey at the end of each course to help collect qualitative and quantitative feedback from learners on the specific content. This feedback will be saved in the Course Report and can be exported. This feedback can be used to help us make edits to content or inspire ideas for additional courses.
    • Ex. Did this course help prepare you for your first delivery? Is there any other information you need to get started? 

Curating your content with Sections

  • Your first section should contain the most relevant content for your learners at their stage of the lifecycle as this will have the most learner traffic/engagement. Ex. If the goal is to get them to take their first shift, make sure this information is in the first section.
  • Section titles should be engaging and indicative of the theme. 
    • Ex. Your first delivery
  • Depending on your use case, you can rotate seasonal content in the first section. 
    • Ex. Prepping for the holidays
  • Courses within sections should be in the order in which you’d like your learners to complete the content (you can’t enforce this currently but you can curate their experience). You can drag and drop courses to order them.

Review before Launch

  • Preview your Knowledge Hub as if you were a learner. Some customers will share preview links with their end users for feedback before a full roll out.
  • You can find the Preview option for Knowledge Hubs in the screenshot below. Use this feature to preview the Knowledge Hub from different teams as if you were a learner.


Driving engagement to your Knowledge Hub

  • Upon launching a new Knowledge Hub to learners, make sure to communicate the benefit: sharing important resources and information with your learners to help them excel in their role (remember to always tap into their motivations!).
  • A multi-channel approach will help promote traffic and engagement. In addition to embedding a Knowledge Hub in your app, we recommend pushing your learners to the Knowledge Hub through automated email campaigns at the right time. 
    • Ex. In your welcome emails to learners, ensure you highlight where all their training can be found and provide a direct link to access it.