How to add people to a Journey

Modified on Tue, 8 Sep at 5:04 PM

TABLE OF CONTENTS


This article explains how to add people to a Learning Journey. You can add either individual learners or entire teams from your organization.


Adding Individual Learners

  • Open the Learning Journey

  • Go to the “Learners” tab

  • Click "Add learners" and choose "Add learners" from the dropdown

  • Search by name or email

  • Select the learners you want to add

  • Click "Add"

If a learner is already in the journey, they show as "Already added" and can't be selected.


You can also access this function from the Journey editing page by selecting “Edit” in the “Learners” box. 


Adding Teams

  • Open the Learning Journey

  • Go to the “Learners” tab

  • Click "Add learners" and choose “Add teams” from the dropdown

  • Search by team name

  • Select the teams you want to add

  • Click “Save”

A headcount preview shows how many people are included in the selected teams.
Team changes are not automatically synchronized. Re-add the team when new members join to include them.
All team members receive a notification when the Learning Journey is published.


Upload file 

  • Click "Add learners" and choose "Upload file" from the dropdown
  • Click "Download template" to get the required columns
  • Upload the completed file (maximum 5,000 rows)
  • Review the sections that apply: "Will be added," "Already added," "Not on platform," "Errors"
  • If any rows weren't added, download the combined file to see why
  • Click "Add learners"

The import runs in the background. There's no in-app status page — you'll get an email once it finishes, listing each address as added or failed.

There's no retry for individual failed rows — to fix them, upload a new file with just those rows.

Adding a learner by CSV also gives them access to the journey's linked space automatically.


Important Notes


Third-party catalogs
If the Learning Journey includes courses from external providers (e.g., Coursera, Pluralsight), make sure learners have access to those catalogs before adding the courses. Without catalog access, learners may see empty or locked items.


Learning Journey status

  • If the Learning Journey is Published, learners gain access immediately

  • If the Learning Journey is Unpublished, learners will be added when it is switched to Published


Keep the Learning Journey Unpublished while you prepare its content. Learners will not be notified until you change the status to Published.

 

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