Knowledge Base
Explanations, tutorials, guides and useful tips for using Promote
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Log in and password
- Introduction to Sign-In Options
- First time login
- Passwordless Sign-In
- Two Factor Authentication
- Single Sign On via Company Sign in
- Usernames in Promote
Your Global Menu
- Introduction to the Global Menu
- The Programs tab in the Global Menu
- The Users tab in the Global Menu
- The Resources tab in the Global menu
- The E-learnings tab in the Global Menu
- The Help Center tab in the Global Menu
Build your program - The Builder in Promote
- Promote builder basics - three levels
- How to create a new program
- Module - Block
- Module - Event
- Module - Milestone
- Assignment
Admin Specials in Promote
Technical Information
Program settings
- Program name
- Program support information
- Program Category
- Program Language
- Allow learners to invite their coach
- Automatic Reminders
Timeline - Date Management
- Introduction to the Timeline
- Timeline type - Program start/end date
- Timeline type - Individual Start Dates
- Switching program timeline type
- Setting dates in a program
- Setting days from start
Program resources and attachments
- General about resources
- Create new resource
- Assign existing resources
- Program resources list
- How to embed videos
- Images
Reports
Users
- Admin permissions
- Introduction users, members and roles in Promote
- How to import members via CSV
- How to add members one by one
- How to delete a member from a program
- Members information and status
Invitations
- Introduction about invitations
- How to send invitations and invite members
- Saving Program Invitations
- Invitation status
- Scheduling Invitations
- Best Practices for Invitation Management
Learner in Promote
Coach in Promote
Facilitator in Promote
- Good practice being a Facilitator in Promote
- A facilitator's guide to create engagement using Promote
- How to assign a Facilitator to a task
- Learner status in facilitator view
- Interact with your learners in Promote
- Announcements
Payment Integration
AI Assistance in Promote
Remora (BETA) – The Tool for AI Bot Creation
Fetch
- Introducing Fetch – The Intergrated Survey and Quiz Tool for Promote
- Add admins to Fetch
- Familiarize yourself with the main titles
- Main Questions and Question Parts in Quizzes
- Main Questions and Question Parts in Surveys
- The 'Description' Fields in Fetch