Gainsight CE FAQ Series - Add-Ons: How Do Learners Search For and Categorize Content?

  • 7 February 2024
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Your learners most likely come to your education platform on a mission. It could be that a customer has forgotten how to utilize a feature in your app and is seeking a quick refresher or you've recently updated your platform or introduced a new add-on, and users are eager to explore to learn more about it. In today's fast-paced world, everyone is in a hurry, wants to find what they want as quickly as possible and get up to speed ⏩

 

If you have an abundance of valuable learning content, but are finding that your users are unsure where to dive in first or find what they are looking for, let’s learn about incorporating a search bar and categories to your Academy! Keep reading to see how (and why) you should add these in.   

 

The search bar will be positioned in the top right corner ↗ of your learner-facing Academy. Learners can type in key terms that they will hopefully lead them to the relevant content they are looking for 👀

 

The CE search bar shows exact matches, directing learners to courses with titles containing the specified keywords, as well as specific course activities associated with those terms. Learners have the option to filter these results too, if they’re searching for an overall course or just a simple activity with this information, see this in action below in Northpass Academy!

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We also suggest categorizing your course content, so if a learner is searching for a slew of courses on a specific topic, they can filter the entire catalog. They can utilize the filter button in the catalog that showcases your Academy’s categories, to give them a place to start. 

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How do I enable this Search + Discovery in CE?

1️⃣ Log into your instance of CE, navigate to Apps, then Add-Ons

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2️⃣ Scroll down to find Search + Discovery

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3️⃣ Once you see this screen, toggle the button on!
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How do I enable categories in CE? 

After enabling Search + Discovery,  you’ll see a “Customize categories” button. 

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You’ll be directed to this page to create those categories. Once they are created, you can then associate them with specific courses in each individual course’s settings

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Pro Tip 🧠 You can also access categories by clicking the hamburger menu 🍔 (three parallel lines) in the top left of the screen and clicking on "School Settings". 


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