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Initiatives is a feature that can offer you robust, data-driven insight into the performance of your learning initiatives. The Initiative builder empowers you to define your learning initiatives using Groups, Topics, and Content in the Intellum platform and offers benefits in content management and deeper access to data with the addition of Insights Plus.

In this article, we’ll cover accessing Initiatives and building your first initiative.

Things to note:

  • Initiatives is an account option that must be enabled by an Intellum representative.
  • Initiatives can be enabled for any Intellum account; however, data dashboards connected to your Initiatives and Content in the platform are only viewable with a subscription to Insights Plus.

Access Initiatives

To access Initiatives from the homepage, navigate to Admin view by clicking on your profile picture in the top right and selecting Admin.

On the Admin page, select Initiatives in the column to the left.

Add a New Initiative

If you're creating an initiative for the first time, you can click the + icon to the right of Initiative and then New Initiative. Or, you can click the + Create an Initiative button at the bottom of the page and then New Initiative.

After you've created your first initiative, the + Create an Initiative button will disappear. You will have to click the + icon to the right of Initiative and then New Initiative to create additional initiatives.

Choosing a Name & Type of Initiative

In the Initiative menu, add the following.

  1. Initiative Name: Create a name for your initiative.
  2. Initiative Type: Choose the initiative type that best matches what you want to track.
  3. Initiative Description: Optional — Include a description of what your initiative is about.

Click Audience in the bottom right of the page to continue to the next menu.

Adding Audiences

To add an audience, click + Add an Audience. You can add more than one audience to an initiative, with each one being either a new or existing audience.

If you're manually creating a new audience, click New Audience. You'll be taken to a page where you can fill out the audience's name and choose which type of audience you want to analyze.

Audiences that you create will be added to the Existing Audience list.

You can also create an existing audience from the Groups page by doing the following:

  1. Navigate to the Groups page.
  2. Select the group you want to add to the Existing Audience list.
  3. Go to the group's Properties.
  4. Choose an Audience Type.

If you click on Existing Audience in the Audience menu, you'll be taken to a page where you can choose from a dropdown menu which existing audience you want to use. After selecting an audience, its type will appear under Audience Type.

After you've made or chosen an audience, click Additional Tracking in the bottom right of the Audience menu to continue to the next menu.

Deciding on Additional Tracking

In the Additional Tracking menu, you can decide if you want to track Social,
e-Commerce, and Instructor-Led activities. Click the checkbox for each item you want to track.

When you're finished, click Summary in the bottom right of the page to move on to the final menu.

Tagging Topics in the Summary

The Summary menu shows a recap of the information you filled out in the previous menus. If you have not filled out a field that is required, click on the pencil icon in the field to go to the according menu. You can also click on the menu names at the top of the page to navigate between the four menus.

Below the recap is a Topic Tagging section. Click on the Topics folder icon to display a list of topic sections. You can type in the search bar to look up a specific topic section or topic. You can also click on the arrows next to each topic section to view more topics.

If your organization has multiple locales (see the dropdown list to the right of the search bar), you can choose one to narrow down the Topic Tagging list to topic sections and topics from only the desired locale.

To tag a topic, click the box next to the desired topic. If you click the box next to the topic section the topic is under, you'll select every topic in the topic section instead.

If you want to add a topic section or topic to tag, you'll have to go to the Topics page. From there, click Add New Section or Add New Topic under an existing topic section.

Deleting a topic section or topic in the Topics page will remove it from the Topic Tagging list.

Once you're finished tagging topics and all required fields in the recap are filled, click Save Initiative in the bottom right of the page to create your initiative.

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