Guide to configuring Courses with Course Builder

Note: This article is no longer maintained. For updated information, please refer to the corresponding Admin App article. We recommend updating your links if you’ve linked to this article.

Courses make up the most essential aspect of training, as they contain all the learning materials for your users. By enrolling users in Courses you can assess your sales reps' understanding of the provided information and feel confident knowing they are better equipped with the knowledge to sell effectively. Courses can stand alone, or you can include them in a learning path.

A course can consist of three modules: lessons, a test or survey, and/or a PitchIQ. You can include all three modules in a course, or each can stand independently. For example, you may want to run a PitchIQ contest where sales reps deliver their elevator pitch for a product they already know well. In this case, it may make sense only to use the PitchIQ module. Or perhaps your organization is introducing a new product to the market, in which case each module can be used to train your users on the different areas of the new product via lesson content, testing their knowledge, and getting them comfortable pitching with a PitchIQ. 

Following this introduction, you can read more about each stage of building a Course using the articles below. 

Note: We built Illustrator and Photoshop templates to help you create covers for the Courses. You can download the templates at the bottom of this article.

Key features

• Equip users with courses tailored to your team’s learning initiatives
• Help users learn with content and tests then put their skills to work with a PitchIQ
• Access users learning 

You need this to succeed

• Showpad Coach Essential, Plus, or Ultimate package (PitchIQ for Plus and Ultimate only)
• A Showpad admin account

The quick way to awesomeness

We created multiple articles to explain how to work with the Coach course builder. Click on the article title or navigate using the section on the right.

1. Create a course
2. Add sections and lesson content
3. Set up tests and surveys
4. Add a PitchIQ module
5. Assign users, review, and publish your course
6. Edit published courses

Note: For Platform users, Courses will be recommended to sellers when viewing related assets in Showpad. The recommendations are based on if the asset is used in one or more of the lessons within the Course or if the asset's title matches the title or description of the Course. Any Courses that the seller has already completed will not be shown.