Training and Journey Builder Integration

The Training Module integrates seamlessly with the Journey Builder Module to create comprehensive onboarding and development programs that incorporate learning achievements as measurable milestones within structured user progression pathways. This integration transforms training from standalone educational activities into integral components of broader organizational workflows, where course and learning path completion drives journey advancement, supports sequential skill development, and provides visibility into user readiness across partner, customer, and employee communities.

Integration Overview

Training and Journey Builder integration enables administrators to embed course completion and learning path requirements as journey steps, enforce learning prerequisites before business process progression, track training achievement within comprehensive onboarding frameworks, and create unified user experiences that combine education with operational milestones.

Integration benefits:

For learners:

Complete training requirements as part of structured onboarding experiences rather than isolated course assignments
Understand training context and relevance within broader organizational progression pathways
Progress through journeys systematically with training milestones validated before advancing to subsequent activities
Receive unified notifications coordinating training completion with overall journey advancement
Experience seamless workflow continuity where training naturally integrates with business processes

For administrators:

Enforce training completion prerequisites before partners or customers access critical business functions
Track user readiness holistically through combined training and operational milestone visibility
Reduce manual progress monitoring by leveraging automated journey advancement based on course completion
Design comprehensive onboarding programs that systematically build knowledge and operational capabilities
Measure program effectiveness through integrated journey analytics showing training impact on overall progression rates

For organizations:

Accelerate partner and customer enablement through structured learning and operational integration
Ensure compliance requirements are satisfied before users perform regulated activities
Standardize onboarding experiences with consistent training sequencing across user populations
Demonstrate training effectiveness by connecting learning completion with business outcome achievement
Support scalable growth through automated, repeatable onboarding journeys combining education and activation

Course Completion as Journey Steps

Journey Builder includes a dedicated "Course Completion" step type specifically designed for Training Module integration. This step type automatically tracks when learners complete courses or learning paths and advances journey progress without requiring manual verification or claim submission.

Configuring course completion journey steps:

Navigate to Journey Builder and select or create a journey where training integration is required
Add or edit a journey phase where course completion should occur
Click Add step within the phase and select "Course Completion" from the 15 available step types
Configure step details:
- Step Name: Descriptive name indicating the training requirement (e.g., "Product Fundamentals Training")
- Step Description: Guidance explaining training expectations and relevance to journey progression
- Course or Learning Path Selection: Choose the specific course or learning path that satisfies the step
- Optional Setting: Determine whether the step is required for phase completion (note: final steps in phases cannot be optional)
Configure sequential step completion settings if training must occur before subsequent journey activities
Save phase configuration to activate the course completion step

Step completion behavior:

Journey Builder automatically detects course or learning path completion through real-time integration with the Training Module. When learners satisfy course completion requirements (complete all lessons, pass required quizzes, meet passmark thresholds), the system immediately marks the journey step as complete without administrator intervention.

Integration mechanics:

Course completion in the Training Module triggers automatic journey step completion
Learning path completion satisfies journey steps configured with learning path requirements
Progress tracking synchronizes between Training Module user progress views and Journey Builder advancement displays
Completion timestamps from the Training Module determine journey step completion dates
Journey phase progression respects training completion requirements when sequential progression is enabled

Common Training Integration Patterns

Organizations leverage Training and Journey Builder integration across various use cases that align learning with operational requirements:

Partner onboarding journeys:

New partners progress through structured activation pathways that ensure training completion before operational enablement:

Foundation Phase:
- Complete Partner Portal Orientation course (Course Completion step)
- Update company profile (Update Company Profile step)
- Complete Product Overview learning path (Course Completion step)
Certification Phase:
- Complete Sales Methodology course with 80% passmark (Course Completion step)
- Complete Technical Fundamentals learning path (Course Completion step)
- Submit certification documentation (Form Submission step)
Activation Phase:
- Register first deal opportunity (Deal Registration step)
- Schedule kickoff meeting with partner manager (Calendly Meeting Booking step)

Customer onboarding journeys:

Customer success programs incorporate product training as prerequisites for advanced feature access:

Getting Started Phase:
- Complete Platform Basics course (Course Completion step)
- Complete initial profile setup (Update Profile step)
Feature Enablement Phase:
- Complete Advanced Features learning path (Course Completion step)
- Submit feature request form (Form Submission step)
- Provide onboarding feedback (Survey Submission step)
Community Engagement Phase:
- Submit first community idea (Idea Submission step)
- Register for customer summit event (Event Registration step)

Compliance and certification programs:

Regulatory training integrates with operational authorization through journey-based compliance tracking:

Compliance Training Phase:
- Complete Regulatory Requirements course (Course Completion step)
- Complete Security Fundamentals course (Course Completion step)
- Sign compliance acknowledgment (DocuSign Agreement step)
Certification Phase:
- Complete Advanced Certification learning path (Course Completion step)
- Submit certification claim (Claimable Activity in Rewards Module, if integrated)
Operational Authorization Phase:
- Update authorized activities in profile (Update Profile step)
- Schedule certification review meeting (Calendly Meeting Booking step)

Best practices for training integration in journeys:

Position training steps early in journey phases to establish foundational knowledge before operational activities
Use learning paths rather than individual courses when multiple related courses should be completed together
Configure sequential step completion when training must precede specific business processes
Provide clear step descriptions explaining why training is required and how it relates to subsequent journey activities
Align training due dates with phase due dates to maintain journey momentum
Monitor journey analytics to identify training steps causing progression bottlenecks
Combine training completion with profile updates or form submissions to capture learner feedback and readiness confirmation
Create separate phases for different training tiers (basic, intermediate, advanced) to support progressive learning journeys

Integration with Rewards and Journey Builder

Organizations can combine Training Module, Journey Builder, and Rewards Module integration to create comprehensive incentive programs that reward journey progression including training completion:

Three-way integration benefits:

Learners earn points for completing training courses (Training-Rewards integration)
Training completion advances journey progress (Training-Journey Builder integration)
Journey completion awards bonus rewards (Journey Builder-Rewards integration)
Unified user experience combines education, progression tracking, and tangible incentives

Configuration approach:

Configure Course Completion activities in Rewards Module to award points for training completion
Add Course Completion steps in Journey Builder requiring the same courses
Configure Journey Completion activity in Rewards Module to award bonus points when users complete entire journeys
Result: Users earn points for individual course completion AND receive journey completion bonuses, creating layered incentive structures

Example three-way integration:

Partner completes Product Fundamentals course: Earns 100 points (Rewards Module)
Course completion marks journey step complete: Advances Partner Onboarding Journey (Journey Builder)
Partner completes all journey phases: Earns 500 bonus points (Rewards Module Journey Completion activity)
Total reward for comprehensive program participation: 100+ points per course + 500 journey completion bonus

See: About Rewards Module and Training and Rewards Integration for detailed reward configuration instructions.

Configuration Requirements

Prerequisites for Training and Journey Builder integration:

Active Journey Builder Module: Ensure Journey Builder is enabled and configured with at least one active journey
Published Training content: Courses and learning paths must be Published (not Draft) before they can be selected in journey step configuration
User assignment: Learners must be assigned to both journeys and the courses/learning paths referenced in journey steps
Access permissions: Administrators require Journey Builder configuration permissions and Training Module access to create integrated workflows

Integration verification:

Test course completion to verify journey steps automatically mark complete
Check user journey progress dashboards to confirm training completion reflects in journey advancement
Validate sequential progression requirements prevent phase advancement until training completes
Monitor journey completion notifications confirming users receive advancement alerts
Review journey analytics ensuring training step completion rates align with overall progression patterns

Troubleshooting integration issues:

Verify courses and learning paths are Published status—Draft content cannot be selected in journey steps
Confirm learners are assigned to referenced courses through Training Module user management
Check journey phase activation status—inactive phases do not track step completion
Ensure learners meet journey audience criteria through Security Roles or User Groups sharing permissions
Review user course completion status in Training Module if journey steps remain incomplete despite course access
Verify sequential step completion settings if learners should complete training before subsequent steps
Monitor course compliance settings ensuring completed courses remain valid throughout journey duration