Building trails

A trail is an ordered sequence of content pieces. Members work through it in order, and autoplay advances them from one piece to the next.

Trails live in the Trails section of the initiative.

Choosing content for a trail

Before selecting pieces, be clear about two things: what the trail is meant to achieve, and who it is for. Role, department, seniority and regional context all change what will land.

Structure the trail as a journey. Open with a piece that sets the scene and provides context, then follow with pieces that build towards the outcome.

There is no limit on length, but between five and eight pieces works well. Beyond that, consider how much time members realistically have.

Creating a trail

Choose Create New Trail and work through the wizard.

The first step is selecting content. You can filter by content type, or search by keyword.

The wizard only offers content that belongs to this initiative. Content in another initiative does not appear, even if you administer that initiative too. If a piece you expect is missing, check which initiative owns it.

Once you have selected the content, set the order. The order you set is the order members experience.

What members experience

Members start the trail and move through it in sequence. Autoplay advances automatically when a piece is completed.

Different content types complete in different ways:

• Podcasts and videos complete when played to the end, and autoplay advances immediately

• Power reads and PDFs complete when scrolled to the end, then the member advances using the next-content action

• External resources complete when the member opens the resource

Scheduled livestreams are skipped by autoplay. They have no playable media, so the trail advances past them to the next playable piece.

When every piece is complete, the trail is marked complete.

Access

Access to a trail carries through to everything inside it. A member who can open the trail can open all of its content, even where individual pieces have different access restrictions.

Check the trail's own access before adding restricted content to it.

Editing a trail

Open the trail from the content table to reach its summary page, then edit from there.

Changing a trail that is part of an active action affects the statistics for that action.