Articulate is an e-learning platform for creating dynamic lessons and exercises. When integrated with your CRM, training progress is tracked and upon completion, the user's access can be automatically changed.
In order to add an Articulate project to your CRM, take the following steps:
1. Export the project from Articulate to a ZIP file on your computer.
2. Open the ZIP and use Extract All or a similar option to get the files into a new folder.
3. Then locate that folder, right-click on it, and choose Send to > Compressed (zipped) folder.
4. That creates a new ZIP with the original contents inside of a folder within the ZIP.
Next, go to Manage > Administration > Home Page > Articulate Integration in the CRM and click on the Add New Project button:
Select your Articulate project ZIP file, enter the project's title and select the target audience. When finished, click Add:
Once your project has been uploaded, a confirmation message will appear:
You can now add your new Articulate project to a Home Page tab. It is recommended that you create a separate tab for all of your Articulate projects. However, you may also add these projects to any other tab if needed.
For more information on adding a new Home Page tab please see our article on Managing Home Tabs.
To add your Articulate project to a Home Page tab, go to Manage > Administration > Home Page > Home Tabs, locate the tab you wish to edit and click on the Add/Remove Components button:
Click the Add New Component button and select the Articulate Project component from the popup dialog which appears. Click the Add button after making your selection:
The Articulate widget has now been added to the Articulate tab on your Home Page. To set the Articulate project to be shown in the widget, click the Set Project button:
In the pop-up dialog that appears, select the preferred Articulate project and click Save:
Your project is now ready for viewing on the Articulate tab:
Changing the User's Permissions
Articulate provides an option to enter an Exit Course Link to which a user is redirected after they successfully complete a training course.
The Exit Course Link can be used to automatically change the user class. This is accomplished by inserting a special dynamic link which triggers the User Class change when redirected to from the Articulate course.
If you wish to configure an Exit Course Link for your specific User Class change scenario, please contact IRIS CRM support.