This instruction is part of the Sessions guide and only works for users who have trainer permissions.
Click on 'More' in the navigation menu, then select 'Sessions'.
Select one of the Sessions listed. If no Sessions are listed, please ask your admin to unlock Sessions for you. See how to set up automations for attendees and trainers.
Click on 'Add +' to add a new event series.
You can now fill in the fields for the event series:
At event series level, you can fill in the following fields:
Event series title (optional): if no title is added, the event series title will be the same as the Session title.
Target groups: learners who can register for the event series (see description below)
One or multiple events (see description below)
Host email (optional): a generic host email for participants to contact if they have questions, e.g. 'trainers@company.org'. If no host email is provided, learners can choose from the list of hosts. Their email is then sent to the host's personal email address.
We recommend adding a generic host email especially if you want to keep the trainer's email address hidden for GDPR concerns.
Registration start and end date
Number of attendee spots available
Allow waiting list: Checking this box will allow learners to join a waiting list when the event serie is full (read more about waiting list).
Comment (optional): an extra description about this event series
Events
At event level, you can fill in the following fields:
Event title (optional): if no title is added, the events in the series will be numbered with 'event 1', 'event 2', etc.
Start date and time of the event
End date and time of the event
One or more hosts
A webinar link (it can be Teams, Google Meet, any link to a video conference tool you will use for the event)
A location address (in case you are hosting an offline or blended Session)
Attendance to be confirmed by host (optional): this means the host needs to submit an attendance list after the event to confirm that all the attendees actually showed up to the event.
Comment (optional): a message to your attendees that will appear as a description on the event
Target groups
For each event series you can select one or more target groups. Only the learners from these target groups will be able to register for the event series.
The groups that you can select from are the 'attendee' groups configured for this specific Session. Meaning that you should have unlocked the Session for these groups, and as a trainer also have the correct permissions over these groups.
You can specify target groups in two ways:
Select (regular) groups
Create segmented groups
Select groups
Here you can pick one or more groups that were configured for this Session. If learners are in any of these groups, they can register for the event series.
Create segmented group
Here you can also pick one or more groups that were configured for this Session. However, in this case learners need to be in all of the selected groups before they can register for the event series.
Segmented groups are convenient for trainers if the available platform groups are not selective enough. You can then create another group by combining existing groups.
Example:
There is a group for all 'Store managers' and a group for the country 'Denmark'.
However, as a trainer you do not want to create an event for all store managers (worldwide) or for all employees in Denmark. You want to create an event series only for store managers in Denmark.
You create a segmented group, with group 1 'Store managers' and group 2 'Denmark'. Only learners who are in both groups can register for the event series.
👀 Good to know
Avoid selecting the same group as both a 'regular' target group (e.g., 'Store employees') and as part of a segmented group (e.g., 'Store employees from Denmark'):
If 'Store employees' have access to the event series, 'Store employees from Denmark' already have access and selecting them separately won't have any effect.
Once groups are set for a session and there are registered users, you can no longer edit the group:
This prevents scenarios where a group is removed and a registered user, who belongs to that group, can no longer see the session despite being registered.