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Share These With Your Learners ​

A set of help pages written for learners rather than administrators, plus wording you can lift for your own emails and course pages.

What this is ​

Help for Learners is a section of this site addressed directly to the person taking your course. It's deliberately separate from the admin documentation — a learner who lands there never sees your settings screens.

It's written to route people to you, not to us. Every page says so explicitly, because you can see a learner's registration, progress and email history, and we can't.

You're welcome to link to it from your course descriptions, your confirmation emails, or your own member portal.

The pages ​

PageSend it to someone who…
Your First Course, Start to Finish…has never taken one of your courses before. The whole arc in one page.
Help for Learners…has a problem and you don't yet know what it is. Symptom-first index.
Getting Into Your Course…lost their email, can't open the link, or "lost their progress"
Your Account & Learning History…keeps losing links, or wants everything in one place
Working Through a Course…is new to your courses, or can't get past a step
When a Video Won't Complete…says they watched everything and it still shows incomplete
Quizzes & Evaluations…can't submit, or ran out of attempts
Getting Your Certificate…is waiting for a certificate email that will never arrive
Receipts & Payments…needs a receipt for reimbursement
When Your Credit Gets Reported…can't find their credit at CPE Monitor or CE Broker
Getting Help…keeps contacting the wrong party

Wording you can lift ​

Replacing a first-timer handout

Your First Course, Start to Finish covers the same ground as a printed "first-time participant" sheet — registering, completing the requirements, answering live questions — but it tracks the product, so it can't go stale on you the way a PDF does. Link it instead of attaching one.

For a course description or welcome email ​

Before you start. Work through the course in order: watch the materials, choose your credits, complete the evaluations, then press Submit. Your certificate appears on the final step as soon as you submit — it is not emailed, so please download it before you close the page.

Keep this email. The link in it is how you get back into the course, and it returns you to wherever you left off.

New to online CE? Working Through a Course walks through the whole process.

For a course that includes video ​

Play the videos on the course page and keep the window in view — the progress bar credits a section once it has played all the way through. Watching on YouTube or Vimeo directly, or in a background tab, won't record your progress.

If a video shows as incomplete after you've watched it, this page explains why and how to fix it in about a minute.

For the reply you send most often ​

Your progress is safe — nothing was lost. When you register, we email you a personal link, and that link is how you get back in; there's no password. You can send yourself a fresh copy from the course registration page: look for "Already registered?" near the top and click "resend your personal access link."

If you'd rather not rely on email, create a free account with the same address and every course you've registered for appears in one place.

Cut your support volume ​

Three changes remove the majority of learner emails, in rough order of payoff:

  1. Tell people the certificate isn't emailed, in the course description and the confirmation email. This is the single largest category of learner contact, and one sentence prevents nearly all of it.
  2. Encourage accounts. A learner with an account stops losing links, finds their own certificates and pulls their own receipts. It's worth a line in every confirmation email — especially for members who'll take many courses from you over the years.
  3. Turn on the help widget so learners can reach you from inside the course. Requests arrive with the course, the step and their registration already attached, which usually saves an exchange. Tick Enable Help & Contact Widget and set a Public Contact Email under Course Configuration → Participant Experience.

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