This step-by-step guide will walk you through how to create, organize, and deliver impactful product training using EducateMe with built-in analytics, automation, and integration options to scale your efforts.
Step 1: Create training courses
To begin, head to the Courses page and click on Create course. Give your course a name (for example: Partner API Walkthrough) and start building your content.
Each course can include:
Lessons: create text, upload videos, attach images, PDF files, links or use embedded tools like Loom, Miro, or Figma;
Quizzes: use them for quick knowledge checks at the start or end of a module.
For more details, visit the How to Create and Manage Courses guide. Please see our Activity Types: Lesson, Event Assignment, Form, Peer Review & Certificate to find out more about activities.
Use quizzes to quickly assess learners’ understanding of the material. Add single-choice, multiple-choice or free-text questions to check knowledge of provided materials. Results are tracked automatically expect of responses where learners write their answers.
Check out our articles on How to Create Quizzes and How to Generate a Quiz with AI.
Step 2: Organize content into a Course Library
Once you’ve built your training courses, the next step is to group them into Course Libraries. This allows you to manage and distribute targeted training collections to different user segments like customers, partners, or internal teams.
Go to the Course Libraries page.
Click Create library and name it based on your audience (such as Customer Training).
Use Attach a course to populate the library with relevant training content.
Optionally, add a description and cover image to make navigation easier for learners.
You can create multiple course libraries tailored to different departments or product areas like Google Ads, Google Docs, or Google Business Tools, and automatically enroll users based on their tags to ensure they get the most relevant content.
Check out our Course library article for more information and watch our step-by-step tutorial.
Step 3: Enroll users automatically using tags
Now that your content is ready, it’s time to deliver it to the right audience. EducateMe supports tag-based enrollment, which allows you to assign course libraries to specific user groups.
Once a course library is created, click on Share access.
Choose Custom rule and Add filter rule.
Click a tag (for example, customer).
4. Go to the Learners page and assign relevant tags to your users.
As soon as users receive the matching tag, they’ll automatically get access to the right content - no manual enrollment required.
We recommend taking a look at How to use Tags article to find out more details.
Step 4: Monitor progress and learner performance
Once training is underway, you can monitor how learners are engaging with your content:
Navigate to any Course Library and click the Progress tab to view completion data for each learner and course.
Export reports to share with stakeholders or track training KPIs.
Click on any learner to open their Learner Profile, which shows:
All assigned courses and course libraries
Completion progress of activities, learning paths, course libraries and assigned courses
Deadlines
Activity log
Use the Activity Log to track key events like: new enrollments, course completion, suspension and more.
This gives your team insight into how actively your audience is participating on the platform.
Step 5: Integrate EducateMe with your platform
To make the training experience seamless, you can fully embed EducateMe into your own platform or product environment. Go to Integrations & SSO to navigate through following options:
Zapier Integration: Easily integrate EducateMe with 6,000+ other apps on Zapier. See our article on How to step up Zapier integration or Get started with Zapier .
API Access: See our article on API documentation to learn more.
Custom SSO Solution: Create seamless authorization for your learners using a custom SSO flow.
Next Steps: Automate certification and feedback collection
Once your product training is running smoothly, consider taking the next step:
Issue certificates automatically upon course completion.
Gather learner feedback after each course to continuously improve your content.
