Note: Access to features within the Lesson Library varies based on your subscription level. To request access to all features, contact your Customer Success partner for more information.
A Document lesson is a PDF-based lesson that can be used in Education Campaigns on ExpertVoice.
- You can upload a collection of PDF documents that are accessible to your targeted expert audiences to download, save or print
- You can include an Edu-Game at the end to quiz experts about the content of the PDFs if you'd like
You can easily share on-demand resources, brand guidelines, product tech sheets, how-to guides, and other important information with your expert audience through documents.
How to create a Document lesson
- Visit the Lesson Library in the Advocacy Platform
- Create a new Document Lesson
- Upload one or more PDFs and a short description for each
- Add an optional Edu-Game
- Preview your lesson
- Click Save & Continue
Use the Library
A Document Lesson can be created in the Lesson Library or while creating Education Campaigns.
Create a new document lesson
On the Lesson Library, click Create New Lesson and select Document.
To start, insert a Lesson Name to describe the lesson you’re about to create. This name is expert-facing and will display throughout the ExpertVoice platform.
In the Document Description, insert a high-level written overview of the PDF you are uploading. The description should state what the document is about.
- 200 characters maximum
- Upload a PDF from your computer files, Google Drive or Dropbox
- To change the order of a question, drag and drop it to a new location
- If you would like to delete the PDF, click the X in the top right corner of the Document
- You can host an unlimited number of PDFs, but remember to be respectful of your target audience's time
Experts typically spend 30 seconds on average reading each PDF page. And experts are willing to spend an average of 16 minutes learning about one brand in a single session on ExpertVoice. Keep this in mind when you're determining how many PDFs to upload to your lesson, and learn more about what content experts value most in this post.
When your lesson is added to an Education Campaign and published on the platform, target experts can download and print your documents within the lesson if they'd like.
Add an optional Edu-Game
If you wish, you can create and add an Edu-Game to assess the expert's understanding of the attached PDFs in your lesson.
Previewing your lesson
On the right side of the screen, you'll see a preview of your lesson on Mobile, Tablet, and Desktop. Review the lesson and then click Save & Close.
Currently, clicking View Document will not open the linked PDF(s). To preview your final lesson, click Save & Close to return to the Lesson Library. From there, click the three dots next to your recently created Document Lesson to preview the expert experience.
The thumbnail image for your Document Lesson is the first page of the first PDF in the lesson.
Documents in the lesson library
The lesson you just created will appear at the top of your Lesson Library in the Current Lessons tab.
You'll notice that next to the Lesson Name, it shows:
- The date the lesson was created
- The total number of campaigns the lesson is being used in
If you'd like, click the three dots to the right of the lesson name to complete one of the following actions:
- Preview - View what the lesson looks like for targeted experts
- Edit - Edit the lesson if needed
- Duplicate - Duplicate the lesson, but keep the original lesson
- Archive - Archive the lesson if it's no longer relevant
Adding your lesson to a campaign
When your Document Lesson is final, add the lesson to an Education Campaign or Education and Seeding Campaign in the Campaign Manager.
TIP: To provide experts with a collection of PDFs that are optional for them to read, create an Education Campaign in the Campaign Manager and add the Document Lesson to it with no Edu-Game. However, if the PDFs will become outdated, set an end date in the Availability step.