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Welcome to 7taps: Your Complete Getting Started Guide

From first login to first success - everything you need to know to start transforming training into performance improvement

Updated this week

Summary

7taps is a performance enablement system that bridges the knowing-doing gap in corporate training. While most training tools focus on information delivery, 7taps transforms knowledge into workplace behavior change through spaced learning and just-in-time performance support.

The platform solves the critical problem where employees forget key details under pressure, lack confidence to apply learning, and can't translate knowledge to specific situations. 7taps delivers automated Learning Paths, mobile-first accessibility, and frictionless content delivery that reaches learners when and where they need guidance.

Most organizations see improved team performance within 3 months, with 90%+ completion rates and measurable behavior change that drives real business results.

Who is this article for?

  • New 7taps users setting up their first account

  • L&D professionals exploring microlearning and headless LMS solutions

  • Team leaders and managers responsible for employee training and development

  • Anyone wanting to understand 7taps capabilities and strategic approach

Article contents


Welcome to 7taps! πŸ‘‹

Congratulations on joining 15,000+ organizations worldwide who use 7taps to transform training from information delivery into real performance improvement. Whether you're new to microlearning or transitioning from traditional training methods, this guide will get you from setup to success in under 30 minutes.

What you'll accomplish:

  • Understand what makes 7taps different and when to use it

  • Set up your account and create your first course

  • Launch your first Learning Path for sustained behavior change

  • Connect with your team and start collaborating

  • Begin measuring real business impact from day one

⚑ Quick wins ahead: Most users publish their first course within 15 minutes and see improved learner engagement within the first week.


πŸ“± Prefer Learning by Doing? Try Our Interactive Micro-Course

Don't feel like reading this all but still want to learn? Experience 7taps by using 7taps! Take a 3-part micro-course that covers the same content in just 8 minutes:

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Understanding 7taps - More Than Just Another Training Tool

What 7taps Really Is (And Isn't)

7taps is a performance enablement system disguised as a microlearning platform. While other tools focus on creating courses, 7taps focuses on closing the knowing-doing gap that costs organizations millions in lost productivity, errors, and missed opportunities.

The Problem We Solve: After traditional training, people often:

  • Forget key details when they need them most

  • Lack confidence to apply what they learned

  • Can't translate general knowledge to specific situations

  • Need quick guidance but can't find it when performing tasks

How 7taps Solves This: We bridge the gap between knowing and doing through:

  • Just-in-time learning that reaches people when they need it

  • Spaced reinforcement that builds lasting behavior change

  • Performance support that guides real-world application

  • Instant accessibility with no apps, logins, or technical barriers

The 7taps Philosophy: Respect + Science + Simplicity

Respect for Adult Learners: Unlike platforms with juvenile game elements or "click to reveal" interactions, 7taps treats learners as intelligent professionals who value their time. Every feature serves learning outcomes, not engagement metrics.

Science-Backed Approach:

  • 84% higher knowledge retention through spaced learning

  • Cognitive load theory built into the platform design

  • Retrieval practice embedded in interactive elements

  • Adult learning principles guiding all content recommendations

Intentional Simplicity:

The platform naturally guides you to create clear, concise learning experiences. This constraint isn't limiting, it's liberating. It helps you focus on what matters: changing behavior, not just sharing information.

When to Use 7taps (And When Not To)

βœ… 7taps Excels At:

  • Performance support: Just-in-time guidance for real work tasks

  • Behavior change: Systematic skill development through spaced practice

  • Knowledge reinforcement: Keeping important information fresh and accessible

  • Rapid deployment: Getting critical updates to teams immediately

  • Mobile-first learning: Reaching deskless and remote workers effectively

βœ… Perfect Use Cases:

  • New employee onboarding and ramp-up acceleration

  • Sales enablement and product knowledge updates

  • Compliance training and safety reinforcement

  • Leadership development and soft skills practice

  • Process changes and system rollouts

  • Customer service excellence programs

  • Internal & partner quick communications

❌ When 7taps Isn't the Right Tool:

  • Deep, complex technical training requiring extensive study

  • Formal certifications with comprehensive exam requirements

  • Long-form content that can't be meaningfully broken down

  • One-time information dumps without ongoing application needs

πŸ’‘ Best Practice: Use 7taps alongside, not instead of, other training methods. Many successful organizations use traditional training for comprehensive knowledge building, then 7taps for reinforcement, application, and performance support.


Account Setup and First Steps

Step 1: Account Creation and Initial Setup

Creating Your Account:

  1. Go to 7taps.com and click "Get started β€” it's FREE"

  2. Enter your email and create a secure password

  3. Verify your email through the confirmation link

  4. Complete your profile with your name and organization details

Understanding Your Plan:

  • Free Plan: Create and share courses with basic features

  • 7taps Enterprise: Unlimited Learning Paths, team collaboration, custom branding, advanced integrations

πŸ’‘ Pro Tip: Start with the free plan to get comfortable with the platform, then upgrade as your needs grow. Most organizations upgrade within their first month as they see the impact.

Step 2: Platform Orientation - Know Your Dashboard

Main Dashboard Overview:

  • Home: Your main dashboard with course library and recent activity

  • Learning Paths: Create and manage spaced learning campaigns with automated delivery

  • Learners: Invisible learner management system - add, organize, and track learners across all your content

  • Library: Curated sample content, organized and searchable

  • "+ Create" Button: Your gateway to new courses

The Invisible LMS Power: While learners experience simple, instant access to your content, you get full LMS capabilities:

  • Learner Management: Add individuals or bulk import, organize by groups, track progress across all content

  • Automated Delivery: Schedule courses and Learning Paths with smart timing and multiple delivery channels

  • Advanced Analytics: Detailed engagement tracking, learning analytics, and business impact measurement

  • Compliance Features: Progress tracking, completions, audit trails, and reporting

  • Integration Capabilities: Connect with existing LMS, HRIS, and business systems

Navigation Menu (Top Right):

  • My Profile: Account settings and preferences

  • My Team: Invite colleagues and manage collaboration

  • Branding settings: Customize branding and integrations

  • Help: Access support and documentation

Step 3: Understanding 7taps Content Types

Individual Courses:

  • Purpose: Single learning objectives, quick knowledge transfer

  • Best For: Performance support, specific skills, quick updates

  • Creation Time: 5-15 minutes for most courses

Learning Paths (Recommended Primary Approach):

  • Purpose: Systematic behavior change through spaced learning

  • Best For: Comprehensive skill development, habit formation, sustained improvement

  • Business Impact: Kate Udalova (7taps founder): "The more we encourage users to create Learning Paths, the better. Learning Paths make 7taps usage more impactful!"

Why Learning Paths Should Be Your Default:

  • Higher retention rates through scientifically-proven spaced repetition

  • Systematic behavior change vs. one-time information delivery

  • Better business ROI through sustained application over time

  • Automated delivery that saves L&D time while improving outcomes


Your First 30 Minutes - From Setup to Success

Quick Start Option 1: Create Your First Course (10 minutes)

Step 1: Choose Your Content Creation Method

  1. Click "+ Create" from your dashboard

  2. Select your approach:

    • Start from scratch: Build card by card for maximum control

    • Use AI Course Generator: Answer strategic questions for complete courses

    • Import and transform existing content: Transform PowerPoints, PDFs, or videos

Step 2: Build Your Course

  • Keep it focused: One learning objective per course

  • Stay concise: 3-5 minutes total completion time

  • Make it interactive: Include quizzes, polls, or scenarios

  • Test thoroughly: Use preview mode to verify everything works

Step 3: Share and Measure

  • Choose sharing method: Link, QR code, email, Slack, Teams, SMS

  • Track engagement: Monitor completion rates and learner feedback

  • Iterate quickly: Update content based on real usage data

πŸ’‘ Success Indicator: A well-designed first course should achieve 80%+ completion rates and positive learner feedback.

Quick Start Option 2: Launch Your First Learning Path (20 minutes)

Step 1: Content Planning (5 minutes)

  • Identify your objective: What behavior do you want to change?

  • Choose 3-5 related topics that build toward that objective

  • Plan your sequence: From foundational concepts to real-world application

Step 2: Create Course Sequence (10 minutes)

  • Use AI Course Generator for speed (recommended for first Learning Path)

  • Focus on progression: Each course should build on the previous one

  • Include variety: Mix information, scenarios, and application opportunities

Step 3: Configure and Launch (5 minutes)

  • Set delivery schedule: Space courses 2-7 days apart for optimal retention

  • Choose delivery channel: Email for formal training, Slack/Teams for team-based learning

  • Add learners and launch: Start with a small pilot group if preferred

Expected Results:

  • Higher engagement than traditional training (90%+ completion rates common)

  • Better knowledge retention through spaced repetition

  • Real behavior change through systematic reinforcement

Your First Success Metrics

Week 1 Indicators:

  • Course completion rates above 80%

  • Positive learner feedback and engagement

  • Quick content creation (under 30 minutes per course)

  • Successful technical delivery across chosen channels

Month 1 Business Impact:

  • Improved performance in target skill areas

  • Reduced time spent on training creation and delivery

  • Higher learner satisfaction compared to previous methods

  • Measurable behavior changes in workplace application


Core 7taps Capabilities - What Makes Us Different

Revolutionary Content Creation Speed

Traditional Authoring Tools:

  • Days or weeks to create professional training

  • Complex interfaces requiring specialized skills

  • Lengthy review and approval processes

  • Technical expertise needed for updates

7taps Approach:

  • 87% reduction in development time through AI-assisted creation

  • Anyone can create professional microlearning in minutes

  • Instant updates without technical bottlenecks

  • Real-time collaboration with built-in approval workflows

Speed Without Sacrifice:

  • Science-backed templates ensure learning effectiveness

  • Cognitive load theory built into platform constraints

  • Adult learning principles guide content recommendations

  • Proven engagement patterns from 15,000+ organizations

Frictionless Learner Experience

The 7taps Difference:

  • No app downloads: Learners access content instantly via any browser

  • No login required: One-click access eliminates barriers

  • Mobile-optimized: Tappable, social media-like interface

  • Universal compatibility: Works on any device, anywhere

Business Impact:

  • 4x higher engagement compared to traditional LMS delivery

  • 98% completion rates achieved by organizations like Wave Utilities

  • Immediate accessibility for deskless and mobile workers

  • Zero IT friction for rapid deployment

Real User Feedback:

  • "7taps allows us to provide learning opportunities without dragging learners into an LMS" - Healthcare organization

  • "When people saw courses the response was 'Wow, we're in the future'" - Corporate L&D team

  • "It makes discussions and sharing easy" - Training manager

Advanced Distribution and Automation

Multi-Channel Delivery:

  • Email integration for formal learning programs

  • Slack/Teams integration for team-based learning

  • SMS delivery for mobile and deskless workers

  • QR codes for just-in-time performance support

  • WhatsApp for global and mobile-first organizations

Learning Path Automation:

  • Scheduled delivery based on optimal spacing intervals

  • Completion-based progression for sequential skill building

  • Automatic follow-up for sustained behavior change

  • Smart scheduling that respects weekdays and business hours

Business-Grade Analytics and ROI Measurement

Beyond Basic Completion Tracking:

  • Engagement analytics showing real learner interaction patterns

  • Knowledge retention metrics through spaced assessments

  • Behavior change indicators via confidence tracking and feedback

  • Business impact measurement connecting learning to performance outcomes

Stakeholder Reporting:

  • ROI calculations based on time savings and performance improvement

  • Executive dashboards showing program effectiveness

  • Trend analysis for continuous improvement

  • Custom reporting for specific business needs


Team Collaboration and Scaling Success

Setting Up Team Collaboration

Creating Your Team:

  1. Access team settings: Click the main menu β†’ "My team"

  2. Name your team: Choose a recognizable name (appears in sharing messages)

  3. Invite colleagues: Add email addresses for team members

  4. Set permissions: All team members can create, edit, and manage content

Team Collaboration Benefits:

  • Shared content library: All courses accessible to team members

  • Collaborative editing: Multiple people can improve content

  • Consistent branding: Unified look and feel across all content

  • Knowledge sharing: Learn from colleagues' successful approaches

Best Practices for Team Success:

  • Define content standards: Ensure consistency across creators

  • Establish review processes: Balance quality with speed

  • Share successful templates: Scale what works across the team

  • Regular team training: Keep everyone updated on best practices

Scaling Microlearning Across Your Organization

Phase 1: Pilot Success

  • Choose high-impact use case: Where can microlearning solve real problems?

  • Start small: 1-2 Learning Paths with 20-50 learners

  • Measure carefully: Track both engagement and business impact

  • Gather feedback: Document what works and what needs adjustment

Phase 2: Expansion

  • Scale successful approaches: Apply proven methods to new areas

  • Add team members: Bring in subject matter experts and content creators

  • Develop templates: Create reusable frameworks for common needs

  • Integrate systems: Connect with existing LMS, HRIS, and communication tools

Phase 3: Organization-Wide Implementation

  • Multiple Learning Paths: Address various business needs simultaneously

  • Cross-functional collaboration: Different departments creating relevant content

  • Advanced features: Custom branding, SSO, API integrations

  • Continuous improvement: Regular optimization based on data and feedback


Understanding Business Impact and ROI

How 7taps Saves Money (Beyond Obvious Training Costs)

Direct Cost Savings:

  • 87% reduction in content creation time = L&D team efficiency gains

  • Faster employee onboarding = reduced time to productivity

  • Automated delivery = less manual training coordination

  • Higher completion rates = better ROI on training investments

Hidden Cost Savings (Often Much Larger):

  • Fewer employee mistakes through better knowledge retention

  • Reduced support tickets via effective performance support

  • Lower turnover from employees feeling more confident and valued

  • Improved customer satisfaction through better-trained teams

  • Faster response to business changes with rapid content deployment

Real Customer Results:

  • Wave Utilities: 85% reduction in compliance training time, 110% NPS increase

  • Bassett Healthcare: Enabled nurses to access training without leaving stations

  • IPG Mediabrands: 4x increase in training reach and engagement

  • McConnell Dowell: Transformed site inductions, finalist for Best WHS Learning Program

Measuring Success: Key Metrics That Matter

Engagement Indicators:

  • Completion rates: Target 80%+ (vs. 40-60% for traditional training)

  • Time to completion: Faster completion indicates better design

  • Return usage: Learners accessing content multiple times

  • Peer sharing: Content being shared beyond original audience

Learning Effectiveness:

  • Knowledge retention: Improved quiz scores over time

  • Confidence increases: Self-reported ability to apply learning

  • Skill application: Observable behavior changes in workplace

  • Manager feedback: Supervisors noting performance improvements

Business Impact:

  • Performance metrics: Improvements in areas targeted by training

  • Error reduction: Fewer mistakes in trained areas

  • Customer satisfaction: Better service delivery

  • Employee engagement: Higher satisfaction with learning experience


Getting Help and Continuing Your Success

When You Need Support

Built-in Help Resources:

  • Help button: Access context-sensitive support from anywhere in the platform

  • Help Center: Comprehensive guides and tutorials (you're reading one now!)

  • Video tutorials: Step-by-step visual guidance for key processes

  • Best practice templates: Proven frameworks you can customize

Community and Peer Learning:

Direct Support Options:

  • Help Chat: Quick answers to technical questions during business hours
    [Click the icon in the bottom right corner β†’]

  • Email Support: Detailed assistance for complex issues
    ​[Contact Support β†’]

  • Professional Services: Custom implementation and strategic consulting
    ​[Schedule a Consultation β†’]

Continuing Education and Growth

Essential Reading for Success:

Advanced Topics:

  • Industry-specific implementation guides (Healthcare, Sales, HR, Manufacturing)

  • Integration with LMS and enterprise systems

  • Custom branding and white-label solutions

  • API development and advanced automation

Staying Current:

  • Product updates: Regular feature releases and improvements

  • Research insights: Latest findings in microlearning effectiveness

  • Customer spotlights: New case studies and success stories

  • Industry trends: How microlearning is evolving across sectors


Your Next Steps - From Beginner to Expert

Week 1: Foundation Building

  • βœ… Complete account setup and team invitation

  • βœ… Create first course using AI assistance or from scratch

  • βœ… Launch first Learning Path with small pilot group

  • βœ… Monitor initial engagement and gather feedback

  • βœ… Join 7taps community for peer support and ideas

Week 2: Optimization and Expansion

  • Analyze first week's data and optimize content based on learner behavior

  • Create second Learning Path for different business need

  • Experiment with sharing channels to find optimal learner engagement

  • Set up team collaboration workflows and content standards

  • Begin measuring business impact beyond engagement metrics

Month 1: Strategic Implementation

  • Assess ROI and business impact from initial microlearning programs

  • Plan organization-wide rollout based on pilot success

  • Develop content creation standards and approval processes

  • Integrate with existing systems (LMS, HRIS, communication platforms)

  • Train additional team members on 7taps best practices

Months 2-3: Scaling Excellence

  • Launch multiple Learning Path campaigns across departments

  • Implement advanced features (custom branding, SSO, analytics integrations)

  • Develop center of excellence for microlearning within your organization

  • Share success stories and best practices across teams

  • Plan long-term microlearning strategy aligned with business objectives

Beyond: Microlearning Leadership

  • Become internal champion for performance-focused learning approaches

  • Contribute to 7taps community by sharing your experiences and lessons learned

  • Explore advanced integrations and custom development opportunities

  • Lead industry discussions on effective microlearning implementation

  • Mentor other organizations in their microlearning transformation journey


Conclusion: Welcome to the Future of Learning

You've joined a community of forward-thinking learning professionals who understand that the future isn't about creating more trainingβ€”it's about creating training that actually works. 7taps gives you the tools to bridge the knowing-doing gap that has plagued corporate learning for decades.

Remember the 7taps Philosophy:

  • Respect learners' time and intelligence with focused, relevant content

  • Leverage learning science through spaced repetition and retrieval practice

  • Embrace simplicity to create clear, actionable learning experiences

  • Focus on performance outcomes, not just knowledge transfer

Your Success Is Our Success: Every course you create, every Learning Path you launch, and every behavior change you drive makes workplaces more effective and employees more confident. That's the true power of 7taps done right.

Ready to Transform Training Into Performance? Log into your 7taps account, click "+ Create," and start building learning experiences that actually change how people work. Your first success is just minutes away.

Questions? Access our Help Chat, join the Community Forum, or explore our comprehensive Help Center. We're here to ensure your microlearning journey is as successful as the thousands of organizations already transforming their approach to learning.


Welcome to 7taps. Welcome to learning that works.

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