Summary
This comprehensive setup guide walks you through every step of creating, configuring, and launching your first Learning Path in 7taps. From choosing delivery channels to managing learners and optimizing intervals, you'll master the technical implementation that turns strategic learning goals into automated delivery systems. By the end, you'll have a fully configured Learning Path ready to launch with confidence.
What you'll accomplish:
Complete Learning Path setup from start to launch
Strategic course sequencing and optimal interval timing
Learner management and delivery channel configuration
Quality assurance testing and launch day monitoring
Ongoing management of active Learning Paths
Table of Contents
Before You Begin
Prerequisites:
You've read When to Use Learning Paths vs. Single Courses and determined that a Learning Path is right for your goals
You have at least one course created (review our Complete Course Creation Guide if needed)
You're on a 7taps paid plan
What you'll accomplish: By the end of this guide, you'll have a fully configured Learning Path ready to launch, complete with strategic course sequencing, optimal delivery settings, and learner management.
Learning Path Foundation
Two Ways to Start Your Learning Path
Method 1: Create from Dashboard (Traditional approach)
From your 7taps dashboard, click "Learning Paths" in the left sidebar
Click "Create Learning Path" to start building
Give your Learning Path a descriptive name that reflects its business purpose
Method 2: Create from Course Folder (Streamlined approach)
Navigate to a folder containing related courses in your dashboard
Make sure the courses are ordered in the way you them delivered
Click "Schedule Learning Path" button from the folder view
This automatically creates a Learning Path with all courses from that folder
You'll then be prompted to choose your delivery method and other settings
Naming best practices:
✅ "New Manager Coaching Skills - Q4 2024"
✅ "Sales Objection Handling Mastery"
✅ "Safety Protocol Reinforcement - Manufacturing"
❌ "Learning Path 1" or "Training Module"
Step 1: Choose Your Delivery Channel
Learning Paths can be delivered through multiple channels. Choose based on where your learners are most active:
Best for: Cross-organizational initiatives, external learners, mixed audiences
Pros: Universal access, professional appearance, easy tracking
Cons: May get lost in inbox, lower engagement rates
💬 Slack
Best for: Tech-forward teams, daily active Slack users, informal learning culture
Pros: High visibility, immediate notifications, social learning opportunities
Cons: Requires Slack integration setup (Enterprise only)
🔷 Microsoft Teams
Best for: Enterprise environments, formal learning initiatives, Microsoft-centric organizations
Pros: Professional integration, corporate compliance, scheduled delivery
Cons: Requires MS Teams integration, service account recommended (Enterprise only)
📱 SMS / WhatsApp
Best for: Frontline workers, mobile-first audiences, urgent reinforcement
Pros: Immediate delivery, high open rates, no app dependencies
Cons: Character limitations, less professional appearance
Step 2: Select Delivery Mode
This is a critical strategic decision that affects learning outcomes:
🗓️ Scheduled Delivery (Recommended for most scenarios) Courses deliver based on your defined schedule, regardless of completion status.
When to use:
Supplementary skill development
Knowledge reinforcement campaigns
Regular updates and newsletters
Cultural transformation initiatives
Benefits:
Consistent pacing for all learners
Activity log tracking available
Predictable delivery timeline
Works well for busy learners
⏭️ Upon Completion Delivery Each course sends only after the learner completes the previous one.
When to use:
Foundational skill building requiring mastery
Compliance training with mandatory progression
Technical skills where prerequisites matter
High-stakes knowledge building
Benefits:
Ensures comprehension before progression
Self-paced learning experience
Quality over speed approach
Important considerations:
Activity log not available with this mode
Learners who don't complete courses will stall the entire path
Minimum 1-day interval still applies between courses
Building Your Curriculum
Step 3: Add Courses to Your Learning Path (Method 1 Only)
Note: If you used Method 2 (Create from Course Folder), your courses are already added and you can skip to Step 4 for sequencing and intervals.
For Method 1 (Create from Dashboard):
Use the search bar to find courses in your workspace
All courses appear - including drafts and unshared courses
Drag and drop to arrange courses in optimal learning sequence
Set intervals between each course delivery
Pro tip: When you launch a Learning Path containing draft courses, those courses automatically become shared - no separate sharing step needed!
Step 4: Strategic Course Sequencing
Foundation → Application → Mastery Pattern:
Course 1: Core concept introduction
Course 2: Real-world application practice
Course 3: Advanced techniques or problem-solving
Course 4: Reflection and next steps
Example: New Manager Development
Week 1: "The Manager Mindset Shift" (foundation)
Week 2: "Your First Team Meeting" (immediate application)
Week 3: "Giving Constructive Feedback" (skill building)
Week 4: "Creating Your Management Action Plan" (mastery)
Step 5: Set Optimal Intervals
Interval Guidelines Based on Learning Science:
1-2 Day Intervals:
Critical safety procedures
Urgent skill development
High-stakes compliance
Crisis response training
3-5 Day Intervals:
General skill building
Process improvements
Product knowledge
Customer service training
7+ Day Intervals:
Leadership development
Cultural transformation
Complex behavior change
Long-term retention goals
Weekdays vs. All Days:
Weekdays only: Professional development, office-based training, formal initiatives
All days: Safety reminders, customer service, 24/7 operations, personal development
Step 6: Customize Sharing Messages (Enterprise Feature)
For each course in your Learning Path, you can create custom sharing messages that provide context and motivation:
Effective sharing message elements:
Why now: "As we head into busy season..."
What's in it: "Quick 3-minute scenario on handling price objections"
Expected outcome: "You'll practice one new technique you can use today"
Social proof: "Join 200+ reps who've already mastered this approach"
Example progression:
Course 1: "Welcome to your coaching skills journey! This first lesson sets the foundation..."
Course 2: "Ready to practice? Today's lesson lets you try real coaching conversations..."
Course 3: "You're building momentum! This advanced technique will elevate your impact..."
Learner Management
Step 7: Add Learners to Your Path
Individual Addition:
Click "Add Learners"
Enter email addresses manually
Include names for personalization (when possible)
Bulk Addition:
Upload CSV file with email addresses
Use template format provided by 7taps
Include additional fields like name, department, role for tracking
Integration Options (Enterprise):
HRIS integration for automatic enrollment
Slack workspace integration
Microsoft Teams directory sync
Step 8: Launch Settings
Start Now:
Courses send within 15 minutes
First course delivers immediately, subsequent courses follow scheduled intervals
Best for: Immediate needs, urgent training, ready-to-go content
Schedule Launch:
Pick specific future date and time
All learners start simultaneously
Best for: Coordinated rollouts, event-based training, planned initiatives
Save as Draft:
Configure everything without launching
Perfect for review and approval processes
Add learners later when ready to launch
Quality Assurance and Testing
Pre-Launch Checklist
✅ Content Review:
[ ] All courses are finalized and tested
[ ] Course sequence makes logical sense
[ ] Intervals align with learning goals
[ ] Sharing messages are compelling and clear
✅ Technical Setup:
[ ] Delivery channel is properly configured
[ ] Learner list is accurate and complete
[ ] Launch timing aligns with business needs
[ ] Delivery mode matches learning objectives
✅ Success Metrics:
[ ] Clear definition of Learning Path success
[ ] Tracking plan for engagement and outcomes
[ ] Follow-up strategy for completion and application
Test Your Learning Path
Recommended testing approach:
Create a test path with yourself as the only learner
Use same settings as your final path
Compress intervals (e.g., hours instead of days) for quick testing
Check all touchpoints: delivery, links, content flow, completion tracking
Launch and Initial Monitoring
Launch Day Actions
Confirm launch in 7taps dashboard
Monitor first delivery within 15 minutes (for immediate launch)
Check delivery confirmations in Activity Log
Send launch announcement to learners and stakeholders (optional but recommended)
Week 1 Monitoring
Key metrics to watch:
Delivery success rate: Are courses reaching learners?
Initial engagement: Are learners opening the first course?
Early feedback: Any technical issues or confusion?
Completion patterns: Who's engaging, who might need support?
Common Launch Issues and Solutions
Problem: Learners not receiving courses
Check: Email addresses are correct
Check: Courses aren't being blocked by spam filters
Solution: Have learners whitelist 7taps sending domain
Problem: Low engagement on first course
Check: Sharing message clarity and motivation
Check: Course relevance to stated Learning Path goals
Solution: Send follow-up communication explaining value and context
Problem: Technical delivery issues
Check: Integration settings (Slack, Teams, SMS)
Check: Learning Path configuration settings
Solution: Contact 7taps support for delivery troubleshooting
Managing Active Learning Paths
What You Can Modify While Running
✅ Curriculum Changes:
Add, remove, or reorder courses
Modify intervals between future courses
Update sharing messages for upcoming courses
✅ Learner Management:
Add new learners (they start from the beginning)
Remove learners (they keep access to delivered courses)
Update learner information
✅ Schedule Adjustments:
Change future launch date (if scheduled for future)
Switch to immediate launch from scheduled
What You Cannot Modify While Running
❌ Core Settings:
Delivery channel (email, Slack, Teams, SMS)
Delivery mode (scheduled vs. upon completion)
Weekdays vs. all days setting
Delivery time (follows first course timing)
Advanced Management Scenarios
Adding Courses to Active Paths:
To incomplete paths: New course follows existing schedule
To completed paths: New course delivers based on interval from last course
Removing Delivered Courses:
Courses remain accessible via original links
Next course moves up in delivery schedule
Activity log reflects changes
Pausing and Resuming:
Paused paths stop delivering future courses
Already delivered courses remain accessible
Resume picks up where it left off at original delivery time
Next Steps
Immediate Actions:
Launch your Learning Path using the settings you've configured
Monitor initial delivery and learner engagement
Document baseline metrics for future optimization
Optimization Phase:
Continue to Learning Path Strategy: Spacing and Sequencing to learn advanced techniques for maximizing learning retention and business impact through strategic timing and progressive complexity.
Ongoing Management:
Review Activity Log weekly for engagement patterns
Gather learner feedback after Course 2-3 for mid-path adjustments
Plan follow-up Learning Paths or reinforcement activities based on results
Key Takeaways
✅ Strategic setup drives results - time invested in proper configuration pays dividends in engagement and outcomes
✅ Test before full launch - small-scale testing prevents large-scale problems
✅ Monitor actively in first week - early intervention prevents path-wide issues
✅ Balance structure with flexibility - plan thoroughly but be ready to adapt based on learner feedback
✅ Think in learning journeys - each Learning Path should connect to broader development goals
Remember: A well-configured Learning Path can run autonomously while delivering consistent value. The setup investment you make now creates scalable learning impact for your organization.
Ready to optimize your Learning Path performance? Continue with our advanced guide on spacing, sequencing, and measurement strategies.