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Articulate Online

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Articulate Presenter Articulate Quizmaker Articulate Engage Articulate Video Encoder Articulate Online Publishing Content to Articulate Online Manually Uploading Your Content to Articulate Online Controlling Who Sees Your Content Giving Users Access to Your Content Adding and Using Tags Setting Up New Users and New Groups Adding Existing Users to Groups Importing Users

Welcome to the Articulate Online tutorials! Articulate Online is a powerful yet simple & intuitive way to track and report on how your audience interacts with your e-learning content. It’s a great alternative to a traditional LMS, because it provides just the right features without the cost and complications that often accompany other reporting systems.

Setting Up and Using a Guestbook Generating Random Passwords for

The sidebar at your right contains tutorials to help you get started with using Articulate Online. You can click the plus sign next to selected topics to expand the list.

If you’ve got questions that aren’t answered here in the tutorials, no worries — you can always tap into the superpowers of the Articulate community by asking your question in the Forums. You’ll find thousands of other Articulate users and staff

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there who can help you out.

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Have a question or comment about this tutorial? Post in the Articulate Online discussion forum, and we'll be happy to help! community.articulate.com/.../59.aspx Jeanette Brooks

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Publishing Content to Articulate Online

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Publishing Content to Articulate Online Last updated just now

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Users You Plan to Import

Publishing to Articulate Online is an easy process that allows you to publish and upload all in one step. The screencast above shows the publishing process from Articulate Quizmaker, but the steps are very similar when publishing from Articulate Storyline, Articulate Presenter, or Articulate Engage. Here’s how to do it:

1. Open your content in Articulate Storyline, Articulate Presenter, Articulate Quizmaker, or Articulate Engage.

2. Click Publish.

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3. Select Articulate Online from the left edge of the window.

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4. Enter a Title for your content, and a Description if you like. If you enter a description, it’ll appear in Articulate Online along with the title when you’re managing your content. It’ll also appear to users who access your content through Articulate Online’s user portal, if you choose to enable that. (You can learn more about the user portal in the tutorial called Giving Users Access to Your Content.)

5. If you’re publishing content from Articulate Presenter, you’ll also see a few additional fields that allow you to switch to a different player template, and to choose a logo and presenter to appear in your course if you want.

6. If you're publishing from Articulate Storyline, you'll have an opportunity to choose the Player and the Quality settings.

See this tutorial if you need details about how to use these fields.

7. Now set your reporting and tracking options. Click Tracking (if you're publishing from Storyline), or Reporting (if you’re publishing from Quizmaker) or Reporting and Tracking (if you’re publishing from Presenter or Engage). A window appears where you can set your preferences. The window will look different, depending on the type of content you’re publishing. Below is what the Quizmaker options look like. Make your choices and then click OK.

8. Next, enter your credentials. In the Account Information section, type your Account URL, your E-mail address, and your Password. (You’ll need to be an administrator or publisher on your account in order to publish content.)

9. Click Publish.

Your content gets published and uploaded, all at once. When the Publish Successful window appears, you can click Manage Content to open Articulate Online and work with the content you just uploaded, or work with any other content you’ve published to your account.

If you’d rather publish locally first, and then upload later: In some cases, you might need the option of publishing locally and uploading later, rather than publishing and uploading all at once. To find out how to manually upload published content to Articulate Online, check out this tutorial.

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Manually Uploading Your Content to Articulate Online

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Manually Uploading Your Content to Articulate Online Last updated 6 minutes ago

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Users You Plan to Import

If you use Articulate Online, normally you’ll publish and upload all at the same time. But sometimes you might want the option of publishing locally first, and then manually uploading your content to Articulate Online. For example, maybe a corporate firewall prohibits you from publishing and uploading all at once. Or maybe your internet connection has been interrupted for a little while, but you still want to publish your content now and then upload later once your connection is restored. Another example is if you want to make some manual changes to the files in your published content before you upload it to Articulate Online.

Here’s how to publish your content locally and then manually upload it:

STEP 1: Enable Manual Uploading First, you need to make sure your content is set up for manual upload:

If you’re publishing from Presenter: Choose Presentation Options and select the Publish tab from the left edge of the window. Mark the box that says Enable publish for manual uploading to Articulate Online, and click OK.

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If you’re publishing from Storyline or Quizmaker: Click the Articulate button in the upper-left of the menu, then choose Storyline Options or Quizmaker Options. Mark the box next to Enable publishing for manual upload to Articulate Online and click OK.

If you’re publishing from Engage: Click the Articulate button in the upper-left of the Engage menu, then choose Engage Options. Mark the box next to Enable publish for manual uploading to Articulate Online and click OK.

STEP 2: Publish Your Content 1. Now you’re ready to publish your content to your computer’s hard drive. Click Publish.

2. Choose the Articulate Online tab from the left edge of the window.

3. Under Account Information, use the Account URL selector to choose Publish Locally.

4. In the Local Folder field, choose the location on your hard drive to which you want to publish. You can click the ellipsis (‌) to browse to a location.

5. Click Publish.

Your published content gets created in the location you specified. When the Publish Successful window appears, you can click Open Folder to see the compressed file that got created.

If you need to make some manual changes to the published output, now’s the time to do that. Just change the file extension to zip, unzip the file, and make your changes. Then rezip the file and change the extension back to what it was originally.

(SL1 for Storyline, art6 for Presenter, qm3 for Quizmaker, or en2 for Engage.)

STEP 3: Upload Your Published Content to Articulate Online When you’re ready to upload your content to Articulate Online, follow these steps:

1. Log in to your Articulate Online account and select the Settings tab.

2. Choose Other Settings.

3. Mark the box next to Enable manual uploading. Then click Save.

4. Click the Content tab.

5. Choose Manual Upload (it’ll be at the bottom of your content list).

6. In the window that appears, enter a name for your content and then click Browse to find the compressed file you created earlier when you published. Select the file and click Open.Â

7. Click Upload.

That’s it! If you click the Content tab, you’ll now see your newly uploaded content in the list.

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Controlling Who Sees Your Content

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Controlling Who Sees Your Content Last updated 10 minutes ago

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In Articulate Online, you can make any of your content items public or private:

Public means that anyone with the link to your course, quiz, or Engage interaction can access it. You just need to provide the link to your users or publish it on a website, and your users can click the link to see your content without having to log in.

Private means that only the people or groups you choose can access your content. When they log in, they’ll need to enter their email and password before the content displays. This is great for situations when your content is proprietary or confidential. (How to give users access to your content) When you first upload your content to Articulate Online, it will be public, but that’s easy to change.

Changing Public Content to Private If you have existing content that is private but you want to change it to public, here’s how to do it:

1. Click the Content tab in Articulate Online and then choose your course.

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2. Click Permissions.

3. If the setting under Who can view this says Public, click the Change button. Then mark Private.

4. Mark the groups or individuals whom you want to have access to your content.

5. Click Save.

Once you make content private, you’ll need to think about how you’ll give your users access. There are a couple different ways. They’re covered in this tutorial.

Changing Private Content to Public You can change private content back to public if you like. Here’s how:

1. Click the Content tab in Articulate Online and then choose your course.

2. Click Permissions.

3. If the setting under Who can view this says Private, click the Change button. Then mark Public.

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Giving Users Access to Your Content

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Giving Users Access to Your Content Last updated 11 minutes ago

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Users You Plan to Import

In Articulate Online, you choose how your users access your content. This tutorial shows a few ways to do it. You can:

Send users a link to your content, or Place a launch button on your website, or Give your users access to all their content in one place by activating the Articulate Online user portal.

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Using a Link or a Launch Button If you’d like to give users access to their content via a link, or if you’d like users to be able to launch content via your website, follow these steps:

1. Click the Content tab in Articulate Online and then choose your course.

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2. Click Invite.

3. Here you have three options: //Link directly to this content – This field provides a link, which you can copy and paste into an email that you compose yourself and send to whomever you choose.

Email invitations to view this content – Click Create Invitation to choose this option. Articulate Online will email a link to the recipients you select. You’ll be able to choose recipients from among the groups or individuals you’ve already added as users, or add guests by entering them in the Guests field. The email message will say: {Recipient}, To view {Content Name}, go here: {link}. Sincerely, {Your Name}. If you choose this option, you’ll get a chance to add some custom text to the email message – anything you enter will appear in a new paragraph after the salutation in the email. Click Send Invite to trigger Articulate Online to send the email.

Create launch button for your web page – Choose this if you’d like to insert a launch button for your course on your web page. Articulate Online will open a window where you can choose the button color, the button label, the browser controls, and whether the user can resize the window in which the content displays. The html code that Articulate Online generates for you can be given to your website administrator to include on your web page. Right-click in the code window to select the code, and select Copy to copy it to your clipboard. clipboard.

Keep in mind that if you’ve set your content to Private, the only users who will able to view your content are those for whom you’ve given permission. Find out more about permissions here.

Enabling the User Portal Another way of providing access to your content is by enabling Articulate Online’s user portal. Any users you’ve added to Articulate Online can be invited to the portal. When you give users the URL of your Articulate Online account, they’ll see a prompt where they enter their login credentials. Once they do, they can see all private content which you’ve given them permission to view. You can also choose to show public items to your users as well. Here’s how to enable the user portal:

1. Click Settings.

2. Choose User Portal Settings.

3. Mark Enable User Portal.

4. Several portal-related options will appear. Customize these according to your needs; then click Save.

If you chose to email users their login and password info at the time you added them to Articulate Online, they’ll already have your account URL, which is what they’ll use to access the portal. If you didn’t send an automatically generated email with their login credentials, or if any users have lost the initial email, you’ll need to send them the URL manually.

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Adding and Using Tags

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Articulate Online offers the option of tagging your content with whatever key words or phrases you choose. Tags help you categorize and filter the e-learning content in your account. You can use one or multiple tags on any content item.

Tagging Your Content

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Here’s how to apply tags to a content item:

1. Select the Content tab and choose the course, quiz, or Engage interaction you want to tag.

Page Details First Published by: Jeanette Brooks 692 days ago

Last Revision by: 2. Click Tags.

3. Type any tags you want to assign to that content. The tags can be any words or short phrases that will help you sort and filter your content later. It’s okay if a tag has multiple words. It’s also okay to assign more than one tag to the same content item — just separate the tags with commas.

4. Click Add Tag to apply any tags you’ve typed.

5. When you’re tagging content, it can be helpful to see tags you’ve already applied to other content, in case you want to tag the current item similarly. Click Show tags from my other items. To apply any of the tags shown, just click it.

Using Tags When you click the Content tab in Articulate Online, you can use tags to filter the list of content:

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1. Click the yellow Tags button to filter your view.

2. When your list of tags appears, click any tag to see content related to that tag. You can keep clicking additional tags to narrow the view even further.

Your users can take advantage of tags in a similar way, if you’ve enabled the Articulate Online user portal — and if your user portal settings are set up to show the tags. To find out, click the Settings tab, and then choose User Portal Settings. If your user portal is enabled, and if the Show tags box is marked, then when users log in and see their content, they’ll have a yellow Tags button at the upper-right of their content list. They can click that and then click the tags of their choice to filter what’s shown.

Removing a Tag If you change your mind about a tag and need to remove it, that’s easy to do:

1. Click the Content tab and choose the item whose tag you need to remove.

2. Select Tags.

3. When that content’s tags appear, click the X next to any tag you want to remove from the content.

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Setting Up New Users and New Groups

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Setting Up New Users and New Groups Last updated 10 minutes ago

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Users You Plan to Import

In Articulate Online, if you have any presentations, quizzes, or Engage interactions that you’ve marked as private content rather than public, then you’ll need to specify the users whom you want to access those items. This involves setting them up in Articulate Online with their email and a password. When users need to log in to see your content, this not only creates a more secure way to deploy your e-learning, it also enables you to track who views your content, and to collect data regarding their progress and scores.

Depending on your situation, it might be more efficient for you to import user data — but if that’s not the case, you can add users by following the process we cover here.

In this tutorial we’ll walk through how to add a new group, how to add new users, and how to assign those users to groups.

Adding a Group Though it’s not mandatory, we recommend you organize users into groups. This makes it easier to invite multiple users to your content, because you can select all users in a group rather than having to pick one user at a time. It also makes it easier to filter the data in your reports, so that you can see data about specific groups of people rather than everyone all at once.

The groups you set up are totally up to you. For example, you might want to set up a different group for each department in your company. Or, if you serve learners from multiple clients, you might set up a group for each client organization. Users can belong to more than one group if you like.To set up a group:

1. Click the People tab.

2. Click Groups.

3. When you first begin using Articulate Online, there will be just two default groups already set up: Administrators and Publishers. Click Add a new group.

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4. Type the group name in the field provided, and click Save.

You can keep adding more groups if you like.

Adding Users Setting up users in Articulate Online is easy, and you can add new users to groups if you want, all on the same window.

Here’s how:

1. Click the People tab.

2. Click Users, then Add users.

3. In the Email addresses box, enter the email address of the person you want to add. You can add more than one person by separating the names with commas.

4. In the Passwords area, you can choose Generate a random password, or you can Specify a password by entering a password in the field.

5. If you want Articulate Online to send an email to each user notifying them of their login credentials, mark the E-mail each user box (it’ll be marked automatically if you’re generating a random password), and make any adjustments to the Custom message text.

6. If you want to add the user(s) to a group, you can select the group(s) by clicking next to the ones you want to assign.

7. Click Add Users.

Once you set up users, you can invite them to view any private content you’ve uploaded to Articulate Online. For details, see Giving Users Access to Your Content.

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Adding Existing Users to Groups

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Users You Plan to Import

Articulate Online lets you organize your users into groups. Groups are a great tool to simplify the process of inviting users to view your content. They can also make your reports more meaningful, because you can tracking and report on the elearning activities of different groups of users.

In a separate tutorial, we cover how to set up groups and how to assign a new user to a group when you add that user.

But what about situations when the user already exists in Articulate Online, and you want to add that user to a group? That’s just as easy — in fact, even if the group doesn’t exist yet, you can create it on-the-fly and add a user to it, all in one place.

Here’s how:

1. Click the People tab.

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2. Click Users.

3. Select the user whom you want to assign to a group

4. If the group to which you want to assign that person already exists, select it from the list and click Save.

5. If the group doesn’t already exist. click Add a new group, enter the name for your new group, and click Save. This creates the group and adds the user to it, all in one step.

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Importing Users

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Users You Plan to Import

Articulate Online offers a helpful import feature that can really speed up the process of getting users set up in your AO account. This tutorial walks through the steps for importing users.

Something to keep in mind: With the approach shown here, the users you import will not receive an automatic notification that they’ve been added to your account. You’ll need to communicate directly with them to make them aware of your account URL and their password, so that they can access the course content you’ve prepared for them. You might want to instruct them to use the Reset Password option on their first login, so that they can choose a new password themselves.

If you prefer to have Articulate Online generate a random password for each user and notify them of their login credentials automatically, see this tutorial. It covers how to do that before you import the users’ other data.

STEP 1: Download the import template

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1. Log in to your Articulate Online account and click the People tab.

Last Revision by: David Fair 9 minutes ago

2. At the bottom of your list of users, select Add Users.

3. Click the link that says Import users from a file.

4. When the window below appears, click the link to download the file called ao-import.csv and save it to your computer.

STEP 2: Complete the template with your user data 1. Open the CSV file in Excel and enter user data in the columns provided. Be sure to read the instructions and tips at the top of the file to make sure you enter everything properly. For each new user you add, you’ll need to enter at least an email address and password.

2. When you save your Excel file, if you see a prompt asking if you want to keep the file in CSV format, choose Yes.

Â

STEP 3: Import the data into Articulate Online 1. In Articulate Online, return to the import window that you opened earlier. Click Browse to select the CSV file you completed and saved.

2. Click Add Users to complete the import.

The users you imported will now appear in your list of users in Articulate Online.

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Setting Up and Using a Guestbook

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Articulate Presenter Articulate Quizmaker Articulate Engage Articulate Video Encoder Articulate Online Publishing Content to Articulate Online Manually Uploading Your Content to Articulate Online Controlling Who Sees Your Content Giving Users Access to Your Content Adding and Using Tags Setting Up New Users and New Groups Adding Existing Users to Groups Importing Users Setting Up and Using a Guestbook

Articulate Online offers a Guestbook feature, which allows you to collect whatever data you want about the users who view your content. Once you set up a Guestbook for a particular content item, users who access that content will see a Guestbook page, where they enter information you request, before they view your course.

If your content is public, a Guestbook is a handy way to collect information about the people who view your content. A Guestbook can also be used for private users, if you’d like to collect specific user data that isn’t already part of your users’ profiles. (Learn more about public and private users here.)

Here’s how to set up Guestbook fields for any content item you’ve uploaded to Articulate Online:

1. In Articulate Online, select the content item for which you want to create a Guestbook.

2. Click the Guestbook tab.

Generating Random Passwords for Users You Plan to Import

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Page Details First Published by: Jeanette Brooks 119 days ago

Last Revision by: Jeanette Brooks 119 days ago

3. Click the Change button on right right-hand side of the screen.

4. Select the items you want to include as Guestbook fields, and for each one, indicate whether it's Optional or Required.

5. If you change your mind about any of the fields you’ve selected, just select the field again and choose Don’t Ask.

6. If you want to collect some information that's not in the list, click Add Custom Field at the bottom. In the window that pops up, enter some text for the custom field you want to create, and click Save. (Note: When you create a custom field, it defaults to Optional, but you can make it Required by selecting the custom field you’ve created and choosing Required.)

Keep in mind that if you do create a custom field that you plan to use for other content items as well, be sure to type it the same way for each content item's Guestbook. Otherwise, when you report on the data, it will look confusing because it will be treated as two separate fields.

7. In the text area below the list of fields, you can customize the instructions your users see on the guestbook, if you like.

8. When you’re finished, click Save at the bottom of the page.

Now, when learners view that content item, they’ll see a page similar to the one below, where they enter their information and click Continue. (Note that if you chose to include Email as one of your Guestbook fields, when private users view your content, the email field will be completed for them automatically.)

Where is Guestbook data used?

You can report on the Guestbook data you collect by going to the Reports tab and choosing the Guestbook Responses report. When you do that, you’ll see data for the five most common fields that administrators typically like to include (email, first name, last name, job title, and company).

If you didn’t include these items in your Guestbook, or if you made any of them optional, some cells might be blank.

To see any additional items you’ve included in your Guestbook, you can export your data to CSV or XML format. The output will contain all the data collected:

You can also include Guestbook data in any custom reports you create. And, if you’ve specified in your Articulate Online settings that you want to Include full user profile data in exported CSV and XML reports (as shown in the screen below), then any reports you export will include data from the standard Guestbook fields. Custom fields, however, are not included in the export.

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1 comments so far Posted 73 days ago

Have a question or comment about this tutorial? Post in the Articulate Online discussion forum, and we'll be happy to help! community.articulate.com/.../59.aspx Jeanette Brooks

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Generating Random Passwords for Users You Plan to Import

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Articulate Presenter 0 Articulate Quizmaker Articulate Engage Articulate Video Encoder Articulate Online Publishing Content to Articulate Online Manually Uploading Your Content to Articulate Online Controlling Who Sees Your Content Giving Users Access to Your Content Adding and Using Tags Setting Up New Users and New Groups Adding Existing Users to Groups Importing Users Setting Up and Using a Guestbook Generating Random Passwords

for Users You Plan to Import

Articulate Online allows you to easily import user data — but if you’d like AO to generate random passwords for the people whose data you import, you’ll need to take care of that before you import their other data. Here’s the process to follow:

STEP 1: Generate random passwords for your users

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1. Log in to your Articulate Online account and click the People tab.

Page Details First Published by: Jeanette Brooks 661 days ago

2. At the bottom of your list of users, select Add Users.

Last Revision by: David Fair 9 minutes ago

3. In the E-mail addresses box, enter an email address for each user you plan to add. Separate the addresses with commas.

4. Under Passwords, select Generate a random password for each user.

5. If you like, edit the text in the Customize message box to tailor the message your users will receive.

6. Click Add Users.

The people you just added will receive a message from Articulate Online, containing the URL and password they should use to log in and view content.

STEP 2: Update the new users’ data with additional information Now that AO has added your users and created passwords for them, you can import any additional information about them that you want. Here’s how:

1. In Articulate Online, select the People tab and choose Add Users.

2. Select Import users from a file.

3. When the window below appears, click the link to download the file called ao-import.csv and save it to your computer.

4. Open the CSV file in Excel. For each of the users you added to AO a few minutes ago, do the following: Enter their email addresses in the Email column exactly as you entered them in AO. Leave the Password column blank, since AO has already generated a password for these users.

Fill in any additional fields with the data you want to add to these users’ profiles.

5. Save the CSV file. If you see a prompt asking if you want to keep the file in CSV format, choose Yes. 6. Go back to the import window in Articulate Online. Browse to the CSV file you saved, and then click Add Users..

You’re done! The users’ profiles will now include the data you imported.

100% of people found this useful

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1 comments so far Posted 73 days ago

Have a question or comment about this tutorial? Post in the Articulate Online discussion forum, and we'll be happy to help! community.articulate.com/.../59.aspx Jeanette Brooks

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