Skip to main content
For a fixed cohort - a launch group or a specific partner you want trained now.
Not every enrollment fits a segment rule. Sometimes you need a specific, known set of partners in a course right now: a launch cohort, a single reseller prepping for a deal, or a pilot group for new content. Manual enrollment gives you that direct control, and the notify option lets you decide whether to announce it or stage the course quietly first.

​
What you’ll achieve

A set of partners enrolled in a course by hand, appearing immediately in the course’s tracking view, optionally notified that they have been enrolled.

​
Before you start

1

Confirm access

You need a team role with write access to Courses.
2

Know your cohort

Decide exactly which partners (and partner contacts) should be enrolled.

​
Watch it

​
Steps

1

Open the enroll dialog

Open the course from Courses and select Enroll. This opens the enrollment wizard where you pick who to add.
Open the enroll dialog
2

Select the partners

Choose who to enroll in the audience step:
  • Partners and partner contacts - search for and select the exact partners (and their contacts) you want in the course. Use the filters to narrow a long list. This is the precise cohort that will be enrolled, so review the selection before continuing.
Select the partners
3

Preview the email

Select Next to move to the email preview. Review the enrollment email partners will receive so you can check the wording and confirm the audience before anyone is contacted.
Preview the email
4

Enroll, with or without a notification

Finish the enrollment with the option that fits how you want partners to find out:
  • Enroll and notify - enrolls the selected partners and sends each of them the enrollment email. Use this when you want partners to know the course is ready for them.
  • Enroll without email - enrolls them silently, with no notification. Use this to stage the course before you announce it, or when you will tell partners another way.
Either way, the selected partners are added as enrollments and appear in the course’s tracking view immediately. If the course was in Draft, its first enrollment flips it to Active.
Enroll, with or without a notification

​
Verify it worked

The enrolled partners appear in the course’s tracking view, and if you chose Enroll and notify they receive an enrollment email.

Configure enrollment rules

Auto-enroll segments and set a deadline.

Nudge incomplete learners

Remind partners who have not finished.

Implementation reference

Manual vs automatic enrollment.