Let us say, that you have organized your course contents into meaningful groups like Class VIII, Class IX, and Class XI.

Now, you want to import all your Class IX students into the Class IX segment.

Is it possible to import learners into specific product segments? Yes, indeed.

And in this support article, we will cover the steps to do that.

Import Learners Into Segments

  • To import learners into your segments, let us go to the admin dashboard> click on Users and select the learners tab.

  • Inside the learners tab, click on the Import button

  • Next, click on the Import learners to segments radio button, and click on the select segment button

  • Select the segment you want to import your learners to.

  • As you can see, I have selected the Class IX sub-segment within the CBSE segment. Likewise, you can select the respective segment/sub-segment to import to and click next.

  • Next, you will enter the import learners screen. Here, you can download the Import excel template to import your learner details.

  • The Import template will help you to import learner details with default fields. To download it click on the import template.

  • But, If you want to import custom details of learners, like which city they belong to or what their math percentage score is, then you can select the Import with the custom fields option and click on the Generate template with custom fields excel sheet.

  • Once you have pasted the student details in this template, you can upload it. I have added some sample student data for my course named: Computer Fundamentals.

Note: Please read the support article, how to import learners in bulk using excel before filling the excel sheet. Watch the steps in the video from 1:30s to 5:00s.

  • Now, to upload this excel sheet, go back to your Import learners tab and click on the Upload button and upload the excel sheet.

  • Next, click on the import button to import all your learners.

  • You can check if the import has been successful by going to the Import Status tab.

  • You can see the success stats within the imports screen as shown in the screenshot.

Once the learner list is updated, we will send you a mail detailing all the learners who have been successfully added to the course.

Hope this support article helped you to import learners directly into the product segments. Use the bulk upload feature to import learners fast.

Note: The user id and password of the learner will be his/her email id and 'password' by default. They can change it later by signing in to their account.

To know more on how to manage your learners, refer to the comprehensive master guide on managing your learners.


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