How do I build custom modules on my Dashboard?

SOPs, weekly communications, job postings, new product launches... these are all things you can notify your team about through Spiffy!

Items required:

  •  Cover image for the module (optional) 
  • A title, and description for the module
  • 1-2 pieces of training content (PDF or video)
  • 3-5 questions on learning material

 To build a module, you will want to visit the ‘Library’ tab of the Dashboard menu. From here, click on the button at the top of the page that says ‘Create Module.' Once you name the module and click create, you will get redirected to the builder. 


On the first page of the module builder, you will see the name of the module that you are creating listed at the top. Below that, there will be the numbers 1 to 5 vertically across the page. These are the 5 steps we need to take to launch a module! On the right side of the page, you get to see a mock-up of the details you input will look like in-app for your team members when the module is deployed. 

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5 Steps to Deploying a Module

#1. Module Basics 

This is the first page of the module that will be visible for employees when clicking into the training module. It gives them an overview of the content, the estimated time to complete the module, and an image associated with the module. If you do not upload an image, your company logo will automatically become the module cover photo. Once you’ve filled in all your details, you click save before clicking the next arrow.

Start Date: You can schedule content days, weeks, and months in advance!

End Date: We recommend only having an end date for limited-time offers or seasonal content. Standard Operating Procedures and Welcome Content should be left open so that new team members on your team can still receive the same teachings as previous hires. 

Disclaimer: This feature is solely optional as some clients require it for compliance on age-sensitive material. 

Minutes to Complete: This will auto-load in at 3 minutes because this is the time Spiffy advises for bite-sized pieces of learning material. To learn more about microlearning and its benefits, please see this article here.

Show Incorrect Answers: Optional but allows users to see what questions they answered wrong at the end of their submission. Allowing them to retry with more confidence and less second-guessing themselves!

#2. Content

Spiffy can accept two types of content - PDF or video material. Keep in mind that all material uploaded to Spiffy is internally facing your company, meaning it does not have to be Hollywood ready - it just has to be what your team needs! Keeping content brief and easy to understand ensures team members can walk away with the key takeaways from the lesson.

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#3. Questions

There are 3 types of questions you can ask on Spiffy -  True or False, Multiple Choice and Select All. We advise having between 3-5 questions per module, to ensure employees are engaging with and learning about the most important topics. Although the questions portion is pretty straightforward, pay attention to the ‘minimum score to pass’ feature on the bottom right. 

The ‘minimum score to pass’ essentially means how many questions do your team members have to get right to successfully pass the module. For modules relating to policies, pricing, product launches, etc. we would recommend a minimum score of 100% to pass. This means the minimum score to pass would have to be set to 2/2 or 4/4. Why? Because there is no limit to how many times an employee can attempt a module, meaning if at first they don’t succeed ~ try, try again!

Once you save questions, you can drag them around on the right-hand side of the screen to re-arrange their order. You do need at least one piece of content uploaded and at least one question saved to deploy a module. 

Questions

#4. Audience

By default, the audience for a module is ‘all team members.’ When you get to step 4, you can modify the audience if you wish to be role-based, location-based or custom-built from the audience tab of the Dashboard. 

Deploying by role: this feature is great when you want to communicate something to all team members company-wide that are in the same role. For example, maybe you want all bartenders to get the winter wine list, or all budtenders to receive a copy of their job description and expectations; this is a great time to use the role tag deployment feature. 

Deploying by location: can be used when you want to communicate something to an entire location 

Deploying by custom audience: can be used when you want to communicate with certain roles, at various locations or regions. To learn more about how to use this feature, be sure to check out our article on getting the most out of your custom audience tab.

#5. Launch 

The final step is the launch phase. This is similar to our legacy ‘review’ section where you get to see an overview of the module you just built. Please review all sections before adding to a stream and launching!

What is a stream? It’s a grouping of alike modules that is scrollable right and left similar to an Instagram carousel. Many of our clients use streams like ‘Policies,’ ‘New Products,’ ‘WHMIS,’ and ‘Customer Service Tips’ to assist in organizing their learning material in-app. To learn more about how to set these up and what they look like, check out this article here.



Key Takeaways

  • There are 5 steps to successfully building a module 
  • If you do not upload an image for your module, your company logo will be displayed in-app
  • We recommend only using the ‘end-date' feature on time-sensitive content
  • By leaving modules open, you ensure new hires enter a feed and complete the same training modules as previously hired employees
  • Spiffy accepts both PDF and video content and we recommend keeping the content to less than a 5-min read or view to ensure the module takeaways are clear
  • You can deploy by roles, locations and custom audiences 
  • In the Launch phase, you can select the stream in which you’d like this module to appear in