I recently switched to a different internet provider and was really impressed by the entire experience. Once I had decided on the plan, I received an email informing me about my purchase and my upcoming appointment for a technician to come in. The time and date wasn’t the same than originally mentioned to me on the phone, but that wasn’t a problem. A link allowed me to change the appointment to my desired time and day, which I did, and again, received an email confirmation with the updates. Then, 24 hours before the appointment, I received a text message asking me to confirm, and someone from the company called as well leaving a voicemail. That was the first time that I was a bit taken aback. I had the hardest time understanding what the person was trying to tell me. If it hadn’t been for the text message, I would have not known what the call was about. It was loud in the background, the person didn’t start talking until about 5 seconds in, and I could clearly tell he was reading a script, way too fast and in broken English (English isn’t my first language either so I can say things like that!). Anyway, the next day, the technician comes in, I get my internet, and I receive a text message and email after, informing me that the job was done and asking me for some quick feedback. Two days after that, I received another phone call from the company. I missed the call and they didn’t leave a voicemail (right away, I checked my connection to make sure it still worked….I mean, I don’t know why they called!). Two days after that, they call again, I pick up and I could swear it was the same person who called me the first time! Again, I didn’t understand a word. After some back and forth, I figured he just wanted to know if I had questions, and of course, if I was interested in buying more stuff. Fair enough.

Why am I telling you this long story? Well, the company did an excellent job mapping out the user journey, figuring out different toucpoints where they should engage with me, managing my expectations, providing the service, getting feedback, and even adding an upselling opportunity. But they dropped the ball with the phone calls. Clearly, the person calling is makes minimum wage, follows a script, works in a call centre, and he simply doesn’t like his job. I get it, but I heard it in his voice and it changed how I felt about the entire experience, and the company.

All that to say, there is lots of talk in L&D about learner journey mapping, and the learner experience (which I’m a big fan of as well), but it’s not enough to identify all the different touch points at which we interact with our learners. We also need to take a close look at what we are actually delivering at these touch points. And I feel that we aren’t doing a good job at that right now. We are so happy that we came up with a great learner journey, that the content becomes secondary. But we can’t put lipstick on a pig. If your content, and content delivery to make the connection to my internet story, isn’t up to par, our learners won’t really be engaged. Maybe we even push them to the other side and they are more turned off than ever!

So next time you plan out a learner journey, think about how learners will perceive your content, how they will interact with it, how it will make them feel, and how it impacts the overall experience. You can have the greatest learner journey, but if you break that trust at one step during the process, if you miss the mark, if you don’t deliver what they really need and expect, it can negatively impact your entire training program. Focus on the learner and remember that creating the experience isn’t enough, you have to fill in the gaps with engaging content that resonates with your learners.

When I came home from a conference the other day, I called my Lyft and hopped in. I wasn’t sure if I would actually make it home in one piece. It was a scary experience. The driver was changing lanes way too quickly, only looking over her shoulder occasionally, and going at a high speed. If you have ever driven in Toronto, or are familiar with the traffic here, you probably understand the fear for my life.

I did make it, and when Lyft asked me to evaluate the ride, I decided to tell the truth: a two star rating based on the driver’s skills. It took less than 15 minutes before I had an email from Lyft’s customer service, apologizing for the bad experience, and telling me that I was “unpaired” from the driver moving forward. Meaning, I won’t have to worry that this driver will ever be matched with me again in the future. For one, that makes me feel so much safer, and of course, I will continue using Lyft because I know I won’t have to worry about this particular person driving me again (knowing I gave her a bad review, she would probably drive into a ditch just because). What a great way of saying, it’s ok, we know we didn’t get it right this time, but please give us another chance. We know, we can do better.

Of course, that got me thinking about our learners and how we just dump content on them that they don’t need or want. Imagine if we would actually leverage data points to understand what content has been consumed and when, and what content has barely been touched. We could engage our learners and let them know that we “unpaired” them from certain content because we realized they already know all there is to know about a particular topic. We would create an environment in which learners wouldn’t worry about the next training or coaching session, the next digital offering or resource we share, because they will know we only share what really makes a difference to them. What a glorious world that would be!

The good news is, we have enough tools at our disposal to actually make this happen. Leverage data from your learning platform or Google Analytics. Start using your marketing automation tool to deliver training through campaigns, and you will get a whole other set of data you only dreamed about before. Creating positive learning experiences isn’t difficult. We just have to out our minds to it, be open to new ideas and really listen to the learner. It’s about what they need, not what we think they need.

If you want to learn more about how to leverage marketing for your L&D strategy, download my eBook “The Little Black Book of Marketing and L&D”.

Marketers are good at writing a short and precise message that resonates with the desired target audience. They don’t use bullets to bring their points across but rather leverage catchy language, images and colors to speak to our emotions. The big question is, why don’t L&D professionals use Marketers’ tools more often to reach their audiences?

Marketing doesn’t have to be difficult; you don’t have to be a graphic designer to create stunning images in your presentations or eLearning modules. I want to share some tools you can leverage to improve your messaging to your learners which will also help you promote your learning to your stakeholders!

Canva

Canva is an excellent free resource offering you hundreds of designs for your presentations, social media posts, infographics and so much more. It is my absolute go-to when it comes to creative assets. They even offer free tutorials “Learn how to design” to help you along the way! Their newest feature allows you to invite up to ten team members and share your creations with each other. You have access to basic backgrounds, layouts, illustrations, shapes, icons and charts. Canva offers you the option to upgrade for unlimited assets or simply purchase images one at a time. Once you created a design, you can download it as a .jpg, .png or PDF. Automatically, Canva saves all of your designs for you to conveniently download them at any time in the future.

Biteable

If you are looking for a simple to use video tool, look no further. Biteable is a great way to create online videos and animations that you can share on YouTube or other social media channels. It offers a multitude of predefined slide layouts to choose from. You can customize text and color on each and even add music to it. Biteable has a free version. The downside however is that you will have a watermark in the bottom right corner of your video and you can’t download it. You can purchase one video at a time or sign-up for a one year subscription for $99. It’s a fun way to engage your learners before a training session and show them what’s in it for them (instead of listing boring bullet points).

ViewedIt

This new tool is a video, screencast and voice recording. Not only can you create and send videos, you can even track them. ViewedIt is a Chrome Extension and sends you weekly notifications about video views. On top of that, it creates thumbnails so you can ensure your audience is clicking the play button to learn more. In my opinion, this tool is used best for screen recordings that you want to share with your learners ahead of a training session to help increase engagement and interest.

Licecap

If you feel that a video is too long for the message you want to convey to your learners or you want to bring some pep in your FAQs, try using GIFs in your learning. Licecap is a very basic tool that allows you to do to exactly that. Once the program is open, record the section of your screen you want to create a GIF from. Try to keep the GIF frame to the area of interest and refrain from too much scrolling. You will achieve best outcomes if your GIF is 7-10 seconds long. So next time you want to show learners how to reset a password or log into a system, create a GIF and share it in an email.

Marketers use an array of tools that make their lives easier and that delight their customers. We should really learn from Marketing and take a peek into their toolboxes on a regular basis. Which tools do you like to use to delight your learners? Share your thoughts below.

The phrase “marketing mix” refers to the tools and tactics a company uses to reach its marketing objectives. In L&D, we usually don’t think about all the tools and tactics we have available to pursue our objectives, learning experiences as products, or how to promote and place them within our organization. There is a lot to be learned from marketing.

What Is a Marketing Mix?

In a nutshell, the marketing mix positions the right product, at the right place and price, at the right time. It is most commonly known as the four Ps: product, price, place and promotion.

Through research, marketers ensure that they have the right product in place. Furthermore, they have to keep an eye on declining sales and the possibility to reinvent the product to stimulate more demand. The main question that they need to answer is, “What can I do to offer a better product?” Marketers often look at what customers want from a product, how and where they will use it, and even what the name of the product should be.

Price determines a company’s profit and has a big impact on the marketing strategy by affecting sales and demand of the product. Place dictates how customers access the product. Marketers need to understand their target markets well in order to develop the right distribution strategy. Questions they ask might include where potential customers look for the product and how different distribution channels are accessed.

Lastly, promotion helps marketers boost brand recognition and sales. Marketers often ask themselves about the best time to promote a product and if social media can help promote the product, and they might look at the promotion strategies of competitors. In the services industry, we can often find a modified version of the 4Ps: the 7Ps. This model adds people, process and physical evidence to the mix.

Create an L&D Mix to Engage Learners

In L&D, we can leverage some of this thinking to deliver more effective training. People are the target audience for whom we build our product. L&D professionals already carefully analyze their audience to ensure a learning solution meets their needs.

The product is a particular learning solution, such as compliance training. It is not enough to look at the content itself; L&D professionals should consider how to make this solution better in order to achieve higher completion rates. A simple “click-the-next-button” module is most likely not enough. Instead, think about how you can use a story to draw the learner’s attention to the course and keep them engaged throughout it. Come up with a more catchy title for the course, instead of just calling it “Sexual Harassment Course.” Continuously watch analytics and data to ensure the product meets your objectives. If not, you might have to reinvent the learning solution.

Price might not seem like a component of the L&D mix, but costs need to be considered as training solutions are developed. As L&D professionals come up with exciting ways of delivering training, often, the price tag goes up. It will be your task to sell the higher price tag to your stakeholders and, at the same time, show the value the learning solution brings to the table.

More often than not, training solutions are still delivered through LMSs, which means the place in the L&D mix is often predetermined. However, L&D professionals should consider other access points, such as intranet sites and YouTube. Think about how learners are accessing the course (i.e., mobile versus desktop). Use LMS data and Google Analytics to better understand how and when learners access content. This analysis will help place the product in the right spot.

Promotion strategies are rarely considered when creating new learning solutions. The success of a course is often measured through completion rates, among other metrics. Adding the course to an LMS and sending an email to all employees isn’t enough. L&D professionals should think about ways to promote the product, create excitement and engage learners from the get-go. Think posters, teaser videos, informal lunch meetings or flyers on employees’ desks. Be creative, and see your completion rates go up. To further investigate, ensure you are using additional data points wherever possible, and take evaluations and test results into account.

Process is the overall project planning, from the first ideation to design and all the way through to the end product. It should include all stakeholders. Project management tools can help L&D professionals stay organized.

Free Tools to Help Create An L&D Mix

It might sound daunting to look at L&D through a marketing lens, but there are many helpful free tools out there to get you started. First, to work collaboratively with the rest of your team, find a project management tool that allows you to capture all elements of your L&D mix in one place.

There are also free resource that offer hundreds of designs for your promotion strategy. On these websites, you have access to basic backgrounds, layouts, illustrations, shapes, icons and charts. Once you created a design, you can download it as a JPG, PNG or PDF. Also look for a simple-to-use video tool. These tools are a great way to create online videos and animations that you can share on your social media channels. Some offer predefined slide layouts to choose from and the ability to customize text and color and even add music.

If you feel that a video is too long for the message you want to convey to your learners, or you want to bring some pep to your promotion strategy, try using GIFs. Online programs offer the ability to record a section of your screen from which to create a GIF. Try to keep the GIF frame to the area of interest, and refrain from too much scrolling. You will achieve the best outcomes if your GIF is seven to 10 seconds long.

Marketing and L&D have more in common than we might think, and L&D professionals should not shy away from taking a peek into the marketer’s toolbox to create learning experiences that stick.

The concept of personas is well known to marketers. To create a persona, marketers develop multiple fictional character profiles that describe their real and potential customer base. Based on these personas, they then develop content that resonates with them. L&D professionals can also leverage this user-centered approach to create better and more engaging learning.

What Are Personas?

You can think of personas as fictional, generalized characters, each with individual goals and needs. Marketers observe behavior patterns among their real and potential customers and couple those observations with educated guesses, which help them understand their customers better. A persona can include the following information:

• Job role and responsibilities
• Biggest challenges
• Industry
• “Watering holes” (Where do these learners go to get their information, such as blogs, websites, publications, etc.?)
• Demographic
• Personal background

Marketers research personas by capturing specific information through forms on websites, interviewing current customers, looking for trends in databases and asking for feedback from the sales team. Developing three to five personas typically results in the best outcomes. Some personas are very detailed, while others are a brief sketch of each user. Either way, marketers usually include a fictional name and a picture in the persona. When reading a persona profile, the “person” comes to life, helping marketers create products and content that align with his or her needs, goals and interests.

Developing a Learner Persona

Why should L&D professionals care about personas? They can help you can create the right content, for the right audience, at the right time.
Here are some questions you can ask, or extract from learners’ personal information you have on file, when developing your learner personas:

• What is your job role?
• Are you a manager?
• How many years have you been with this organization?
• Have you changed roles within the organization?
• How would you rate your tech-savviness?
• Do you prefer learning online or through face-to-face training?
• Are you an early bird or a late riser?
• Are you involved in volunteer work organized by our company?
• What do you do in your free time?

Ask these questions, but also use data from your learning platform. Many platforms enable you to see when and how content has been accessed. If your system doesn’t capture these data, try to collect them using Google Analytics on any activities that are happening outside the LMS, and combine them with data you can gather using your LMS. The combination of questions, learning platform data and demographic data will result in a variety of profiles, and you can then categorize your learners into different groups.

Creating Engaging Content That Resonates With Your Learner Personas

Let’s look at two examples of learner personas:

• Burt, 43 years old, he has been with your company for six years. He’s a manager in the support department, overseeing five staff. He is extremely tech-savvy and loves to learn about new technologies in his free time. Burt learns best after work hours and prefers to access learning through his mobile device on his commute home. He volunteers his time twice each year to help with charity events organized by your organization.
• Apama, 23 years old, is fresh out of university. English is her second language, and she works as an administrative assistant. She enjoys getting up early and going for a run before coming to work. Apama loves her iPhone and is good at using her Mac, but she isn’t as familiar with PCs, which your company uses. She isn’t really interested in new technologies and learns best in face-to-face training where she can asks questions on the spot.

Burt and Apama are, of course, not real people, but their personas can be extended to other people in your organization who have similar interests and job roles. To create content for “Burt,” you might develop a training solution that is quickly accessed through a mobile device and shorter than eight minutes in length, delivered over a couple of days. You can push this content to those learners shortly after 5 p.m., which is when they are on their way home. “Apama,” on the other hand, would need the same content in a face-to-face training session, where she can ask questions, ideally held in the morning.

Developing multiple training solutions for the same content is more labor-intensive and might not always be possible. However, considering the positive outcomes you will be able to achieve (more engaged learners, better on the job performance, etc.), it might be worth the investment, especially for programs you run on a regular basis, such as onboarding or annual compliance training.