Creating Custom Trainings

Create tailored training content for compliance, onboarding, or team-specific needs with full control over structure and delivery.

Create Custom Trainings

Custom Trainings allow you to build learning content from the ground up that is tailored specifically to your organization’s needs. Whether it’s for compliance, onboarding, or a team-specific topic, Custom Trainings give you full control over the structure, materials, and delivery.

Custom Trainings are ideal when you need to:

• Share organization-specific knowledge (e.g., internal policies, tools, or processes).

• Deliver targeted content for a specific department, project, or role.

• Supplement Herd’s Out-of-the-box Trainings with material unique to your team.

Starting a Custom Training

Step 1: On the Trainings Page, in the top right corner click “Create Custom Training.”

Step 2: Enter a title (required) and description (optional) to help your team quickly understand the purpose of the training. Add up to 10 tags (optional) that are relevant to your training for a fast search experience.

Step 3: Once you've entered the training information, click on Create Training in the bottom right corner to create your training overview.

Building Your Content

Step 1: After you press Create Training, you'll be prompted to start creating step content

Step 2: To add more steps, click on Add New Step. To edit the content within the step, click on the message you wish to edit.

Step 3: Click into any step within the training to customize the content your users will see.

Here’s what you can do in the step editor:

• Message Body & Preview Type your content into the Message Body box. A Preview panel on the right side of the Message Body will show how the message will appear in Slack or Microsoft Teams.

• Formatting Tips Just below the message box, you’ll find formatting shortcuts on how to:

  • Bold

  • Italics

  • Strikethrough

  • Links

• Click “+ Add Button” to insert response options or quiz prompts.

  • These buttons help guide users to the next step or capture answers.

  • Limit: 30 characters to ensure proper display in Slack.

• Use the Correct Answer field to select the correct response for quiz steps.

If you do not align the Correct Answer with the corresponding button, users will be marked incorrect even if they selected the right choice. This is essential for accurate scoring—at least one correct answer must be marked.

• Attach Images or Videos

  • Upload images or videos directly into the step. Generating images/video via AI coming soon

Step 4: Press Save Changes to make updates to your chosen step.

Once complete, you can preview your Custom Training, make edits, and then choose to send it immediately or queue it for later release.

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