How do I create a CSV file?
I want to make sure we have all of our bases covered, so I'm including instructions on how to:
To add new users to your Bridge account, create a CSV file (using Excel or similar program) that includes a column for the full name, email address, job title, unique identifier (UID), along with any other attributes that you'd like to include. Keep in mind, these attributes can later be used to create groups of learners. A common example is to include a department so that learners of one department can be grouped together for easy enrollment in courses, programs, etc. For more detailed instructions, please see this guide.
Once you have added the users to your Bridge account, you can create groups. To add users to a group using a CSV, create a CSV file using Excel that contains the UID of each learner you would like to add to the group. Once you've created the CSV, upload it using the Add via CSV link on the Add New Group page.
To enroll users in a course, program, live training, or checkpoint using a CSV, create a CSV file using Excel. The excel file needs to contain the UID of each learner you would like to enroll. Once you've created the CSV, upload it using the Add via CSV link on the course/program/live training/checkpoint Details page.
I hope this helps!
Diedra, to clarify, are you looking for additional guidance on creating a smart group as described in How do I create a smart group? and How do I enroll learners in a group with a CSV file?
The group I want to upload at my Beta readers. I only want to upload their first and last names and email addresses. If I choose to add new columns to this group, will I have difficulty or is this relative easy to do?
Excellent question! If you'd like to only include your beta users' first and last names and email address initially, you can easily add more information later by including more columns in the CSV.
I am attempting to upload a list of emails. I read somewhere that if I begin enrolling in a group CSV I will always have to do it this way. Does this mean I can't enroll one or a few people? Is there a limit to how many people can be in a group at a time? Also, and this is very important. How do I know the difference in uploading students and people I want to have access to the stat reports?
Thanks for you help,
Retrieving data ...