Confirmit Learning Management System (LMS) with Learning Paths

Confirmit Learning and Enablement

Confirmit LMS (Learning Management System) is your hub for learning and enablement. Our LMS empowers you with just-in-time micro-learning focused on the jobs and tasks you need to perform now, and we offer it on a modern platform where content is easy to find.

Your first step toward proficiency is to explore your learning path. This curriculum of Essentials courses introduces you to the fundamentals needed to get you up and running with content that is relevant to your needs as an MR, VoC, or VoE professional. So, log in and select the path specific to your role.

E-Learning Courses

Self-Paced, Interactive Courses

Learn at your own pace. Our e-learning courses offer convenience and flexibility without the hassle of travel. Browse the course catalog and choose the web-based interactive course that meets your needs.

Recorded Webinars

Got a few minutes to learn what’s new? Stay on top of the latest developments. Watch and listen as Confirmit experts deliver updates on new product functionality.

Voice of the Customer Relationship Surveys

Instructor-Led Courses

Public Courses

Attend an instructor-led class in our London or Oslo office and an experienced Confirmit trainer will guide you through a series of hands-on exercises designed to ensure you get the most from your Confirmit software.

Private Courses

Schedule to have an experienced Confirmit instructor conduct training at your site on a date that’s convenient for you. Private courses can be tailored to meet many of your specific needs.

Course Availability

Confirmit e-learning and instructor-led courses are designed to get you up and running quickly so you can focus on the jobs and tasks you need to perform now. Choose the course and learning mode that best meets your needs and schedule.

Confirmit Horizons Essentials

Horizons Essentials is designed to give new Horizons Professional users an introduction to the platform. To get you and your programs up and running as quickly as possible, the course concentrates on core modules: Survey Designer, One-click reporting options, and SmartHub.

E-Learning Class Available

SmartHub Essentials

E-Learning Class Available

Studio Essentials

Studio Essentials gives Horizons Professional Users an introduction to reporting in Studio, with a focus on performance and trends for the main key metrics typically used in a VoC program.

E-Learning Class Available

Panel Essentials

Learn how to use Professional Panel and Standard Panel to manage panel data, create a panel and a registration survey, collect and edit profile data, select samples, create various panel rules, and send survey invitations.

E-Learning Class Available

Active Dashboards
Essentials

E-Learning Class Available

Reportal Essentials

Build a solid foundation in Confirmit Reportal. This course is designed for beginner users. Participants will create a combined data source using Confirmit SmartHub, and then learn to build, preview, and publish a dashboard report with key driver analysis.

Action Management Essentials

Learn how to up an Action Management program. Learn how to define the roles and lists for your workflows and how to use filters to create cases and triggers to assign cases. Create groups to streamline handling of permissions. Watch and monitor the progress of cases and assign due to dates to enforce prompt resolutions.

E-Learning Class Available

Survey Authoring Scripting

Train-the-Trainer

Action Planner Essentials

Create and share initiatives, take action, and link your initiatives to business metrics so your Voice of the Customer and Voice of the Employee programs can produce the highest quality results.

E-Learning Class Available

Reportal Scripting

Confirmit Horizons Essentials

Build a solid foundation in Confirmit Authoring. This course is designed for beginner users. Learn to design, test, and deploy a web survey containing skip logic and answer validation. This course includes an introduction to Confirmit Reportal. Offered as a public or private instructor-led course, with a subset of the material available as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System.

Launch Survey Designer and create your first survey
Verify survey readiness for deployment

Send email invitations
Using IA and Fieldwork report, monitor survey progress and drop-off statistics

Create a your first hub and add a survey
Apply contact frequency rules

Confirmit Horizons Essentials

This course has been specifically designed for all new users as it is aimed at the use of the most important areas of the platform. The course is a great starting point to explore what Confirmit can do and explore further. Offered as a public or private instructor-led course, with a subset of the material available as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System.

USA

UK

Norway

New York City

San Francisco

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

Panel

Build a solid foundation in Confirmit Panel. This course is designed for beginner users. Learn to design, test, and deploy a web survey containing skip logic and answer validation. Offered as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System.

USA

UK

Norway

New York City

San Francisco

Private Class 2020

To schedule a private class, contact your Confirmit account manager to make arrangements.

Reportal Essentials

Build a data hub and report across multiple surveys
Navigate the Reportal template

Create a Reportal project and generate a topline report
Configure tables and charts

Set up drilldown reporting and add filters
Publish a report and manage an end user list

Reportal Essentials

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

Panel Essentials

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

Train-the-Trainer

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

Reportal Scripting

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

Survey Authoring Scripting

Learn how to use a wide variety of J-Scripting (Jscript .NET) functions to enhance functionality. Examples include get and set functions, arithmetic functions, converting data types, and date objects. Offered as a public or private course. (Prerequisite: Authoring Essentials or equivalent knowledge.)

Understand scripting syntax
Handle sets and code masks
Use common functions

Work with arithmetic functions
Convert data types
Raise error messages for response validation

Use the date object
Create your own functions
Handle errors

Survey Authoring Scripting

Learn how to use a wide variety of J-Scripting (Jscript .NET) functions to enhance functionality. Examples include get and set functions, arithmetic functions, converting data types, and date objects. (Prerequisite: Authoring Essentials or equivalent knowledge.)

USA

UK

Norway

New York City

San Francisco

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

Reportal Scripting

Leverage Reportal platform functionality: Learn to script tables, charts, and parameters using various J-Scripting (Jscript .NET) functions. Discover how, when, and why to script custom classes. The hands-on activity will have you develop dynamic reports, where end users can change content in the report via user interface tools. Course content is tailored to your organization’s needs. Offered as a private course. To schedule this class, contact your Confirmit account manager. (Prerequisites: Reportal Essentials or equivalent knowledge and an understanding of object oriented techniques and a programming background.)

Use J-Scripting in Reportal to improve your reports
Explain the different scripts in Reportal and how they can be used
Use visual components to create dynamic reports that enable viewer interaction

Introduce functionality that enables report viewers to select
- Which survey and which questions to report on
- Which filters to apply
- Which cross-breaks to do
- Apply settings to tables, charts, and other reporting components

Use various parameter types
Script on all Reportal components
Compile debug, and log scripting code

Schedule 4

Train-the-Trainer

For large clients with ongoing training needs, it can make sense to bring your training in-house. One of our experienced Confirmit trainers will work one-on-one with your trainer, and then observe and critique your trainer’s first training course equivalent to the Authoring Essentials course. Offered as a private course. To schedule this class, contact your Confirmit account manager. (Prerequisite: Intermediate or higher level of Authoring knowledge.)

Product demonstrations
Review content covered in Survey Authoring Essentials course

Review of Survey Authoring Essentials Trainer’s Guide
Present certain areas of functionality that require additional examples

Trainee Exercises (TekShop VoC Transactional Survey, Business Travel Hotel Survey, Cable TV Survey, Banking (Account Closure) Survey
Presentation techniques for: using condition objects to set up complex If statements, using code masking for filtering answer lists, using question masking to hide or show an entire question, using loop

Schedule 5

Discovery Analytics Essentials

Learn how to create analysis views that help you reveal insightful information from your data. Learn how to create rating comparison, trend analysis, and key driver views that help you visualize your data to make decisions. Offered as a self-paced e-learning course.

Creating or Accessing a Project

Navigate in Discovery Analytics
Explain what Projects are and how they are used
Create a Project

Creating a Rating Comparison View

Create a Rating Comparison View
Apply statistic and date filters
Apply goal sliders and quick filters

Creating a Trend Analysis View

Create a Trend Analysis View
Flow between Trend Analysis and Rating Comparison Views

Creating a Key Driver Analysis View

Create a Key Driver Analysis View
Export data from your Views and Project

SmartHub Essentials

Learn how to create a hub and add multiple data sources to report across multiple surveys. Discover how to map questions from a master survey and understand the steps for granting and revoking permissions to your hub. Offered as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System.

Creating a Hub and Adding Data Sources

Access SmartHub and create a new hub
Find multiple data sources and add them to your hub
Grant and revoke view or manage-level permission to your hub

Creating a Combined Data Source for Reporting across Multiple Surveys

Create a combined data source by joining multiple surveys
Identify a master survey when creating a combined data source for automatic question mapping
Add questions from a secondary survey into the combined data source
Map questions manually that do not share a common question ID, but do share common answer codes

Active Dashboards Essentials

Learn how to create and share widget-based dashboards tailored to your users' specific needs. Add gauges, tables, and charts to your dashboards to convey real-time data, role-specific data, trends, correlations, and analysis. Offered as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System.

Creating a Hierarchy

Describe the different hierarchy types
Create a survey-based hierarchy
Explain how to upload an Excel™ hierarchy
Describe how to use an existing Horizons hierarchy

Creating a Basic Dashboard

Set the properties for your dashboard
Explain how to add widgets to your dashboard

Sharing a Dashboard

Explain how to share a dashboard with users or nodes
Describe how to email a dashboard
Describe the different widgets and their functions
Describe how to set up each widget

If you already have a Confirmit Learning Management System (LMS) license, click this link to register for this e-learning class.

If you do not, please contact your Confirmit account manager for access.

Panel Essentials

Learn the essentials of Panel creation and usage. Learn how to create a panel, registration and update profile surveys. Learn how to create and customize a panel portal for your panelists. The course also covers methods for manipulating panel data and sampling to panel connected surveys. Offered as a private instructor-led course.

Create a panel
Create panel variables and work with panel variable types
Create a panel update profile survey

Create a panel portal
Grant access to your panel to other Confirmit users within your organization
Manage panel data

Define aggregate variables
Explain scheduled data manipulations to store info not collected in survey
Create a sample job

Action Management Essentials

Define roles and lists for your AM program
Work with data fields and email templates
Define workflows in your AM program

Use filters to create cases in your AM program
Use triggers to tie overall workflow together
Make changes and manage cases

Grant and deny permissions
Translate the AM interface for you users

Action Planner Essentials

Learn how to create and share initiatives, take action, and link your initiatives to business metrics so your Voice of the Customer and Voice of the Employee programs can produce the highest quality results. Offered as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System.

Enabling participation
Tracking initiatives against business metrics
Keeping track of roles and responsibilities

Taking actions and tracking them
Creating an initiative
Adding an action

Assigning an action owner to an action
Closing an initiative

Studio Essentials

This course is designed for beginner users of Studio. Learn the fundamentals of creating a dashboard using visual design capabilities. Offered as a public or private instructor-led course, or as a self-paced e-learning course. Contact your Confirmit account manager if you need access to the Confirmit Learning Management System (LMS).

Create a new Studio report based on an existing survey
Configure KPI, Key Metrics Scorecard, Key Drivers widgets

Update widget color settings
Add a Headline widget to summarize key information in a visually-engaging manner

Add branding to your report
Reference a survey-based hierarchy to create a filter

Confirmit Horizons Essentials

USA

UK

Norway

Australia

Private Class

To schedule a private class, contact your Confirmit account manager to make arrangements.

Public Class Schedule 2021

To register for a public class, contact your Confirmit account manager

New York

Online: Jul 20, 21 and 22 (1:00PM-3:00PM EST)
Online: Aug 10, 11 and 12 (1:00PM-3:00PM EST)
Online: Sep 21, 22 and 23 (1:00PM-3:00PM EST)