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Confluence Best Practices for Marketing Teams

September 15, 2021
#How To#Confluence#Learning Management
12 min

Atlassian Confluence helps people get work done faster and more efficiently. Teams of all sizes in various fields successfully rely on Confluence because it is flexible, scalable, and accessible anywhere:

  • Technical teams can easily create and store all their documentation in one place.
  • HR departments can effortlessly share their feedback about job candidates using Confluence as a knowledge-sharing tool.
  • Technical writers can regularly contribute to each other’s pages or blog posts with comments.
  • Project management groups can smoothly track project deadlines, key project stages, and people involved in multiple tasks.
  • Marketing teams can take advantage of Confluence templates creating meeting notes, marketing plans, and more from scratch.

In this blog post, we will take a closer look at how marketing teams can use Confluence to match their business processes keeping team members aligned on strategy, purpose, and objectives. You will get answers to the following questions:

  1. How to level up knowledge sharing in marketing teams using Confluence
  2. How to use custom Confluence templates to streamline work process and improve workflow
  3. How to encourage marketing people to use Confluence capabilities for their work with the help of training courses

So whether you’re getting ready to introduce your product to the market for the first time, or you are a marketing pro in a well-known corporation, we’ve prepared some tips you can use to stay on the cutting edge and prove impact using Confluence.

Keep the team on the same (Confluence) page (smile)

The marketing industry moves fast. It is important to make sure that your team is working in a strategic way, using all available resources and tackling problems effectively to avoid burnout and wasted time. All members of your marketing department must have a clear understanding of your company’s overall vision and goals.

Whether you’re selling products, services, or information, your team needs a shared perception of your marketing strategy, marketing plan, positioning on the market, messaging, target audience. Moreover, marketing teams need easy-to-use tools to organize their work more efficiently.

And here comes Confluence!

1. Encourage knowledge sharing at work

It is important to create a shared understanding of what your team is building because if your strategy is not explicit enough, every team member will understand your marketing their own way. When experience people gain from their mistakes and some useful insights remain at the level of individual knowledge, colleagues don’t have an immense opportunity to learn from each other’s experience.

All this information can be easily organized and structured in a shared Confluence space of any marketing team. You can create multiple pages with useful information such as positioning, messaging, marketing plan, competitive analysis, editorial calendar, how-tos, and more.

The best thing is that your team can swiftly add their suggestions to the content or comment the entire page to share and discuss their ideas making live and real-time collaboration possible.

All members of the team get timely notifications about the changes made to the existing content or any new information in the space related to marketing. This way Confluence allows users to easily develop and update content keeping the team in sync.

If you only begin your Confluence journey and need some tips about how to wisely use this knowledge-sharing platform for marketing, check out the Marketing Guide created by Atlassian.

templates in Confluence for marketing teams

2. Take advantage of custom Confluence templates

Confluence templates can help you simplify formal workflows you deal with on a daily basis, so you can get your common tasks done faster. Editing a template takes far less time than creating something from scratch. All you need to do is to follow the directions on a Confluence page and, of course, add the information that is important for your team.

Confluence template

Templates help you maintain document consistency and make sure that you and your colleagues are less likely to leave out key information. When you open the marketing plan your teammate created with the help of templates, you know where you can find the information you are searching for because all marketing plans will have the same structure thanks to the blueprints. Whether you’re a marketing department of many or a team of two, you can design your custom blueprints that will better fit your specific needs.

You can also explore Atlassian blueprints for Confluence Cloud to use in your work or just get inspired and create your own templates together with your colleagues.

3. Create courses from scratch

It is not enough to equip your team with the right tools and encourage knowledge sharing, it is important to ensure that people know how to work under new conditions and have no problems using Confluence. In this case, it can be useful to create a course in Confluence for the marketing department. You can populate it with the most informative pages from the Marketing space we created earlier.

create courses in Confluence

Moreover, you can incorporate your learning content with a quiz to track the progress of course participants and check what they have learned and retained.

quizzes in Confluence

This way new hires can take this course to learn the basics during onboarding and experienced marketing managers can always use this course to refresh and structure their knowledge or learn new information about their sphere.

At the same time, marketing assets are also valuable for other teams. Sales and engineering teams need to know the key aspects of your marketing strategy, strategic plans, positioning, messaging, buyer persona descriptions, your customer’s jobs-to-be-done, the latest market researches, your target audience. This knowledge will help you have a team that not only has a shared vision, but also is focused on making that vision a reality.

You can create another marketing course for these teams and start it with a quiz that will help course participants identify their strong points and detect their knowledge gaps to focus on them. Or you can create a fun marketing quiz to engage your colleagues and heighten their interest to the topics you will highlight in the course.

check knowledge in Confluence

This way you can motivate your team to attentively read the content of the course delving into the subject of each module.

Confluence for marketing teams: Things to keep in mind

  1. Set the stage for open communication in your team and encourage knowledge sharing in Confluence
    1. Create a separate space for all the information about marketing
    2. Grant your team permissions to add pages, blogs, and comments
  2. Try out ready-made templates to help your team collaborate more quickly
    1. Check Confluence marketing templates and see what works for you best
    2. Create your own templates to save your team’s time
  3. Make sure your team is on the same page
    1. Create courses and quizzes in Confluence to help your team learn new information and refresh knowledge
    2. Use courses for onboarding of new hires

We hope that our tips will help marketing teams unleash the potential of Confluence. Feel free to share your ideas of how you connect all members of the team to create buzz-worthy marketing materials.

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    Choosing the Right LMS for Your Team

    February 9, 2021
    #Learning Management#Confluence
    14 min

    Today, when coronavirus puts a spotlight on remote working, a lot of companies show interest in eLearning. If your organization wants to build a remote learning environment, it’s crucial to find a user-focused solution that will not only correspond to the company’s business needs but will help you create top-notch training for the team, partners, and customers.

    Remote-friendly companies of all sizes use different software to manage their tasks, communicate, and structure their work, including Confluence. Confluence is a shared workspace that allows teams to create, discuss, and share content. You can power up this software with different apps depending on your needs. For example, it can work as a learning management system.

    Since we want you to have your options open, we’ll feature both Confluence apps and standalone tools that can help you create and deliver training courses:

    Here is a brief summary of all the solutions we will describe in detail.

    So if you are looking for more opportunities to improve your employee training, let’s learn a bit more about how you can deliver and track your online learning.

    Google Classroom

    This free solution can be a perfect match for those who already use other Google Workspace products. You need a Google Workspace account to create and manage content. The great thing is that you can use any existing Google document as a training material without fuss, be it a Google Sheet, Slide, or Form.

    The Classroom helps you make the most of G Suit products when it comes to interaction between teachers and students. For example, you can perform face-to-face training with the help of integration with Google Hangouts and create quizzes using Google Forms.

    The familiar and easy-to-use interface lets you start working without any problems. Just note that you need to create accounts in Google Workspace to access all the capabilities of Google Classroom.

    It’s difficult to name the Classroom a full-fledged LMS since you can’t create courses or get extensive reporting on your students’ results. However, it’s a powerful platform for interaction between students and educators where they can share materials and stay in touch from school/university, from home, or on the move.

    The Classroom is free to use.

    izi – LMS for Confluence

    Having an LMS in Confluence enables unlimited opportunities for eLearning right in Confluence. You can create courses and quizzes right after its installation. The great news for Confluence admins is that it works out of the box.

    izi LMS app allows you to repurpose Confluence content and use existing pages for your training courses. It’s especially handy if you use Confluence as a knowledge base and have many pages with important information. You can structure this useful content as training modules, chunking all the information into digestible bites to ensure that users pass the course step by step.

    If you need to perform a knowledge check or pre-employment testing, you can take advantage of quizzes right in Confluence. It’s a good idea to add quizzes to courses to reinforce the knowledge acquired by participants. Moreover, this app lets you reuse existing quizzes or just use them separately.

    The Learning portal is one click away from the Confluence menu bar, it provides users with a bird’s eye view of their training progress and allows them to quickly access courses and quizzes. Learners do not need to switch between Confluence and a third-party LMS, they can find all the materials right in Confluence.

    You can share courses and quizzes with existing Confluence users or people outside your Confluence. You do not need to pay extra for course participants without Confluence accounts. Course administrators have reports for tracking participants’ progress and course completion.

    izi LMS is available for Confluence Cloud, Data Center, and Server. Your team will rapidly get a handle on how to create and take courses and quizzes because they already are familiar with the user interface in Confluence.

    You can check the capabilities of the LMS in Confluence during a free 30-day trial.

    Gilly – LMS app for Confluence

    Another app that can power up your Confluence with courses is Gilly – LMS app for Confluence. This multifunctional solution is an integration of EduBrite LMS with Confluence. It helps you turn Confluence into LMS with the help of macros. You do not need to create accounts for your Confluence users because they automatically get EduBrite accounts when they start a course.

    This app meets practically all of your training needs ranging from a robust knowledge base you can build to certification programs you can create by yourself.

    Gilly is a free app that requires integration with EduBrite. This means that you will need a paid EduBrite account. Before using the app in Confluence, your Confluence administrator needs to perform additional configuration of the Gilly app. Only after that, you can create courses in EduBrite. Then you need to add them to your learning dashboard in Confluence.

    Courses can contain multiple modules with several sections you can navigate with the help of buttons on the screen.

    his app is available for Confluence Cloud, Server, and Data Center. You can check its capabilities during a free 14-day trial.

    LearnUpon

    Probably this solution has every possible feature you can think of when we speak about learning management systems. For example, it provides integration with Zapier and other tools to help users connect their LMS with CRM, webinar software, payment gateway, and more. Moreover, you can even sell courses and training created with the help of LearnUpon.

    You can find many use cases described in the LearnUpon blog and discover a lot about how to adjust your existing processes to online classes and courses.

    With LearnUpon, users can access a dashboard with the essential information about their courses, achievements, and live sessions.

    You can create remote training and onsite classes in a blink of an eye. This app allows you to take advantage of gamification elements to better motivate and engage your teammates in the learning process.

    This solution has no integration with Confluence. It has even more capabilities than a user needs, so it’s a good idea to give this app a fair 7-day free trial before you decide to purchase it.

    How to choose your LMS

    Obviously, your choice of the right LMS for your team will depend on your requirements and use cases.

    For Confluence users:

    • izi – LMS for Confluence is for teams that want to work and learn without switching between different tools using Confluence. With this app, you can take advantage of existing Confluence content and reuse it for your courses. You will save your team time and effort because the UI of the app will be familiar to Confluence users.
    • Gilly – LMS app for Confluence can be a good fit for you if you are already using EduBrite and your company starts using Confluence. You can also choose this app if you do not want to mix your existing Confluence documentation with training materials. In this case, you can store courses right in EduBrite.

    For those looking for standalone solutions:

    • If you need software that will help you keep in touch with your students and perform remote training, Google Classroom can work for you. It can also be useful for small teams with a low budget.
    • You can take advantage of LearnUpon since this learning management system is tailored to the needs of companies that want to level up their learning process.
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      How to Set Up Product Knowledge Training in Confluence

      August 13, 2019
      #Confluence#Learning Management
      9 min

      Salespeople must be fluent when it comes to the products they sell. Customers tend to purchase products and services from companies whose representatives can confidently speak about what they offer. If a company doesn’t pay attention to team product knowledge training, it may result in loss of customers and reputation.

      Product knowledge training can help organizations boost the overall performance of their sales team. However, creating successful knowledge training is a challenging task. It is essential to provide your team with the tools they need to successfully sell the full suite of services.

      Use Confluence for product knowledge training

      It is always a good idea to use solutions your team is already familiar with not to make the training process too tedious and work-consuming.

      Just imagine that you need to pull employees from their daily responsibilities to teach them how to use a new learning management system (LMS).

      If your team is already using Confluence for team collaboration, you will enjoy a smooth process of teaching your sales professionals with the help of izi – LMS for Confluence. This app helps teams worldwide create courses right in Confluence and deliver top-notch online training.

      Provide training in bite-sized modules

      To ensure that your sales team retains product knowledge, you can break down the course content into manageable chunks. You can divide all the information about the product into modules building sales knowledge logically. This way, your salespeople can consume easy-to-digest information that fits in their normal workflow.

      When it comes to product knowledge training, you can provide course participants with the product overview, your value proposition, the competition, and how you win.

      product knowledge training in Confluence

      Since the modules are brief, the information is more likely to be retained and applied. For instance, you can familiarize your sales team with client needs, improve objection handling, and motivate them with the most exciting success stories.

      Engage sales team through diverse training content

      To educate employees on your goods, you can create product videos that explain and visually exhibit product benefits. Demonstrate how customers solve their problems with the help of your product.

      add videos to training courses

      Moreover, you can add engaging quizzes to the course to help course participants capture information on the fly.

      add quizzes to training courses in Confluence

      Videos, tutorials, and quizzes will encourage your team to learn more about your product. Above all, a perfectly designed interactive training course can act as a catalyst in improving sales success.

      Build an easy-to-use knowledge base

      To quench the thirst for knowledge of your employees, you can create multiple courses on various topics. However, when it comes to organizing training content, you need to efficiently structure all existing courses. In this case, you will help your users find what they are looking for without getting sidetracked. 

      izi – LMS for Confluence adds the Learning tab to the header menu of Confluence, helping users swiftly enter the knowledge base.

      learning portal in Confluence

      In other words, everyone can use the Learning catalog when they need a refresher or want to continue with their courses.

      Collaborate on training materials with your team

      Confluence allows people to collaborate on content. This also applies to courses because course administrators can easily discuss the structure or materials they want to include.

      collaborate on training content in Confluence

      They can point out if the course lacks some content and discuss the outdated content right in the comments of a course administration page.

      Track progress to understand if training works

      It is essential to make sure that course participants have digested the material and arranged it. Course administrators can track the progress of all the people involved in the course.

      track course completion

      Checking the results, they can offer additional training to the people who have some pitfalls during education. Finally, course administrators can export course reports on the fly.

      export course progress report from Confluence

      Create fluent product knowledge training

      Product knowledge is one of the sales skills crucial if you want to improve sales performance. It’s important to make sure that your sales professionals can convert prospects into customers and provide them with impeccable client service.

      Salespeople are snowed under with endless documentation, product spec sheets, brochures, YouTube videos, and more. So it is essential to provide them with the information they need. And here comes well-structured product knowledge training.

      Try izi – LMS for Confluence free and create your first course to provide your team with consistent sales training.

      You can check the sample training courses and try them either as a participant or as an administrator. You can also use our demo site to try out this app and discover its features with no need to install it.

      If you have any questions, feel free to comment on this blog post or you can just drop an e-mail at info@stiltsoft.com.

       

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        How Bright Solutions GmbH Runs Internal Learning in Confluence with izi LMS app

        May 24, 2019
        #Confluence#Case Study#Learning Management
        4 min

        This plugin is a great tool to organize and measure all our internal learning. It helped us to identify quickly based on quiz results which people need additional education. Thanks a lot for this great tool and your support!

        Bright Solutions GmbH

        Our client Bright Solutions GmbH is a German full-service digital agency offering hybrid teams (mix of local and virtual teams) for various projects including Web, App, Cloud, Drupal and Java development. Their Project Operations team uses izi LMS – for Confluence for internal learning – onboarding of new people, teaching new processes and knowledge sharing.

        Evaluate Readiness after Onboarding

        The company prepared quizzes for new hires, which helps to determine how successful their onboarding was. Quiz questions cover all the important areas of a new job and processes screening the level of employee readiness. With quiz results, a manager decides if a person can start their work or needs further education.

        quiz in Confluence

        Check Understanding of New Processes

        When the team changes major processes, they create learning material and quizzes for all the engaged employees to study and complete. It is important to make sure everyone is aware of a change and is all set for adjustments. Just like with onboarding, quiz results are used for tracking who passed (demonstrated ability to operate in a new way) and failed (needs to go through learning material one more time with focus on certain aspects).

        Sharing Knowledge and Experience with Colleagues

        Knowledge sharing is another facet of internal learning in Bright Solutions GmbH. When team members discover new things or have individual learning, the team creates survey-like quizzes to find out if others already faced similar problems. If so, they work out some learning materials and make them available for everyone.

        This approach lets an employee find out if their experience and findings are of interest before actually spending time on creating content for knowledge transfer.

        Try LMS in Confluence for Your Internal Learning

        Bright Solutions GmbH uses an app to add learning management functions into Confluence. The team creates learning material and quizzes in Confluence to be certain new people successfully complete their onboarding, educate employees about changes in key processes, and carry out an exchange of team and individual knowledge.

        The company is about to extend their usage of the app and start creating courses for these use cases and more.

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          Self-Directed Employee Education in Confluence That Really Works

          November 29, 2018
          #Confluence#Learning Management
          8 min

          The greatest products and services require the best team behind them, otherwise, it can be difficult to operate the business successfully. But even if you’ve hired the best, it is important to maintain the level of their skills paying attention to their training, development, and motivation. Employees that are constantly learning and improving expertise in their profession can stay at the top of the game.

          Traditionally, most workplaces carry out the majority of learning and development through various training courses, workshops, and seminars with a teacher or instructor. These days, less traditional methods of knowledge sharing gain in popularity – we are talking about self-directed education (SDE) when people develop their skills at their own pace.

          Of course, self-directed education can be challenging, but at the same time, it allows employees to choose the learning style that best suits them on an individual level and helps them plan their time properly. SDE gives employees the freedom to choose the way they want to study when it fits in their working schedule:

          • They can choose to study in a quiet room or in a shared space.
          • They can choose to work with a partner or independently.
          • They can choose what they want to learn searching for the appropriate training course.

          Encouraging SDE in Confluence gives your employees the opportunity to take courses at their convenience building the education program themselves with the help of the courses a learning administrator created in Confluence. This freedom of choice allows employees to maintain a balance between feeling comfortable and trying new things.

          In this blog post, you will discover how to build the foundation of successful self-directed employee training that will provide your team with lasting results. We will show you how to turn your Confluence into an LMS where you can store courses and quizzes to train or educate your team, employees, or customers with the help of izi – LMS for Confluence.

          Turning Confluence into Learning Management System

          Previously, we told you how to create education courses right in Confluence. As a learning administrator, you can create a training course using videos, GIFs, images, PDF files, and more to diversify the content. The app allows you to populate courses with useful training modules and tricky quizzes. You can even reuse materials from other courses or take advantage of your existing Confluence pages’ content.

          So once you have created a new training course, you need to fine-tune it and make it accessible for your team. Now you can easily categorize your course, upload the featured image that illustrates the main idea of the course, briefly describe it, and add it to the Learning catalog (available in the Confluence header menu).

          turn Confluence into learning management system

          Now users can access the Learning catalog with one click, browse through all the categories, and self-enroll into the course they want to take.

          Self-Directed Employee Education in Confluence

          Moreover, you can track all the courses you were enrolled in. You can access the list of your active courses by clicking your profile picture and choosing the Courses tab. This way you can continue from where you stopped last time or review the information you already know.

          Course administrators can choose who can see a new course in the Learning catalog: no one (by default), anyone, only logged-in users, or selected Confluence user groups.

          LMS in Confluence

          A learning administrator can easily monitor and evaluate the results of all the participants:

          • check their progress looking through the modules they completed
          • view their answers to the embedded quizzes quickly switching between users
          • create custom course reports based on their needs

          take a quiz in Confluence

          Create your first training course in Confluence

          Remember that your employees are an investment in your business. So it is important to support them and help them enhance their skills.

          Try izi – LMS for Confluence for free to keep your team up to date with relevant skills and offer new hires a smooth and simple onboarding. This app will help you contribute to building a learning culture in your company providing your employees with limitless training opportunities right in Confluence.

          You can check the sample training courses and try them either as a participant or as an administrator. You can also use our demo site to try out this app and discover its features with no need to install it.

          If you have any questions, feel free to comment on this blog post.

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            How Bittium Uses izi – LMS for Confluence to Create Training Courses

            March 28, 2017
            #Confluence#Learning Management
            2 min

            Now izi LMS app has a fully-fledged courses feature, which allows you to create training courses in Confluence even easier than described in this post. Learn more

            Bittium Corporation offers products that ensure secure and reliable communications and customizable connectivity solutions for various devices and industries including defense, healthcare, public safety and IoT markets. Employee training is widely used in the company. It allows keeping everyone informed about regulations, procedures and requirements in place.

            Bittium uses Confluence as their intranet and prefers to have training courses there as well. It’s convenient when the training content is at the same platform where teams do their work, share information, discuss issues and store documents. Continue reading “How Bittium Uses izi – LMS for Confluence to Create Training Courses”

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