Momenta: Comprehensive guides for building and managing your journeys on Momenta.
Getting Started: Learn how to access and navigate Momenta.
Journey & Cohort Setup: Steps to create and configure your journey and cohorts.
- Create a Journey
- Set Up a Client Collection
- Journey Configuration
- Customize the Journey Look & Feel
- Customize the Menu for your Journey
- Create and/or Configure a Cohort
- Manage the Cohort Blueprint
- Set Up User Tags
- Set Up Notifications for your Journey
- Cloning Notifications
- Scheduled Notifications
- Enhance Conditions System for Scheduled Notifications
- Set Up Support or Get Help on your Journey
- Deployment Checklist
- Development Checklist
- Preview & Test your Client Journey
Content & Templates: Tools for creating and customizing journey content.
- Add and Reuse Content
- Content Authoring & Configuration
- Create Content Objects
- Custom Template in Momenta
- Create a Quiz
- Create and Configure Resources
- Create Template in Momenta
- Add Flexible Coaching Placeholders
- Add Workshops to your Journey
- Optional Activities
- Action and GoDos
- Callout
- Cards
- Page Divider
- Apply Design Principles & Best Practices to your Journey
- Packages in Momenta
- Minisim
- Point, Badges and Leaderboards (PBL)
- Standard Templates Library
- Translating in Momenta
Participants & Team Management: Manage users, teams, and cohort permissions in your journey.
- Find A User on the System
- Add, Move or Remove Specific Participants from a Cohort
- Reset Participant Password
- Reset Participant Data
- Set Up Teams on your Journey or Cohort
- Auto Team Creation with Pulse and Total Access
- Manage My Teams in Momenta
- Teams Tab in Momenta: View and Manage Your Teams at Scale
- Administration Permissions
- Collections on Momenta
Data & Dashboards: Track engagement and performance using pre-built and custom dashboards.
Integrations & Linking: Connect Momenta to other BTS platforms or external tools.
Operations & Resourcing: Set up projects, assign resourcing, and manage delivery milestones.
Coach OS: Step-by-step guides for managing coaching journeys on the Coach OS
Getting Started: Understand what Coach OS is and what it supports.
Company, Project & Cohort Setup: Steps to create foundational elements within Coach OS.
Program Management: Configure communication, pods, and workshops.
User Management: Add or manage coach and participant access.
Reports & Calendar: Access calendars and engagement data.
Coach Admin & Integration: Setup Cronofy, booking windows, and expense workflows.
Pulse: Documentation and guidance for using the Pulse platform.
Introduction to Pulse: Understand platform features and general use cases.
Whitelisting Momenta URLs: Ensure Pulse access with proper network configuration.
Getting Started with Next Gen Pulse: Explore upgraded features and navigation.
Isomer: Configuration, management, and support guides for Isomer simulations.
Simulation Setup: Learn how to configure Isomer simulations in Pulse GetTogethers.
Assessments: Documentation and support for BTS assessments.
Setup & Configuration: Learn how to configure and understand the assessment setup process.
ACT@BTS: Setup, management, and troubleshooting for ACT assessments.
Halo: Translation support for Halo 360 assessments.
VIA: Virtual Individual Assessment platform details and usage.
Bates ExPI: Setup and documentation for the Bates Executive Presence Index.
Coach & Momenta: Guides for integrated workflows between Coach OS and Momenta.
Adding Coaching Sessions or Pods: Learn how to insert coaching sessions and pod structures into a journey.
Flexible Coaching Sessions: Add additional or custom sessions for specific participant needs.
Bench: Add or manage your available coaching bench resources.
BTS OnDemand: Link OnDemand learning components to your journeys.
Coach & Momenta Solutions: Reference common Coach/Momenta feature packages and flows.
Coach OS & Momenta Integration: Understand the connection and data sync between platforms.
MBIR V2: Access the updated MBIR tracking system and workflows.
Shadow: Use shadowing tools to enhance coaching impact and oversight.
Using My Documents: Manage and access program-related files efficiently.
Cronofy: Documentation and guidance for integrating Coach OS calendars with Cronofy.
Cronofy Integration
Cronofy FAQs for Coaches
Cronofy Troubleshooting
Cronofy Feature & Bug Summary
Cronofy FAQs for Ops & Enablement
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