Add Workshops to your Journey

Workshops are added as activities to the journey skeleton. They can support both in-person and virtual formats, include prerequisites, award completion points, and collect EDV feedback. All workshops must have a default time set at the journey level.

1. Go to the Admin view of your journey
2. Open the journey flow and select a module or stage
3. Click + Add Activity and select Workshop
4. Fill in the following required and optional details:
   • Title (required)
   • Workshop Type: Virtual or In Person (required)
   • Start & End Time (required)
   • Location or Conference URL & Password (optional)
   • Additional Instructions + Custom Text Fields
   • Points for Completion, Expected Duration
5. Click Save & Publish

1. In the workshop editor, go to the Prerequisites tab
2. Select required activities (e.g., Go-Do, pre-reading, handout)
3. Only activities in the same module can be selected
4. Ensure you understand what “completion” means for each item

To collect participant feedback:

1. Go to the EDV tab in the workshop settings
2. Toggle ON any of the following:
   • 5 Star Rating
   • Leadership Learning Question
   • Reaction Score
3. Click Save & Publish

If workshop dates or times differ by cohort, follow these steps:

Step 1: Hide the Workshop at the Journey Level

1. Edit the workshop activity
2. Go to the Lifecycle tab
3. Set a “Make Invisible” condition using Static Date (e.g., today)
4. Save & Publish

Step 2: Update at the Cohort Level

1. Go to Experiences & Cohorts > Configure Cohort
2. Open the Blueprint tab
3. Find the workshop and click Edit
4. Remove the “Make Invisible” condition
5. Update Start/End Time, Location, Instructions
6. Click Save & Publish

Note: The workshop type (Virtual vs In Person) cannot be changed at the cohort level. Set this correctly at the journey level.

• Add Workshop Activity

• Workshop General Settings

• Make Invisible at Journey Level

• Edit Workshop at Cohort Level

• Participant View of Cohort-Specific Workshop