Platform access level: Everyone on Arist. What you can see depends on your assigned permissions and Team; if you don't see a section or option your role needs, reach out to your Org Admin.
Welcome to Arist. This guide takes you through the full workflow, from a blank page to a course that proves its impact, with a short video and one step to try in each section. The path is the same for everyone. You define outcomes, create content, deliver it, and measure what changed.
1. Take the four strategy steps before you build
Arist delivers brief, interactive courses through the tools your learners already use: SMS, WhatsApp, Email, Microsoft Teams, Slack, and Arist Messenger. Your goal is to prove your enablement is driving value for the business, and you design that proof before you build anything. Take these four steps first.
The video follows one team end to end; here is each step with that team's example:
Step | What you decide | Example from the video |
Identify the business goal | The outcome that matters to the business: revenue, retention, faster ramp time | A new product launched and reps aren't selling it, so the goal is to increase units sold |
Make it measurable | The specific number that proves the goal was achieved | Units sold per rep on that product line |
Identify the behavior | What someone needs to be able to do to move that number | Reps confidently articulate the product's value |
Design the campaign structure | How you'll deliver it and how you'll measure the change | A pre-survey in Arist, open-ended and multiple choice questions throughout the course, and a follow-up survey after |
Everything you build needs to connect back to that number.
2. Create your first course
Creator turns your source material into a focused course in minutes.
This video walkthrough shows a course going from a few inputs (topic, training type, audience, objectives, your reference material) to an interactive draft, and then to a polished final version in the editor.
Try it: Open Creator and build a course for your own use case. Pick a single behavior you want to change, upload your material, and let Creator draft it. The guides below help you sharpen the result.
The strategy behind a good course: Best Practices for Creating Content
The Creator walkthrough, step by step: Building a Course with Creator
Starting from a proven template instead: Pull Templates from the content library
Checking it as a learner before anyone else sees it: Previewing and Testing Content
3. Deliver it to your learners
Grouping your audience, choosing a schedule, and enrolling them are one connected flow.
This video walkthrough shows how to group your audience into a cohort (a CSV upload is the fastest way), choose between a basic and a custom schedule, and enroll your learners.
Try it: Create a schedule, enroll yourself as an individual along with any cohort, and schedule your course so you experience exactly what your learners will.
See Best Practices for Delivering Courses for the full delivery guide, including delivery methods, schedules, cohorts, and automations.
4. Measure the impact
The moment your course is live, data in Arist can tell you two stories. The first is for your learners, showing who is engaging and who needs a reminder to catch up. The second is for your leadership, proving the training moved something the business cares about.
This video walkthrough shows how to track who received the training in the delivery tracker, see how your team engaged lesson by lesson, and read the exact responses they gave.
See Reviewing Analytics for the metrics themselves and Exporting Analytics Data for getting the data out.
5. Turn the data into a business story
The campaign closes where it started, with the number from step 1.
This video walkthrough shows how to spot where learners struggled, pair the data with the quotes that explain why, and package it as a one-pager or a short note to leadership. Build your next campaign on what you learn from the data and direct feedback from learners.
Try it: Open your analytics, find the one metric that maps to the impact you set out to create, and write a single sentence about what it shows.
6. For platform admins
If you manage the platform for your organization (Org Admin) or a Team in Arist (Manager), settings is where you invite your users, decide what each role can do, and connect Arist to the tools your organization already runs. Your organization's own settings are Org Admins only, while a Manager owns their team's settings. Best Practices for Workspace Settings maps both and points you to the right page for each job.
Try it: Before your first launch, review who has access and confirm your integrations are live. The Arist team assists with these settings during your initial onboarding and as needed for support.
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Note: Need help at any point? Reach out to your Arist Customer Success contact, or email [email protected].