Basics
Before you create a training campaign on Mercu, it really helps to draft it in a Google Doc or Notion first. This way, you can edit much quicker.
Make sure you define a clear objective and outline for the training. This will help you keep things on topic.
Remember to use emojis, photos, and videos where applicable. Also, keep your text short and in a casual tone. The more conversational the training feels, the better from a user experience perspective.
Intro
Start your training with a brief overview of the contents you will cover. This helps to set expectations. E.g. โYouโll be taught x, y, and zโ or "In this training, we will cover the following topics...".
Also, give an estimate on how long itโll take to complete the training. E.g. this course takes around 3 - 5 minutes.
Module and block length
Try to keep daily training content to 5 minutes maximum. Time yourself to test how long your training takes. If you exceed 5 minutes, then break out your training content over multiple days using the Delay module.
Keep each content module to 3 blocks maximum. And keep each block between 5-180 characters (think of each block as a tweet). Longer blocks make the training too wordy and negatively affect the UX.
Using questions
Questions are a great way to keep your training interactive and reinforce learning. We recommend adding questions after every 2-3 modules (or when they make sense in the flow).
Mercu supports a variety of question types: Yes/No, True/False, Multiple Choice, Short Answer, and Acknowledgement.
Using media (images, videos, documents)
Adding media like images, videos (via a URL - gets played natively in Whatsapp), and documents (e.g. PDFs) are a great way to create a richer training experience.
Just remember that Whatsapp sends images and documents at a slower rate than text, emojis, and links. So make sure to compress images and documents and maybe give some context to the user in the previous block. E.g. "We're now sending you an image - this may take a few seconds".
Other best practices
Use summaries at the beginning and end of each section to help focus the user on the key points and help them remember the content. A sentence suffices.
Try to use plain language when possible to make the content easier to understand for everyone. For example, use words and phrases that are familiar to the target audience.
Include some real-world examples or case studies to help make the training as relatable as possible. This can help bring the content to life and make it more engaging for the user.
Use emojis to make it more conversational and highlight a particular point in your training content.
Just be conscious of cultural sensitivities and understand that certain emojis may mean different things in different countries.
Prompt | What to say |
Intro to training | ๐ Welcome to your training on X |
Training objectives | Over the next 3-5 minutes, we will cover the following: ๐๐ฝ ๐๐ฝ ๐๐ฝ |
Bulleted list of info | Here are 3 things to remember: โ โ โ |
Key takeaway | ๐ Takeaway: |
Asking questions | โ Reply back: |
Link to resources | ๐ Hereโs a great article/video if youโre interested to learn more: bit.ly |
Close training | ๐ Thatโs all for today; weโll see you back for another training soon! |