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Inviting and Importing Learners

Sometimes you don’t want learners to buy their way in — you want to bring them in directly. Maybe you’re migrating an audience from another platform, onboarding a cohort, or fulfilling a corporate deal. Klimb lets you invite learners by email one at a time and bulk import a whole list, granting entitlements automatically.

Inviting a learner by email

Use an invite when you want to add a specific person and have Klimb email them an invitation to join your academy:

  1. Go to Learners in your dashboard and choose Invite.
  2. Enter the learner’s email address.
  3. Select the course (or courses) you want to grant them.
  4. Send. Klimb emails the learner an invitation to set up their account in your academy.

When they accept, their account is created under your tenant and the entitlements you selected are applied — they land directly in their courses. Invited access works exactly like a purchase, just without the charge.

Bulk importing learners

When you have many learners to add at once, import them together instead of inviting individually:

  1. Open Learners → Import.
  2. Prepare a list of learner email addresses (and names, where supported) in the format shown on the import screen — typically a CSV.
  3. Choose the course(s) to grant every imported learner.
  4. Upload and confirm. Klimb processes the list and creates an account and entitlement for each learner.

Import is the fastest way to migrate an existing audience or stand up a large cohort on day one.

Preparing a clean import file

A little prep prevents headaches:

  • One learner per row, with the email in the column the import screen specifies.
  • Double-check emails — a typo means the invite goes nowhere and the learner can’t access their course.
  • Remove duplicates. Importing the same email twice won’t create two learners, but a clean file makes your results easy to verify.
  • Keep names accurate so your learner list and notifications read well.

What learners receive

Invited and imported learners get an email prompting them to set up access to your branded academy. They sign in at your <slug>.klimblearn.com address or your custom domain, set a password, and immediately see the courses you granted. The experience is fully white-labeled — they see your academy, not Klimb.

After importing

Once the import finishes:

  • Check the Learners list to confirm everyone landed and holds the right entitlements.
  • Spot-check a couple of profiles to verify course access. See Managing your learners.
  • Watch your analytics dashboard as your new learners begin engaging.

Inviting vs. comping

Inviting and importing both create entitlements without a charge, just like a manual comp. The difference is mostly workflow: comping is best for one-off grants from inside a learner’s profile, while invites and imports are built for reaching people who don’t yet have an account — including a whole audience at once.

With invites and imports, you can launch to an existing following on day one or onboard clients in minutes, without asking anyone to run through checkout.