Skip to main content

🗂️ How to Organize Your Digital Academy

Best practices for setting up user-friendly categories + our most popular topics

Updated over 2 weeks ago

📌 Why It Matters

A clean, intuitive Digital Academy makes it easier for customers and staff to quickly find the tutorials they need—saving time and improving their experience.

The key? Clear, purposeful categories for your demos and video tutorials.

🔎 Note: A demo or video can only belong to one category in the Academy.


🧠 Best Practices for Organizing Your Content

These aren’t hard rules—just tried-and-true tips that make navigation smoother and more intuitive:

1. More Tutorials = More Categories

Avoid overstuffing! If a category feels crowded, break it up.


We recommend keeping each category to 10–12 tutorials max.

2. Separate Mobile vs. Online Tutorials

This gives users a clear starting point, based on where they’re completing the task.


Create distinct categories for Online and Mobile versions of the same services.

💡 Exception: If there are only a few tutorials in the category, it's okay to mix both platforms (e.g., in a “Business Banking” category).

3. Keep Related Categories Together

Group categories with similar themes to reduce user effort. A few approaches:

  • By function:

    • “Pay Bills – Online”

    • “Pay Bills – Mobile”

  • By platform:

    • Group all Online categories, then Mobile categories

4. Order Tutorials Logically

Arrange tutorials in a natural, step-by-step order.


Don’t put "Delete a Payee" before "Add a Payee"!

5. Link Related Tutorials

Beyond categories, use Suggested Content to surface related tutorials at the end of each step.


🧩 Example Categories & Tutorials

Here’s a sample structure many institutions find helpful:

Category

Tutorial

Online Banking Services

  • How to Register for Online Banking

  • How to Log In Using Your Temporary Password

  • How to Reset Your Password

Mobile App Services

  • How to Download the App (iOS)

  • How to Download the App (Android)

  • Logging In to the Mobile App

  • How to Deposit a Check with the Mobile App

  • How to Set Up Touch ID

  • How to Set Up Text Alerts

Online Payments and Transfers

  • How to Add a Payee

  • How to Edit a Payee

  • How to Delete a Payee

  • How to Pay a Bill with Online Banking

  • How to Set Up Automatic Payments Online

Mobile Payments and Transfers

  • How to Add a Payee

  • How to Edit a Payee

  • How to Delete a Payee

  • How to Pay a Bill

  • How to Transfer Funds Between Accounts

Online Account Services

  • How to Change Your Personal Information

  • How to Open a New Account Online

  • How to View Transaction History

  • How to Print a Void Check

  • How to Apply for a Credit Card

Mobile Account Services

  • How to Change Your Personal Information on Mobile

  • How to Open a New Account on Mobile

  • How to View Transaction History on Mobile

Business Banking

  • How to eDeposit Your Checks

  • How to View Account History Online

  • How to Pay Vendors Online

  • How to Add an Employee to Electronic Payroll

Did this answer your question?