Course progress reminder
The Course progress reminder automation
Template overview
Category: Online courses
Elements in template: 4
Minimum number of elements to configure: 4
This automation has four elements, and you will need to configure all of them – course element, lesson element, message element, and tag element.
Here’s what you’ll need to configure the elements and publish the template as a workflow:
- a course
- an automation message or a message (or draft) that can be used as one.
- a tag – it will let you distinguish between contacts who have completed or have not completed a lesson yet.
Configuring the template
If an element is greyed out, it means that you need to set up its properties. Clicking an element opens its Properties.
- Configure the Course started element. You can adjust it so it triggers based on the start of a specific or any course.
- Configure the Lesson completed element. Here you can specify a course and a lesson. If your student doesn’t complete the specified lesson within 7 days, they will progress in the workflow.
- In the Send message element, choose a message that you would like to send to your students who have not completed your lesson. You can include a reminder note in it and encourage them to keep going.
- In the Tag element, choose a tag you would like to assign to contacts who have not completed your lesson. It will be useful to segment your contact list so you can send more personalized content.
- Click Publish when you’re done setting up the template, or Save and exit if you want to finish editing the template later (it will appear as a draft on the Manage workflows page).
Related links
- What are the Online courses templates used for?
- Milestone celebration template
- Upsell and cross-sell template
- Reengagement campaign template