Schedule an email notification in a path

Authors can send personalized emails to learners, or learners’ managers, as part of their path.

Those emails are linked to the notification option I receive information as part of a path session I'm enrolled in, and are sent not more frequently than every hour (at minute 00). Make sure enrolled learners (or their managers, if they are the recipient of the email) have this option activated in their personal settings, otherwise they will not receive them.

The recipients, subject, headline, and body can be customized, as well as attached images.

If you have the Globalization solution, you can translate email reminders so that the contents will adapt to the recipient, based on their platform language.

You can schedule your email to be sent right after the previous step, at a fixed delay after the enrollment date, or at a fixed delay before or after the session start date.

Create a custom email

1. At the top of the homepage, click Paths.
2. On the right side of the path row, click Edit.
3. At the bottom of the Build your training section, click + Email.
4. Edit the contents of the email
   • Send to → Learners or Learners’ managers
   • Subject line
   • Headline (Optional)
   • Body
5. At the bottom right, click SAVE.

Add attachments to the email

1. In the section Build your training, click on the email step.
2. At the bottom of the body text area, click Attachments.
3. Click OR SELECT A FILE and select a file from your computer.
4. At the bottom right, click SAVE.

You can remove an attachment by clicking X at the right of the name of the file.

Use personalized tags in the body of the email

You can use tags in the text of your email that will be replaced by the actual first name, last name, email address or organization of the recipient.

1. In the section Build your training, click on the email step.
2. Click in the text area of the Body section.
3. At the top right of the section, click + Personalization tags.
4. Click on the variable.
5. At the bottom right, click SAVE.

Add a button redirecting to the path homepage

You can add a button in your email, that will redirect to the homepage of your path.

1. In the section Build your training, click on the email step.
2. Enable the option Button.
3. Enter the label for the button.
4. At the bottom right, click SAVE.

Display an image

You can display the image of the path (or a custom one) in your email.

1. In the section Build your training, click on the email step.
2. Enable the option Image.
3. At the bottom right, click SAVE.

Schedule the email

You can schedule your email to be sent right after the previous step, at a fixed delay after the enrollment date, or at a fixed delay before or after the session start date.

1. In the section Build your training, click on the email step.
2. In the section Schedule your message, choose an option in the dropdown menu.
   • Right after the previous step: The email will be sent as soon as the previous step in the path has been completed.
     • Make sure to move the email into the correct place in the path steps after saving.
   • After the enrollment date: The email will be sent a specific number of days after the enrollment date.
     • In the field that appears just below, enter the number of days.
       
       • For example, if the email is scheduled to send '10 days' after the enrollment date, and the enrollment was on July 10th at 2:34 pm, the email will be sent on July 20th at 3:00 pm.
   • After the session start date: The email will be sent a specific number of days after the session start date.
     • In the field that appears just below, enter the number of days.
       • For example, if the email is scheduled to send '30 days' after the session start date, and the session started on August 10th at 12:00 pm, the email will be sent on September 10th at 12:00 pm (this is especially useful if you would like to send a reminder about a satisfaction survey to fill, or another action to perform a couple of months after the session has ended).
   • Before the session start date: The email will be sent a specific number of days before the session start date.
     • In the field that appears just below, enter the number of days.
       • For example, if the email is scheduled to send '5 days' before the session start date, and the session is scheduled for February 3rd at 8:30 am, the email will be sent on January 29th at 9:00 am.

Send the email only if the learner achieves a specific result in the path session

For the options After the enrollment date and After the session start date, you can additionally choose to send the email only if the learner achieves a specific result in the path session.

1. In the section Build your training, click on the email step.
2. In the section Schedule your message, check the option Only send this message if…
3. Click the dropdown and select the result of the path:
   • Successful: The learner has completed all mandatory steps in the path, reached the minimum score in all mandatory courses that have one, and completed them in less than the maximum time limit, or more than the minimum time limit.
   • Not successful: The learner has at least one uncompleted step in the path, or the minimum score for at least one mandatory step has not been reached.
   • Completed: The learner completed all steps in the path.
   • Not completed: The learner has at least one uncompleted step in the path.

Note: When the path session ends, scheduled emails will still be sent out.