Schedule a Microsoft Teams notification in a path

  • Updated

Path authors can create and send personalized Microsoft Teams notifications to learners, if the Microsoft Teams integration is activated on the platform →

The body and button of the Microsoft Teams notification can be customized.

The notification can be sent right after the previous step, or at a fixed delay after the enrollment date, or the session start date.

In any case, the message is sent to the user only if they meet the criteria at the time of (or after) the step creation. Messages are not sent retroactively.

Add a Microsoft Teams notification in the path steps

  1. At the top of the homepage, click Paths.
  2. On the right side of the path row, click pen.svg Edit.
  3. At the bottom of the Build your training section, click + Microsoft Teams message.
  4. Edit the Body of the Microsoft Teams notification.
  5. At the bottom right, click SAVE.

Use personalized tags in the body of the notification

You can use tags in the text of your notification, 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 Microsoft Teams message 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.

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Add a button redirecting to the path homepage

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

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

Schedule the notification

The notification can be sent right after the previous step, or at a fixed delay after the enrollment date, or the session start date.

In any case, the message is sent to the user only if they meet the criteria at the time of (or after) the step creation. Messages are not sent retroactively.

  1. In the section Build your training, click on the Microsoft Teams message step.
  2. In the section Schedule your message, choose an option in the dropdown menu.
    • Right after the previous step: the notification will be sent to the learner as soon as the previous step in the path has been completed.
      • Make sure to move the Microsoft Teams message into the correct place in the path steps after saving.
    • After the enrollment date: the Microsoft Teams notification will be sent a specific number of days after the enrollment date.
      • In the field that appears just below, enter the number of days.
    • After the session start date: the Microsoft Teams notification 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.
    • Before the session start date: the Microsoft Teams notification 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.

Send the Microsoft Teams notification only if the path session has a certain status

For the options After the enrollment date and After the session start date, you can additionally choose to send the Microsoft Teams notification only if the path session result has a certain status.

  1. In the section Build your training, click on the Microsoft Teams notification step.
  2. In the section Schedule your message, check the option Only send this message if…
  3. Click the dropdown and select the status of the path:
    • Successful
    • Not successful
    • Completed
    • Not completed
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