Send an email, with reminders

Email learners from the flow with merge fields, and remind them until they move on.

1 min read

An email step works the same way as the course invite on the learners page.

  1. Add Send them an email and select it.
  2. Choose Edit email to write the subject and message. Use Insert to add merge fields such as {{learner_name}}, {{course}}, {{score}} and {{certificate_link}}, plus anything the course has collected so far, like quiz scores.
  3. Under Reminders, choose + Add reminder and set how many days after the email it goes.
  4. Under Stop reminders once they, choose what counts as done: Start the next step (the default), Finish the course, or a specific later step.
  5. Choose Send me a test to check it, then Save email.

Reminders only go to learners who haven't done that yet. The learner doesn't wait for the email or its reminders: they carry on with the course straight away.