After a session, Makeshapes can send learners a sequence of emails that play their own words back to them, such as the notes and commitments they made, to keep the learning going.
How to access
In the experience, click the Email tab.
Default template
The first time you open the Email tab, you'll find a default email. Edit it, or delete it and write your own. You can add more emails to the sequence below it.
This template includes:
The experience title
The learner's name
All of the learner's notes and post-its from the session
All of the group notes from the session
Dynamic data
To personalize the emails, you can add dynamic data into the template. In the editor toolbar, click Dynamic data, and then choose an activity type. A response block for it is added to the email.
Supported activity types
You can also add the session's group notes from the Dynamic data menu.
Each learner's responses, or the whole group's
Each response block includes an inline Participant / Group dropdown. Choose Participant to show each learner their own individual responses, or Group to show all responses from the group. Group responses are anonymous where the activity is, such as Post-it.
Choosing which activity to pull data from
By default, a response block shows responses from every activity of that type. To show one activity's responses only, choose it from the block's dropdown.
Preview email
To see how an email will look for learners, click Preview email on its card. The preview uses placeholder responses. To preview just one response block, click its info button.
Format your email
The editor toolbar lets you:
Add headings: Use the Tt button to make a line a heading.
Emphasize text: Use bold, italics or underline.
Add lists: Use bulleted or numbered lists for takeaways or next steps.
Add links: Point learners to more resources, or invite them to keep talking, for example in a Teams channel for the group.
When emails are sent
Each email can go out straight away or after a delay, so later emails can act as reminders that keep the learning going.
The first email
Immediately after experience: sends it as soon as the session ends. This is the default.
Custom delay: sends it between 1 hour and 12 months later. For example, 1 day later gives learners time to digest the session, 1 week later reinforces the key points, and 4 weeks later revisits the learning objectives.
Later emails in the sequence
Immediately after previous email: sends it straight after the email before it.
Custom delay: sends it between 1 hour and 12 months after the email before it.
Email attachment
To attach a file to an email, click Attach to email on its card, and choose an image or document. An optimized PDF is recommended, as attachments can be up to 5MB. If you need help keeping the file size down, let us know.
Add more emails to the sequence
To add another email, click Add another email to sequence. There's no limit to how many you can add.
Email editing takeover
Only one person can edit the email sequence at a time. If someone else is editing it, you'll see Take over editing. Click it to take control, and the other person is told that you've taken over.
FAQ
What happens if a learner doesn't respond and dynamic data is included?
By default, a learner who skipped the activities an email includes doesn't get that email. To send it anyway, under More settings, clear Stop sequence to learner if there are no responses in email.
What if I make changes to the email after sessions have already completed?
Any changes made after sessions have been completed will only apply to future sessions.
Can I configure no email to be sent?
Yes. Click Disable sequence, or remove each email. If you disable the sequence after sessions have already finished, those learners still get it.
Can I configure multiple emails to be sent at one time?
Yes. Set a later email to Immediately after previous email.
Which activity types can I include as dynamic data?
Note, Post-it, Task, Rate, Quiz, Poll, Word Cloud and Select. You can also include the group notes.
Sending in other languages
If your experience is translated, the sequence can be too. Emails go out in the language the session ran in. See Sending post-experience emails in other languages.