This guide is designed to help you create and edit email sequences that are automatically dispatched to your learners after their sessions. This automated email feature enables you to send personalized, impactful follow-ups that reinforce the session’s key points and encourage ongoing engagement.

All you need to do is click on the Email tab within the experience. If you previously had a PDF saved in settings for existing experiences, don't worry—this will all be migrated over.

Upon accessing the feature for the first time, you’ll find a default email template. This can be used as a base to edit from or you can delete and write your own email. You can also add additional emails to be send below the initial template.

This template includes:

To personalize the emails, you can add dynamic data into the template. By including data like Notes, Post-its, and Group Notes, you can craft impactful follow up emails and helpful tips from the session, reflecting each learner's unique contributions and insights. Just click on the dropdown and select the data that you would like to add.

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Post-its from Entire Group Responses will include all post-it responses from participants for that particular question. These post-it responses will still be anonymous and will appear in the email the same as a bulleted list.

By default, the dynamic data will show all data from that activity type. To select a specific activity, click on the dropdown menu after you add the activity, and select the specific activity.

Transform your emails into visually appealing messages with our intuitive rich-text editor. Tailor your communication style with ease:

Elevate the impact of your follow-up emails by strategically timing their delivery. Beyond immediate dispatch, our system allows you to introduce deliberate delays, turning your emails into timely reminders or captivating reinforcements that continue the learning journey.

Creators also have the option of uploading a PDF to the email. They can do this in the settings of the experience. An optimised PDF is recommended, as there is a 5MB file limit. If you need help with optimising your PDF or keeping the file size down, please let us know. Once uploaded, the file will be included in the post-experience email automatically.

Create a sequence of emails to be sent following an experience, enabling a continued learning dialogue with participants. This feature allows you to design a sequenced learning reinforcement plan that engages learners over time. Just click on Add another email to sequence to add another email. There is no limit to how many you may add.

Send a test email yourself by clicking on Send test email , located on the top right of the screen. This will send all emails in the sequence immediately so you can preview what it looks like in your inbox. As of right now, for each response it'll say "No [notes] found".

What happens if a learner doesn't respond and dynamic data is included?

If a learner skips the activities that are included in the post-experience email, be default, they will not receive the email. However, you can change this by deselecting "Do not send an email if there are no responses".

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. Just choose "disable sequence" or remove each email. Note, if you disable the sequence after sessions have already completed, those learners will still get the sequence.

Can I configure multiple emails to be sent at one time?

Not at this time. The shortest gap you can have between emails is 1 hour.

Can I add in other activities?

Not at this time. If this is a feature you would like, please send us a message.