Messaging packs

Please note that this feature is only available to clients who deliver courses to learners via email and /or SMS.

Messaging packs are collections of messages that are sent to learners at different stages of a course enrolment, as configured by the user. Courses can be delivered via email, SMS, and / or Microsoft Teams, depending on your subscription plan and preferences.

Each messaging pack contains the following entries:

• Delivery: This is the initial message that is sent to learners when the course is first delivered. It should contain enough information to help the learner understand what the course is about and why they should take it.

• Nudge 1, Nudge 2, Nudge 3, and Nudge 4: These are reminder messages that are sent to learners who have not yet started or completed the course.

When completing the messaging for each channels, users can configure the following:

• Email: Subject line, intro message, button label, outro message, and email sender

• SMS:

  • For delivery: the message body, at the end of which the link to that learner's course will be automatically appended by the platform

  • For all nudges: a message for when a course has not been opened, and message for when a course has been opened but not completed

• Microsoft Teams: Subject line, intro message, button label, outro message

Interactive walkthrough – from scratch: creating a messaging pack

Scroll down for the written and static image version of the help guide.

To create a messaging pack from scratch:

1. On the Courses Builder page, click the "Messaging Pack" button in the top right corner.

1. Click the "Blank Pack" button and type a name for your messaging pack in the input box. Click "Add".

1. Select the channel that you want to configure (email, SMS, or Microsoft Teams).

2. Select the entries that you want to configure. It is recommended to start with the delivery entry.

1. After entering all of the details, click the "Save" button.

2. Repeat steps 3-5 for the other entries and channels.

When an entry has been completed, the text of that entry will turn green to indicate that it is complete.

When all of the entries for a channel have been completed, the text of that channel will turn green to indicate that it is complete.

Messaging Packs in Action

Messaging packs, on their own, are just the content. It is when enrolling learners into a course that you choose which messaging pack, when to send the delivery / any nudges, and via which channels (of those with completed messaging).

Interactive walkthrough – from a template: creating a messaging pack

Scroll down for the written and static image version of the help guide.

To create a messaging pack from a template:

1. In the messaging section, click the + Templates button.

2. In the displayed form, select the desired messaging pack template, the email sender, and the new name for the pack.
3. Click the Save button.

This will create a new messaging pack that contains all of the content from the selected template. You can then edit the content of the messaging pack to meet your needs.

Editing a messaging pack's content:

1. Select the messaging pack from the row at the top of the panel.

2. Select the channel and then entry to be updated.

3. Make your changes to the existing content.

4. Click the Save button.

Change the name of a messaging pack:

1. Select the messaging pack from the row at the top of the panel.

2. Click on the Edit button.

3. Type in the new name in the input.

4. Click Save.

Deleting a messaging pack:

Please note that you cannot delete a messaging pack that is currently in use in a current enrolment or scheduled manual nudge.

1. Select the messaging pack from the row at the top of the panel.

2. Click on the Bin (delete) button.

3. If the messaging pack is in use in a current enrolment or scheduled manual nudge, it cannot be deleted - warning popup will be shown.

4. If the messaging pack is not in use by any courses, you will be able to confirm, then delete it.

Previewing a messaging pack

The preview for email and Microsoft Teams are enabled when you've completely filled out their details. To load the preview, click on the Preview button.

Clicking on the Test button in the email preview will send you a test email to preview how it looks in your email client.