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Triggering Text Messages Based on Course Progress

What Is This Feature?

This method allows you to automate text messages to individuals who have completed a specific lesson or taken a specific action within a ConveYour course. By leveraging ConveYour's activity feed, you can create a group based on learner behavior and send targeted follow-ups.

How to Send a Text Message Based on Lesson Completion

Step 1: Identify Learners Who Completed a Lesson

  1. Navigate to your Course/Campaign and click on Content.

  2. Select the Lesson that will trigger the text message.

  3. Test the lesson—ConveYour's test bot, Mary McTesterson, will be credited for completing it.

Step 2: Find Completed Learners via Activity Feed

  1. Open the Main Menu and go to Contacts.

  2. Locate Mary McTesterson in the contact list.Viewing Contacts in a ConveYour Campaign, with the additional options menu selected.

  3. Click on the context menu (three dots) next to her name and select View Profile.The

  4. In the Activity Feed, find the completed lesson and expand the details.

  5. Click View Group—this will generate a group for everyone who completed the lesson in the same campaign.The ConveYour Activity feed, highlighting the ability to make groups based on contacts who completed a lesson.

Step 3: Name and Save the Group

  • Enter a descriptive name for the group (e.g., "Lesson 1 Completed").

  • Click Save to store the group for automation.Creating a group in ConveYour.

Step 4: Create an Automation to Send a Text Message

  1. Go to Automations and create a new automation.

  2. Select the action: Send Text Message.

  3. Choose the newly created group as the recipient list.

  4. Compose your message—examples include:

    • "Congrats on completing Lesson 1! Keep up the great work!"

    • "Thanks for your feedback! Your next lesson is now available."

  5. Set the automation to trigger whenever a new learner completes the lesson.

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