Campaigns

Content

Adding Content and Lessons to your ConveYour Campaign.

Content

Adding Content and Lessons

This guide assumes you have already created lessons with interactive content.

Learn more bout building Lessons in ConveYour >>

How to Add Content to Your Course

  1. Navigate to Main Menu > Campaigns and select or create your Campaign.

  2. Click the toggle arrow next to Content to expand available content options.Adding a Lesson in ConveYour.

  3. Drag and drop the Lesson Item into the Campaign Content Stage.Immediately releasing a ConveYour Lesson.

  4. Click the Lesson card to configure Lesson settings.Setting a trigger for a ConveYour lesson.

Configuring Lesson Settings

Left Panel (Scheduling)

  • Name: Choose a learner-friendly title.

  • Timing: Select when the lesson should be available:

    • Immediately

    • Drip release

    • Specific date

  • Order: Determine lesson sequence.

  • Expiration (Optional): Set an expiration date for time-sensitive content.

  • Conditional Access (Optional): Restrict lessons to learners who meet specific conditions.

Right Panel (Lesson Components & Alerts)

  • Edit the Lesson Content (add or modify lesson items).

  • Upload a Banner Image (or select from the gallery).

  • Set Alerts: Choose text, email, or both to notify learners when new content is available.Setting Lesson alerts in ConveYour.

Scheduling Content Delivery

  • Decide when learners can access lesson content, text messages, or emails.

  • Choose immediate access or a gradual release using a scheduled drip strategy.

Learn more about content scheduling >>

Additional Content Options

Automations & Course Sequencing

Campaign Automations allow you to:

  • Add or remove learners from a campaign when they meet certain conditions.

  • Send scheduled messages (text or email).

  • Apply or remove tags for better learner organization.

  • Connect to external apps using a webhook.

Sequencing Learning Programs

Read our FULL, DETAILED BREAKDOWN of Learning Program Sequencing >>

Method 1: Using an Arbiter Campaign (Centralized Control)

  • Create a separate "Arbiter" campaign that only manages course sequencing.

  • This campaign listens for learners completing specific courses and enrolls them in the next course automatically.

  • Best for complex learning paths where different learners may progress through different sequences.

  • More flexible—you can update course pathways without modifying individual course content.

Example:

  • A new hire completes an Onboarding Course → Automatically enrolled in Role-Specific Training.

  • A sales rep completes Product Training → Enrolled in Advanced Sales Tactics.

Method 2: Final Lesson Trigger (Course-Based Control)

  • The final lesson in a course includes an "Add to Campaign" trigger.

  • When a learner completes the last lesson, they are immediately enrolled in the next course.

  • Works best for strictly linear learning paths (Course A → Course B → Course C).

  • Simpler setup—ideal when learners always follow the same progression.

Example:

  • A learner finishes Module 1 → Automatically starts Module 2.

  • Completion of Safety Training → Enrolls them in Certification Exam Prep.

Which Should You Use?

  • If you need flexibility or manage multiple learning tracks, use Method 1.

  • If your courses follow a fixed sequence with no variations, use Method 2.

Tags & Webhooks

What Are Tags?

Tags help organize your contact list and track learner progress.

Add a unique tag to everyone in a campaign to filter and track their progress.
Use tags to segment learners for targeted messaging.

Learn More about Groups >>
Learn More on Setting up Groups >>
Learn More about creating Tag Groups >>

What Is a Webhook?

A webhook connects ConveYour to external applications, allowing you to:

  • Automatically add learners to an external CRM.

  • Trigger email marketing sequences based on campaign participation.

  • Sync learner data across platforms for better reporting.

By following these steps, you can structure, schedule, and enhance your learning program in ConveYour effectively.

Learn more about webhooks >>


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