Registration & Confirmations

Step 1: Access Registration & Confirmation Settings

1. Navigate to Main Menu > Campaigns > Registration & Confirmation.

2. Locate the welcome text message field.

Step 2: Customize Your Message

• Keep the message short (under 160 characters) to avoid text fragmentation.

• Use placeholders (e.g., {contact.first_name}) to personalize the message.

• Include {{url}} to create a direct link to the learner’s portal.

Learn more about using placeholders >>

Step 3: Save and Send

• If the contact's mobile number is available, the system will send an SMS message first.

• If the text fails to deliver, ConveYour will automatically send an email instead.

• What if I don’t want to send a text?

  • To disable the welcome text, delete all text from the welcome text field.

  • If both text and email fields are empty, no automated message will be sent.

Alternative: Use an automation to schedule and customize a welcome message.

Learn more about ConveYour Automations here >>

Sending a Welcome Email

Step 1: Set Up the Email Notification

1. In Main Menu > Campaigns > Registration & Confirmation, locate the welcome email section.

2. Enter a subject line (avoid spam-trigger words like “new” or excessive punctuation).

3. Add custom body text to the email message.

4. Add images or branding elements as needed.

5. Include a link to the learner’s portal ({{url}}) so they can access the course.

When to Use Text vs. Email

• Use text messages when immediate engagement is critical.

• Use email if learners may be in different time zones or need more detailed instructions.

Optimizing Email and Delivery

For best practices on whitelisting URLs and sender verification, contact [email protected].