Setting Up Email Automation in Your Course

The Custom Mailing activity allows you to send automated mails to learners enrolled in your course with the following parameters:

1. at course enrolment
   
2. # days after first access
   
3. # days after last access
   
4. # days after first launch of a SCORM
   
5. # days after last launch of a SCORM

Table of Contents: 

1. How to Create a Custom Mailing

How to Create a Custom Mailing

Step 1: In the relevant course, turn on editing mode and click on "Add course content."

Step 2: Click on "Custom Mailing."

Step 3: Give your custom mailing instance a name and optional description.

Step 4: Additionally, you can define common module settings and add restrictions or tags. You can always come back and edit these later.

Step 5: Once you're happy, you can click on "Save and display" to start creating mailings.

Step 6: Click on "Create a new mailing."

Step 5: Give your custom mailing a name and define the parameters:

1. Source: the source that will trigger the custom mailing; either course, SCORM or certificate.
   ‍
   *Note: If a custom certificate has been created in your course, the custom mailing feature can also be used to generate and send certificates when the conditions are met.
   ‍
2. Send mailing: the condition that must be met in order for the custom mailing to be sent.
3. Retroactive: whether or not the custom mailing should be sent to learners who met the specified conditions BEFORE the mailing was created.

Step 6: Define the subject line and body of your custom mail.

*Note: When creating your mail, you can use the following variables to dynamically add learners' first and/or last names:

1. %firstname%
   
2. %lastname%

Step 7: Once you're happy, be sure to "Enable" your mailing and click on "Create mailing."

Step 8: Your mailing will now be displayed on the course home page where you can edit or delete it. You will also be able to view the associated mailing log table here.

*Note: You can use the "Create a new mailing" button to create more than one mailing in the Custom Mailing activity. Each user will however only receive one email per mailing.