How to schedule an email for the first day of the course

You can schedule a welcome email for course participants if payment is made before the start of the stream, i.e., training does not begin immediately after payment. 

All steps can be planned in advance, even if sales have not yet started. 

If you want students to have access to the materials immediately after payment and receive a welcome email after payment, follow the recommendations in the article How to schedule your own email after purchase.

Step 1: Create the email that students should receive on the day the course starts

• Create a list of recipients (you can do this in advance, even if you plan to make subsequent purchases; the list will populate automatically)
• Schedule the mailing.
• Create the email that students should receive on the first day of training

In the top menu, click on the All Solutions button, and in the menu that opens, select Email Mailings - Email Templates

Select the appropriate structure and create the email. 

Step 2: Creating a list of recipients

In the top menu, click CRM - Contact lists

Click on + to create a new list and select Create list by segment - You will be taken to the creation of a self-filling list. This means that when the segment is created, it will include students who have purchased the course, and the platform will then track whether new purchases have been made and add such customers to the list. The list is updated every half hour, which means that if a purchase was made at 1:04 p.m., the student will appear in the list between 1:30 and 1:35 p.m.

Click on Add condition, find Sales - Offers - Offer payment in the list, then select the desired offer in the last dropdown menu and click Save. 

If you have several rates but plan to send one email regardless of the rate, click the OR button and add another condition with the second rate (and third, etc.).

If you have several tariffs but plan to send different welcome letters for each tariff, you need to create several different lists and schedule several mailings accordingly.

Only after that, add a name for the list and click Save.

Step 3: Scheduling the mailing

In the top menu, click on the Mailings button and select E-mail mailings.

On the page that opens, click on +Mailing, which will open a page for scheduling the mailing. In the mailing name field, enter any name that is clear to you; students and clients will not see this name.

In the list of recipients, select the contact list you created in Step 2.

In the email template, select the email you created in Step 1.

On the right side of the page, specify the date and time for sending the email (the start date of the training), and when everything is ready, click Schedule.