Mailing with a link to the Zoom lesson

You have scheduled a Zoom lesson and want to send your students an email with a link to the Zoom meeting. Let's look at a few situations where you might want to send such a message:

1. All students who have purchased access at a certain rate should receive the message.

2. All students who have access to a certain lesson should receive the message.

Remember that you can add the link to the Zoom meeting directly to the lesson (and later replace the button with the link to the meeting with a recording of the meeting).

Step 1: Schedule a meeting in Zoom and prepare an email with a link to the meeting.

Step 2: Create a list of contacts to whom the mailing will be sent.

The letter should be received by all students who have purchased access at a certain rate

In the top menu, click CRM - Contact lists

Click on + to create a new list and select Create a regular list. A regular list means that the list will be created in the next step and new students will not be added to it. If you plan to have new students join the course later, you will need to create a new list or use a self-populating (segmented) list to include them in the list.

On the page that opens, select Filter and select the desired tariff (offer), then click Apply filter.

Only then add a name for the list (you will see this name, but participants will not) and save. Proceed to step 3.

The letter should be received by all students who have access to a specific lesson.

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 at the moment the segment is created, it will include students who already have access to the lesson, and the platform will then track whether new students with access to the specified lesson have appeared. The list is updated every half hour, which means that if a student is added to a lesson at 1:04 p.m., they will appear in the list between 1:30 and 1:35 p.m.

Click on Add condition, find Product - Course - Open access to lesson in the list, and then select the desired lesson in the last drop-down menu. 

Only then 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 planning 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 of sending the email (or select it immediately), and when everything is ready, click Schedule.