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Events that trigger reminder to send are called “reminder event triggers.” Each reminder event trigger targets a segment of users who will receive the reminders. This glossary describes the intended use of every combination of reminder event trigger and user segment.
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Reminder logic is evaluated at the time the reminder is scheduled to send. Reminders are not evaluated at the time the reminder event trigger happens. For example, in a course configured with:
Although all learners are incomplete upon enrollment, not all learners will receive the reminder. 10 days after each learner’s enrollment, when the reminder logic is evaluated, only those learners who are incomplete will be sent the reminder. |
Definitions
Reminder event trigger: The action, event or date that causes the reminder to be sent.
User segment: The user or group of users that will receive the reminder.
Activity: A generic term for an EthosCE session or course.
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Enrolled: A learner with an enrollment in a course or session that has not expired.
Expired: Occurs when a learner's enrollment end date exists and is in the past. The learner is no longer able to access the course.
Incomplete: A enrolled learner who has not completed all required course objects in the course.
Complete: An enrolled learner who has completed all required course objects in the course.
Specific user: One or more user emails specified in the reminder’s “Email” field. The user(s) must have an account in the EthosCE site.
[ROLE]: An EthosCE system role, such as site admin or course admin.
Users with incomplete faculty forms: Faculty on the activity who have been assigned faculty forms that have not been submitted.
Activity author: The EthosCE administrative user who is listed in the Authored by field.
Reminder logic is evaluated at the time the reminder is scheduled to send. Reminders are not evaluated at the time the reminder event trigger happens.
For example, in a course configured with:
a required quiz, and;
a reminder set to send 10 days after enrollment to incomplete learners.
Although all learners are incomplete upon enrollment, not all learners will receive the reminder. 10 days after each learner’s enrollment, when the reminder logic is evaluated, only those learners who are incomplete will be sent the reminder.
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Certain reminder event triggers and user segment list combinations are not possible. These scenarios are labeled ‘Not applicable’ accordingly in the tables below. |
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Course enrollment createdA course enrollment is created when a user purchases a paid course or enrolls in a free course. | |
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User Segment | Sends reminder to: |
Enrolled | The enrolled learner, at the scheduled send time, based on the learner’s enrollment creation date. |
Active | The enrolled learner, with an ‘active’ status at the scheduled send time, based on the learner’s enrollment creation date. |
Expired | The enrolled learner, with an expired status at the scheduled send time, based on the learner’s enrollment creation date. |
Incomplete | The enrolled learner, with an incomplete enrollment status at the scheduled send time, based on the learner’s enrollment creation date. |
Complete | The enrolled learner, with a complete enrollment at the scheduled send time, based on the learner’s enrollment creation date. |
Specific user | One or more user accounts specified in the reminder’s “Email” field, at the scheduled time based on enrollment creation date, every time a new course enrollment has been created. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time based on enrollment creation date, every time a new course enrollment has been created. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author, at the scheduled time based on enrollment create date, every time a new course enrollment has been created, at the scheduled time based on enrollment creation date. |
Course enrollment startedA course enrollment is started when a user clicks the start button on the course or enrolls via SMS attendance. | |
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User Segment | Sends reminder to: |
Enrolled | The enrolled learner, at the scheduled time, based on when they have started the course. |
Active | The enrolled learner, with an ‘active’ status at the scheduled send time, based on when they have started the course. |
Expired | The enrolled learner, with an expired status at the scheduled send time, based on when they have started the course. |
Incomplete | The enrolled learner, with an incomplete enrollment status at the scheduled send time, based on when they have started the course. |
Complete | The enrolled learner, with a complete enrollment status at the scheduled send time, based on when they have started the course. |
Specific user | One or more user accounts specified in the reminder’s “Email” field, at the scheduled time, based on enrollment start date , every time a new course enrollment has been started. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time based on enrollment start date, every time a new course enrollment has been started. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author every time a new course enrollment has been started, at the scheduled time based on enrollment start date, every time a course enrollment has started. |
Course enrollment endA user’s course enrollment ends on their enrollment end date (if set). The course enrollment end date is set per user, not per course. | |
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User Segment | Sends reminder to: |
Enrolled | The enrolled learner, at the scheduled time based on when their course enrollment has ended. |
Active | The enrolled learner with an ‘active’ status at the scheduled time based on when their enrollment has ended. |
Expired | The enrolled learner with an expired enrollment status at the scheduled time based on when their course enrollment has ended. |
Incomplete | The enrolled learner , with an incomplete enrollment status at the scheduled time based on when their enrollment has ended, if they have not completed the course. |
Complete | The enrolled learner , with an complete enrollment status at the scheduled time based on when their enrollment has ended, if they have completed the course. |
Specific user | One or more user accounts specified in the reminder’s “Email” field, at the scheduled time based on enrollment end date, every time a course enrollment has ended. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time based on enrollment end date, every time a course enrollment has ended. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author, at the scheduled time based on enrollment end date, every time a course enrollment has ended. |
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