Reminders can be used to send emails or SMS text messages to users and are configured by an administrator user.
Events that trigger a 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.
Reminder timeing
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.
User Segments
Enrolled: A learner with an enrollment in a course or session. Includes both active and expired enrollments.
Active: An enrolled learner whose enrollment 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. |
Course enrollment created
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Reminders can be used to send emails or SMS text messages to users and are configured by an administrator user.
Events that trigger a 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.
Reminder timeing
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.
User Segments
Enrolled: A learner with an enrollment in a course or session. Includes both active and expired enrollments.
Active: An enrolled learner whose enrollment 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. REVIEW 2/3/21
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. |
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 enrollment status at the scheduled send time, based on the learner’s enrollment creation date. |
Expired | The enrolled learner with an expired enrollment 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 status 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 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 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 course enrollment has been created. |
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 send time, based on the learner’s enrollment creation datewhen they have started the course. |
Active | The enrolled learner with an active enrollment status at the scheduled send time, based on the learner’s enrollment creation datewhen they have started the course. |
Expired | The enrolled learner with an expired enrollment status at the scheduled send time, based on the learner’s enrollment creation datewhen they have started the course. |
Incomplete | The enrolled learner with an incomplete enrollment status at the scheduled send time, based on the learner’s enrollment creation datewhen they have started the course. |
Complete | The enrolled learner with a complete enrollment status status at the scheduled send time, based on the learner’s enrollment creation datewhen 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 creation start date , every time a course enrollment has been createdstarted. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time based on enrollment creation start date, every time a course enrollment has been createdstarted. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author at the scheduled time, based on enrollment create start date, every time a course enrollment has been createdstarted. |
Course enrollmentstartedendA user’s course enrollment ends on their enrollment is started when a user clicks the start button on the course or enrolls via SMS attendanceend 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 they have started the coursetheir course enrollment has ended. |
Active | The enrolled learner with an active enrollment status at the scheduled send time, based on when they have started the coursetheir enrollment has ended. |
Expired | The enrolled learner with an expired enrollment status at the scheduled send time, based on when they have started the coursetheir enrollment has ended. |
Incomplete | The enrolled learner with an incomplete enrollment status at the scheduled send time, based on when they have started the coursetheir enrollment has ended. |
Complete | The enrolled learner with a complete enrollment status status at the scheduled send time, based on when they have started the coursetheir enrollment has ended. |
Specific user | One or more user accounts specified in the reminder’s “Email” field, at the scheduled time , based on enrollment start end date, every time a course enrollment has been startedended. |
[ROLE] | All users with the role selected in the “Send to” field , at the scheduled time, based on enrollment start end date, every time a course enrollment has been startedended. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author at the scheduled time, based on enrollment start end date, every time a course enrollment has startedended. |
Course enrollmentendcompleteA user’s course enrollment ends on their enrollment end date (if set). The course enrollment end date is set per user, not per coursewhen all required course objects in the course have been completed. | |||
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User Segment | Sends reminder to: | ||
Enrolled | The enrolled learner, at the scheduled time, based on when their course enrollment has endedbeen completed. | ||
Active | The enrolled learner with an active enrollment 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 enrollment has endedbeen completed. |
IncompleteExpired | The enrolled learner with an incomplete expired enrollment status at the scheduled time, based on when their enrollment has endedbeen completed. | ||
Incomplete | Not applicable. This reminder event trigger and user segment will not produce any reminders. | ||
Complete | The enrolled learner with a complete enrollment status status at the scheduled time, based on when their enrollment has endedbeen completed. | ||
Specific user | One or more user accounts specified in the reminder’s “Email” field, at the scheduled time based on enrollment end completion date, every time a course enrollment has endedbeen completed. | ||
[ROLE] | All users with the role selected in the “Send to” field at the scheduled time, based on enrollment end completion date, every time a course enrollment has endedbeen completed. | ||
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. | ||
Activity author | The activity author at the scheduled time, based on enrollment end completion date, every time a course enrollment has ended. | ||
Course enrollment completeSpecific DateA user’s course enrollment ends when all required course objects specific date when a reminder will be sent to recipients in the course have been completed. | |||
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User Segment | Sends reminder to: | ||
Enrolled | The All enrolled learnerlearners, at the scheduled time, based on when their course enrollment has been completedthe selected date. | ||
Active | The All enrolled learner learners with an active enrollment status at the scheduled time, based on when their enrollment has been completed. | Expired | The enrolled learner with an expired the selected date. |
Expired | All enrolled learners with an expired enrollment status at the scheduled time, based on the selected date. | ||
Incomplete | All enrolled learners with an incomplete enrollment status at the scheduled time, based on when their enrollment has been completed. | ||
Incomplete | Not applicable. This reminder event trigger and user segment will not produce any reminders. | ||
Complete | The enrolled learner the selected date. | ||
Complete | All enrolled learners with a complete enrollment status status at the scheduled time, based on when their enrollment has been completedthe selected date. | ||
Specific user | One or more user accounts specified in the reminder’s “Email” field“Email,” at the scheduled time, based on enrollment completion date, every time a course enrollment has been completedthe selected date. | ||
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on enrollment completion date, every time a course enrollment has been completedthe selected date. | ||
Users with incomplete faculty forms | Not applicable unless faculty are enrolledFaculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the selected date. | ||
Activity author | The activity author at the scheduled time, based on enrollment completion date, every time a course enrollment has ended. | the specific date. | |
Start and expiration date: startThe start date of the course. This date is set in the start date field on the course. Not to be confused with the event start date. | |
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User Segment | Sends reminder to: |
Enrolled | All enrolled learners, at the scheduled time, based on the selected start date. |
Active | All enrolled learners with an active enrollment status at the scheduled time, based on the selected start date. |
Expired | All enrolled learners with an expired enrollment status at the scheduled time, based on the selected start date. |
Incomplete | All enrolled learners with an incomplete enrollment status at the scheduled time, based on the selected start date. |
Complete | All enrolled learners with a complete enrollment status status at the scheduled time, based on the selected start date. |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the selected start date. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the selected start date. |
Users with incomplete faculty forms | Faculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the selected start date. |
Activity author | The activity author at the scheduled time, based on the specific start date. |
Start and expiration date:startendThe start end date of the course. This date is set in the start expiration date field on the course. Not to be confused with the event start end date. | |
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User Segment | Sends reminder to: |
Enrolled | All enrolled learners, at the scheduled time, based on the start end date. |
Active | All enrolled learners with an active enrollment status at the scheduled time, based on the start end date. |
Expired | All enrolled learners with an expired enrollment status at the scheduled time, based on the start end date. |
Incomplete | All enrolled learners with an incomplete enrollment status at the scheduled time, based on the start end date. |
Complete | All enrolled learners with a complete enrollment status status at the scheduled time, based on the start end date. |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the start end date. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the start end date. |
Users with incomplete faculty forms | Faculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the start end date. |
Activity author | The activity author at the scheduled time, based on the start end date. |
Start and expiration Event date:endstartThe end start date of the courseevent. Only applicable for live courses. This date is set in the expiration event date field on the course. Not to be confused with the event end date. | |
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User Segment | Sends reminder to: |
Enrolled | All enrolled learners, at the scheduled time, based on the end event start date. |
Active | All enrolled learners with an active enrollment status at the scheduled time, based on the end event start date. |
Expired | All enrolled learners with an expired enrollment status at the scheduled time, based on the end event start date. |
Incomplete | All enrolled learners with an incomplete enrollment status at the scheduled time, based on the end event start date. |
Complete | All enrolled learners with a complete enrollment status status at the scheduled time, based on the end event start date. |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the end event start date. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the end event start date. |
Users with incomplete faculty forms | Faculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the end event start date. |
Activity author | The activity author at the scheduled time, based on the end event start date. |
Event date:startendThe start end date of the event. Only applicable for live courses. This date is set in the event date field on the course. | ||
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User Segment | Sends reminder to: | |
Enrolled | All enrolled learners, at the scheduled time, based on the event start end date. | |
Active | All enrolled learners with an active enrollment status at the scheduled time, based on the event start end date. | |
Expired | All enrolled learners with an expired enrollment status at the scheduled time, based on the event start end date. | |
Incomplete | All enrolled learners with an incomplete enrollment status at the scheduled time, based on the event start end date. | |
Complete | All enrolled learners with a complete enrollment status status at the scheduled time, based on the event start end date. | |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the event start end date. | |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the event start end date. | |
Users with incomplete faculty forms | Faculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the event start end date. | |
Activity author | The activity author at the scheduled time, based on the event start date. | the event end date. |
Course object startedA course object is started when the user loads the course object page. | |
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User Segment | Sends reminder to: |
Enrolled | All The enrolled learnerslearner, at the scheduled time, based on the event end course object start date. |
Active | All The enrolled learners learner with an active enrollment status at the scheduled time, based on the event end course object start date. |
Expired | All The enrolled learners learner with an expired enrollment status at the scheduled time, based on the event end course object start date. |
Incomplete | All The enrolled learners learner with an incomplete enrollment status at the scheduled time, based on the event end course object start date. |
Complete | All The enrolled learners learner with a complete enrollment status status at the scheduled time, based on the event end course object start date. |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the event end datecourse object start date, every time a course object has been started. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the event end datecourse object start date, every time a course object has been started. |
Users with incomplete faculty forms | Faculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the event end dateNot applicable unless faculty are enrolled. |
Activity author | The activity author at the scheduled time, based on the event end datecourse object start date, every time a course object has been started. |
Course objectstartedA course object is started when the user loads the course object pageinactivityAn inactivity reminder is triggered at the specified period of time after a learner has started, but not completed a course object. | |
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User Segment | Sends reminder to: |
Enrolled | The enrolled learner, at the scheduled time, based on the , after a learner has started, but not completed a course object start date. |
Active | The enrolled learner with an active enrollment status at the scheduled time, based on the , after a learner has started, but not completed a course object start date. |
Expired | The enrolled learner with an expired enrollment status at the scheduled time, based on the , after a learner has started, but not completed a course object start date. |
Incomplete | The enrolled learner with an incomplete enrollment status at the scheduled time, based on the , after a learner has started, but not completed a course object start date. |
Complete | The enrolled learner with a complete enrollment status status at the scheduled time, based on the , after a learner has started, but not completed a course object start date. |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the course object start date, every time after a learner has started, but not completed a course object has been started. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the course object start date, every time after a learner has started, but not completed a course object has been started. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author at the scheduled time, based on the course object start date, every time after a learner has started, but not completed a course object has been started. |
Course object completedA course object is completed when the requirements of that object have been met. For example, passing a quiz, completing an evaluation or being marked attended. | |
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User Segment | Sends reminder to: |
Enrolled | The enrolled learner, at the scheduled time, based on the course object completion date. |
Active | The enrolled learner with an active enrollment status at the scheduled time, based on the course object completion date. |
Expired | The enrolled learner with an expired enrollment status at the scheduled time, based on the course object completion date. |
Incomplete | The enrolled learner with an incomplete enrollment status at the scheduled time, based on the course object completion date. |
Complete | The enrolled learner with a complete enrollment status status at the scheduled time, based on the course object completion date. |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the course object completion date, every time a course object has been completed. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the course object completion date, every time a course object has been completed. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author at the scheduled time, based on the course object completion date, every time a course object has been completed. |
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