Reminders can be used to send emails or SMS text messages to users and are 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.
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Enrolled: A learner with an enrollment in a course or session that . 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 All users with an EthosCE system role, such as site admin, course admin, or course admin.group admin. Not limited to enrolled users. Use with care.
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.
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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 created
A course enrollment is created when a user purchases a paid course or enrolls in a free course.
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User Segment
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Sends reminder to:
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Enrolled
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The enrolled learner when their enrollment has been created.
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Active
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The enrolled learner when their enrollment has been created. (All learners would be active upon enrollment).
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Expired
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Not applicable. This reminder event trigger and user segment combination will not produce any reminders. (All learners would be active upon enrollment).
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Incomplete
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The enrolled learner, when their enrollment has been created, if they have not completed the course.
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Complete
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Not applicable. This reminder event trigger and user segment will not produce any reminders.
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Specific user
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One or more user accounts specified in the reminder’s “Email” field every time a new course enrollment has been created.
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[ROLE]
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All users with the role selected in the “Send to” field every time a new course enrollment has been created.
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Users with incomplete faculty forms
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Not applicable unless faculty are enrolled.
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Activity author
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The activity author every time a new course enrollment has been created.
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Course enrollment started
A 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
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Sends reminder to:
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Enrolled
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The enrolled learner when they have started the course.
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Active
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The enrolled learner with an ‘active’ status when they have started the course.
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Expired
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Not applicable. This reminder event trigger and user segment will not produce any reminders.
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Incomplete
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The enrolled learner, when their enrollment has been started, if they have not completed the course.
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Complete
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Not applicable. This reminder event trigger and user segment will not produce any reminders.
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Specific user
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One or more user accounts specified in the reminder’s “Email” field every time a new course enrollment has been started.
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[ROLE]
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All users with the role selected in the “Send to” field every time a new course enrollment has been started.
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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:
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. Use with care. |
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 startedcreated. |
Course enrollmentendstartedA user’s course enrollment ends on their enrollment end date (if set). The course enrollment end date is set per user, not per courseis 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 when their course enrollment has ended, at the scheduled time, based on when they have started the course. |
Active | The enrolled learner with an ‘active’ status when their enrollment has endedactive enrollment status at the scheduled send time, based on when they have started the course. |
Expired | The enrolled learner with an expired enrollment when their course enrollment has endedstatus 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, when their enrollment has ended, if based on when they have not completed started the course. |
Complete | The enrolled learner with a complete enrollment status status at the scheduled send time, when their enrollment has ended, if based on when they have completed 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 course enrollment has endedbeen 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 course enrollment has endedbeen started. Use with care. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author at the scheduled time, based on enrollment start date, every time a course enrollment has endedstarted. |
Course enrollmentcompleteendA user’s course enrollment ends when all required course objects in the course have been completedon 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 is completehas ended. | |
Active | The enrolled learner with an ‘active’ status active enrollment status at the scheduled time, based on when their enrollment is completehas ended. | |
Expired | The enrolled learner with an expired enrollment when their course enrollment is complete. Can only be trigged by manual completion of a learner’s enrollment. | |
Incomplete | Not applicable. This reminder event trigger and user segment will not produce any reminders. | |
Complete | The enrolled learner, when their enrollment is completestatus at the scheduled time, based on when their enrollment has ended. | |
Incomplete | The enrolled learner with an incomplete enrollment status at the scheduled time, based on when their enrollment has ended. | |
Complete | The enrolled learner with a complete enrollment status at the scheduled time, based on when their enrollment has ended. | |
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 is completedhas 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 been completedended. | Users with Use with care. |
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 been completedended. | |
Specific DateCourse enrollment completeA specific date when a reminder will be sent to recipients user’s course enrollment ends when all required course objects in the course have been completed. | |||
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User Segment | Sends reminder to: | ||
Enrolled | All enrolled learners on the selected dateThe enrolled learner, at the scheduled time, based on when their course enrollment has been completed. | ||
Active | All The enrolled learners learner with an ‘active’ status on the selected dateactive enrollment status at the scheduled time, based on when their enrollment has been completed. | ||
Expired | All The enrolled learners learner with an expired enrollment on the selected date. | Incomplete | All enrolled learners with an expired enrollment on the selected datestatus 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 | All enrolled learners, when their enrollment is complete, on the selected dateThe enrolled learner with a complete enrollment status status at the scheduled time, based on when their enrollment has been completed. | ||
Specific user | One or more user accounts specified in the reminder’s “Email” on the selected datefield, at the scheduled time based on enrollment completion date, every time a course enrollment has been completed. | ||
[ROLE] | All users with the role selected in the “Send to” field on the selected dateat the scheduled time, based on enrollment completion date, every time a course enrollment has been completed. Use with care. | ||
Users with incomplete faculty forms | Faculty users assigned to the course, on the selected date, if they have one or more incomplete faculty forms. | ||
Activity author | The activity author on the selected 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. | |||
User Segment | Sends reminder Not applicable unless faculty are enrolled. | ||
Activity author | The activity author at the scheduled time, based on enrollment completion date, every time a course enrollment has ended. | ||
Specific DateA specific date when a reminder will be sent to recipients in the course. | |
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User Segment | Sends reminder to: |
Enrolled | All enrolled learners, at the scheduled time, based on the start selected date. |
Active | All enrolled ‘active' learners on the start learners with an active enrollment status at the scheduled time, based on the selected date. |
Expired | Not applicable. This reminder event trigger and user segment combination will not produce any remindersAll enrolled learners with an expired enrollment status at the scheduled time, based on the selected date. |
Incomplete | All enrolled incomplete learners learners with an incomplete enrollment status at the scheduled time, based on the start selected date. |
Complete | Not applicable. This reminder event trigger and user segment combination will not produce any remindersAll enrolled learners with a complete enrollment status status at the scheduled time, based on the selected date. |
Specific user | One or more user accounts specified in the reminder’s “Email” “Email,” at the scheduled time, based on the start selected date. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the start selected date. Use with care. |
Users with incomplete faculty forms | Faculty users assigned to the course , on the start date, if they have 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 the start specific date. |
Start and expiration date:endstartThe end start date of the course. This date is set in the expiration start date field on the course. Not to be confused with the event end start date. | |
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User Segment | Sends reminder to: |
Enrolled | All enrolled learners, at the scheduled time, based on the end start date. |
Active | All enrolled ‘active’ learners on the end learners with an active enrollment status at the scheduled time, based on the start date. |
Expired | All enrolled learners with an expired enrollment status at the scheduled time, based on the end start date. |
Incomplete | All enrolled incomplete learners with an expired enrollment incomplete enrollment status at the scheduled time, based on the end start date. |
Complete | All enrolled complete learners learners with a complete enrollment status status at the scheduled time, based on the event start date. |
Specific user | One or more user accounts specified in the reminder’s “Email” “Email,” at the scheduled time, based on the end start date. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the end start date. Use with care. |
Users with incomplete faculty forms | Faculty users assigned to the course , on the end date, if they have with one or more incomplete faculty forms at the scheduled time, based on the start date. |
Activity author | The activity author at the scheduled time, based on the end start date. |
Event Start and expiration date:startendThe start end date of the event. Only applicable for live courses. This date course. This date is set in the event expiration 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 event start end date. |
Active | All enrolled ‘active’ learners 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 on the event start status at the scheduled time, based on the 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” “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. Use with care. |
Users with incomplete faculty forms | Faculty users assigned to the course , on the event start date, if they have one or more with one or more incomplete faculty forms at the scheduled time, based on the end date. |
Activity author | The activity author at the scheduled time, based on the event start end date. |
Event date:endstartThe end start 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 end start date. |
Active | All enrolled ‘active’ learners learners with an active enrollment status at the scheduled time, based on the event end start date. |
Expired | All enrolled learners with an expired enrollment status at the scheduled time, based on the event end start date. |
Incomplete | All enrolled learners with an incomplete enrollment status at the scheduled time, based on the event end start date. |
Complete | All enrolled learners with a complete enrollment status status at the scheduled time, based on the event end start date. |
Specific user | One or more user accounts specified in the reminder’s “Email” “Email,” at the scheduled time, based on the event end start date. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, based on the event end start date. Use with care. |
Users with incomplete faculty forms | Faculty users assigned to the course , on the event end date, if they have one with one or more incomplete faculty forms at the scheduled time, based on the event start date. |
Activity author | The activity author at the scheduled time, based on the event end start date. |
Course object startedA course object is started when the user loads the course object page. | |
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Event date: endThe end date of the event. Only applicable for live courses. This date is set in the event date field on the course. | |
User Segment | Sends reminder to: |
Enrolled | The enrolled learner when the specified course object has been startedAll enrolled learners, at the scheduled time, based on the event end date. |
Active | The All enrolled learner learners with an ‘active’ active enrollment status when the specified course object has been startedat the scheduled time, based on the event end date. |
Expired | Not applicable. This reminder event trigger and user segment combination will not produce any remindersAll enrolled learners with an expired enrollment status at the scheduled time, based on the event end date. |
Incomplete | The enrolled learner, when the specified course object has been started, if they have not completed the courseAll enrolled learners with an incomplete enrollment status at the scheduled time, based on the event end date. |
Complete | The enrolled learner, when the specified course object has been started, if they have completed the courseAll enrolled learners with a complete enrollment status status at the scheduled time, based on the event end date. |
Specific user | One or more user accounts specified in the reminder’s “Email” field every time the specified course object has been started“Email,” at the scheduled time, based on the event end date. |
[ROLE] | All users with the role selected in the “Send to” field every time the specified course object has been started, at the scheduled time, based on the event end date. Use with care. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. Faculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the event end date. |
Activity author | The activity author every time the specified course object has been startedat the scheduled time, based on the event end date. |
Course objectcompletedstartedA course object is completed started when the requirements of that object have been met. For example, passing a quiz, completing an evaluation or being marked attendeduser loads the course object page. | |
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User Segment | Sends reminder to: |
Enrolled | The enrolled learner when the specified course object has been completed, at the scheduled time, based on the course object start date. |
Active | The enrolled learner with an ‘active’ status when the specified course object has been completed. |
Expired | Not applicable. This reminder event trigger and user segment combination will not produce any reminders. |
Incomplete | The enrolled learner, when the specified course object has been completed, if they have not completed the course. |
Complete | The enrolled learner, when the specified course object has been completed, if they have completed the course. |
Specific user | One active enrollment status at the scheduled time, based on the course object start date. |
Expired | The enrolled learner with an expired enrollment status at the scheduled time, based on the course object start date. |
Incomplete | The enrolled learner with an incomplete enrollment status at the scheduled time, based on the course object start date. |
Complete | The enrolled learner with a complete enrollment status status at the scheduled time, based on the course object start date. |
Specific user | One or more user accounts specified in the reminder’s “Email” field every time the specified “Email,” at the scheduled time, based on the course object start date, every time a course object has been completedstarted. |
[ROLE] | All users with the role selected in the “Send to” field every time the specified course object has been completed, at the scheduled time, based on the course object start date, every time a course object has been started. Use with care. |
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 the specified a course object has been completedstarted. |
Faculty form assignedWhen a faculty form has been assigned to a faculty user associated with the courseCourse object inactivityAn 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 | Not applicable. This reminder event trigger and user segment combination will not produce any reminders. |
Active | Not applicable. This reminder event trigger and user segment combination will not produce any reminders. |
Expired | Not applicable. This reminder event trigger and user segment combination will not produce any reminders. |
Incomplete | Not applicable. This reminder event trigger and user segment combination will not produce any reminders. |
Complete | Not applicable. This reminder event trigger and user segment combination will not produce any remindersThe enrolled learner, at the scheduled time, after a learner has started, but not completed a course object. |
Active | The enrolled learner with an active enrollment status at the scheduled time, after a learner has started, but not completed a course object. |
Expired | The enrolled learner with an expired enrollment status at the scheduled time, after a learner has started, but not completed a course object. |
Incomplete | The enrolled learner with an incomplete enrollment status at the scheduled time, after a learner has started, but not completed a course object. |
Complete | The enrolled learner with a complete enrollment status status at the scheduled time, after a learner has started, but not completed a course object. |
Specific user | One or more user accounts specified in the reminder’s “Email,” at the scheduled time, after a learner has started, but not completed a course object. |
[ROLE] | All users with the role selected in the “Send to” field, at the scheduled time, after a learner has started, but not completed a course object. Use with care. |
Users with incomplete faculty forms | Not applicable unless faculty are enrolled. |
Activity author | The activity author at the scheduled time, after a learner has started, but not completed a course object. |
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” field when a faculty form has been assigned“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 to” field, at the scheduled time, based on the course object completion date, every time a faculty form course object has been assignedcompleted. Use with care. |
Users with incomplete faculty forms | All faculty users with incomplete faculty forms every time a new faculty form has been assignedNot applicable unless faculty are enrolled. |
Activity author | The activity author when a faculty form has been assignedat the scheduled time, based on the course object completion date, every time a course object has been completed. |