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Understand Learnyst Workflow Actions

Automate learner communication and engagement by sending messages, sharing coupons, inviting learners to events, and providing free resources based on workflow triggers.

Learnyst Marketing Workflows allow you to automate communication and learner activities based on specific events in your school. While workflow triggers determine when an automation starts, workflow actions determine what happens after the trigger is activated.

For example, when a learner signs up, completes a lesson, or makes a payment, you can configure the workflow to send a message, share a coupon, invite the learner to a webinar, or provide a free learning resource.

Learnyst offers the following workflow actions to help you engage learners and manage your marketing activities.

1. Sales and Enrollment Actions

  • These actions help you promote your products, encourage enrollments, and guide learners through different stages of their learning journey.

  1. Send a Coupon

    • This action allows you to send a coupon code to learners so they can avail themselves of a discount when purchasing a product.

    • Example: When a learner's course access is about to expire, you can automatically send a discount coupon to encourage them to renew their enrollment.

  2. Enroll to a Workflow

    • This action automatically adds learners to another selected workflow.

    • Example: When a learner enrolls in a free trial, you can add them to a follow-up workflow that sends messages about the product and encourages them to purchase a paid plan.

  3. Send a Message to Product Enrollments

    • This action allows you to send a message to learners enrolled in a selected product.

    • Example: When a new lesson becomes available in a course, you can send an update to learners enrolled in that course.

  4. Register for Marketing Event

    • This action automatically registers learners for a selected marketing event.

    • Example: When a learner shows interest in an upcoming promotional event, you can register them for the event through a workflow.

  5. Send a Paid Enrollment Invitation

    • This action allows you to send learners an invitation to enroll in a product through a paid enrollment plan.

    • Example: When a learner completes a free trial, you can send an invitation encouraging them to purchase the full course.

2. Invitation Actions

  • These actions help you invite learners to upcoming webinars and encourage participation in your online events.

  1. Send a Free Webinar Invitation

    • This action automatically sends learners an invitation to a free webinar.

    • Example: When a learner signs up for your school, you can send an invitation to an introductory webinar where they can learn more about your courses and teaching approach.

3. General Actions

These actions help you communicate important updates, reminders, and information to learners.

  1. Send a Message

    • This action allows you to send a configured message to learners when a workflow trigger occurs.

    • Example: When a learner completes a lesson, you can automatically send a congratulatory message and encourage them to continue with the next lesson.

4. Content Actions

These actions help you share free learning materials and additional resources with learners.

  1. Send a Free Resource

    • This action allows you to share a free learning resource with learners.

    • Example: When a learner registers for your course, you can automatically share a free PDF, study material, or other learning resource to help them get started.