When a certain activity or journey is important for your users to complete, it is helpful to remind them to complete it. You can use automations to send notifications to those who haven't completed the content yet, and add it to their to do list. For example, when users need to have the content completed before a certain date.
Example user case: all store managers need to have their Leadership journey completed before August 30th.⏰
Add image here
Create the reminder automation:
Use the following basic steps to create a reminder automation:
Step 1. Go to Behaviour > Automations in LXP Control
Step 2. Create a new Automation
Step 3. Give the Automation a name and choose Check periodically
Step 4. You will have 3 conditions:
‘Is group’
Group: Store manager
‘Is journey/section’
Journey: Leadership
Completion status: incompleted
‘General time condition’
End of timespan: 30 August 2023
Step 5. You have 2 actions:
'Add to to-do list':
Recipients: user;
User source: event -> user; ‘
Attach to: activity_container;
Activity_container source: self;
Journey: Leadership
Check 'Is mandatory' box
Due date: 30 August 2023
'Notify user':
Title: “Don’t forget!”
Message: “Hi {{event.user.first_name}},
Learn to motivate, inspire, and help develop your team members with our Leadership training. To make sure that the goals of your team align with the goals of our organisation, we need you to complete the journey before August 30.Have fun!"
Check 'send_email' box.
Email message: “Learn to motivate, inspire, and help develop your team members with our Leadership training. To make sure that the goals of your team align with the goals of our organisation, we need you to complete the journey before August 30.<br/><br/>Have fun!"
Email template: Notification (global)
Recipients: user
User source: event -> user
Step 6. Save the automation
Done! All store managers will now receive a notification and an item on their to do list if they haven't completed the Leadership journey yet.