Keep learners going and celebrate completion

Synthesized from the base patterns edtech pack

Learners who stop doing lessons get a nudge to pick up where they left off, and a call from a mentor if they stay away. When someone completes a course they get a congratulations with their certificate link, then a review and referral ask two days later. A weekly report shows active learners, learners at risk and completions.

Spec: /playbooks/edtech/course-completion.yaml · playbook id edtech.course-completion · installs 14 drafts, everything lands off.

When to use it

• You run online courses or a learning app, and many learners start strongly and drift away.
• Your app sends an event for each lesson completed and another when a course is completed.
• Mentors or tutors can call learners who are slipping, and you want completions celebrated and turned into reviews.

Where the data comes from

How	What
Events from your app or website (needs a developer)	Your learning app sends the lesson-completed and course-completed events. The course-completed event can carry a certificate link.
A CSV upload	No developer yet? If your platform exports lesson activity, upload it as Events every week. The nudges then run on that schedule.

What it sets up

Kind	Name	What it does	Lands
Team	Mentors	Calls learners who have gone quiet; gets the weekly report.	Empty
Segment	Learners gone quiet	Did a lesson in the last 30 days, none in the last 7, and hasn't finished a course lately.	Ready
Segment	Learners at risk	Did a lesson in the last 30 days, none in the last 14, and hasn't finished a course lately.	Ready
Segment	Active learners	Did a lesson in the last 7 days.	Ready
Template	Pick up where you left off (email)	Pick up where you left off.	Ready
Template	Pick up where you left off (SMS)	Second nudge by SMS.	Ready
Template	Course completed (email)	Congratulations with the certificate link.	Ready
Template	Review and share (email)	Review and referral ask two days later. Each link only shows if you set it.	Ready
Question	Report: active learners	Learners who did a lesson in the report's period.	Ready
Question	Report: course completions	Learners who completed a course in the report's period.	Ready
Report	Weekly: learners	The week's active learners and completions, how many are quiet or at risk, and the state of the mentor calls.	Off
Follow-up	Learning 1: pick up where you left off	Email, then SMS three days later, for learners who go quiet; stops when they do a lesson.	Off
Follow-up	Learning 2: mentor call	A mentor call task for learners at risk; the outcome is saved.	Off
Follow-up	Learning 3: course completed	Congratulations and the certificate link, then a review and referral ask two days later.	Off

The questions it asks

#	Question	Default	Fills in
1	What should messages call your school or platform?	none, must answer	org_name
2	Where do learners go to continue a course? (your app or course page)	none, must answer	portal_url
3	Which team calls learners who have gone quiet? (mentors, tutors or one person)	Mentors	mentor_team
4	Which event means a learner completed a lesson?	Lesson Completed	lesson_event
5	Which event means a learner completed a whole course? (it can carry a certificate_url property)	Course Completed	completed_event

Other settings

These have defaults. Change any that don’t fit.

Setting	Default	Key
Where learners can leave a review (optional)		review_url
Where learners can invite a friend (optional)		referral_url
Hours a mentor has to make the call	48	call_due_hours
Sender address	‹workspace default_sender›	email_from
Time zone for the report	‹workspace timezone›	timezone
Weekly learning report	0 8 * * 1	report_cron
Greeting when a first name is missing	there	greeting_fallback

Timings

• 7 days with no lesson (after lessons in the last 30 days): a "pick up where you left off" email, then an SMS 3 days later if they are still away. It stops as soon as they do a lesson.
• 14 days with no lesson: a call task for Mentors, due in 48 hours.
• Course completed: the congratulations and certificate link straight away, then a review and referral ask 2 days later.
• Weekly learning report: 0 8 * * 1 in ‹workspace timezone›.

Channels

Channel	Needed for	Before it can send
email	The nudge, the congratulations and the review ask	A verified sending domain for ‹workspace default_sender›.
sms	The second nudge	An SMS provider, or Origamy managed SMS after business verification (KYC).

What you need to do

1. Send Lesson Completed for every lesson and Course Completed for every course, with the learner's email and phone as traits. If the course-completed event has a certificate_url property, the congratulations links to it. Otherwise it links to ‹Learning link›.
2. Add people to the Mentors team. A task assigned to an empty team reaches nobody.
3. Give each lesson event a stable messageId per occurrence, so retries are dropped.
4. Only add a review or referral link if you want one. Leave both blank to send the thank-you without an ask.
5. Verify the sending domain, connect an SMS provider or finish business verification, switch the follow-ups and report on, and test with your own account.

Notes

• Send Lesson Completed for every lesson and Course Completed for every course. Add course_name and certificate_url properties to the course event and the congratulations will use them; without a certificate link it points to your learning page.
• “Gone quiet” needs a lesson in the last 30 days, so learners who never started aren’t nudged here. Use your onboarding playbook for them.
• Learners who finished a course in the last 90 days are left out of the nudge and the mentor call, so someone who just graduated isn’t chased.
• Review and referral links are optional. In markets where WhatsApp is the main channel (Nigeria, Kenya, India), a short “share with a friend” link that opens WhatsApp often works better than a review site.

This playbook is synthesized: no customer has run it with us yet. If you build it, tell us what you changed, and we’ll replace it with the real version.

Copilot eval

The request used to test the copilot on this playbook (a live eval):

Our learning app sends Lesson Completed and Course Completed events. If a learner has done lessons recently but nothing for a week, email them to pick up where they left off, and text them three days later if they're still away, stopping when they do a lesson. After two weeks away, give our mentors a task to call them. When someone completes a course, email congratulations with their certificate link, then two days later ask for a review and a referral. Send our mentors a weekly report of active learners, learners at risk and completions.

It passes when every piece is a valid draft and everything lands off, with at least: segment, workflow, message_template, report.