C
Colin Munn
For many of our partnership programs (including Level UP, AdON, ICT Ignite) we send HubSpot email communications to Learners based around their invitation to the program's Experience, for example:
  • A learner is invited to Level UP, they'll receive a platform invite, and we'll also trigger a HubSpot email with an introduction to the program, next steps, and T&C's.
  • A learner is invited to AdON, they'll get a platform invite, and we'll trigger future emails and reminders on program dates, cohort requirements, etc.
Our current challenges with this:
  • This process is entirely manual - we create batches of invites, and use properties/lists to trigger emails from HubSpot.
  • There are additional complexities when we want to invite learners through different avenues (e.g. send a batch of invites through Zapier, send invites manually from the Learners page, create invites through a platform import).
  • Large invites require the Ops team to be involved. If a PPD team member needs to individually invite a learner on the fly, they may be excluded from some of our automated communications.
Feature Request: Add an invite created webhook (to the API/Zapier) to allow us to automate tasks and track invites to learners.