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Automate activity-start and activity-end messages

Send useful information around the first or last class of an activity. Choose Activity start for preparation and onboarding; choose Activity end for feedback, final documents or a next-session invitation.

Choose the reference date

The audience needs activity dates. A contact list without activity context is not enough. Confirm imported dates and participant/contact information before configuring timing.

Configure the automation

1. Open Communications > Automations > Create and choose Activity start or Activity end.
2. Name the automation, select the relevant list or activity source, and choose when to send relative to the first or last class.
3. Review the sending time and organization timezone.
4. Apply available participant, registration or attendance conditions only when they match your goal.
5. Configure the message, placeholders and attachments. For an end-of-session survey, attach the intended form and check its link.
6. Save and inspect the simulation for representative dates before enabling.

An attendance condition is meaningful only when attendance has been recorded before the message is evaluated. A start reminder scheduled before class should not depend on a check-in that has not happened yet.

Maintain the workflow

Keep dates and registrations up to date in the source. The current scheduled workflow refreshes eligible activity-start and activity-end recipients at dispatch, so the earlier simulation is a preview rather than a permanently fixed audience.

Review actual sends in the automation’s Messages tab. Separate operational preparation from promotional re-enrollment content and choose the correct communication type.

Continue with each-class reminders or attendance-based automations.