Creating a Group from Individual Course Activity

Group Created from the Activity Feed in Contact Profile

This method allows you to quickly create a group based on a contact’s progress or behavior in a course.

If you want to find all contacts who completed a lesson or answered a question, you first need to identify those individuals and create a group based on their actions.

Step-by-Step Guide

1. Identify the Course Activity

• In your Course/Campaign, click on Content.

• Select the Lesson you want to track.

• Test the lesson.

During testing, ConveYour assigns credit for lesson completion to Mary McTesterson (a test profile).

2. Locate the Contact’s Profile

• After a contact completes the lesson, navigate to Main Menu > Contacts.

• Click the context menu (three dots) next to the contact’s name.

• Select View Profile.

3. Review Activity Feed & Create a Group

• In the Contact Activity Feed, find the completed Lesson.

• Click on the Lesson activity to expand the details.

• Click View Group to find all contacts who match this condition (completed_lesson).

This action automatically creates a group of all contacts who have completed that specific lesson in the same campaign.

Automating Messages & Next Steps

Once the group is created, you can set up automations to:

• Send a follow-up text or email to group members. Examples:

  • "Thank you for your feedback!"

  • "Congratulations on completing this section!"

• Trigger the next course in a learning series if this was the final lesson of an introductory course.

Learn More

Learn more about creating automations here. >>

Learn more about automating a text message blast to a group here.>>