All About Emails in Heights Platform

Heights Platform sends emails to your students automatically for important events related to your program and its courses.

For example, when your students sign up they will receive a welcome email with login instructions, and a payment receipt if they made a purchase. Challenges also allow you to schedule automated emails to notify students enrolled in a challenge that a new lesson is released.

You can also send bulk email announcements to all of your students.

You can edit the text and HTML of these emails by navigating to the "Email Templates" page, accessible in the left sidebar icon links on your Creator Dashboard.

Contacts

All Heights subscription plans include “contacts”.

You can send unlimited emails to students in your program, as long as your total students (active and inactive) are within your contact limit.

Limits are as follows:

Basic Plan - 5000 contacts
Pro Plan - 10,000 contacts
Academy Plan - 100,000 contacts.

Events Announcement Emails

On the left sidebar of your Creator Dashboard, you can find a link to Notifications. Here you can select Events.

An event is a notice that will appear for your students at the top of their courses page.

You can use events to post notices of new courses/lessons that you've added, to link to a live webinar, or to announce details for in-person training or events. Every event has a start date and end date.

You can choose to send event announcements as emails to all of your students. To do this, select "Send as Email" at the bottom of the page.

Email Campaigns

You can send email campaigns to a selected group of students in your program.

To send a campaign, click on "Notifications" on the left sidebar menu, then select the "Email Campaigns" tab. To create your first campaign click on the "Create Email Campaign" button on the top.

The email editor is divided into three steps:

1. Content: first, start drafting the content of the email. The editor is similar to the lesson editor you are used to. You can customize the text style, add lists and bullet points, insert images, link and even edit the HTML. Add liquid tags such as {{user_name}} to customize the email according to each recipient. Simply copy-paste the liquid tags showcased on the help box on the right side into your editor.

2. Audience: here you can select the group of students you wish to send the email to. Click on the dropdown to select the product you wish to target.

Any Purchase: if you select this, the email campaign will be sent to all students who have purchased from you at least once, no matter what product type.
Leads with No Orders: if you select this, the email campaign will be sent to all students who have not yet purchased anything and have no orders. Note that if a student has been granted a course by you or via the API, has used a free coupon code to redeem a paid product, or has enrolled in a free challenge, this will count as an order and the student would not be part of this audience.
Enrollment: if you select this, the email campaign will be sent to all students who are enrolled in your program. If you have your program payment settings set to sell a single paid membership, then non-paying members will not be part of this audience.
Course Order: select this if you wish to send the email only to students enrolled in a specific paid course within your program. By clicking this, another dropdown selection will appear underneath, where you can select the specific course you wish to target. This does NOT include students who participated in a free course, only to anyone who purchased or was granted a course and therefore created an "order". Course roles are not going to affect the audience selection, only orders/granting of that specific course
Bundle: select this if you wish to send the email only to students enrolled in a specific bundle within your program. By clicking this, another dropdown selection will appear underneath, where you can select the specific bundle you wish to target. This does NOT include students who got a free bundle, only to anyone who purchased or was granted a bundle and therefore created an "order".
Digital Product: select this if you wish to send the email only to students enrolled in a specific digital product within your program. By clicking this, another dropdown selection will appear underneath, where you can select the specific digital product you wish to target. This does NOT include students who got a free digital product, only to anyone who purchased or was granted a digital product and therefore created an "order".

Once you select the product, you will be able to see how many people your email is going to be sent to (Audience Size).

3. Schedule: the third step is to schedule the time when you wish to send the email campaign. Save your email as a draft first before scheduling the sending time. When you are ready to save and schedule the email, click on "Schedule Email" in the red box. Once an email is scheduled, you will be able to edit its content or delete it until 30 minutes before the scheduled send time.

To see how your email looks like, you can send a test email to yourself. At the bottom of the page, select "Send Test Email". This will send you a test email to your personal email address (the one you use with Heights Platform).

The sender name in the email will be the program name that you set in the account settings.

Email Templates

Heights Platform sends your emails to your students automatically for important events related to your program and its courses.

For example, when your students sign up they will receive a welcome email with login instructions, and a payment receipt if they made a purchase.

You can edit the text and HTML of these emails by navigating to the "Email Templates" page, accessible in the left sidebar icon links on your Creator Dashboard.

Learn about Email Templates in detail here: https://support.heightsplatform.com/article/124-email-templates

Bundle Welcome Emails

In Heights Platform, a bundle can have its own unique welcome email sent to students upon purchase. To enable and adjust the welcome email for a particular bundle, view the bundle and click the "Welcome Email" button at the top right in your admin options bar.

A welcome email for each bundle will only be sent if you check off "Send Welcome Email on Enrollment", at the bottom of the bundle welcome email edit page.

Challenge Emails

Within Challenges, you can send schedule automated emails to be sent to students whenever a new lesson is released.

The email reminder can make a difference in how many people join each lesson and engage with your challenge.

You can use this email feature to inform students enrolled in your challenge that a new lesson is available for them. The email will only be sent to students enrolled in that challenge.

To compose a lesson release email, under each lesson editor, select "Set Up Lesson Release Email" under the Release Settings. You will see an email editor as shown in the picture below.

You can personalize your email by using the liquid tags on the right side of the email editor. Simply copy the liquid tag you wish to use and paste it into your text.

When you are done, click on "Finish Editing Email" and this will schedule an email to send automatically on the date and time you set for the lesson release.

Don't forget to click "Save Lesson" on the top right side of your screen to save your changes!

After you have scheduled an email, you will see the tag "Email Scheduled" in the release settings.

You can always modify your email, as long as you do this before the lesson release date.

Once the email is sent, you will see a tag "Email Sent" under the release settings and in the lesson editor view, as shown below.

Only one email can be delivered to students per day to avoid overloading them, so if you are releasing multiple lessons in one day, the first lesson that has an email will be the one where an email is sent.

Please note that once you schedule an email, you will not be able to modify the launch date of that lesson anymore. If you need to change the launch date of a lesson after you already scheduled the email, you will need to delete the lesson and create a new one.