Course Updates for Easier Progress Tracking

If you sell courses, training, or onboarding inside your CRM, these updates make it easier to keep an eye on learner progress and give customers a smoother experience as they move through your content.

📌 Why This Matters

When customers cannot quickly find the lesson they were trying to open, or when you have to click through several screens just to check one person’s progress, it creates extra work and slows everything down. These improvements help you see learner activity faster, reduce confusion after login, and control when course content becomes available with more precision.

✨ What’s New

  • Course Progress from Contact Records: You can open a contact, go to their offers area, and jump straight to that person’s course progress details without digging through multiple pages.
  • Smarter Redirects After Login: If someone opens a shared course or lesson link while logged out, they will be sent back to that exact course or lesson after signing in instead of landing on the main library page.
  • Hourly Drip Scheduling: Course content can now be released in hourly increments from 1 to 23 hours after enrollment or access, which is useful for onboarding, short training programs, and timed learning experiences.

🛠️ How to Use It

  1. Check a customer’s course progress: Open the contact record, go to Contact Actions, then Client Portal, then Offers, and click Course Progress to view that person’s learning activity.
  2. Use shared lesson links with less friction: Send course or lesson links as usual. If someone needs to log in first, they will return to the exact content they were trying to access.
  3. Set up hourly content release: Open your course outline, click the lesson or module status setting, choose Drip Hours, and select an unlock timing between 1 and 23 hours.

đź’ˇ Pro Tip

Use hourly drip timing for onboarding or paid training so customers stay engaged early, finish faster, and are more likely to buy the next offer from you.

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