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You can create an automation to track customers who haven’t completed a video in a Course lesson, allowing you to identify and re-engage them.

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Create a Tag

To segment, tag, or track customers who’ve only watched a portion of a Course lesson video and haven’t completed it, you’ll need to create an Automation:
  1. Open the Products tab from your Dashboard.
  2. Then, open the Course where you want to do your tracking.
  3. Click on the Course lesson with the video you want to track.
  4. Inside the Lesson Editor, scroll down to Automations and click + Add Automation.
  5. Click on the dropdown menu in the Then field and select Add a tag.
  6. Create a tag for those who’ve completed the Course lesson by entering the tag name into the Type to add a new tag… field.
  7. Then, click Save:

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Filter contacts by Tag

Once you’ve tagged customers, you can use filters to view the segment of customers who have the tag applied to them. You can also use filters to view the customer segment without the tag.

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Filter contacts after adding a Tag

  1. Open the Contacts tab from the left sidebar.
  2. Click on Filters to filter your contacts.
  3. In the Category Filter dropdown menu, select Products.
  4. For the Conditional Filter, select Has.
  5. In the Value Filter, select the Course with the Automation.
  6. Then, click + Add filter to create an additional filter.
  7. In the Category Filter dropdown menu, select Tags.
  8. For the Conditional Filter, select Does not have.
  9. In the Value Filter, select the Tag you created for those who completed the Lesson.
  10. Click Apply Filters:
By doing this, you’ll be able to see the customers who haven’t completed the Course lesson video.
Note: To be able to filter for tags in the Contacts tab, you’ll need to have created a tag by using Automations. If no tags have been created, you will not have the option to filter for tags.