Building Courses in Subflow: Create Structured, Trackable Learning Experiences

Subflow’s Course Builder allows you to organize content into structured, step-by-step modules that can be delivered directly to your contacts and patients. Whether you're providing education, training, or recovery guidance, courses help deliver clear, engaging material and track user progress along the way.

Why Use Courses?

Courses are ideal for:

• Patient onboarding and “what to expect” guides

• Pre- or post-surgery education

• Home exercise or physical therapy programs

• Medication adherence and compliance education

• Long-term health and wellness plans

Courses are fully mobile-accessible and can be sent via SMS, email, or workflows.

Getting Started

1. Navigate to Courses in the left-hand navigation

2. Click “Create Course” in the top-right corner

3. Name your course (e.g., Post-Op Recovery Program) and click “Create Course”

Using the Course Builder

After creating your course, you’ll be directed to the Course Builder where you can structure and customize your course content.

🧱 Add Chapters or Modules

Start by creating chapters to organize your content. These can represent:

• Weeks (e.g., Week 1, Week 2)

• Phases (e.g., Pre-Op, Post-Op)

• Topics (e.g., Diet, Exercise, Medications)

Click “Add Chapter” to get started, and name each section accordingly.

Adding Content to Your Course

For each chapter, you can add lessons using content stored in your Subflow Library:

• Click “Add Lesson” within a chapter

• Select PDFs, videos, or documents to include

• Reorder lessons by dragging and dropping them into place

Editing a Lesson

Click the three-dot menu next to a lesson and select “Edit Lesson” to:

• Change the lesson title

• Add a description for context or instructions

• Upload supporting resources (e.g., downloadable PDFs, images)

This gives your users more clarity and a richer learning experience.

Course Settings & Customization

You can update your overall course settings at any time:

• Edit the course title and description

• Upload a cover image (recommended size: 1920x1080, 16:9 aspect ratio)

• Organize content and structure easily with drag-and-drop functionality

Preview & Share Your Course

When you're finished:

1. Click “Save” to apply changes

2. Use the “Preview” button to see how the course will look to your contacts

3. Copy the course link to share via SMS, email, broadcasts, or workflows

📱 Your contacts will receive a mobile-friendly link that lets them view and progress through the course right from their device—no login required (unless forced login is enabled in future versions).

✅ Best Practices

• Keep videos short (3–10 minutes) to maintain attention

• Organize content by outcome (e.g., “Before Surgery,” “After Discharge”)

• Include downloadable resources like checklists, meal plans, or exercise instructions

• Use consistent naming and visuals for a branded experience

• Preview courses before sending to ensure proper flow

🚧 Coming Soon to Courses

• Track user progress and completion status

• Force login for protected course access

• Trigger workflows based on course progression

• Enhanced branding options (colors, fonts, logos)

Need help structuring your first course? Reach out to support@subflow.com—our team is happy to assist!