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What to write when sharing a course: templates and tips

The sharing message is often the most overlooked part of the learning experience. This guide explains how to write custom sharing messages that drive opens, set the right expectations, and get learners to complete what you've sent.

Table of Contents


Why the sharing message matters

Most people don't open training the moment it arrives. They scan the subject line, decide it can wait, and move on. For channels like email, Slack, or Teams (where messages compete with everything else in a busy workday) a generic invitation is easy to ignore and easy to forget.

The sharing message is your best lever for changing that. A well-written message creates a reason to open now rather than later: it connects the content to something the learner is actually dealing with, signals that it's short, and tells them exactly what to do with it once they're done.

The difference between a course that gets opened the same day and one that sits unread for a week often comes down to two fields: subject and message.

Sharing methods that include a message:

  • Email

  • SMS

  • WhatsApp

  • Slack

  • Teams

  • SME review

NOTE: Sharing via link, QR code, or other methods like SCORM mode doesn't include a message step.


The default message (and when it's ok)

7taps provides a default message when you don't write your own. The default varies by channel.

None of the defaults explain why the course matters, what's in it, or what learners should do after. They're functional and direct.

⚠️ The default message is fine for:

  • Internal testing and previewing your own course

  • Quick one-off shares with colleagues who already have context

  • Situations where you've already communicated the "why" through a separate channel (e.g., a team meeting or manager briefing)

⚠️ The default message is not ideal for:

  • Any formal rollout to a group of learners

  • Compliance or policy training where completion matters

  • Onboarding, sales enablement, or behavior-change content

  • Any situation where learners have no prior context

The rule of thumb: if you'd send a message before assigning training anyway, write it here instead. The sharing message is that communication.


Writing an effective subject line

The subject line is the first thing learners see and determines whether they open at all.

What works

Be specific, not generic. Generic subjects feel like corporate housekeeping. Specific subjects feel relevant.

❌ Generic

✅ Specific

"New training assigned"

"Handle price objections in 3 steps"

"Please complete this course"

"New return policy - what's changed"

"Learning path: Leadership"

"2 minutes on giving feedback that sticks"

Lead with value, not obligation. "You have a new course" is an obligation. "How to cut your onboarding calls in half" is a reason to open.

Use numbers when you can. Specificity ("3 steps", "2 minutes", "5 things") signals that the content is focused and respects the learner's time.

Match the tone of your workplace. A casual team might respond better to "Quick one before Friday's call 👇" than "Please review the attached training module." Neither is wrong, just match your culture.

Character limit

The subject line has a 160-character limit. That's plenty. Most strong subject lines land well under 60 characters. If you're hitting the limit, it's usually a sign the subject is trying to do too much.

Subject line formula

[Outcome or skill] in [time or number of steps]

Examples:

  • "Spot a phishing email in 60 seconds"

  • "3 ways to open a discovery call"

  • "What's new in the Q2 product update"

NOTE: Only the Email and SME review share methods include a subject line.



Writing an effective message to learners

The message body has one job: bridge the gap between receiving the link and opening it. Keep it short. Two to four sentences is ideal.

The four elements of a good message

1. What it is — one sentence on the topic. Not the full syllabus, just the focus.

2. Why it matters to them — connect it to something real in their day-to-day. Not "the company needs you to complete this" but "this will help you when X happens."

3. What to do after — give learners one clear action to take once they've finished. This is the bridge from learning to behavior.

4. How long it takes — learners are more likely to start something if they know it won't swallow their afternoon. "It takes about 3 minutes" removes hesitation.

The formula

"This helps you [specific outcome]. After completing, [one action to take]. It takes about [time]."

Simple, direct, and effective.


5 Ready-to-use templates

Copy, paste, and adapt these to your context.

1. Compliance or Policy Update

Subject: What changed in [Policy Name]: 3 things to know

Message:

This covers the key updates to [policy name] that went into effect [date/recently]. After completing, use the checklist at the end to confirm your team is aligned. Takes about 4 minutes.

2. Onboarding / New Hire

Subject: Your first 5 minutes with [topic or tool]

Message:

This is a quick orientation to [topic]: the things that will actually matter in your first week. After completing, you'll know [specific outcome]. Takes about 3 minutes, and there are no wrong answers.

3. Sales Enablement

Subject: Handle [objection or situation]: here's what works

Message:

This covers [specific skill, e.g., responding to price objections] using real examples from our top performers. After completing, try one of the approaches in your next call and note what landed. Takes about 5 minutes.

4. Process or Product Update

Subject: [Feature/Process] is changing: here's what you need to know

Message:

We've updated [feature/process]. This walks you through what's different and why. After completing, apply the new [step/approach] starting [date or "right away"]. Takes 3 minutes.

5. Skill Reinforcement / Follow-Up

Subject: Quick recap before [event, call, or deadline]

Message:

This is a short refresher on [topic] ahead of [event/date]. It's designed to take less than 5 minutes and surface the one or two things worth keeping top of mind. There’s no new material, just a few key things to keep top of mind.


The reminder feature

When sharing a course, you'll see the option to Send reminder in 2 days. This is enabled by default and sends a follow-up nudge to learners who haven't completed the course. The timing is adjustable; "2 days" is a dropdown, not a fixed value.

The reminder has its own subject line and message, separate from your original share. Both are editable, and there's a "Reset to default message" option if you want to start over. This means you can (and should) write a reminder message that acknowledges the learner has already received this once, rather than sending what reads like a duplicate.

For example, instead of repeating your original message:

"Just a quick nudge —you haven't completed [course name] yet. It takes about 3 minutes and will help you [specific outcome]. Tap below when you're ready."

⚠️ SME review shares do not include a reminder: the reminder feature is only available when sharing with learners.


When to keep the reminder on ✅

  • Compliance or required training where completion matters

  • Any rollout where you need high completion rates

  • Onboarding content that has a deadline

When to turn it off

  • Casual or optional reads where you don't want to pressure learners

  • Content shared as a reference resource rather than assigned training

  • Situations where you're already following up through another channel (e.g., a team meeting or manager check-in)


A note on sharing for review

7taps has a separate sharing flow for sending a course to a reviewer (such as a subject matter expert or manager) before it goes live. This flow has its own default message: "You've been asked to look through [course name] and leave any comments you find helpful". And its own subject line: "You've been invited to share feedback."

The guidance in this article applies here too. A more specific message to your reviewer will get you better, faster feedback.

For example:

Subject: Quick review needed: 2 things to check

Message: I'd love your eyes on this before I send it to the sales team. Specifically: does the objection-handling scenario in card 4 feel realistic, and is the tone right for a frontline audience? Takes about 5 minutes to go through.

That's far more useful to a reviewer than a generic invite and it focuses their attention on what actually matters to you.


Common Mistakes to Avoid

Mistake

Why it hurts

Fix

Skipping the message entirely

Learners receive a link with no context = open rates drop

Always write at least a one-liner with the "why"

"Please complete the training below"

Feels like a task, not a benefit

Lead with what learners will be able to do

Too long

Learners won't read a paragraph before even opening the course

Keep the message to 2–4 sentences max

No action after completing

Learning stops at the course and behavior doesn't change

Always include one thing to do or try after

Same message for every course

Learners tune it out over time

Vary the angle (outcome, urgency, curiosity) to keep it fresh

Forgetting to mention time

Learners don't start things that feel open-ended

Add "Takes about X minutes" (even an estimate helps)



Quick Reference: What a Great Sharing Message Looks Like

Subject: Handle customer complaints in 3 steps

Message: This covers the most common escalation patterns and what

actually works to de-escalate fast. After completing, use

the framework in your next difficult call. Takes about 4 minutes.

That's a subject that earns the open, a message that answers "why me, why now," a clear post-course action, and a time estimate that removes hesitation.


Need help? Reach out to the 7taps team at support@7taps.com or visit the Help Center for more resources on course creation and delivery.

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