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EDUCATION

Spin up courses, enroll your customers, and use ParsaLink’s existing contact and tagging system to keep learning data alongside your sales data.

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When the Education Module Makes Sense

The Education module is built into ParsaLink for teams that sell or run training as part of their business:
  • B2B trainers / consultants running structured onboarding programs for their customers
  • Agencies delivering a course as part of an engagement (with the customer as a contact and the course as the deliverable)
  • Service businesses with certification or compliance training tied to specific accounts
If you’re running a standalone LMS for a general consumer audience, a dedicated LMS is probably a better fit. The strength of the Education module here is the link back to the CRM — every student is a Contact, every enrollment is on the timeline, and your sales motion knows who’s in what course.

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What’s in the Module

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Courses

A Course has a name, description, instructor (a team member), and a set of Course Documents (PDFs, slides, videos, anything you upload). Each course is its own entity at /api/education/courses/.

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Enrollments

Enroll any Contact in any Course. Enrollments carry start date, progress, completion date, and a free-text status field for your own conventions (“in progress” / “completed” / “dropped”). One row per (contact, course).

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Course Instructors

Team members who own a course. Useful for filtering (“show me everyone Jane is teaching this quarter”) and for the enrollment confirmation emails — the instructor’s name + signature lands automatically.

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Course Documents

Files attached to a course. Uploaded files are served from ParsaLink’s storage; students access them through the portal page or via signed URLs.

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Enrolling Someone

1

Open the contact

From CRM → Contacts, open the person you want to enroll.
2

Enroll in a course

Click Actions → Enroll in Course and pick from your course list.
3

Confirm welcome email

Toggle whether ParsaLink should send the enrollment welcome email (using the course instructor’s signature) immediately or hold it for you to send manually.
4

Done

The enrollment shows up on the contact’s timeline. Updates flow back to the contact too — when they complete the course, a Completed entry lands on their record.

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Pairing with Automations

Common patterns:
  • tag_added → enroll — when a contact is tagged new-customer, automatically enroll them in your onboarding course.
  • Enrollment complete → opportunity — when a contact finishes a free intro course, create an opportunity to upsell to the paid course.
  • Scheduled → reminder email — daily cron that finds enrollments with no progress in 7 days and emails the student a nudge.
These are wired via the standard Automations system — Education emits the same kind of events the CRM does.