Scenario
As an admin or site owner, you want to enroll people into events automatically based on a segment — either into the next upcoming event of an event series, or into events that belong to a track.
Solution
Make sure a People Segment exists for the people the rule should enroll.
For more on segments, see How to use dashboard segments.Decide which enrollment action fits your scenario.
See Choosing an action in the Go deeper section.Create a new automated rule with one of these three actions:
Enroll into all upcoming events of a track
Enroll to an upcoming event of a recurring event series
Enroll to an upcoming event of an event series
For the full create-rule procedure, see How to create an automated rule.
Configure the action's fields. The fields are the same across all three actions, apart from the content selector at the top:
Track or Event Series — the content to enroll people into.
Locations — optional. Restrict the rule to events in specific locations. If blank, events in any location are considered.
Day Offset — optional. Number of days after the rule evaluates (or after the person's hire date, whichever is later) before the rule considers events for enrollment. Defaults to
0.Attendance Method — Online or In person. Only events with the selected attendance method are considered.
Overcapacity Policy — what to do when a matching event is at capacity. See Overcapacity Policy options in the Go deeper section.
Click Publish.
The rule runs on its scheduled cadence, enrolling matching people into events according to the configured rules.
Go deeper
Choosing an action
Three actions, three different scopes:
Enroll into all upcoming events of a track treats each event series in the track as a separate enrollment target. For each event series in the track, the rule enrolls each matching person into the next upcoming event of that series, but only if the person has no prior enrollment in that series. People who have already been enrolled in any event of a given series — past or future — are skipped for that series.
Useful for cohort-style tracks where each event series represents a session of the curriculum offered on multiple dates, and each person should attend one occurrence per session.
Enroll to an upcoming event of a recurring event series enrolls each matching person into the next upcoming event of the series. Re-enrollment across occurrences is allowed. Useful for recurring training where you want people to keep attending each occurrence — weekly office hours, quarterly compliance training, monthly all-hands.
Enroll to an upcoming event of an event series enrolls each matching person into the next upcoming event of the series, but skips anyone who has previously been enrolled in any event of that series. Useful for one-time training where each person should attend exactly once — new hire orientation, single-occurrence workshops.
The two event series actions look identical in the picker. "Recurring" describes the rule's enrollment behavior, not a property of the event series — the same event series can be used with either action depending on whether you want re-enrollment across occurrences.
What "all upcoming events" actually enrolls
Despite the action name, Enroll into all upcoming events of a track does not enroll people into every upcoming event of the track. The rule walks the event series included in the track and, for each one, attempts to enroll each matching person into the next upcoming event of that series — at most one new enrollment per series per run.
The per-series skip logic means a user who is already enrolled in any event of a given series — including past events they've already attended — is not enrolled in further events of that series by the rule. To enroll people across multiple events of the same series, use Enroll to an upcoming event of a recurring event series instead, scoped to the specific series.
Day Offset
Day Offset controls how far in the future the rule looks for matching events. The offset is counted from the later of:
The date the rule evaluates, or
The person's hire date.
For example, with Day Offset set to 30, the rule waits until 30 days after rule evaluation (for tenured employees) or 30 days after a person's hire date (for newer hires) before considering enrollments. This is useful when an event isn't appropriate for brand-new hires — for example, an advanced training that should only be assigned after the first month.
The default 0 means the rule considers all upcoming events.
Attendance Method
Attendance Method acts as a strict filter. The rule only considers events whose attendance method matches your selection — events offered only in the other mode are skipped, even if they are otherwise a match.
If you need flexibility across attendance methods, create separate rules — one for Online and one for In person — each with its own segment.
Overcapacity Policy options
When a matching event is at capacity, the rule chooses among five behaviors:
Automatically increase event capacity — enrolls everyone matching the segment into the first matching event by raising the event's capacity to accommodate them.
Attempt to waitlist — adds people to the event's waitlist. If the waitlist is also full, no further action is taken.
Look for the next event with sufficient capacity — enrolls into the next matching event that has room. If no future matching event has room, no further action is taken.
Attempt to waitlist or look for the next event with sufficient capacity — first tries to waitlist; if the waitlist is full, looks for the next matching event with room. Repeats until a fit is found or no more matching events exist.
Skip enrollment when full — takes no further action if the first matching event is full.
Pairing with content-assignment rules
If you want people both assigned to a track and enrolled in its events, create two rules:
A rule with Assign a content item as the action, assigning the track.
A rule with Enroll into all upcoming events of a track as the action, targeting the same track.
The assignment makes the track appear in the person's MyHub and reporting; the enrollment puts them on the attendee list for each event. See How to automate content assignments for the assignment rule.