Scenario
As an admin or site owner, you want to automate repetitive workflows for content assignments, group management, and event enrollment.
Solution
Build an automated rule using the steps below:
Understand the rule you need to create, based on your repetitive workflows.
For more info on how automated rules work, see PlusPlus 101: Create automated rules for repetitive workflows.Create a People dashboard segment to define the people your rule applies to.
Segments are required to define a condition on which a rule is based. If you still need to create a segment for your rule, find out how at How to use segments work.Go to profile menu > Dashboard > Automated Rules.
The Automated Rules dashboard opens.
Click New Automated Rule.
The New Automated Rule page opens.
Enter a Name for the rule.
Select a People Segment to define the Condition for the rule.
You can select the segment you created in step #2 or select another existing segment.Select an Action the rule should take when the condition is met.
There are nine actions available:
Add/remove badge from users - give or remove badges from users
Add/remove users to a mentorship program - make a user a mentor or a mentee in a mentorship program
Assign a content item - assign a content item to users
Assign to a group - places people who meet the condition for the rule into a specified group
Enroll into all upcoming events of a track - enrolls people who meet the condition for the rule into any upcoming events included in a specified track
Enroll to all upcoming events of an event type - enrolls all people of the selected segment (regardless of previous enrollments) to an upcoming event of selected event type (series).
Enroll to an upcoming event of an event type - enrolls people who meet the condition for the rule into the an upcoming event of a specified
event type
Further configuration options appear based on the Action selected. For more details, follow the links for each action above.
Configure the remaining options for the rule, based on the Action selected.
Click Publish.
The system begins evaluating the new automated rule on a nightly basis.
Recurring Enrollment with automated rules example
Automated rules, to simulate a recurring “subscribe to series” experience, can be used by automatically enrolling learners into each upcoming event in an Event Series.
How it works
A learner clicks Save on the Event Series (not an individual event).
This creates a self-assignment behind the scenes.Create a People Segment with the filter:
Assigned = [Event Series Name]Create an Automated Rule:
Condition: the People Segment created above
Action: Enroll to an upcoming event of a recurring event type
Target: the same Event Series
The rule runs on a nightly schedule and enrolls learners into each newly scheduled event in the series.
Things to keep in mind
Nightly cadence
Enrollment is not immediate. If a learner clicks Save today, they will be enrolled the next time the rule runs (typically overnight).
Unsubscribe path
Learners can unsubscribe at any time by dropping the saved assignment. This removes them from the segment and stops future enrollments.Series naming
Ensure the Event Series itself name is evergreen, e.g. "Insights Games" with each month as a scheduled event under it, rather than a new name/series per month, otherwise a new save + segment + rule will be needed every time.
Go deeper
Learn more details about the actions rules can take by reading our articles on automating content assignments (the Assign a content item action), group management (Assign to a group action), and event enrollment (the actions for enrolling in events by track and event type). Coming soon, we will also offer an action for badge assignments.
See also