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How to create an automated rule
How to create an automated rule

Learn how to use the self-serve automated rule feature to build rules for repetitive workflows.

Chris Ramlow avatar
Written by Chris Ramlow
Updated over a week ago


As an admin or site owner, you want to automate repetitive workflows for content assignments, group management, and event enrollment.


Build an automated rule using the steps below:

  1. 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.

  2. 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.

  3. Go to profile menu > Dashboard > Automated Rules.
    The Automated Rules dashboard opens.

  4. Click New Automated Rule.
    The New Automated Rule page opens.

  5. Enter a Name for the rule.

  6. 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.

  7. Select an Action the rule should take when the condition is met.
    There are four actions available:

    Further configuration options appear based on the Action selected. For more details, follow the links for each action above.

  8. Configure the remaining options for the rule, based on the Action selected.

  9. Click Publish.
    The system begins evaluating the new automated rule on a nightly basis.

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

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