Automated Rules
By Michael and 1 other2 authors10 articles
- PlusPlus 101: Automate repetitive workflows with automated rulesAn overview of automated rules — what they are, the nine actions they can take, and how to set up your first one. Start here before building rules.
- How to create an automated ruleCreate an automated rule from the Automated Rules dashboard. Each rule needs a name, a People Segment as its condition, and an action to take.
- How to automate event enrollmentsUse automated rules to enroll people into events based on a People Segment. Covers three enrollment actions: track-wide enrollment, single-event enrollment that allows re-enrollment, and single-event enrollment that skips prior…
- How to automate group managementUse automated rules to keep group memberships in sync with People Segments, or to dynamically create groups based on user attributes. Covers both group-management actions.
- How to automate content assignmentsUse automated rules to assign content — tracks, articles, videos, courses, guides, or event series — to people based on a People Segment.
- PlusPlus 101: Celebrate team members with user badgingLearn how to assign badges to team members to recognize their learning and/or contributions.
- Reference: How automated rules runA reference for admins managing existing automated rules. Covers evaluation timing, run order, edit semantics, and how each action type reconciles prior state.
- How to automate scheduled track enrollmentsUse automated rules to enroll people into the next upcoming scheduled track.
- How to automate badge assignmentsUse automated rules to add or remove badges on users based on a People Segment.
- How to automate mentorship program assignmentsUse automated rules to add or remove users in a mentorship program — as mentors or as mentees — based on a People Segment.