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, recurring event series enrollment, and one-off event series enrollment.
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 offering of a 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.