Scenario
As an admin or site owner, you want to set up an automated rule to handle a recurring workflow — assigning content, syncing a group, enrolling people into events, granting badges, or adding people to a mentorship program.
Solution
Decide which action your rule needs.
For an overview of the available actions, see PlusPlus 101: Automate repetitive workflows with automated rules.Make sure a People Segment exists for the people the rule applies to.
Every rule needs a segment as its condition. See How to use dashboard segments. You can also create one without leaving the rule editor — see the Go deeper section.From the profile menu, go to Dashboard > Automated Rules.
The Automated Rules dashboard opens.
[IMAGE: AUTOMATED RULES DASHBOARD]Click New Automated Rule.
The Automated Rule page opens, with sections for Details, Condition, and Action.
[IMAGE: NEW AUTOMATED RULE PAGE]Enter a Name for the rule, and optionally a Description.
Names should describe what the rule does, for example Assign new hires to the NHO track. Descriptions are free-text and help teammates understand the rule's intent.Under Condition, select a People Segment.
The rule applies its action to everyone in the selected segment. Click Create a new segment below the dropdown if you need to build one without leaving the page.Under Action, select the action the rule should take.
The fields that appear depend on the action you choose. For action-specific configuration details, see:How to automate content assignments — for Assign a content item
How to automate group management — for Assign to a group and Assign to group(s) by template
How to automate event enrollments — for Enroll into all upcoming events of a track, Enroll to an upcoming event of a recurring event series, and Enroll to an upcoming event of an event series
How to automate scheduled track enrollments — for Enroll into an upcoming scheduled offering of a track
How to automate badge assignments — for Add/remove badges from users
How to automate mentorship program assignments — for Add/remove users to a mentorship program
Configure the remaining action-specific fields, then click Publish.
The rule appears at the bottom of the Automated Rules dashboard and begins evaluating on the next scheduled run.
Go deeper
Enable a rule before or after publishing
The Enable toggle in the rule's Details section controls whether the rule runs on its schedule. New rules are enabled by default. Disable a rule with the toggle to pause it without losing its configuration; disabling a rule does not undo changes the rule previously applied.
To stage a rule for review before it goes live, disable it before publishing.
Create a segment without leaving the rule editor
The People Segment field has a Create a new segment link directly below it. Clicking it opens the segment builder. Once you publish the segment, return to the rule editor and select the new segment for the rule's condition.
When the rule starts running
A published rule does not run immediately. It runs on the next scheduled evaluation — by default, once daily at midnight UTC, after the periodic People Integration sync completes. To run the rule outside its schedule, use the manual trigger on the Automated Rules dashboard.
Rule order on the dashboard
New rules are added to the bottom of the Automated Rules dashboard. Rules run sequentially top to bottom, so if a new rule depends on the output of an existing rule — for example, an enrollment rule that depends on a group created by an earlier rule — drag it into the correct position.