User Automations, allow you to automate processes and events - related to users - and streamline your business, by using the logic of specific Triggers (When), Actions (Then), and Conditions (If only) where these events occur.
You can create automation by choosing a Trigger (When) which will generate a specific Action or Actions (Then) if a particular Condition or Conditions apply (Only If). Conditions enable you to filter your Automations even further.
In this article, we will go over some of the amazing ways that you can utilize automation. We will give examples and use cases of this robust tool to streamline basic and advanced tasks that you would otherwise complete manually, saving time and improving the user journey within your school. This article will focus on utilizing automation to elevate learning engagement, encompassing actions related to courses and user activity.
You can find more information on User Automations and how to create and set them up in this article.Course Enrollment
Scenario: Enroll users to courses when they are tagged
Use Case Example: A foreign language school has created custom sign-up fields to request the language proficiency level of the user. As soon as the user has completed the registration process, they get a tag automatically (e.g. cf_advanced) and get enrolled in a bundle of free courses that are relevant to that specific level and can engage the user.
This scenario demonstrates how to provide specific products to a tagged group of users. So, when a user is added to a specific "target audience" (when the tag is applied), then automatically this user will be enrolled in a course/courses or even a bundle of courses specifically tailored for this particular group.
By utilizing this automation, when a specific Tag is added (trigger), the user will be automatically enrolled in the Courses or Bundles you select (action).
- Trigger: Tag is added
- Action: Enroll in courses/bundles
Scenario: Offer bonus course after course enrollment
Use Case Example: A school offers additional material if a user purchases a specific premium course, as a reward.
By utilizing this scenario, when a user is enrolled in a specific course (trigger), then another course(s) will be added to the user (action).
- Trigger: User is enrolled to a course
- Action: Enroll to courses
Scenario: Welcome to the course email
Use Case Example: You have a course that you would like to differentiate from the rest of your products and fire a tailored email to your learners upon course enrollment.
By utilizing this automation, when a user is enrolled in a specific course (trigger), a customized email will be sent, different from the default course emails (action).
- Trigger: User is enrolled to a course
- Action: Send email to user (with a coupon for a different course)
Course Completion
Scenario: Send email when course is completed
Use Case Example: You have a course that you would like to differentiate from the rest of your products and fire a tailored email to your learners upon course completion.
By utilizing this automation, when a user completes a specific course (trigger), a customized email will be sent, different from the default course emails (action).
- Trigger: User completes a course
- Action: Send email to user
Scenario: Share a coupon
Use Case Example: It's a special Holiday and you are offering a discount coupon. You would like to reward users who have completed a specific course by sending them a personalized email, which includes a coupon code for your other products, as a one-time exception. In this way, you upsell your course to your engaged users.
By utilizing this automation, when a user completes a specific course (trigger), an email will be sent including a coupon code created for a different product (action).
- Trigger: User completed a course
- Action: Send email to user (with a coupon for a different course)
Scenario: Prerequisite Courses
Use Case Example: You have a series of courses that need to be completed in a specific order. The first course will need to be public and accessible for purchase, and the rest of the courses private. The private courses will only be available to the learners through automation if the 1st course is successfully completed.
By utilizing this automation, users who have completed a specific course (trigger), will get enrolled to another course (action).
- Trigger: User completed a course
- Action: Enroll to courses
Learning Engagement
Scenario: Re-encourage students when they fail in assessments
By utilizing this automation, when a user submits an assessment (trigger), then they receive a customized email (action), only if the assessment has failed (condition).
- Trigger: Assessment is submitted
- Action: Send email to user
- Condition: Assessment is failed
Scenario: Reminders for your users
Use Case Example: In some cases, days pass by and users haven't visited the school or their courses. Sending them a reminder can help you "bring them back". You can create automation so if a specific number of days passes by and the user hasn't visited the school/ course/ school from the app (trigger) send them an email (action). There are multiple other actions too, in cases you want to unenroll users from products, add tags to them, etc. In this specific case, you can also use inactivity advanced filters to better target the users you want to contact.
- Trigger: User hasn't visited school/course in the last X days
- Action: Send an email to user
As soon as the automation is created, the system will not retroactively send emails to inactive learners. It will only fire emails to the ones that will match the criteria from the moment that the automation has been created. In addition, users will need to login at least once in the school for the trigger to be activated.Scenario: When an assessment has been reviewed
You can send an email to your users based on whether they failed or passed a graded assessment.
- Trigger: Assessment is reviewed
- Action: Send email
