User Automations allow you to automate actions based on user behavior in your school. Below are some common use cases to help you get started and understand how automations can support your workflows.
For more generic information on how to create your automations check this guide.Basic use cases
These examples cover common automation patterns to help you get started quickly.
Enroll users after signup
You can automatically guide new users by giving them immediate access to relevant content. In this case you need:
- Trigger: User signs up
- Action: Enroll in course(s)
You can also use the premade template Enroll users in courses upon signup. This template includes an additional step:
- A delay (e.g. wait 1 hour)
- A welcome email sent to the user
Make sure to choose the product you want your users will be enrolled in and decide whether to create a payment record and issue an invoice.
Tag users on signup
Use this automation to segment users based on how or when they registered.
- Trigger: User signs up
- Action: Add tag
- Condition (optional): Registration date or source
You can use the premade template “Tag users on signup” or customize it further based on your segmentation needs.
Offer a bonus course
In this scenario you can reward learners with additional content after enrollment.
- Trigger: User is enrolled in a course
- Delay: Wait for X days
- Action: Enroll in another course
Adding a delay allows you to introduce the bonus content at the right time, instead of overwhelming users immediately.
Re-engage inactive users
With this one you can bring learners back when they engaging with your school or products.
- Trigger: User hasn’t visited school or course in X days
- Action: Send email or notification
In this case you can also create a follow-up sequence using delays. Delays can be used for this case and the automation will look like this.
- Send a reminder email
- Wait a few days
- Send a second reminder
Add users to a private space
When a user is enrolled in a course, you can automatically add them to a private space in your community. This is a great way to give learners access to discussions, updates, or peer interaction related to that course. The automation could be:
- Trigger: User is enrolled in a course
- Action: Add to space
This helps you keep community access aligned with course enrollment without any manual work.
Advanced use cases
These examples combine delays, branches, and exit conditions to create more dynamic workflows.
Onboarding drip sequence
Guide new learners through their first days with a structured onboarding flow instead of a single email.
- Trigger: User is enrolled in a course
- Action: Send welcome email
- Delay: Wait 2 days
- Action: Send reminder email
- Delay: Wait 4 days
- Branch: Has the user completed at least one unit?
- Yes → Send encouragement email
- No → Send helpful tips
- Exit condition: Stop the automation if the user completes the course
This helps you improve early engagement without overwhelming users.
Certification renewal reminders
Automatically remind learners to renew certifications without manual tracking.
- Trigger: Certificate is awarded
- Delay: Wait until a date from a user field (e.g. 30 days before expiration)
- Action: Send reminder email
- Delay: Wait 15 days
- Branch: Has the user enrolled in the refresher course?
- Yes → Send confirmation email
- No → Send follow-up reminder
- Exit condition: Stop the automation if the user completes the refresher course
This flow is ideal for compliance or recurring certifications.
Inactivity re-engagement sequence
Win back inactive learners with a gradual series of reminders.
- Trigger: User hasn’t visited school or course in X days
- Action: Send reminder email
- Delay: Wait 7 days
- Branch: Has the user returned?
- Yes → Send welcome back message
- No → Send stronger reminder
- Delay: Wait 7 more days
- Action: Send final email with incentive
- Exit condition: Stop the automation if the user completes the course or signs-in
In this case, you keep the communication relevant without over-messaging.
Post-completion upsell
Promote advanced courses after completion—only when relevant.
- Trigger: User hasn’t visited school or course in X days
- Action: Send reminder email
- Delay: Wait 7 days
- Branch: Has the user returned?
- Yes → Send welcome back message
- No → Send stronger reminder
- Delay: Wait 7 more days
- Action: Send final email with incentive
- Exit condition: Stop the automation if the user completes the course
With this automation you can increase conversions while avoiding irrelevant offers.