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Automations
Set up rules that run automatically for your learners - such as tagging someone, sending an email, or granting a plan - whenever a chosen event happens, plus the tags and custom forms those rules can use
Automations
A rule-based automation builder. Each rule follows a 'When / Then / If' pattern: WHEN something happens, THEN do one or more actions, but only IF certain conditions are also true. Use it to save yourself manual, repetitive work, like tagging learners or sending follow-up emails.
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WHAT YOU CAN DO HERE?
Explore the business at a glance.
New Automation button.
Rules table - When (the trigger, plus the rule's name), Then (number of actions), If (number of conditions),Runs (how many times it has fired), Status (Active/Paused - click to toggle).
Row actions - Edit, Delete (run history stays in the log; deleting is permanent for the rule itself).
Trigger ('When') options - Course: Lesson is completed, Course is completed (optionally limited to one course); Certificate: Certificate is issued; Tag: Tag is added / Tag is removed (pick which tag); Form: Form is submitted (pick which form); Email: Email is opened / Link in email is clicked (optionally limited to one
campaign).
Action ('Then') options, any number can be added - Tag: Add a tag / Remove a tag; Email:Send an email (pick a template); Plan: Grant a plan / Revoke a plan; Certificate: Issue a certificate (for the triggering course, or a chosen one).
Condition ('If, all must match') options, any number can be added - Course: Is enrolled in / Has completed (pick a course); Plan: Plan subscription status is Active/Cancelled/Expired (pick a plan); Tag: Has tag / Does not have tag;
Marketing: Is subscribed to marketing.
How do I do it?
A simple path from login to insight.
1
Click 'New Automation' and give it a name.
2
Choose the trigger under 'When' - the event that should start the automation - and pick any related course, tag, form, or campaign it
needs.
3
Add one or more actions under 'Then' - what should happen automatically.
4
Optionally add conditions under 'If' that must also be true for the actions to run.
5
Click 'Save'.
6
Toggle a rule's status between Active and Paused from the list at any time, without deleting it.
Tags
Simple labels you can put on learners. Tags are mainly useful as a building block for automations - a rule can trigger when a tag is added or removed, or check whether a learner has a particular tag
WHAT YOU CAN DO HERE?
Explore the business at a glance.
New Tag button - Tag name and a color (choice of 8 preset colors).
Tags table - tag (color dot + name), number of learners currently carrying that tag, Delete.
Deleting a tag that's used by automations removes those references too.
How do I do it?
A simple path from login to insight.
1
Click 'New Tag'
2
Type a name (e.g. VIP, Trial,Newsletter) and pick a color.
3
Click 'Create'.
4
The tag is now available to apply to learners and to use inside Automations.
Forms
A custom form builder. Use it to collect information from learners with your own fields, and optionally trigger an automation whenever someone submits one.
WHAT YOU CAN DO HERE?
Explore the business at a glance.
New Form button.
Forms table - Name (and description), number of Fields, number of Submissions, Status (Active/Inactive), Delete.
Click a form's name to edit it.
Form editor - Form name, Description, Active toggle (whether it's currently accepting submissions).
Fields - each field has a Label, a Type (Text,Email, Phone, Textarea, Select, Checkbox), a Required toggle, options (comma-separated,for Select/Checkbox fields), and can be
reordered up/down or removed; 'Add field' adds another.
Conditional logic - each field can have a 'Show this field only if' rule that checks another field on the same form (equals / does not equal a value); the field stays hidden from visitors until the condition is met, and being Required never blocks submission while a field is hidden this way.
How do I do it?
A simple path from login to insight.
1
Click 'New Form' and give it a name and optional description.
2
Click 'Add field' for each piece of information you want to collect, and choose its type (text, email, phone, paragraph, dropdown, or
checkboxes).
3
For dropdown or checkbox fields, type the available options separated by commas.
4
Mark any field as Required if it must be filled in.
5
To make a field conditional, set 'Show this field only if' to another field, pick equals/does not equal, and enter the value to match.
6
Click 'Save'.
7
In Automations, you can now create a rule that triggers whenever this form is submitted. You can also embed this form directly into a Funnel step.
CAPTURE. AUTOMATE. GROW.
Turn Every Form Submission Into Action.
Create custom forms to collect learner information and trigger automated workflows whenever a form is submitted.
01
Create Custom Forms
Design forms with the fields and information you need to collect from learners.
02
Trigger the Next Step
Connect form submissions to automations and automatically start the right workflow.
03
Put Learner Data to Work
Use the information collected through forms to create more relevant and personalized learner journeys.