Automation

Automation

Overview

The site-wide Automation feature allows administrators to define actions that apply to courses/classes, modules/lessons, sections, assessments/assignment, groups, resources, and forums on the entire platform. This makes it easy to create automated actions that trigger when events occur — for example, when a course or class is completed or when a user is added to a group.
Info
Please note that rule action filters still work with site-wide automation.

Setting up site-wide automation

To set up a site-wide automation action, administrators

  1. Click Admin from the primary navigation menu.
  2. Click Automation from the fly-out menu.
Primary navigation menu with the Admin menu active and Automation highlighted

Courses

Info
Please note that business platforms default to the term course, and academia platforms default to the term class. The terms course and class are interchangeable in this article.

The first tab on the Admin > Automation page is Courses. The Courses tab allows you to add an action for the following course triggers that will apply to all courses on the platform:
  1. Completion actions: These actions occur anytime a course is completed. For example, you can add an action that awards points to users in a site-wide game anytime they complete a course.
    1. To learn more about creating games, visit the Games article.
  2. Enrollment actions: These actions occur anytime a user is enrolled in a course on the platform. For example, you can add an action that adds a to-to item to a user's To-do list any time a user is enrolled in a course.
  3. Unenrollment actions: These actions occur anytime a user is unenrolled in a course on the platform. For example, you can add an action that removes a tag from a user's profile any time a user is unenrolled in a course.
  4. Reenrollment actions: These actions occur anytime a user is reenrolled in a course on the platform. For example, you can add an action that sends a custom notification any time a user is reenrolled in a course.
To add an action to a Courses trigger:
  1. Click the Add button in the applicable trigger section. 

Admin, Automation, Courses tab

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, Send custom notification, and Send canned message.
To learn more about each individual action, visit the Adding actions section of the Rules article.

Add action pop up

Modules

InfoPlease note that business platforms default to the term module, and academia platforms default to the term lesson. The terms module and lesson are interchangeable in this article.

The second tab on the Admin > Automation page is Modules. The Modules tab allows you to add an action for the following module triggers that will apply across the platform:
  1. Added actions: These actions occur anytime a module is added. For example, you can add an action that award points to instructors/teachers in a game any time they add modules to a course to encourage 
    1. To learn more about creating games, visit the Games article.
  2. Completed actions: These actions occur anytime a module is completed. For example, you can add an action that awards badges to users anytime they complete a module.
  3. Deleted actions: These actions occur anytime a module is deleted. For example, you can add an action that sends a custom notification to instructors/teachers any time they delete a module.
To add an action to a Modules trigger:
  1. Click the Add button in the applicable trigger section. 

Admin, Automation, Modules tab

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.
To learn more about each individual action, visit the Adding actions section of the Rules article.

Sections

The third tab on the Admin > Automation page is Sections. The Sections tab allows you to add an action for the following section triggers that will apply to all sections on the platform:

  1. Added actions: These actions occur anytime a section is added. For example, you can add an action that awards points to an instructor/teacher in a site-wide game anytime they add a section to any course on the platform.
    1. To learn more about creating games, visit the Games article.
  2. Completed actions: These actions occur anytime a section is completed. For example, you can add an action that awards a badge to a user anytime they complete a section.
  3. Deleted actions: These actions occur anytime a section is deleted. For example, you can add an action that sends a custom notification to instructors/teachers any time they delete a section.
To add an action to a Sections trigger:
  1. Click the Add button in the applicable trigger section. 
Admin, Automation, Sections tab

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.
To learn more about each individual action, visit the Adding actions section of the Rules article.

Assessments

InfoPlease note that business platforms default to the term assessment, and academia platforms default to the term assignment. The terms assessment and assignment are interchangeable in this article.

The fourth tab on the Admin > Automation page is Assessments. The Assessments tab allows you to add an action for the following assessment triggers that will apply to all assessments on the platform:
  1. Added actions: These actions occur anytime an assessment is added. For example, you can add an action that awards a badge to an instructor/teacher any time they add an assessment to any course on the platform.
  2. Completed actions: These actions occur anytime an assessment is completed. For example, you can add an action that awards points to a user in a site-wide anytime a user completes an assessment.
    1. To learn more about creating games, visit the Games article.
  3. Deleted actions: These actions occur anytime an assessment is deleted. For example, you can add an action that sends a custom notification to instructors/teachers any time they delete an assessment.
To add an action to an Assessments trigger:
  1. Click the Add button in the applicable trigger section. 

Admin, Automation, Assessments tab

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.
To learn more about each individual action, visit the Adding actions section of the Rules article.

Groups

The fifth tab on the Admin > Automation page is Groups. The Groups tab allows you to add an action for the following group triggers that will apply across the platform:
  1. Added actions: These actions occur anytime a user is added as a member of a group. For example, you can add an action that adds a to-do item to a user's To-do list anytime they are added to a group. 
  2. Removed actions: These actions occur anytime a user is removed from a group. For example, you can add an action that sends a custom notification to a user anytime they are removed from a group.
To add an action to a Groups trigger:
  1. Click the Add button in the applicable trigger section. 
Admin, Automation, Groups tab

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Remove tag, Send canned notification, and Send custom notification.
To learn more about each individual action, visit the Adding actions section of the Rules article.

Resources

The sixth tab on the Admin > Automation page is Resources. The Resources tab allows you to add an action for the following resources triggers that will apply across the platform:
  1. Shared actions: These actions occur anytime a resource is created and shared in the organization or business library. For example, you can add an action that awards points to users in a site-wide game when they create and share useful resources to their business or organization's shared resources library.  
    1. To learn more about creating games, visit the Games article.
  2. Unshared actions: These actions occur anytime a resource is unshared from the organization or business library. For example, you can add an action that sends a custom notification to a user anytime they unshare a resource.
To add an action to a Resources trigger:
  1. Click the Add button in the applicable trigger section. 

Admin, Automation, Resources tab

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Remove tag, and Send custom notification.
To learn more about each individual action, visit the Adding actions section of the Rules article.

Forums

The seventh tab on the Admin > Automation page is Forums. The Forums tab allows you to add an action for the following forum triggers that will apply across the platform:
  1. Post actions: These actions occur anytime a user (who is not a moderator) posts to the forum. For example, you can add an action that awards points to a user in a site-wide game anytime they post to a forum to encourage discussions. 
    1. To learn more about creating games, visit the Games article.
  2. Reply actions: These actions occur anytime a user (who is not a moderator) replies to a post on a forum. This allows you to add actions that encourage users to engage with forum posts.
To add an action to a Forums trigger:
  1. Click the Add button in the applicable trigger section. 

Admin, Automation, Forums tab

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:
  1. Awards: Award badge, Award certificate, Award coupon, Award points.
  2. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  3. Membership: Add to group, Enroll in course, Remove from group.
  4. Other: Add tag, Add to-do item, Archive, Remove tag, and Send custom notification.

To learn more about each individual action, visit the Adding actions section of the Rules article.

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