Rules

Rules

Overview

The platform has a robust rules engine that allows you to customize the user experience and automate a variety of actions. Used wisely, rules can make a course more engaging and flexible. 

Examples of rules you can create include:
  1. Sending custom messages to learners when they enroll in a course. 
  2. Awarding badges to users when they complete a specific module.
  3. Enrolling learners in an intermediate level course after they complete a beginner level course. 
  4. Adding users to an "alumni" group when they complete a learning path. 
  5. Awarding certificates to learners when they complete a self-paced course.

Rules can also be used with course games to define rules that award points and badges to learners. You can add rules to courses, modules, sections, assessments, and accounts.

A few things to keep in mind regarding rules:
  1. By default, rules and rule actions do not apply retroactively.
    1. For example, if you add a rule to an assessment it will not be triggered for users who submitted the assessment before you added the rule automatically. If you want the rule to apply retroactively, select the Apply retroactively? checkbox when creating the rule.  
  2. If you set a rule scheduled at a time that has already passed, the rule will not be executed. 
  3. Rule actions do not apply to archived learners. 
  4. If you remove rules or actions they are not un-applied.
    1. For example, if you awarded a learner a certificate for submitting an assessment and later you delete the action, the learner's certificate will not be deleted.

Rules for courses and classes

Rules are compromised of specific events that trigger actions. There are many events throughout the platform that allow you to add actions. For example, within courses and classes you can add actions to the following events:

  1. Course Completion.
  2. Course Enrollment.
  3. Course Unenrollment.
  4. Course Re-enrollment.
  5. User Inactivity in a course.
  6. User Deactivation in a course.
  7. Compliance course expiration.
  8. Start/Finish of a course.
  9. Level achieved in a course game.
  10. Posting or replying in a course forum.
This section will review how to add a rule to each type of course and class event.
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Please note the business platform uses the term course, and the academia platform uses the term class. The terms 'course' and 'class' are interchangeable throughout this article. 

Completion actions

Self-paced courses automatically check for course completion. If you would like Instructor-led and Blended courses to automatically check for course completion: 
  1. Access the Instructor-led or Blended course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Completion from the fly-out menu.
  4. Click Enable in the Completion section.

To add an action that occurs when users complete a course or class: 

  1. Access the course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Completion from the fly-out menu.
  4. Click + Add in the Completion actions section.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, Send custom notification, and Send canned message.
Additional details about each action is covered in the 'Adding actions' section of this article.

Add action pop-up, Access tab

Enrollment rules

To add an action that occurs when a user is enrolled in a course or class:

  1. Access the course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Enrollment from the fly-out menu.
  4. Click + Add in the Enrollment actions section.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, Send custom notification, and Send canned message.
Additional details about each action is covered in the 'Adding actions' section of this article.
Add action pop-up, Awards tab

Please note that if the course is set as a course goal in a learning path, the enroll in course automation action of the path completely takes over what message on the course is sent. The canned message in the target course is always ignored when a learner is added via automation. This allows the learning path to control the learner experience. For example, it allows the path to silently enroll someone into a specific course regardless of how that course is set up for regular enrollment.

Unenrollment rules

To add an action that occurs when a learner is unenrolled from a course or class:

  1. Access the course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Enrollment from the fly-out menu.
  4. Click + Add in the Unenrollment actions section.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, Send custom notification, and Send canned message.
Additional details about each action is covered in the 'Adding actions' section of this article.

Reenrollment actions

To add an action that occurs when a learner is unenrolled from a course or class:

  1. Access the course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Enrollment from the fly-out menu.
  4. Click + Add in the Reenrollment actions section.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, Send custom notification, and Send canned message.
Additional details about each action is covered in the 'Adding actions' section of this article.

Inactivity rules

To add an Inactivity rule, you must first specify what qualifies a learner as inactive. To set the number of days a learner does not visit a course that qualifies them as inactive:
  1. Access the course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Enrollment from the fly-out menu.
  4. Click the Edit Edit icon icon for the 'Number of days of not visiting the course before learners is considered inactive' setting in the Inactivity section.
Course, Admin, Enrollment tab with the Edit icon highlighted in the Inactivity section
The Inactivity pop-up displays.
  1. Select a number of days to consider a learner inactive.
  2. Click Save. 
Inactivity pop-up with a number of days selected as an example

You can then add inactivity rules that are triggered when a learner becomes inactive in the course. The actions are triggered after the number of days specified earlier have passed. To add a rule:

  1. Click + Add in the 'Inactivity actions' section of the Enrollment page.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.

Additional details about each action is covered in the 'Adding actions' section of this article.

Deactivation actions

To add a Deactivation rule, you must first specify what qualifies a learner to be deactivated. To set the number of days a learner does not visit a course that qualifies them as inactive:
  1. Access the course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Deactivation from the fly-out menu.
  4. Click the Edit Edit icon icon for the 'Max days before learner is deactivated' setting.
Course, Admin, Deactivation tab with the Edit icon highlighted in the Max days before learner is deactivated section

The Deactivation pop-up displays.
  1. Select a number of days to deactivate a learner.
  2. Click Save. 
Deactivation pop-up with a max days before learner is deactivated number selected as an example

You can then add deactivation rules that are triggered when a learner is deactivated from the course. The rules are triggered after the number of days specified earlier have passed. To add a deactivation action:

  1. Click + Add in the 'Deactivation actions' section of the Deactivation page.
Course, Admin, Deactivation tab with the Add button highlighted in the Deactivation actions section

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, Send custom notification, and Send canned message.

Additional details about each action is covered in the 'Adding actions' section of this article.

You can also add 'Deactivation countdown' rules that can trigger a variety of actions, the specified number of days before the student is deactivated. To learn more, review the Deactivation countdown section of the Configure courses and classes article. 

Compliance rules

If Compliance is enabled for a course or class, you can add 'Expiration countdown' rules that can trigger a variety of actions as the expiration day approaches.

To learn more, review the 'Expiration countdown' section in the Compliance article. 

Start/Finish rules

You can use rules to perform actions at the start and/or finish of an instructor-led or blended course. This is a useful feature if you want to remind learners that a course is about to start.

To add start and/or finish actions:

  1. Access the course or class.
  2. Click Admin from the course/class navigation menu.
  3. Click Schedule from the fly-out menu.
  4. Click + Add rule in the Start actions or Finish actions section.
Course, Admin, Schedule tab with the Add rule buttons highlighted in the Start actions and Finish actions sections

The Class start rule or Class finish rule pop-up displays.

  1. Select if the rule will occur Before, On, or After the class starts or finishes.
Course start rule pop-up with On selected

If you select the Before or After options, you can determine the days and hours when the rule will be triggered before or after the start/finish of the course. 

  1. Please note the start/finish of a course is a date rather than a date/time, so a course is schedule to start/finish on the date at 00:00.
Course start rule pop-up with Before selected and an example of days selected

After the start or finish rule is added, it will display on the Schedule page.

  1. Click Edit to edit the rule.
  2. Click Delete to delete the rule.
  3. Click + Add action to add an action to the rule.
Course, Admin, Schedule tab with the Add action, Edit, and Delete buttons highlighted in the 3 days before class starts rule section

If you click Add action, the Add action pop-up displays. Actions are available in the following tabs:

  1. Access: Lock course, Unlock course.
  2. Other: Archive course, Deactivate, Send custom notification, Unpublish course.

Additional details about each action is covered in the 'Adding actions' section of this article.


Course game rules

If your course or class has a game, you can add a variety of rules that are triggered when a particular game level is achieved. When learners reach a game level, you can add rules that award badges, certificates, custom messages and more. To learn more about adding rules to course game levels, visit the Course games article. 

Course forum rules

The platform also supports rules that trigger actions when users post and/or reply in course forums. For example, you can award a user five points in the course game for posting to a forum and two points for replying to a posting.

To add rules to course forums:
  1. Access the course or class.
  2. Click Forums on the course navigation menu.
  3. Click a forum.
  4. Click Configure. 
Course, Forums page with the Configure button highlighted

The Configure screen displays.

  1. Post actions: Click + Add in the Post actions section to add an action that is triggered when users post to the forum.
  2. Reply actions: Click + Add in the Reply actions section to add an action that is triggered when users reply to a post on the forum.

The Add action pop-up displays. Actions are available for forums in the following 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.

Rules for modules, sections and assessments

Rules for modules and lessons

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Please note that the business platform uses the term modules, and the academia platform uses the term lessons. The terms 'modules' and 'lessons' are interchangeable in this article.

Actions can be added directly to modules and lessons, where you can specify what actions occur when a learner completes them.

To add a rule to a module or lesson:
  1. Access a course or class.
  2. Select a module.
  3. Click the Completion tab.
  4. Click + Add under Completion actions.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.

Additional details about each action is covered in the 'Adding actions' section of this article.

Rules for sections

To create even more granular rules, you can add rules to sections. 

To add a rule to a section:
  1. Access a course or class.
  2. Select a module/lesson.
  3. Click a section page.
  4. Click the Completion tab.
  5. Click + Add in the Completion actions section.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.

Additional details about each action is covered in the 'Adding actions' section of this article.

Completion rules for assessments

Completion rules can also be added to assessments. To add a rule to an assessment:

  1. Access a course or class.
  2. Click Assessments on the course navigation menu.
  3. Click an assessment.
  4. Click the Completion tab.
  5. Click + Add in the Completion actions section.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.

Additional details about each action is covered in the 'Adding actions' section of this article.

Score rules for assessments

You can create rules that trigger actions when a learner earns a particular score for an assessment. To create a score rule for an assessment:

  1. Access a course or class.
  2. Click Assessments on the course navigation menu.
  3. Click an assessment.
  4. Click the Score rules tab.
  5. Click + Add rule.

The Assessment score threshold rule pop-up displays.
  1. Set the score parameters that will trigger the action.
    1. Each rule can define a lower and optional upper range for the assessment score.
  2. Click Save.

You can add multiple rules to an assessment. After the rules are added, you can modify them:

  1. Click Edit to edit the rule.
  2. Click Delete to delete the rule.
  3. Click + Add action to add an action to the rule.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.

You can also add multiple actions for each score rule.

  1. Click the  icon to edit an action.
  2. Click theicon to remove an action. 
Course, Assessment, Assessment page, Score rules tab with the Edit and Remove icons highlighted for two score rule actions

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Note that in the case of multiple assessment submissions, the initial rule and action triggered by the first submission are replaced by the rule and action for the second submission.  For example, in the scenario below, if a learner submits an assessment, scores 60% and is awarded 10 points, then submits another assessment and scores 80%, the previous 10 points are removed, and the learner receives 20 points.

Course, Assessment, Assessment page, Score rules tab with two separate score rules

Rules for groups 

You can create rules that trigger actions when members are added or removed from groups. To create rules when members are added to or removed from groups:

  1. Access the group.
  2. Click Admin from the group navigation menu.
  3. Click Membership from the fly-out menu. 
  4. Click + Add in the Added actions or Removed actions section.

The Add action pop-up displays. Actions are available in the following 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 custom notification, and Send canned message.

Mastery rules

The platform allows you to add rules that trigger specific actions when learners drop below the threshold for a specific skill for a defined period of time.

To create Mastery rule rules:
  1. Access a course or class.
  2. Click Mastery from the course/class navigation menu.
  3. Click the Rules tab.
  4. Click + Add Rule. 

The Mastery threshold rule pop-up displays.

  1. Select the competency/skill from the drop-down that will trigger the rule.
  2. Set the rating threshold.
    1. Use the operators to define the parameters. For example, you can trigger a rule when a learner has a rating below a specific percentage, above a percentage, or within a range of percentages. 
  3. Select a duration (in days).
  4. Click Save.

The Skill rule is created. To add an action:

  1. Click + Add action below the skill rule.
    1. Note - you can add multiple actions to a rule.

The Add action pop-up displays. Depending on the set-up of your platform, the following actions are available across multiple tabs:

  1. Access: Hide assessment, Hide module, Hide section, Lock module, Show assessment, Show module, Show section, and Unlock module.
  2. Awards: Award badge, Award certificate, Award coupon, Award points.
  3. Integrations: Webhook, xAPI
    1. Additional integration options vary based on the set-up of your platform.
  4. Membership: Add to group, Enroll in course, Remove from group.
  5. Other: Add tag, Add to-do item, Archive, Deactivate, Remove tag, and Send custom notification.

Adaptive learning

Adaptive learning provides additional actions that allow you to dynamically personalize a course based on the previous actions of a learner. Dynamic personalization allows you to use rules and actions that personalize which modules, assessments, and path goals are shown/hidden from specific learners.  

Adaptive learning adds visibility settings to modules and assessments, as well as the following access actions:

  1. Hide assessment.
  2. Hide module.
  3. Hide section.
  4. Show assessment.
  5. Show module.
  6. Show section. 

Add action pop-up, Access tab with the Hide assessment, Hide module, Hide section, Show assessment, Show module, and Show section buttons highlighted
The Adaptive learning app must be install by administrators from the App center. To learn more about Adaptive learning click here. 

Adding actions

Rules are compromised of specific events that trigger actions. This article has covered the specific events that trigger actions. Now, it will cover the various actions that rules can trigger.

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Please note the actions that are available vary by triggering event.

Add tag

The 'Add tag' action allows you to add tags to users based on a triggering event. For example, you can use the action to add tags to learners, and then utilize Hidden and Shown filters to control the visibility of sections, modules, or assessments based on the tag(s). To add an 'Add tag' action:  

  1. Click + Add action in a triggering event section.
  2. Click the Other tab.
  3. Click Add tag.
Add action pop-up, Other tab with the Add tag button highlighted

The Add tag pop-up displays.

  1. Enter the name of a tag.
    1. Note that the name of a tag can include variables.
  2. Click + in the Filters section if you would like to further refine which users will receive the tag.
  3. Click Save.
Add tag pop-up with a tag example entered

Add to group

The 'Add to group' action allows you to add users to a group based on a triggering event. For example, you can use the action to add learners to a group when they enroll in a course or have completed a course. To add the 'Add to group' action:

  1. Click + Add action in a triggering event section.
  2. Click the Membership tab.
  3. Click Add to group.
Add action pop-up, Membership tab with the Add to group button highlighted

The Add to group pop-up displays.

  1. Click + Select in the Group section.
    1. A pop-up displays a list of groups. Select a group and click Submit.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners when they are added to the group. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users they have been added to the group.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be added to the group.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.


Add to-do item

The 'Add to-do item' action allows you to add to-do items to users' to-do widgets based on triggering events.  For example, you can add a "Review the course study guide" to-do item to users' To-do widgets if they do not pass a quiz.

To add an 'Add to-do item' action:

  1. Click + Add action in a triggering event section.
  2. Click the Other tab.
  3. Click Add to-do item.
Add action, Other tab with the Add to-do item button highlighted

The Add to-do item pop-up displays.

  1. Type in the to-do Item you want added to the user's to-do list.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners when the to-do item is added. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users of the to-do item.
  3. Filters: Click + in the Filters section if you would like to further refine which users will receive a to-do item.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Add to-do item pop-up with an example Item added

Archive

The 'Archive' action allows you to archive users based on triggering events.  For example, you can archive a user's account based on 60 days of inactivity. 
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Please note that an archived user can no longer log in but all their data is preserved and accessible for archival purposes.

To add an 'Archive' action:

  1. Click + Add action in a triggering event section.
  2. Click the Other tab.
  3. Click Archive.

Add action pop-up, Other tab with the Archive button highlighted

The Archive pop-up displays.

  1. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners when they are archived. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users of their account being archived.
  2. Filters: Click + in the Filters section if you would like to further refine which users the archive action will apply to.
Archive pop-up with a Canned message selected

Archive course action

The 'Archive course' action allows you to archive courses based on triggering events, such as a finish rule.  For example, you can set up a rule that will automatically archive a course three days after it has reached its finish date. The Archive action is only available for Instructor and Blended courses.

To add an 'Archive course' action:

  1. Access a course or class.
  2. Click Admin from the course navigation menu.
  3. Click Schedule from the fly-out menu.
  4. Add a Finish actions rule.
  5. Click + Add action below a Finish actions rule.
  6. Click the Other tab.
  7. Click Archive course.

Add finish action pop-up, Other tab with the Archive course button highlighted
The Archive course pop-up displays.
  1. A suggested message displays, along with a list of variables that can be added to customize the message.
  2. Send to: Select if you would like the archive course message to be sent to Instructors or Administrators.
    1. Please note the send to Administrator option is only available for administrators.
  3. Click Save.
Archive course pop-up with the Send to menu active


Award badge

The 'Award badge' action allows you to award badges to users based on triggering events. For example, you can set up a rule that will automatically award a badge to users who complete a course or module.

To add an 'Award badge' action:

  1. Click + Add action in a triggering event section.
  2. Click the Awards tab.
  3. Click Award badge.
Add action pop-up, Awards tab with the Award badge button highlightedThe Award badge pop-up displays.
  1. Game: If you course or site has games, you can select the game the badge will be associated with.
    1. Note - Selecting a game is optional.
  2. Badge: Select the badge you want to award. Visit the Badges article to learn more about creating badges.
  3. Type: Select the type of message the user will receive when they are awarded the badge. You can select a Dropdown message or Popup message.
  4. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users of the badge.
  5. Filters: Click + in the Filters section if you would like to further refine which users will be awarded a badge.
  6. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  7. Click Save.
Award badge pop-up with a Game and Badge selected

Award certificate

The 'Award certificate' action allows you to award certificates to users based on triggering events. For example, you can set up a rule that will automatically award a certificate to users who obtain a specific score on an assessment.

To add an 'Award certificate' action:

  1. Click + Add action in a triggering event section.
  2. Click the Awards tab.
  3. Click Award certificate.
Add action pop-up, Awards tab with the Award certificate button highlighted

The Award certificate pop-up displays.

  1. Certificate: Select the certificate you want to award. Visit the Certificates article to learn more about creating certificates.
  2. Type: Select the type of message the user will receive when they are awarded the certificate. You can select a Dropdown message or Popup message.
  3. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users of the certificate.
  4. Filters: Click + in the Filters section if you would like to further refine which users will be awarded a certificate.
  5. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  6. Click Save.
Award certificate pop-up with a certificate selected

Award coupon

The 'Award coupon' action allows you to award coupons to users based on triggering events. For example, you can set up a rule that will send a learner a 50% discount to an advanced course when they complete an intermediate course.  

To add an 'Award coupon' action:

  1. Click + Add action in a triggering event section.
  2. Click the Awards tab.
  3. Click Award coupon.
Add action pop-up, Awards tab with the Award coupon button highlightedThe Award coupon pop-up displays.
  1. Coupon: Select the coupon you would like to award.
    1. To ensure that learners cannot simply give the coupon to someone else to use when the action is triggered, learners are automatically added as a user in the coupon's scope. To learn more about coupons, visit the E-commerce topic.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
      1. Note that canned message lists all coupon items with discounts and links in the learner message. If you would like to be more specific about which courses the coupon applies to, create a Custom message.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users of the coupon.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be awarded a coupon.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Award coupon pop-up with the Coupon menu active

Award points

The 'Award points' action allows you to award points to users based on triggering events. Users can collect the points to advance through levels of a game, and to move up in rankings on a leaderboard. For example, you can set up a rule that awards users 20 points for every module users complete, as well as 50 points for posting to a forum.  

To add an 'Award points' action:

  1. Click + Add action in a triggering event section.
  2. Click the Awards tab.
  3. Click Award points.

Add action pop-up, Awards tab with the Award points button highlighted

The Award points pop-up displays.

  1. Game: Select the game you want the points to apply to. To learn more about games, visit the Course games article. 
  2. Points: Enter the number of points you want to award the user for completing the triggering event.
  3. Type: Select the type of message the user will receive when they are awarded the points. You can select a Dropdown message or Popup message.
  4. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users of the awarded points.
  5. Filters: Click + in the Filters section if you would like to further refine which users will be awarded points.
  6. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  7. Click Save.
Award points pop-up with a Game selected and an example of 25 points entered

Deactivate learner or student

The 'Deactivate' action allows you to deactivate a learner in a course based on triggering events. For example, you can set up a rule that deactivates a student from a course seven days after they complete it. To add a 'Deactivate' action:
  1. Click + Add action in a triggering event section.
  2. Click the Other tab.
  3. Click Deactivate.

Add action pop-up, Other tab with the Deactivate button highlighted

The Deactivate pop-up displays.

  1. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when they are deactivated.
  2. When: You can select if you would like to deactivate the learner immediately, at a specified time, or after a specified time.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be deactivated.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Deactivate pop-up with a canned message selected and Immediately selected in the When drop-down

Enroll in course

The 'Enroll in course' action allows you to automatically enroll a learner in a course based on triggering events. For example, you can set up a rule that enrolls a learner in an advanced course after they completed a basic course. To add an 'Enroll in course' action:
  1. Click + Add action in a triggering event section.
  2. Click the Membership tab.
  3. Click Enroll in course.
Add action pop-up, Membership tab with the Enroll in course button highlighted

The Enroll in course pop-up displays.

  1. Course: Click Select to choose a course. 
    1. A pop-up will open with a list of courses. Select a course, then click Submit. 
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when they are enrolled in the course.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be enrolled in the course.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.


Hide assessment

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Note - Adaptive learning must be installed on your platform to use the Hide assessment action. 

The 'Hide assessment' action allows you to hide assessments from specific learners based on triggering events. For example, you can hide assessments from learners who have completed an equivalent assessment. To add a 'Hide assessment' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Hide assessment.
Info
Please note the business platform uses the term assessment, and the academia platform uses the term assignment. The terms assessment and assignment are interchangeable in this article. 

Add action pop-up, Access tab with the Hide assessment button highlighted

The Hide assessment pop-up displays.
  1. Assessment: Select the assessment you want to hide.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when an assessment is hidden.
  3. Filters: Click + in the Filters section if you would like to further refine which users will not see the assessment.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Hide assessment pop-up with an Assessment selected

Hide module

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Note - Adaptive learning must be installed on your platform to use the Hide module action.

The 'Hide module' action allows you to hide modules from specific learners based on triggering events. For example, you can hide modules from learners who have already completed it. To add a 'Hide module' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Hide module.
Info
Please note the business platform uses the term module, and the academia platform uses the term lesson. The terms 'module' and 'lesson' are interchangeable in this article. 

Add action pop-up, Access tab with the Hide module button highlighted

The Hide module pop-up displays.
  1. Module: Select the module you want to hide.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when a module is hidden.
  3. Filters: Click + in the Filters section if you would like to further refine which users will not see the module.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Hide module pop-up with a Module selected and a Canned message

Hide section

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Note - Adaptive learning must be installed on your platform to use the Hide section action.

The 'Hide section' action allows you to hide sections from specific learners based on triggering events. For example, you can hide sections from learners who have already completed it. To add a 'Hide section' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Hide section.
Add action pop-up, Access tab with the Hide section button highlighted

The Hide section pop-up displays.

  1. Section: Select the section you want to hide.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when a section is hidden.
  3. Filters: Click + in the Filters section if you would like to further refine which users will not see the section.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Hide section pop-up with a Section selected and a Canned message

Lock/Unlock course 

The 'Lock course' and "Unlock course" actions allows you to lock and unlock courses at a time before, on, or after a course starts or finishes. For example, you can unlock courses a day before they begin, and lock courses the day after they end. The Lock course and Unlock course actions are only available for Instructor and Blended courses.

To add a 'Lock course' or 'Unlock course' action:
  1. Access a course or class.
  2. Click Admin from the course navigation menu.
  3. Click Schedule from the fly-out menu.
  4. Add a Start actions rule or Finish actions rule.
  5. Click + Add action in the start or finish rule.
  6. Click Lock course or Unlock course in the Access tab.

Add action pop-up for a start action or finish action, Access tab

The 'Lock course' or 'Unlock course' pop-up displays.
  1. A suggested message displays, along with a list of variables that can be added to customize the message.
  2. Send to: Select if you would like the course lock/unlock message to be sent to Instructors or Administrators.
    1. Please note the send to Administrator option is only available for administrators.
  3. Click Save.
Unlock courses pop-up with a sample message and the Send to menu active


A locked course can appear in the catalog and allow enrollment, but learners cannot enter the course until it's unlocked.

If a learner is enrolled in a locked course, its locked status is displayed in the dashboard tile

Locked course tile example

Lock module

The 'Lock module' action allows you to lock modules at a specific time based on triggering events. For example, you can lock a module a week after a learner enrolls in a course. To add a 'Lock module' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Lock module.
Add action pop-up, Access tab with the Lock module button highlighted

The Lock module pop-up displays.

  1. Module: Select the module you want to lock.
  2. When: You can choose to lock the module immediately, at a specific time, or after a specified amount of time.
  3. Click Save.
Lock module pop-up with a module selected to lock immediately

Remove from group

The 'Remove from group' action allows you to remove users from a group based on a triggering event. For example, you can use the action to remove learners from a group after they pass a specific exam. To add a 'Remove from group' action:

  1. Click + Add action in a triggering event section.
  2. Click the Membership tab.
  3. Click Remove from group.
Add action pop-up, Membership tab with the Remove from group button highlighted

The Remove from group pop-up displays.

  1. Group: Click + Select in the Group section.
    1. A pop-up will open with a list of groups. Select the group, then click Submit.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners when they are removed from the group. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users they have been removed from the group.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be removed from the group.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.

Remove tag

The 'Remove tag' action allows you to remove tags from users based on a triggering event. For example, you can use the action to remove tags from learners, and then utilize Hidden and Shown filters to control the visibility of sections, modules, or assessments based on the tag(s). To add a 'Remove tag' action:  

  1. Click + Add action in a triggering event section.
  2. Click the Other tab.
  3. Click Remove tag.
Add action pop-up, Other tab with the Remove tag button highlighted

The Remove tag pop-up displays.

  1. Enter the name of a tag.
    1. Note that the name of a tag can include variables.
  2. Filters: Click + in the Filters section if you would like to further refine which users will have the tag removed.
  3. Click Save.
Remove tag pop-up with a tag example entered

Send canned message

The 'Send canned message' action allows you to send canned messages to users based on a triggering event. Many events already include canned messages, such as course enrollment and completion. To add a new 'Send canned message' action:  

  1. Click + Add action in a triggering event section.
  2. Click the Other tab.
  3. Click Send the canned message: "example".

The 'Send the canned message: "event"' pop-up displays.

  1. Type: Select the type of canned message the user will receive. You can select a Dropdown message or Popup message.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
      1. The @course_name, @badge_name, etc. variables are substituted automatically by the site. The @why variable inserts the reason that the action occurred, such as "This happened because: you completed module one."
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
      1. If you have added custom account fields to your platform, then the values of these fields are available as variables in rule actions. For example, the account field "Custom field " would be available as the variable @user_custom_field. (@user_ + the name of the field in lowercase with spaces replaced with underscores). For more details on how to add custom account fields, please visit the Accounts topic. 
  3. Filters: Click + in the Filters section if you would like to further refine which users will be removed from the group.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.

Send custom notification

The 'Send custom notification' action allows you to send custom notifications to users based on a triggering event. For example, you can send users a custom notification two days before a class starts. To add a 'Send custom notification action:  

  1. Click + Add action in a triggering event section.
  2. Click the Other tab.
  3. Click Send custom notification.
Add action pop-up, Other tab with the Send custom notification button highlighted

The Send custom notification pop-up displays.

  1. Type: Select the type of message the user will receive. You can select a Dropdown message or Popup message.
  2. Enter a subject and content for the message. A list of variables that can be used is included at the top of the pop-up.
    1. If you have added custom account fields to your platform, then the values of these fields are available as variables in rule actions. For example, the account field "Custom field " would be available as the variable @user_custom_field. (@user_ + the name of the field in lowercase with spaces replaced with underscores). For more details on how to add custom account fields, please visit the Accounts topic. 
    2. Please note that variables with links are not supported in the subject of notifications. Variables with links are only supported in the body of notifications.
  3. Send to: Select if you would like the custom notification to Learners, Instructors, Administrators, Billing contacts, Managers, or a specific user.
  4. When: Select if you would like to send the custom notification immediately when the trigger event occurs, at a specified time, or after a specified time.
  5. Filters: Click + in the Filters section if you would like to further refine which users will be sent the notification.
  6. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  7. Click Save.
Send custom notification pop-up with Instructors selected in the Send to drop down

Show assessment

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Note - Adaptive learning must be installed on your platform to use the Show assessment action.
The 'Show assessment' action allows you to show assessments that are hidden by default to specific learners based on triggering events. For example, you can create an assessment that is only shown to learners who have completed a specific module. To add a 'Show assessment' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Show assessment.
Add action pop-up, Access tab with the Show assessment button highlighted

The Show assessment pop-up displays.

  1. Assessment: Select the assessment you want to show.
    1. Note, this feature works best if the assessment visibility default is set to Hidden.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when an assessment becomes visible.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be shown the assessment.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Show assessment pop-up with an assessment selected and a canned message

Show module

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Note - Adaptive learning must be installed on your platform to use the Show module action.
The 'Show module' action allows you to show modules that are hidden by default to specific learners based on triggering events. For example, you can show a module to learners only after they have passed a previous assessment.  To add a 'Show module' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Show module.
Add action pop-up, Access tab with the Show module button highlighted

The Show module pop-up displays.

  1. Module: Select the module you want to show.
    1. Note, this feature works best if the module visibility default is set to Hidden.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when a module becomes visible.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be shown the module.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Show module pop-up with a module selected and a canned message

Show section

Info
Note - Adaptive learning must be installed on your platform to use the Show section action.
The 'Show section' action allows you to show sections that are hidden by default to specific learners based on triggering events. For example, you can show a section to learners only after they have completed a previous section.  To add a 'Show section' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Show section.
Add action pop-up, Access tab with the Show section button highlighted

The Show section pop-up displays.

  1. Section: Select the section you want to show.
    1. Note, this feature works best if the section visibility default is set to Hidden.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when a section becomes visible.
  3. Filters: Click + in the Filters section if you would like to further refine which users will be shown the section.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Show section pop-up with a section selected and a canned message

Unlock module

The 'Unlock module' action allows you to unlock modules for learners at a specific time based on triggering events. For example, you can unlock a module after a learner completes an assessment. To add an "Unlock module' action:
  1. Click + Add action in a triggering event section.
  2. Click the Access tab.
  3. Click Unlock module.
Add action pop-up, Access tab with the Unlock module button highlighted


The Unlock module pop-up displays.

  1. Module: Select the module you want to unlock.
  2. Select the type of message you want to send.
    1. Canned: If you select Canned, a canned message is sent to learners when the module is unlocked. A preview of the message and its variables is displayed.
    2. Custom: If you select Custom, you can create your own message. A suggested message displays, along with a list of variables that can be added.
    3. None: Select None if you do not want to notify users when a module is unlocked.
  3. When: Select if you would like to unlock the module immediately when the trigger event occurs, at a specified time, or after a specified time.
  4. Apply retroactively?: Check the Apply retroactively? checkbox if you would like the action to apply retroactively to users that have already triggered the event.
  5. Click Save.
Unlock module pop-up with a module selected and the When menu active


Webhook

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To use Webhook actions, an administrator must first install the Webhooks app from the App center. 
The 'Webhook' action allows you to call a third-party API based on triggering events. For example, you can have the platform call an API after a learner completes a course. To add a 'Webhook' action:
  1. Click + Add action in a triggering event section.
  2. Click the Integrations tab.
  3. Click Webhook.
Add action pop-up, Integrations pop-up with the Webhook button highlighted

The Webhook pop-up displays.

  1. Enter an API Endpoint.
  2. Enter the API Parameters.
  3. Filters: Click + in the Filters section if you would like to further refine which users the API call would apply to. 
  4. Click Save.
Webhoo

xAPI

Info
To use xAPI actions, an administrator must first install the xAPI app from the App center.
The 'xAPI' action allows you to invoke xAPI statements based on triggering events. For example, you can invoke an xAPI statement after an account is created, or when a learner finishes a course.  To add an 'xAPI' action:
  1. Click + Add action in a triggering event section.
  2. Click the Integrations tab.
  3. Click xAPI.

The xAPI pop-up displays.

  1. Select an xAPI Server.
    1. The server must be set up by an administrator.
  2. Select an xAPI Actor.
  3. Select an xAPI Verb.
  4. Select an xAPI Object.
  5. Filters: Click + in the Filters section if you would like to further refine which users the xAPI statement would apply to. 
  6. Click Save.

xAPI pop-up with an LRS server selected, Learner selected as the xAPI Actor, and Attempted selected as the xAPI Verb

Site-wide automation

The platform supports site-wide automation, which allows administrators to define rules and actions that apply to courses, modules, section, assessments, groups, resources, and forums on the whole platform. To learn more about site-wide automation, visit the Automation article and work with your site administrator.

Automation tab

Courses

The Automation tab in courses allows you to quickly view all rules that have been set up for a course and its modules.

To enable the Automation tab for a course:
  1. Access the course or class.
  2. Click Admin from the course navigation menu.
  3. Click Features from the fly-out menu.
  4. Select the Automation checkbox. 
Course, Admin, Features tab with the Automation checkbox selected and highlighted

The Automation feature is now enabled for the course. To see the rules for the course: 

  1. Click Automation on the course navigation menu.

All of the enrollment, reenrollment, unenrollment, inactivity, deactivation, and completion rules for the course display.

  1. Click the Modules tab to view all rules for modules in the course.
  2. Click Edit to modify or add actions directly from the Automation page. 
Course, Automation, Course tab with the Edit button highlighted

After clicking Edit, new options display:

  1. Click the Edit Edit icon icon to edit an existing action.
  2. Click the Remove Remove icon icon to remove an existing action.
  3. Click + Add below a triggering event section to add an action.

To hide the editing tools on the Automation page:

  1. Click the Read-only button. 
Course, Automation, Course tab with the Read-only button highlighted as well as the Edit and Remove buttons highlighted in the Enrollment actions section

Groups

The Automation tab in groups allows group administrators to quickly view all rules that have been set up for a group.

To enable the Automation tab for a group:
  1. Access the group.
  2. Click Admin from the group navigation menu.
  3. Click Features from the fly-out menu.
  4. Select the Automation checkbox. 
Group, Admin, Features tab with the Automation checkbox selected and highlighted

The Automation feature is now enabled for the group. To see the rules for the group. 

  1. Click Automation on the course navigation menu.

All of the actions for the group display.

  1. Click Edit to modify or add actions directly from the Automation page.
Group, Automation page with the Edit button highlighted

After clicking Edit, you can add actions that are triggered when members are added or removed from the group. To add an action:

  1. Click + Add in the triggering event section.

You can also modify existing rules:

  1. Click the Edit Edit icon icon to edit an existing action.
  2. Click the Remove Remove icon icon to remove an existing action.

To hide the editing tools on the Automation page:

  1. Click the Read-only button. 


Using filters with rules

You can add one or more optional filters to any rule action to further refine which users the action will apply to. To add a filter to an action:

  1. Click + Add action in a triggering event section.
  2. Click the + icon in the from the Filters section.

The Filter fields display.

  1. Select a field from the first drop-down list.
  2. Select a condition from the second drop-down list such as 'contains', 'equals', and 'in'.
  3. Type a filtering term.
  4. To add another filter, click the + button.
    1. The + button adds an "and" statement, meaning the user must meet all criteria for the action to take effect.
  5. To cancel a filter click the X button.
  6. Click the Save icon save icon to save your filters for future use.
Add action pop-up, Filters section with a First name and Last name filter example and the Save icon highlighted

Saving filters allows you to reuse it with other actions. 

Add action pop-up, Filters section with the predefined filters drop-down menu active and three saved filters listed

To delete a filter:

  1. Click the Delete Delete icon icon.
Add action pop-up, Filters section with a filter listed and the delete icon highlighted

When filters are in place, the action only applies to users that satisfy the requirements of the filter. 

Group, Automation page with an action highlighted that includes a filter

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