Automations apply forward, not retroactively (with one exception). They will only affect actions that happen after the automation is created.
What You Can Do with Automations
- Unlock rewards like secret courses or resources
- Open or close event RSVPs
- Invite or remove people from Spaces or Plans
- Reward active members
- Recognize member contributions
Creating an Automation
- Navigate to Admin > Members > Automation
- Name your Automation
- Select a Trigger (e.g., “Completed Lesson”, “Joined Space”)
- Select an Action (e.g., “Add Badge”, “Send Private Message”)
- (Optional) Set a delay for the Action
Example Automation Ideas
- Award a badge for post engagement
- Close event RSVPs when maximum capacity is reached
- Track members converting from free trials
- Invite top Ambassadors to a secret Space
- Offer badges for quiz completion
Managing Your Automations
From the Automation dashboard, you can:- View and edit existing Automations
- Pause or activate Automations
- View Automation logs to track performance
- Delete Automations you no longer need
- Filter by Status or Space
Common Triggers
Common triggers include when members:- Complete a lesson
- Join a Space
- Reach a streak milestone
- Complete a course
- Register for an event
Common Actions
Common actions you can set up:- Add a badge
- Award points
- Send a private message
- Add to a Space or Plan
- Remove from a Space or Plan