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Managing Course Automations

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Bytimothy A
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Overview: 

Managing course automations allows you to set up automatic actions within a course, such as sending notifications, granting access, tracking progress, or triggering follow-ups. This helps streamline course management, improve learner engagement, and ensure consistent automated workflows.

Follow these steps to manage course automations:

Step 1: On your Dashboard, navigate to the Courses tab under the Marketing section.

Step 1: On your Dashboard, navigate to the Courses tab under the Marketing section.
Step 2: You will then be navigated to the Courses.
Step 2: You will then be navigated to the Courses.

Step 3: Select a course, then click the three-dot menu.

Step 3: Select a course, then click the three-dot menu.

Step 4: Click on Edit Course to proceed.

Step 4: Click on Edit Course to proceed.

Step 5: You will then be taken to the Course Settings page.

Step 5: You will then be taken to the Course Settings page.

Step 6: Click on Automations to navigate.

Step 6: Click on Automations to navigate.
Step 7: You will then be taken to the Automations page.
Step 7: You will then be taken to the Automations page.

Step 8: You can search for automations using this search bar.

Step 8: You can search for automations using this search bar.

Step 9: To create a new automation, click the + New button next to the search bar to proceed.

Step 9: To create a new automation, click the + New button next to the search bar to proceed.

Step 10: A pop-up window will appear, prompting you to set up your trigger.

Step 10: A pop-up window will appear, prompting you to set up your trigger.

Step 11: You can also manage existing triggers by editing their actions or deleting them through the selected trigger’s three-dot menu.

Step 11: You can also manage existing triggers by editing their actions or deleting them through the selected trigger’s three-dot menu.

Step 12: Lastly, you can toggle the switch to enable or disable the trigger.

Step 12: Lastly, you can toggle the switch to enable or disable the trigger.

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