Automation actions

Automation engine feature

Automation actions define the outcome of an automation process — what actually happens when it is triggered.
Each action is modularly designed and currently includes Notifications and Credits.

Depending on the action type, a pill with a label and matching icon is displayed — a bell for notifications or coins for credits — making it easy to identify the automation at a glance.

The automation overview shows one automation combining notification and credit actions, as well as others with credit actions only.

Full list of features

	Basic	Pro
Notificationsfeatured Automate course communication.
Activity-based notifications Send notifications directly from a Pulse activity whenever learners reach key progress points.	✔	✔
Placeholdersimproved Create personalized & dynamic communication.	✔	✔
Activity-based reminders Automate reminders tied to activity availability and learner progress.		✔
Header and footer Add text, images or logos for consistent, professional branding across all notifications.		✔
Dynamic content injection Embed activity descriptions, full content, or chapter excerpts directly into your notification emails.		✔
Flexible sender options Choose who appears as the email sender – from teachers to tenant roles or custom addresses.		✔
Flexible recipient targetingimproved Target recipients by role or course group, including users outside the course, to reach all relevant stakeholders.		✔
Smart scheduling plan Define exactly when notifications are sent using flexible intervals, delays, and timing rules.		✔
Notification suppression Automatically prevent notifications when they’re no longer relevant by checking completion criteria.		✔
Flexible learning paths and completion workflowsfeatured Trigger actions based on learner progress for adaptive learning paths.
Availability-based completion Auto-complete activities when they become available.	✔	✔
Confirmation for activity completion Ensure learners acknowledge key information or consent statements prior to completion.	✔	✔
Approval-based completion Let designated roles approve activity completion for structured workflows.	✔	✔
Reactions Allow users to confirm, rate, or approve activities directly via email, without being enrolled in the course.		✔
Visual design & activity setup Adapt the look and structure of Pulse activities and improve efficiency.
Visual styles & layouts Apply predefined layouts, box types, and icons to make important content stand out.	✔	✔
Branding & custom CSS Use custom CSS to fine-tune the appearance of Pulse activities.	✔	✔
Presets Create and reuse pre-configured presets to streamline setup and ensure consistent course design.		✔
Creditsfeatured Motivate learners with visible credits that can be earned through activities or automated rewards.
Credit display Make learner credits visible in the profile and top navigation.		✔
Activity-based credit awarding Reward learners for completing activities and reaching milestones.		✔
Automated credit distribution Automate credit distribution with full control over timing and roles.		✔
Manual credit control Update credit balances or automations manually when needed.		✔
Course access via credits Provide course access based on credits – requires Credit Enrolment (free plugin).		✔
Automation enginefeatured Scalable cross-course automations powered by flexible, condition-driven logic.
Automation templates Define reusable templates to standardize and scale your automations.		✔
Automation instances Activate your automation logic by creating instances that perform real actions.		✔
Automation conditionsimproved Combine multiple triggers to build powerful automations — from simple actions to complex scenarios.		✔
Automation actions Execute automated actions like sending notifications or allocating credits.		✔
Monitoring and reporting Monitor engagement, track automation effectiveness, and identify areas for improvement.
User interaction Reports on user interactions, including reactions, invitations, reminders, self-marked completions, and approval status.		✔
Automation schedule & notification queue Providing a detailed overview of all scheduled and sent notifications.		✔
Credits allocation schedule report Monitor and analyze credit allocations with detailed reporting.		✔

Pulse

Basic

Pro

Full list of features

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