Automation conditions

Automation engine feature

Conditions act as triggers for automations and are based on specific user actions, course states or scheduled moments. Define the trigger conditions that activate an automation within an instance. You can select one or multiple of the following options:

Activity completion – Triggers automation based on activity completion, including partial completion, pass/fail status, or activity count thresholds.
Cohort membership – Triggers automation when a user belongs to a selected cohort.
Course completion – Triggers automation when the entire course is marked as completed.
Course dates – Trigger automations automatically on course start or end dates.
Course due date – Triggers automation when the course due date is reached. – Requires Timetable
Course group – Restrict automations to learners based on course group or grouping membership.
Enrolments – Triggers automation when a user is enrolled in the course.
Events – Triggers the automation when selected events occur. Control which events are available and restrict triggers to the entire course or a specific activity.
Session – Triggers automation when a session is booked within the course. – Requires Facetoface
User inactivity – Trigger automations when learners are inactive based on course access or activity completion – with optional prior activity checks.

The trigger operator defines how your selected conditions are evaluated: choose Any to activate the automation when at least one condition is met, or All to require that every selected condition occurs simultaneously.

Pro tip: Event-Based Automations

When an event is triggered by a plugin, it can serve as a condition to start an automation. You can define how often the automation should be triggered using the frequency setting.

For example, if the event occurs when a user submits a Choice activity and earns credits for it, the frequency can be set to unlimited so that the automation triggers every time the event happens. Alternatively, you can specify a numeric limit — for instance, granting credits only for the first submission, the first five, or any other defined number of occurrences.

This flexibility allows you to precisely control how frequently automations respond to recurring events, ensuring that rewards or actions are triggered exactly as intended.

Tags: improved

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

Pro tip: Event-Based Automations

Full list of features

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