Automation templates

Automation engine feature

Automation templates serve as the foundation for scalable and reusable automations in Pulse Pro 2.0. Created globally by users with the appropriate permissions, these templates are independent of specific courses and do not perform actions themselves. Instead, they define automation conditions and actions, ensuring consistency across multiple instances.

The ‘Manage Automation Templates’ interface provides comprehensive control over all automation templates. Users can:

Create new templates – Define structured automation processes from scratch.
Organize templates efficiently – Use sorting and course category-based filtering for better management.
Control visibility and status – Adjust availability and activation settings for each template.
Edit existing templates – Modify template settings to align with evolving automation needs.

By maintaining a centralized repository of automation templates, admins can streamline the automation process, ensuring consistency and scalability across courses while providing flexibility through automation instances.

Full list of features

	Basic	Pro
Notifications and remindersfeatured Automate course communication.
Custom notifications Keep students updated with custom notifications.	✔	✔
Placeholders Create personalized & dynamic communication.	✔	✔
Dynamic content Integrate book chapters and information about course activities (such as title, description, due date).		✔
Header and footer Add text, images, logos or other branding elements to notifications.		✔
Define recipients by role CC and BCC teachers (course context role) or parents (user context role).		✔
Reminders Schedule notifications at fixed or relative dates – once or recurring.		✔
Deep learning path integrationfeatured Create dynamic and personalized learning pathways.
The Pulse course activity Use anywhere within the course content to trigger actions at specific points.	✔	✔
Availability-based triggers Uses availability conditions as triggers for actions, enabling dynamic and personalized learning pathways.	✔	✔
Completion and approval workflows New, flexible ways to mark activities as complete and to request approvals.
Complete when available Allows an activity to be marked as complete the moment it becomes accessible to the user.	✔	✔
Non-reversible manual completion Once the student has marked the activity as complete, the student cannot revoke it any more.	✔	✔
Completion after approval Teachers/parents/managers can give their approval in a very simple and intuitive way.	✔	✔
Reactions Enable recipients of notifications to react directly from the email without being logged into the platform or integrate reaction modules directly in your course activity.
Mark as complete Students can simply mark as complete the activity.		✔
Rating Students can give a thumbs up or down to rate at any place within the content.		✔
Approval Allows users with a selected role to approve a student's completion of a Pulse activity.		✔
Confirmation for activity completion Integrate consent statements or other texts that have to be confirmed, approved or at least acknowledged by the student.
Confirmation types Choose your button: Acknowledge, confirm, choose or approve.	✔	✔
Add confirmation modal The user must confirm or cancel a modal with a custom text.	✔	✔
Credits Motivate students with rewards for completing modules or meeting criteria, supporting gamification, grading, and assessment.
Awarding credits The credits are updated in the user's profile field when the ad hoc task is running.		✔
Define a credit score Assign credits to your students giving them rewards for completing modules or meeting certain criteria.		✔
Styling and visualisation Customize the look and feel of your content within a Pulse activity.
CSS integration Integrate custom styling via CSS.	✔	✔
Display mode Define a boxed or normal style.	✔	✔
Box type and icon Choose from a variety of pre-designed box types and icons.	✔	✔
Presets Pre-configure settings that can be customized when used.
Managing presets by admins Creating, customizing and organizing presets for teachers.		✔
Using presets by teachers Easy set up of Pulse activities.		✔
Automation enginefeatured Scalable cross-course automation with monitoring and reporting.
Automation templates Ensuring consistency and scalability across courses while providing flexibility through automation instances.		✔
Automation instances Initially adopting the template’s default settings, but instances can be modified.		✔
Instance management Centralized system for managing automation instances, ensuring transparency and control.		✔
Automation conditions Serving as triggers for automation and depending on events or task completions.		✔
Automation actions So far there are only notifications, but there is more to come.		✔
Suppress notification criteria Smart reengagement through suppression logic – notifications only when needed.
Suppression by module Preventing notifications from being sent once specific activities have been successfully completed.		✔
Suppression by course completion Notifications are automatically prevented from being sent once a user has completed a course.		✔
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.		✔

Pulse

Basic

Pro

Full list of features