Adaptive Learning for Groups and Getting Started
What Are Automations?
Automations allow you to schedule messages and background tasks for specific contact groups. This feature helps streamline communication, track progress, and create adaptive learning experiences by releasing content based on learner behavior.
Automation Use Cases
Enroll learners automatically – Add specific groups to a course or campaign.
CRM & Email Syncing – Send contact data to your CRM or email management software.
Adaptive Learning – Release content based on learner actions or achievement.
Re-engagement – Send reminders to learners who haven’t completed a course.
Performance Tracking – Automatically track and sort top-performing participants.
Automated Greetings – Send welcome messages to new contacts.
Dynamic Contact Sorting – Automatically tag and categorize contacts for easier segmentation.
Website Inquiry Follow-Ups – Automate responses when someone reaches out via your website.
Common Automation Tasks
Take a look at some of the most common tasks for automations by following the links below:
Available Automations
Messaging & Course Management
Schedule a Quick Text to a Group – Great for frequent updates.
Add a Group to a Course or Campaign – Enroll learners automatically.
Remove a Group from a Course – Keep groups separate or remove outdated contacts.
Schedule an Email Blast to a Group – Perfect for longer messages.
Contact Sorting & Data Management
Delete Contacts from the System – Permanently remove outdated records.
Add or Remove Custom Tags – Sort contacts into manageable segments.
Track Top Performers – Automate leaderboards and score-based grouping.
Integrations & Custom Actions
Create a Webhook – Connect ConveYour with external software.
Send a Dynamic Screenshot – Share visual data with collaborators.
Record Custom Events – Capture and automate unique user interactions.
Best Practices
Use automations to reduce manual tasks and keep workflows efficient.
Set clear conditions to ensure messages go to the right audience at the right time.
Test automations before launching to prevent unintended messages or actions.