How do I set up an automation trigger?

1. Access Automation Triggers:

• Navigate to the 'Automation triggers' section on the left of your dashboard.

2. Select Trigger Event:

• Click on 'Create automation trigger'.
  Choose from one of the six trigger events:
  • New user joins the Academy
  • User joins a team
  • User becomes LMS manager
  • User completes a learning
  • When external offer request is confirmed
  • Job title for user is added

3. Define Criteria (Optional):

• Specify additional criteria to target specific users (e.g., language, specific team(s)).

4. Set Action:

• Choose from one of the 4 trigger actions to decide what happens when the trigger is activated:
  • Choose learning items, qualifications, or roles to be automatically assigned.
  • Add to the user to a team
  • Send an email
  • Assign a personal budget (if your academy uses the DTA)
    
    

5. Set Deadline/Delay (Optional):

• Assign a deadline for the learning item completion or set a delay for when the assignment should occur.

6. Activate Trigger:

• Review the settings, save the new automation trigger and activate it.