Available on the Courses Plan and up, Automations can
Unlock rewards like secret courses, challenges, resources, or 1:1 calls
Open and close event RSVPs
Invite to or remove people from Spaces or Plans
Reward your most active members based on their contributions
Reward members who show up to events
…and MUCH more.
How Do Automations Work?
Each Workflow consists of a Trigger and an Action. Triggers are when something happens in your Network (ie: someone comments on a post) and Actions are what you want to happen as a result (ie: the member gets a badge).
How to Create an Automation Workflow
To create a workflow go to Admin > Members > Automation
Select “Create Workflow”
First, name your workflow something descriptive so you’ll be able to see what it is by the name.
Then select a Trigger
Then select an Action
Select Create and your workflow is live!
Here is a full list of Triggers:
Completed Lesson
Occurs when a member completes a Lesson with completion turned on
Select the Space and specific Lesson for this Trigger
Completed Section
Occurs when a member completes all Visible Lessons (with completion turned on) in a Section
Select the Space and specific Section for this Trigger
Completed Quiz
Occurs when a member completes a quiz, including when a passing score is required for completion
If a member fails the quiz, then the Trigger will not fire.
Select the Space and specific quiz for this Trigger
Completed Welcome Checklist
Occurs when a member completes the Welcome Checklist
Responded to Custom Field
Occurs when a member responds to a Custom Field
Select a Field
Any Response
Trigger is activated when a member provides any response to the Field. This only triggers once for members when providing their first response.
Specific Response
Trigger is activated when a member's response newly satisfies the condition below
Response contains any, all or none of the following
Select a response or multiple responses
Removed Response to Custom Field
Occurs when a member removes their response to a Custom Field.
Select a Field
Entire Response
Trigger is activated when a member no longer has a provided response to the Field.
Specific Response
Response no longer contains all or any of the following.
Select a response.
Joined Space
Occurs when a member joins a Space, including through a plan
Select the Space for this Trigger
Left Space
Occurs when a member leaves a Space or is removed, including via a plan
Joined the Network
Occurs when a member joins the Network, including via a plan
Left the Network
Occurs when a member leaves the Network or is removed, including due to removal from a plan
Purchased (or Accessed) Plan
Occurs when a member accesses a plan, including when a member starts a free trial but hasn’t paid
Select the specific plan for this Trigger
Converted Free Trial of Plan
Occurs when a member on a free trial completes payment for a plan
Select the specific plan for this Trigger
Canceled Subscription to Plan
Occurs when a member cancels their subscription to a plan, including during a free trial if one is active
Select the specific plan, trialing (any, yes or no)
Removed from Plan
Occurs when access to a plan ends due to cancelation (at end of billing period), lapsed payment, or Host removal
Select the specific plan for this Trigger
Commented on Post
Occurs when a member comments on any post type
Select the Space and specific post for this Trigger
Answered Poll
Occurs when a member responds to a Poll
Select the Space and specific Poll for this Trigger
If the Poll is multiple choice, then you can specific answer or any answer
RSVPed to Event
Occurs when RSVPs reach a specified number
Select the Space, specific event and RSVP Status (Going, Maybe, Not Going) for this Trigger
Event Reached Number of RSVPs
Occurs when RSVPs reach a specified number
Select the Space, RSVP Status, whether the count is greater than/equal to or less than and the Target number of RSVPs
The trigger will only fire one time, even if the RSVPs fluctuate up and down again
Reached Number of Chat Messages in a Space
Once the total number of messages in a Space's Chat feature reaches the specified threshold, the automation is triggered.
Important Notes:
Scope of the Trigger: The trigger evaluates all messages sent in a Space's Chat (including threads) collectively, not per individual member.
Actions Applied:
If the action targets an individual (e.g., "Add a Badge" or "Send a Private Message"), it applies to the member who "hits the milestone" (i.e., the message that meets the threshold).
Group actions (e.g., "Open RSVPs" or "Close RSVPs") affect the entire Space.
Example Use Cases:
Individual Milestone: Reward a member for sending the 100th chat message by assigning them a badge.
Group Milestone: If the Space's chat reaches 500 messages in total, open RSVPs for a spillover live event.
Reached Number of Posts Created
Occurs when a member creates a specified number of posts (all types)
Select the target number of posts (ie: 20)
This applies to all post types from all Spaces and does not apply to Hosts or moderators
Reached Ambassador Level
Occurs when a member reaches a new Ambassador Level
Select the target level (ie: Gold, Silver or Bronze)
Added Badge
Occurs when a member receives a badge
Removed Badge
Occurs when a badge is removed from a member
Added Tag
Occurs when a tag is added to a member
Removed Tag
Occurs when a tag is removed from a member
Here is a full list of Actions:
Add Badge
Adds a specific Badge to a member
The member will receive an email, in-app and mobile push notifications (if enabled) that they were awarded a Badge
Remove Badge
Removes a specific Badge from a member
Add Tag
Adds a specific Tag to a member
The member will not receive a notification when a Tag is added
Remove Tag
Removes a specific Tag from a member
Send Private Message
Sends a message to a member
Select the sender (can be any Network Host) and edit the message body
Welcome New Member
Sends an automated welcome message when a new member joins
Invite to Space
Sends an invite to a member for a specific Space
Select the Space, sender (can be any Network Host) and edit the message body (optional)
Remove from Space
Removes a member from a Space immediately, not including Spaces that are part of a plan
Select the Space to remove them from
Invite to Plan
Sends an invite to a member for a specific plan
Select the plan, sender (can be any Network Host) and edit the message body (optional)
Remove from Plan
Removes a member from a specific plan
Select the plan and whether to remove them immediately or at the end of their billing cycle.
Close Event RSVPs
Disables the ability for members to RSVP to an Event
Select the Space and specific event
Open RSVPs for Event
Enables members to RSVP to an Event
Select the Space and specific event
You can set a delay for any Action and decide exactly when it should occur. Here are the timing options you can choose from:
Immediately
After 1 Minute
After 3 Minutes
After 5 Minutes
After 10 Minutes
After 30 Minutes
After 1 Hour
After 1 Day
Here are a few examples of how you can use the delay feature:
Welcome and Introductions: Delay introducing new members to Spaces or upcoming events, giving them time to settle in and complete their Welcome Checklist.
Staggered Onboarding: Create a phased onboarding experience by revealing resources or sending follow-up messages at specific intervals to avoid overwhelming new members.
Course Completion Badges: Delay awarding a course completion badge to allow for review or a special congratulatory message.
Managing Workflows
In the three dot menu for the Automation, you will be able to manage the workflow:
View/Edit
You can edit any field in the workflow
Pause/Activate
This will pause or resume the workflow.
View Workflow Logs
This will show you a list of logs for the workflow with a timestamp, name of the workflow, message and the member that the action was applied to.
It will show up to 200 logs from the last 48 hours (with slight delay).
Delete Automation
This will fully delete the workflow.
You can also use the search bar to search for workflows or filter workflows by:
Status
Active
Paused
Suspended
Disabled
Spaces
This will show a list of all your Spaces
You can also see workflows per Space in the three dot menu > More > View Automation Workflows
Sorted by will give you these options:
Date Created (Latest)
Date Created (Earliest)
Name (A to Z)
Name (Z to A)
Status
Status (Reversed)
Here are some suggestions to try out!
Award engagement on a post
Trigger: Comment on Post
Action: Add a Badge
Close Event RSVPs after the maximum number has been reached.
Trigger: Event Reached Number of RSVPs
Action: Close Event RSVPs
Track your members that convert from a free trial
Trigger: Converted Free Trial of Plan
Action: Add Tag
Invite your Gold Ambassadors to a secret Space
Trigger: Reached Ambassador Level
Action: Add to Space
Offer a Badge to members who complete quizzes
Trigger: Completed Quiz
Action: Add Badge
Reach out to members who cancel to increase retention
Trigger: Canceled Subscription to Plan
Action: Send Private Message
Check out Automations FAQs for more information.