Setting up Online Programs
Online Programs: About Automations for Your Program
Boost your site's success with minimal effort by creating automations to manage your program. Automations streamline repetitive tasks and help you hit your marketing targets. Think of them as a combination of triggers and actions—like sending a welcome email when someone joins your program. You can use built-in triggers and actions, or customize your own.
Ready to create automations for your program?
Go to Automations in your site's dashboard.
Choose a trigger
Select the Online Programs app in the automation flow to see its triggers. A trigger is an event that a member or participant does involving your program. This event initiates an automatic response. You can choose from a list of available triggers and select specific programs.
For example, you can remove a participant when they complete a self-paced program. To do so, use the trigger "Participant completes the program". Add a delay of 3 days, and the action "Remove participant", for a specific program.
The built-in triggers for Online Programs are:
Member pays for a program
Member joins a program
Participant completes a step
Participant leaves a program
Participant completes a program
Program end date has passed
Choose an action
Select actions that respond to your trigger. You can choose general actions like sending an email or updating Google Sheets. You can also use the specific Online Programs action: Remove a participant. For example: Combine "Program end date has passed" with the action "Remove participant". This will remove participants from a program when it ends.
Participants that are removed by an automation are labeled as Auto-Removed.
