How to Create a Course Abandonment Automation

Modified on Wed, 29 May 2024 at 01:58 PM

In this article, we’ll go through a step-by-step process of creating an automation that encourages, or nudges, a participant’s continued progress through an Engagement Rx course.


To create a course abandonment automation, enter the admin website:

  • Go to the Settings section
  • Enter the Portal Management module
  • Choose the portal you want to set up the automation for
  • Click on “Automations” from the CONTENT section of the menu on the left side

 

 

Here, you can view the table that lists all automations in the portal. To create a new automation, click the CREATE button above the table’s top-right corner.

Creating the Automation

The first thing we want to do is give this automation a title. For this example, we'll call our automation "Tobacco and Nicotine Session Abandonment."




Setting the Start and End Triggers


The first thing we will do is set the triggers that will set the automation in motion and stop the automation from occurring if it isn’t needed.


 

In the Automation Settings field on the right, you can now set the triggers. For this example, we will set this automation for one of the long-form, CBT courses. We want to engage participants who have begun, but not completed, a session.


Start Trigger



Click in the Start Trigger field, scroll to Course, then scroll (to the left when the options appear) to Session Started and click it.

Now, in the field below, we’ll choose the course that the automation applies to (you can also choose All Courses).



Now, in the field below, we will set the sessions to “All Sessions,” meaning this automation will apply to any session in the Tobacco and Nicotine course.


In the last field, we will set the Stop Trigger which will keep this automation from occurring in situations where it isn’t needed (session completed).



Once again, we choose the course that the Stop Trigger applies to (make sure it’s the same that the Start Trigger is set to apply to) and we set the session as All Sessions. Here is what the settings look like when they’re all filled in:



This automation is triggered when a session is started for the Tobacco and Nicotine course and it is stopped (meaning it will not fire for the participant) when a session is completed.


Setting the Automations Components


Now we will choose what action the automation does. Since our goal here is to urge someone to continue with a course session they’ve already started, we’ll send them an email communication to remind them to continue with the session they’ve started but not yet completed.


Of course, we don’t want to send a reminder email immediately after someone begins a session, so we will add some time before the email is sent by clicking the “Add Day” button:


Now we will set the component by dragging the “Send an Email” component from the left into the builder field:



To create the content of the message, click in the tile and put your message into the editor on the right:



Now we’ve created an automation that:

  1. Is triggered when a member begins a session of the Tobacco and Nicotine Cessation course
  2. Stops when someone completes the session
  3. Sends an email reminder after 8 days of starting, but not completing, a session

Keep in mind that you can set more communications after the initial one, if you want. For instance, if you want to send a second reminder email, you can add one for 15 days that would be sent one week after the first one (but if the first reminder works, and the member resumes the course and completes the session, the second email will not be sent).


Before going, click on Save Draft and Publish in the upper-right corner and the Automation will be in use for the portal. 








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