FreshLearn's Automations feature helps you streamline tasks by setting up rules based on triggers and actions. This guide explains how to create automation workflows to enhance user engagement and retention.

Here is a detailed step-by-step video.

Step 1: Accessing the Automations Feature

• Log in to your FreshLearn account.
• Navigate to Marketing → Automations.
• Click the Automations button in the top-right corner.

Step 2: Understanding Automation Rules

Automation consists of two key components:

• Triggers – Events that start the automation (e.g., user enrolls in a course).
• Actions – What happens when the trigger occurs (e.g., subscribe to an email sequence).

Step 3: Creating an Automation Rule

• Click Create New Automation.
• Choose a Trigger (e.g., when a user enrolls in a course or added to a specific tag etc).
• Select an Action, such as:
  • Subscribe to an email sequence.
  • Add or remove a tag.
  • Unsubscribe from an email sequence.
• Click Save to activate the automation.

Example Use Cases

• Welcome Email Sequence – Automatically send a welcome email when a user enrolls in a course.
• Tag-Based Segmentation – Tag users when they sign up for a free or paid plan to target them with specific emails.
• Course Completion Follow-Up – Trigger an upsell email when a user completes 100% of a course.

Conclusion

Automations in FreshLearn help you save time and enhance user engagement by automating repetitive tasks. Start creating your first automation today!

If you have any questions, feel free to reach out to [email protected].