Automation rules let you respond to student behavior without doing it manually. A rule is simply a trigger (something that happens) paired with one or more actions (something that happens automatically in response).

Available Triggers

Trigger	Fires When...
User Registered	A new student creates an account
Order Completed	A student successfully pays for a course or service
Lesson Completed	A student marks a specific lesson as done
Course Completed	A student finishes every lesson in a course
Student Inactive (N Days)	A student hasn't engaged for a set number of days
Lead Form Submitted	A visitor submits a lead capture form

Available Actions

Action	What It Does
Send WhatsApp	Sends an approved WhatsApp template message
Send Email	Sends a transactional or custom email
Grant Course Access	Enrolls the student in a specified course
Grant Service Access	Grants access to a specified service/offer
Add to Community Channel	Adds the student to a specific community channel
Award XP / Badge	Grants gamification points or a badge
Send Webhook	Fires an HTTP request to an external system — useful for connecting Koursely to tools outside the platform

Creating a Rule

1. Go to Settings → Automations and click "New Rule."
2. Choose a trigger — for example, "Student Inactive" and set the threshold to 7 days.
3. Add one or more actions — for example, "Send WhatsApp" with a re-engagement template, and "Send Email" as a backup channel.
4. Save and activate the rule. It runs continuously in the background from that point on — no manual re-triggering needed.

Example Rules Worth Setting Up First

1. Welcome flow: User Registered → Send Email (welcome message) + Add to Community Channel (general channel).
2. Re-engagement: Student Inactive 7 Days → Send WhatsApp (check-in nudge).
3. Completion reward: Course Completed → Award XP/Badge + Send Email (certificate link).
4. Lead nurture: Lead Form Submitted → Send Email (follow-up sequence starter).

Frequently Asked Questions

Can one trigger fire multiple actions?

Yes — a single automation rule can combine several actions (for example, sending both a WhatsApp message and an email, or granting access and awarding XP together) from one trigger.

Do I need WhatsApp connected to use "Send WhatsApp" actions?

Yes — the Send WhatsApp action requires your WhatsApp Cloud API connection to be set up first. See Setting Up WhatsApp Automation.

Can I test a rule before turning it on for all students?

The most reliable way is to trigger the condition yourself on a test student account (for example, actually completing a lesson) and confirm the action fires as expected before relying on it broadly.