Auto enrolling new targets into courses/programs can be done with an Event. This Event will enroll a target into a course/program when it is added to a group.
Navigate to Administration > Settings > Account Events. Then, follow the steps below:
- Click the "Create" button on the top-right of the table. This will bring up the "Create New Event" modal. On this modal, on the "Create New Event" tab, do the following:
- Under "Name", enter a name for the Event.
- Under "Event", select the "When a Target is Added to a Group" option.
- Under "Select", select the group(s) that this will event will apply to.
- Select "Next", which will bring up the "Choose Action Type" tab. Then, do the following:
- Under "Action", select whether the target should be enrolled in a third party course, program, or a normal course.
- Under "Select", select the respective third party course, program, or normal course that the target will be auto-enrolled in.
- Under "Conditions", select the "Enrollment Check" condition.
- Note that multiple actions can be added to the same Event by clicking the "Add Action +" button, and can be deleted by clicking the trash can icon.
- Select "Next", which will bring up the "Additional Configuration" tab. Then, do the following:
- Ensure that the Event's settings are configured properly.
- Select "Finish". This will create the Account Event and will be manageable on the Account Events page.
For more information regarding possibilities and configurations of account events, see our Account Events article.