To access 'Automation', go to 'Courses' and enter desired 'Course'.

Go to 'Automation'.

In automation, there are two key components that control when emails are triggered or automated: 'Rules & Actions'. We will focus on adding these to help you grasp their functionalities within the system.

Under 'Automation Rules', click on the 'Enroll Email Sequence' area.

Next, click 'Edit Action'.

You will be taken to the 'Edit Automation Rules' page. Click 'Add Rule'.

We can add rules for 'On Enroll' triggering upon signup, 'On Course Completion' upon course finish, and 'On Lesson Completion' upon completing a lesson.

In this case, click 'On Lesson Completion'.

The new rule has been created on the left-hand side. It is 'Untitled Rule' but we can 'Edit Rule' details on the right-hand side. Edit 'Rule Name', 'Trigger', and 'Lesson'.

Click 'Save Changes'.

With the new rule added the triggers will be activated upon the completion of the lesson "Welcome to the Course."

Now we need to 'Add Action' from the list: 'Send Mail', 'Add Tag', 'Remove Tag', 'Send a Webhook' & 'Notify Admin'.

Here is an 'Enroll Email Sequence' rule, and the added action is 'Send Mail.' With this action, you can automatically send someone an email based on the trigger 'On Enroll' of the course. You have the option to 'Delay' this email 'After' the enrollment by minutes, hours, days, or weeks. Alternatively, it can be sent 'On' on a specific date and time zone.

When you scroll down, on the right-hand side you'll see the content of the email.

For further details on email formatting and setting up the editor, please refer to the 'Support Documents'.

Next, 'Add Tag' for 'Enroll Email Sequence Rule'.

You can tag a user based on a trigger, utilizing these tags in your automation to personalize their journey. For instance, if you want to upsell another course when someone completes a course, you can assign a tag on the course completion (e.g., 'Ready for Upsell') and use that tag to identify this achievement and proceed with upselling another course.

The 'Tag' is added now on the left. 'Edit Action' on the right-hand side, edit 'Action Name', set the 'Delay' for its effect after enrollment & name the 'Tag', for example, "Finished."

Click 'Save Changes'.

Click 'Yes' to make this action live.

You have the option to apply this to existing students. Alternatively, if you want it to take effect only for new students after they enroll in the course, you will click 'No'.

Now you can observe that the tag is live, and when a student enrolls in this course, the tag will be added for them. Always ensure your actions are marked as live. If they are paused, click 'Make this action live' in the 'Edit Action' section on the right-hand side.

In certain cases, you may want to 'Remove Tag'. For example, at the beginning of the course, students may be tagged as new, and when they complete the course, you may wish to remove that tag.

'Add Action' > 'Remove Tag' > 'Edit Action'.

Enter 'Action Name', i.e. "Remove Tag", then set the 'Delay' of the removal to one day after they've enrolled & select the tag you want to remove from the drop-down list.

Click 'Save Changes'.

If you wish to 'Send a Webhook' go to:

'Add Action' > 'Send a Webhook' > 'Edit Action'.

Enter 'Action Name', i.e. "Webhook for Zapier"

Set 'Delay' for this action to occur 'After' a certain time period of minutes, hours, days or weeks following enrollment; alternatively, 'On' a specific date.

You need to provide the 'Hook URL'. If you're using a service like 'Zapier', it will offer a 'Hook URL'. Once set, student data will be sent to that webhook, and Zapier can process it further, possibly sending it to a platform like Google Sheets.

Click 'Save Changes'.

Please note that you won't be able to save changes without specifying a 'Hook URL'. It is advisable to understand the usage of webhooks.

To 'Notify Admin' action proves highly effective in capturing data regarding user enrollment and all stages of the process, encompassing lesson completion or the overall course completion.

'Add Action' > 'Notify Admin' > 'Edit Action'.

Enter 'Action Name', i.e. "Notify Me"

Set a 'Delay' for email notifications to be sent to you when users sign up for the course. Enter your email address in the 'Notify' box to receive the notifications.

Fill in the 'Mail Subject' and 'Mail Content' fields.

In this case, if you wish to retrieve three pieces of information: the user's name, the course they enrolled in, and their email address.

Go to 'Personalize'.

Click 'email'.

To add each item to the mail content, you will need to repeat this process separately for the user's name, the course they enrolled in, and their email address.

Click 'Save Changes'.

'Make this action live'.

These actions are available within Zenler and can be used not only for enrollment but also for lesson and course completion, as mentioned earlier.