Automations: unenrolling employees from their current experience

This automation type enables you to automatically remove the Participant from an experience.

There's a different automation that can re-enroll them into the same experience, if what you want is to automate 'cancelling' and restarting an experience under certain conditions.

Contents

• Different ways to use the 'Unenroll from experience' automation
• How to set up the Unenroll Automation

Different ways to use the 'Unenroll from experience' automation

Use the Unenroll from experience automation to automatically end an experience under conditions that you specify – for instance:

• unenroll employees from trainings or other long-running experiences if they term
• offer an opt-out from experiences like a mentorship program
• remove new hires from a preboarding if they do not pass their background check

When the unenroll automation triggers, the participant's experience is not fully deleted. Instead, it is archived, meaning all upcoming items/incomplete tasks are skipped (and thus won't be sent), but the records of what's already been sent/done are retained.

How to set up the Unenroll Automation

Step 1. Add a new automation to your timeline

In the Edit mode of your experience, click on a blank spot on the timeline, and select 'Automation' from the menu that appears.

Step 2. Select the appropriate point in your experience to position the automation

Start by considering when the auto-enrollment should happen. You can set this in the Trigger Date section of the left hand column of the automation window.

• If the automation should happen at a fixed point in the experience (eg at the very end, on or the last day at work), select Fixed date and specify which day in the experience timeline.
• If the automation should be triggered by something else happening, select When, and then select from the relevant option:
  • another task is completed: if the unenrollment should happen immediately after another task completes. Remember you can use Target Audiences so that the automation triggers only for some people, not all (see step 3 below)
  • a data field changes, or the experience milestone date changes: if the unenrollment should happen only after a certain piece of information is changed. For instance, if the "Termination date" field is set, you want to trigger unenrollment from your Preboarding
  • the following conditions are met: this enables you to trigger unenrollments when particular data fields have particular values in them. For instance, you can trigger the unenrollment when the "Background Check Result" field contains "Failed".

Step 3. Decide whether the automation should trigger for all participants, or only some

Do you want every single participant to be automatically unenrolled, or just some of them?

If your answer is "only some of them", set up a target audience for your automation. Here's a recap of how to set up a target audience, so the automation will only trigger for some people.

Step 4. Add the unenrollment action

Drag the Unenroll in experience action from the right hand column to the main section of your automation.

Save your automation, and save your experience when you've made all your changes – you're done!