AI Chatbot & Automation
Building Automation Rules: Triggers, Actions & Real Examples
Connect student events (registration, inactivity, completion) to automatic actions like WhatsApp, email, and access grants.
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 WeMakeSuccess to tools outside the platform |
Creating a Rule
- Go to Settings → Automations and click "New Rule."
- Choose a trigger — for example, "Student Inactive" and set the threshold to 7 days.
- Add one or more actions — for example, "Send WhatsApp" with a re-engagement template, and "Send Email" as a backup channel.
- 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
- Welcome flow: User Registered → Send Email (welcome message) + Add to Community Channel (general channel).
- Re-engagement: Student Inactive 7 Days → Send WhatsApp (check-in nudge).
- Completion reward: Course Completed → Award XP/Badge + Send Email (certificate link).
- Lead nurture: Lead Form Submitted → Send Email (follow-up sequence starter).
Start with two or three rules, not ten. It's easier to verify a small number of automations are actually firing correctly (check a test account against each trigger) than to debug a tangle of a dozen overlapping rules on day one.
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.
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