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All about actions (automations)

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated today

Introduction

When creating new automations, we are faced by many, many different types of event types, many, many different potential conditions, and again, many, many different actions to choose from.

In this help article, we will look at all the actions of automations


What are actions?

Actions define what happens when an automation runs. If the event is the trigger and conditions are the rules, the action is the outcome.

For example:

  • Event: A learner completes Module 1

  • Condition: The learner is in the Belgium group

  • Action: Unlock Module 2

In this case, the action is the part that actually changes something for the learner โ€” it unlocks new content.

Actions can:

  • Unlock or lock widgets, activities, journeys, or programmes

  • Send notifications to learners

  • Add or remove users from groups

  • Reward learners with badges or certificates


Action overview

Action

Description

Unlock activity

Makes a specific activity available for users

Lock activity

Makes a specific activity unavailable

Unlock journey/section

Makes a journey or section available

Unlock programme

Makes a programme available

Unlock widget

Makes a widget visible in the discovery stream

Unlock intake/intro

Makes intake or intro content available

Unlock goal

Makes a goal available. Unlocks all goals sharing the same group as the goal

Notify user

Sends an in-app and/or email notification to users

Grant badge

Rewards a user with a badge

Grant certificate

Rewards a user with a certificate

Add to to-do list

Adds content to the userโ€™s personal to-do list

Complete activity

Marks an activity as completed for a user

Expire activity

Expires an activity so the user must redo it

Reset activity

Resets an activity so the learner must start over

Add user to group

Adds a user to a specific group

Remove user from group

Removes a user from a specific group

Suspend user

Suspends a user, blocking login and excluding their data from reports

Unsuspend user

Reactivates a suspended user and restores progress

Repeat feedback survey

Periodically sends the platform feedback survey

Add user to smart group

Dynamically adds/removes users to a smart group based on defined conditions

Custom action

Executes a hardcoded action using event data

โš ๏ธ Important:

An automation without an action does nothing. Actions are always the final step that makes the automation meaningful.


Good to know ๐Ÿ‘€

  • Keep in mind that some actions, like suspending or unsuspending users, may have a larger impact on your learners' experience and should be used carefully.

  • Some actions, like self-assigning to groups or granting budgets, may only be available if certain features are enabled. If you don't see an action you're interested in, you can check the Features page or contact your TinQwise contact person for more information.


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