{"id":7317,"date":"2017-05-17T15:02:31","date_gmt":"2017-05-17T12:02:31","guid":{"rendered":"https:\/\/www.talentlms.com\/blog\/?p=7317"},"modified":"2023-03-24T13:13:42","modified_gmt":"2023-03-24T11:13:42","slug":"talentlms-automations","status":"publish","type":"post","link":"https:\/\/www.talentlms.com\/blog\/talentlms-automations\/","title":{"rendered":"Just like magic: The TalentLMS automations you need"},"content":{"rendered":"<p>Let&#8217;s tell it like it is: deploying employee training is a process of 1,000 small but critical steps. From identifying your training needs to launching, marketing, and keeping track of training, there&#8217;s an incredible amount of work to be done. Any opportunity that comes along to take something off your plate is more than welcome.<\/p>\n<p>Enter, LMS automations.<\/p>\n<p>LMS automations allow you to <strong>select certain actions to be automatically performed by your LMS<\/strong> when a specific event occurs. It&#8217;s as simple as \u201c<em>if it rains, take an umbrella.<\/em>\u201d You only need to create the rule once, and the LMS will keep track of the events and perform the desired action. Automatically. No questions asked. Cool, huh?<\/p>\n<h2>Why use automations<\/h2>\n<p>The real question is, why wouldn&#8217;t you?<\/p>\n<h3>1. Save time and energy<\/h3>\n<p>Think about certificates nearing their expiration date. You start receiving notifications (or check your calendar) and reassign the course, manually, to every single employee. Sure enough, not everyone completes training at the same time, so you should expect this to be a straightforward process.<\/p>\n<p>You might also want to deactivate inactive users, like employees who don\u2019t work with you anymore, to make room for new ones.<\/p>\n<p>It goes without saying that when someone else does the job for you, that <strong>frees up time in your schedule<\/strong>. Plus, it unburdens your workload, which is always most welcome. With LMS automations, you don&#8217;t need to be constantly checking who&#8217;s done what, and what needs to be done next.<\/p>\n<p>Instead, you can use your time and energy to work on your next training program, discover more training content, or just sit back and take a break. Automations simplify the training process allowing you to focus on the stuff that matters the most.<\/p>\n<h3>2. Avoid repetitive tasks<\/h3>\n<p>Although there&#8217;s comfort in repetitive tasks, there&#8217;s also much boredom after a certain point. When organizing and managing employee training, there are a few tasks you&#8217;ll need to do over and over, like assigning courses or deactivating users. And most of the time, you&#8217;d rather be doing something more productive or fun.<\/p>\n<p>Setting automations through your <a href=\"https:\/\/www.talentlms.com\/platform\" target=\"_blank\" rel=\"noopener\"><strong>training platform<\/strong><\/a> is the best way to get rid of repetitive tasks. With automations, you only have to do these tasks <strong>once<\/strong>. Just tell the LMS what it needs to do every time a certain action is completed or a goal is reached, and consider the matter closed.<\/p>\n<h3>3. Stay on top of your training<\/h3>\n<p>The life of a training manager without automations is mostly \u201cgoing after\u201d their learners. That\u2019s not only stressful, but it&#8217;s also in vain. Picture this:<\/p>\n<p>Let&#8217;s say you are offering a \u201dNegotiation skills\u201d course. You would like anyone who attends this course to join \u201cAdvance sales techniques\u201d two weeks into the negotiation skills course. Next, you have to monitor which employee starts the \u201cNegotiation skills\u201d training, set a reminder to enroll them in \u201cAdvanced sales techniques,\u201d and actually enroll them after two weeks\u2019 time.<\/p>\n<p>In short, trying to keep track of things with reminders and sticky notes will create havoc in your brain. <strong>Automations ensure you never miss any important milestones<\/strong> in your employee training program without stressing too much about it. Everything you need to remember and keep track of, your LMS will remember for you.<\/p>\n<p>This way, you avoid mistakes that might put your company in trouble, e.g, in the case of expired certifications, or stall employees and cause frustration. All your energy and creativity could now go into <a href=\"https:\/\/www.talentlms.com\/blog\/promote-training-program-internally\/\" target=\"_blank\" rel=\"noopener\"><strong>marketing your training<\/strong><\/a> and engaging learners, instead of &#8220;chasing&#8221; them to log into their portal or re-take a course.<\/p>\n<h2>Automations in TalentLMS<\/h2>\n<p>TalentLMS is all about making your life easier, so we&#8217;re offering a generous number of options to automate your most common tasks. They&#8217;re all <strong>parametrizable<\/strong>, so you can tailor them to your needs.<\/p>\n<p>You might, for example, use TalentLMS automations to assign a course to your learners when they complete a previous course, or only when they get a specific score or higher. You could also end a learner\u2019s \u201clease\u201d of a course when their certification expires so that they have to purchase it again if they want to get re-certified.<\/p>\n<p><em>Note that TalentLMS automations are available with all the Plus and Premium plans.\u00a0<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-17118 aligncenter\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/automated-notifications-TalentLMS-screenshot.png\" alt=\"TalentLMS automations \" width=\"1700\" height=\"1000\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/automated-notifications-TalentLMS-screenshot.png 1700w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/automated-notifications-TalentLMS-screenshot-300x176.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/automated-notifications-TalentLMS-screenshot-1024x602.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/automated-notifications-TalentLMS-screenshot-768x452.png 768w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/automated-notifications-TalentLMS-screenshot-1536x904.png 1536w\" sizes=\"auto, (max-width: 1700px) 100vw, 1700px\" \/><\/p>\n<p style=\"text-align: center;\"><span style=\"color: #000000;\"><strong id=\"download\">Set automated notifications and actions with TalentLMS<br \/>\n<\/strong>Avoid manual and repetitive tasks, and free up your time.<\/span><br \/>\n<span style=\"color: #000000;\">Easy to set up, easy to use, easy to customize.<\/span><br \/>\n<a href=\"https:\/\/www.talentlms.com\/create\/aff:blog\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10550\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2018\/06\/CTA.png\" alt=\"Create my TalentLMS forever-free account\" width=\"291\" height=\"70\" \/><\/a><\/p>\n<hr \/>\n<h2>Creating your own automations<\/h2>\n<p>Creating your own automations in TalentLMS is surprisingly easy. Have a look at this video that walks you through the process or keep reading for the step-by-step instructions.<\/p>\n<p><span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/sZ86P02bFzk?version=3&#038;rel=1&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;fs=1&#038;hl=en-US&#038;autohide=2&#038;wmode=transparent&#038;listType=playlist&#038;list=PL36i_UcLTQFDXpo9zdmCxayDZX3l3oiEi\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span><\/p>\n<p>To start working with TalentLMS automations, first, you need to log into your portal as an Administrator.<\/p>\n<p>Now visit the Events Engine section, and on the Notifications\/Automations switch, click Automations. You&#8217;ll be shown a list of all of your existing automations, with options to edit or delete any of them.<\/p>\n<p>Or, if you haven\u2019t yet created any, you&#8217;ll be prompted to create your first automation.<\/p>\n<p>Type a name, and the dropdown menu will reveal the <strong>19 available TalentLMS automations<\/strong>. Choose the one you want, and tailor it to your needs:<\/p>\n<ul>\n<li>Z hours after course X assignment, assign course(s) Y<\/li>\n<li>Z hours after course X completion, assign course(s) Y<\/li>\n<li>Z hours after course X certification expiration, reset and assign course(s) Y<\/li>\n<li>Z hours before course X expiration, assign course(s) Y<\/li>\n<li>Z hours before course X certification expiration, reset and assign course(s) Y<\/li>\n<li>Z hours after course X completion, with a score between K and L, assign course(s) Y<\/li>\n<li>Z hours after course X failure, assign course(s) Y<\/li>\n<li>On course X completion, assign course(s) Y<\/li>\n<li>On course X completion, with a score between K and L, assign course(s)<\/li>\n<li>On course X completion, call URL Z<\/li>\n<li>On any course completion, call URL Z<\/li>\n<li>On course X completion, give Z points<\/li>\n<li>On level X reached, assign course(s) Y<\/li>\n<li>On course X certification expiration, reset and assign course(s) Y<\/li>\n<li>On course X certification expiration, reset and remove course(s) Y<\/li>\n<li>Deactivate a user if Z hours have passed since last login<\/li>\n<li>Deactivate a user if Z hours have passed since signup and the user has not made a purchase<\/li>\n<li>Z hours after user signup, assign course(s) Y<\/li>\n<li>Z hours after course X completion, deactivate user<\/li>\n<\/ul>\n<figure id=\"attachment_17122\" aria-describedby=\"caption-attachment-17122\" style=\"width: 2560px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17122 size-full\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-1.png\" alt=\"TalentLMS automations: Choose one of the available options\" width=\"2560\" height=\"871\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-1.png 2560w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-1-300x102.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-1-1024x348.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-1-768x261.png 768w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-1-1536x523.png 1536w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-1-2048x697.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><figcaption id=\"caption-attachment-17122\" class=\"wp-caption-text\">Screenshot via TalentLMS: Choose one of the available automations<\/figcaption><\/figure>\n<p>Remember when we said earlier that TalentLMS automations are parametrizable? This is what all this alphabet soup of K, L, X, Y, and Z\u2019s you see above is about. They&#8217;re placeholders that you get to substitute with the appropriate actual values for your event and action.<\/p>\n<p>For example, if you create a TalentLMS automation based on the template:<\/p>\n<p><strong><em>&#8220;On course X completion, give Z points&#8221;<\/em><\/strong><\/p>\n<p>You\u2019ll be asked to determine which course X is and how many points you want to be awarded to the learner that completes it. So, it would look like this:<\/p>\n<p>\u201c<em>On course Marketing Automation completion, give 100 points<\/em>\u201d<\/p>\n<figure id=\"attachment_17124\" aria-describedby=\"caption-attachment-17124\" style=\"width: 2564px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17124 size-full\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-3.png\" alt=\"TalentLMS automations: Assign points on course completion example\" width=\"2564\" height=\"868\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-3.png 2564w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-3-300x102.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-3-1024x347.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-3-768x260.png 768w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-3-1536x520.png 1536w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Asset-3-2048x693.png 2048w\" sizes=\"auto, (max-width: 2564px) 100vw, 2564px\" \/><figcaption id=\"caption-attachment-17124\" class=\"wp-caption-text\">Screenshot via TalentLMS: Automatically assign points to learners who complete a course<\/figcaption><\/figure>\n<p>Similarly, if you opt to create an automation based on this template:<\/p>\n<p><strong><em>&#8220;Z hours after course X completion, deactivate user&#8221;<\/em><\/strong><\/p>\n<p>You\u2019ll need to fill in the Z and X values, and end up with:<\/p>\n<p><em>\u201c72 hours after course Problem-Solving completion, deactivate user\u201d<\/em><\/p>\n<figure id=\"attachment_17119\" aria-describedby=\"caption-attachment-17119\" style=\"width: 10667px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-17119 size-full\" src=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Product-Screenshots-Automation-07.png\" alt=\"TalentLMS automations: Deactivate user after course completion example\" width=\"10667\" height=\"3624\" srcset=\"https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Product-Screenshots-Automation-07.png 10667w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Product-Screenshots-Automation-07-300x102.png 300w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Product-Screenshots-Automation-07-1024x348.png 1024w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Product-Screenshots-Automation-07-768x261.png 768w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Product-Screenshots-Automation-07-1536x522.png 1536w, https:\/\/www.talentlms.com\/blog\/wp-content\/uploads\/2017\/05\/Product-Screenshots-Automation-07-2048x696.png 2048w\" sizes=\"auto, (max-width: 10667px) 100vw, 10667px\" \/><figcaption id=\"caption-attachment-17119\" class=\"wp-caption-text\">Screenshot via TalentLMS: Automatically deactivate users who complete a course<\/figcaption><\/figure>\n<p>Remember to click Add automation, and you&#8217;re done!<\/p>\n<p>So, just like that, your aspiring digital marketers will earn their 100 points. And any learner that has completed \u201cProblem-Solving\u201d will be deactivated three days later. Without you lifting a finger.<\/p>\n<h2>Conclusion<\/h2>\n<p>And that\u2019s really all you need to know to know about TalentLMS automations.<\/p>\n<p>Almost all of them are similar to the examples above, and <strong>each automates a common action<\/strong> (manual assignments, mass grading, etc).<\/p>\n<p>TalentLMS automations let administrators, well, automate, all kinds of manual and menial tasks related to their training program, and are extremely easy to set up and leverage, even for inexperienced users.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Let&#8217;s tell it like it is: deploying employee training is a process of 1,000 small but critical steps. From identifying your training needs to launching, marketing, and keeping track of training, there&#8217;s an incredible amount of work to be done. Any opportunity that comes along to take something off your plate is more than welcome. [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":17133,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-7317","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-talentlms-features-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>TalentLMS Automations: A Step-By-Step Guide Into Automating Tasks<\/title>\n<meta name=\"description\" content=\"TalentLMS Automations will save you time, energy, and mistakes. 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