Dynamic rules Use cases

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Promoting new courses

Let's assume you have a new course ChatGPT for ad copy you wish to promote to all members in the marketing department. We propose the following two dynamic rules:

The first rule targets all staff in the marketing department who have not completed the ChatGPT for ad copy course. These users will be automatically enrolled in the course and will receive a notification. You can further refine the conditions by excluding anyone in a senior position, such as the marketing VP.

The second rule targets all marketers who have completed the ChatGPT for ad copy course. They will receive a notification recommending an advanced ChatGPT course. Additionally, their manager will also receive a notification, and a certificate of completion will be issued to the participant.

To implement the first rule, navigate to the Dynamic Rules configuration, create a new rule, and configure the conditions as follows:

We have included subdepartments, but this is not necessary. What is important is to adjust the job start date; if this is set in the future, existing staff will not be enroled in the new course. We have disabled the setting completely to include all staff.

Next, you have to configure the actions as follows:

Don't forget to test and enable the rule before creating the second rule accordingly.

Subscription-based courses

Let's assume your organization offers access to monthly courses via a subscription. To facilitate this, you have grouped your users into different cohorts, such as P1, P2, and P3, where each cohort represents a product offering. You have further organized courses into programs, with each program containing the three courses for a quarter (for example, P1Q1, P1Q2, P1Q3, and P1Q4). This allows for a quarterly intake of new subscribers. Every time a new course is published, it will be added to the appropriate program.

To assign customers of product subscribers P1 to their content, the following dynamic rule is proposed:

This workflow assigns every user from the P1 cohort to the four programs: P1Q1, P1Q2, P1Q3, and P1Q4. You might want to consider starting with only the first program and then add the second program to the rule in April, the third program in July, and the last one in October. Otherwise, the subscriber would have access to an empty program that doesn't contain any courses yet.