Learning Pool Automation automates the delivery of learning experiences, personalizing learners' journeys depending on their responses and engagement with triggers such as enrolments, completions and answers to questions.
Automation allows training teams to manage these kinds of communications at scale. An intuitive user interface allows the authoring and scheduling of communications that are sent out whenever any given learner or cohort meets the chosen conditions.
Reporting
Learning Pool Automation includes email and campaign reporting to keep administrators informed of the status of their tasks and to identify any potential issues.
Email Reporting
Provides a set of structured reports and organized data similar to those found in email marketing tools to check how many learners view their emails and identify issues with delivery. Statistics can be exported to CSV.
Campaign Reporting
Campaign reports show the activity from each workflow as a graphical representation that can be filtered by time period. Exportable as CSV.
Campaign Job Reporting
Campaign Job reports show the jobs (actions) that have been processed on a workflow.
Email Designer
Automation's email management tool allows for the creation of templates that can be assigned to a Campaign, Workflow, or even specific emails within a workflow. Campaign Managers can view and manage all of the email templates that have been created on their tenant.
Workflow Builder
Workflow Wizard
The workflow template feature minimizes the amount of time administrators have to spend creating and manipulating large workflows to match their requirements. Once the campaign is created, the administrator will be able to create their workflows using both pre-set templates or an empty workflow.
Workflow Test Features
Allows the administrator to test their workflow before activating it.
Workflow Items
| Condition | Based on events triggered by the campaign member during the flow this Workflow Item gives the Campaign Manager to configure branches on the flow to guide the campaign member. |
| Match | Allows assigning a new value to a variable by matching the input value to a conditional statement. This works similarly to a switch statement in programming. |
| Delay | Allows delays to be configured on the workflow. Can be configured to days, hours and minutes. |
| Send email | Campaign managers can tailor emails or nudges to be sent to members of the campaign at different stages throughout the flow. |
| Send SMS message |
Requires use of a third party SMS service (Twilio) with additional fees. Allows sending bespoke SMS messages as part of the Workflow. |
| Wait until | This is used in conjunction with other workflow items. Allows the Campaign manager to trigger succeeding workflow items at a specific date and time, or the next occurrence of a specified day of the week / month / year. |
| Loopback | Enables Campaign Managers to return to a previous item in their Workflow for a predetermined number of iterations. |
| Stop | Signifies the end of a Workflow. |
LXP Workflow Items
When one of these items is used in the workflow, data will be retrieved and/or set from/to LXP
| Enroll on a learning experience | Automatically enrolls campaign members onto Learning Experiences |
| Create User | Automatically create a LXP user. |
| Update User | Updates the username, email, first name, and last name of an LXP user based on the username or user id. |
| Delete User | Deletes a user on LXP based on the username or user id. |
| Set custom field values | Sets multiple custom fields values on LXP. |
| Get custom field values | Gets custom field values on LXP. |
| Get level or object completion | Checks the level and object completion status from within a Learning Experience. |
LRS Workflows
Automation provides LRS-specific Workflow items that are available to all Automation clients having LRS integration. When one of these items is used in the workflow, data will be retrieved and/or set from/to the Learning Record Store.
| Get score | Retrieves the score of an activity for the campaign member and when used in conjunction with a condition workflow item will determine the path they take on the workflow. |
| Get completion Status | Same as Get Score, but for completion. |
| Get custom xAPI statement | Gets xAPI statement from Learning Record Store. |
| Get persona attribute | Retrieves users Persona information from Learning Record Store that can be used in the condition and email workflow items |
| Set persona attribute | Updates users Persona information from Learning Record Store that can be used in the condition and email workflow items |
Premium Workflow Items
These are workflow items available for LRS, LMS, and LXP that can be enabled on a consultation basis with Learning Pool.
| Send HTTP request | Allows sending of JSON data to any server via an HTTP request. This is a premium workflow item. |
| Assign badge | Assigns a Credly badge to a user based on their email using the Credly integration. |
| Send completion |
Currently supports supports Talent Web Services ‘Manage Training’ Operation Send learning completion to Workday using the Workday integration. It currently sends completion data. |
| Multi Language Message | Create language-specific messages based on the learner’s preferred language. Other Workflow items that send messages, such as "Send email" can then use this configuration. |
| Send Slack Message | Send direct Slack messages as part of a Workflow. These messages can be sent to an individual user or to a public channel. |
| Send MS Teams Message | Send direct MS Teams messages as part of a Workflow. These messages can be sent to an individual user or to a public channel. |
| Send Yapster Message |
Send direct Yapster messages as part of their Workflow. These messages can be sent to an individual user. The nature of the message can be basic text or can include photos and/or videos |