Engagements are for Premier and Enterprise account holders.

There are three main types of engagements: certificates, achievements, and emails. These engagements can be triggered by various events that happen. For example, if a student completes a course, you can award a certificate.

The first step in creating an engagement is creating the content for the engagement. Please refer to certificates, achievements, and emails for information specific to creating these types of content.

After you create the content (email, certificate, or achievements) for your engagement, you can create an engagement.

Engagements can be created by heading to the main menu ADMIN > ENGAGEMENT > CREATE ENGAGEMENTS:

BEFORE creating an engagement, you must create the related content to add to the engagement either [achievement], [emails], or [certificate] to trigger the event.

STEPS

• Enter the engagement title,
In the Engagement Options area:
• Set the Triggering Event:

  

  Available Triggering events:

  • Student Purchases an Access Plan
  • Student enrolls in a course
  • Student purchases a course
  • Student completes a course
  • Student completes a lesson
  • Student completes a quiz
  • Student passes a quiz
  • Student fails a quiz
  • Student completes a section
  • Student completes a course track
  • Student enrolls in a membership
  • Student purchases a membership
• Select a course, lesson, quiz, section, track, membership. This field dynamically changes according to the chosen Triggering Event.
For example, if you choose ‘Student completes a course track’ the next field will ask you to ‘Select a Course Track’:



You must have created a course track for it to appear in the dropdown. View the article on [Course Tracks] for more information.

• Set your Engagement Type:

  

• Select an Engagement. Put your mouse in the field and wait for the engagement to populate:

  

You must have created an achievement, email, or certificate engagement otherwise nothing will appear in the Select an Engagement dropdown.

If you have created the related achievement, email, or certificate engagement, choose it from the Select an Engagement dropdown:



• Engagement Delay: If desired, you can enter the number of delays before the event is triggered. Enter 0 (the number zero) or leave blank to trigger immediately.
• Select PUBLISH, in the Publish panel.

  

From the Publish panel, you can also change your Status, Visibility, and/or set a Publish date by selecting the Edit hotlink. Or you can simply choose to Save Draft before publishing.

Once you publish the first time, feel free to edit but ensure you use the Update button after you make your changes:



You can also return a published engagement back to a draft or send for review by selecting Edit to the right of Status: Published.