Both tracks run concurrently: adding to a new track doesn’t pause or end the current one.
⚙️ Configuration
Track Selection
Choose the destination track from the dropdown. Only active tracks are available, and you cannot select the current track.Enrollment Method
Manual Enrollment Fields
When using manual enrollment:- Invitation message: Explain the track’s value and what they’ll learn
- Join button text: Customize the CTA (e.g., “Level Up!”, “Get Started”)
If someone is removed from the track that sent the invitation before they’ve clicked to join, the invitation is canceled with it.
Confirmation Message
Optional message sent after enrollment. Defaults to: “You’ve been added to the track! 🎉“Re-enrollment
✨ Personalization
Use placeholders in messages:{{user}}: The participant’s name{{manager}}: Their manager’s name
⭐ Best Practices
- Use automatic for required sequences: Day 1 → Week 1 → Month 1 should be seamless
- Use manual for optional content: Let users choose advanced or specialized tracks
- Sell the value in invitations: Clear benefits increase acceptance rates
- Avoid loops: Never create A → B → A circular enrollments
- Leave room before enrollment: Schedule it a few days after the last step so users finish the current phase first
🎯 Common Use Cases
- Sequential Onboarding: Day 1 → Week 1 → Month 1 phases
- Learning Pathways: Fundamentals → Intermediate → Advanced
- Role-Based Training: General onboarding → role-specific content
- Optional Enrichment: Invite top performers to leadership development
- Manager Workflows: Auto-enroll managers when their reports start onboarding
🔗 Related Steps
- Step Timing: Add time between phases before enrollment
- Step: Message: Set context before offering a new track
- Step: Quiz: Verify knowledge before advancing to next level
- Step: Survey: Collect preferences for track recommendations