The Add User to Track step allows you to automatically enroll users in other tracks as they progress through your current track. This step is perfect for creating track sequences, branching workflows, and ensuring users continue their journey through related processes.

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Track Selection

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Choose a Track

  • Select a track: Choose from available tracks in your organization
  • Track dropdown: Browse and select the destination track where users will be added

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Enrollment Method

Choose how users should be added to the selected track:

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Automatically - Add users to this track right away

Immediately enroll users in the destination track without requiring their permission. Best for:
  • Mandatory training sequences
  • Required onboarding processes
  • Automated workflow progressions
  • Administrative enrollments

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Manually - Ask users if they’d like to join

Send an invitation to users asking if they want to join the track. Best for:
  • Optional training programs
  • Interest-based tracks
  • User-choice driven enrollments
  • Non-mandatory processes

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Manual Enrollment Configuration

When using the manual enrollment method, you can customize the invitation experience:

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Invitation Message

  • Ask users to join this track: Create a compelling message explaining why users should join
  • Rich text formatting: Use formatting tools to create engaging invitations
  • Purpose explanation: Help users understand the value and benefits of joining
  • Example: “Let your team know why they should join this track…”

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Join Button Text

  • Customizable button: Modify the text that appears on the join button
  • Default: “Join now!”
  • Examples: “Enroll Today”, “Get Started”, “Join Training”

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Confirmation Message

  • Optional message: Create a confirmation message sent when users are successfully added
  • Rich text formatting: Use formatting tools for engaging confirmations
  • Welcome content: Provide next steps or welcome information
  • Default example: “You’ve been added to the track! 🎉“

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Additional Settings

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Add Users Who Previously Started This Track

Control whether users who have already been in the destination track should be re-enrolled:
  • No: Skip users who have previously started the track
  • Yes: Re-enroll users even if they’ve been in the track before
This setting helps prevent duplicate enrollments while allowing for track repetition when needed.

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Common Use Cases

  • Sequential Training: Move users through a series of related training tracks
  • Skill Development Paths: Guide users through progressive skill-building tracks
  • Onboarding Journeys: Create multi-stage onboarding experiences
  • Certification Programs: Link prerequisite and advanced certification tracks
  • Role-Based Workflows: Direct users to role-specific tracks based on their position
  • Performance Improvement: Enroll users in development tracks based on feedback
  • Cross-Department Training: Connect users with relevant tracks from other departments
  • Advanced Learning: Offer optional advanced tracks to motivated learners

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Enrollment Flow Examples

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Automatic Enrollment

  1. User completes current track step
  2. System immediately enrolls user in destination track
  3. Confirmation message sent (if configured)
  4. User begins new track

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Manual Enrollment

  1. User completes current track step
  2. Invitation message sent to user
  3. User clicks join button (or declines)
  4. If accepted, user is enrolled and confirmation message sent
  5. User begins new track