The Add User to Track step enrolls users in another track. Use it to build learning paths, chain onboarding phases, or offer optional advanced training.
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
| Method | Description | Best For |
|---|
| Automatic | Enroll immediately without asking | Required sequences, compliance, mandatory training |
| Manual | Send invitation: user clicks to join | Optional programs, advanced training, specializations |
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”)
Confirmation Message
Optional message sent after enrollment. Defaults to: “You’ve been added to the track! 🎉“
Re-enrollment
| Setting | Behavior |
|---|
| No (default) | Skip users who previously started the track |
| Yes | Enroll again, creating a new track instance |
Re-enrollment creates a new instance. Previous progress is preserved separately.
✨ 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
- Add delays before enrollment: Let users complete 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
