Engagement & Completion Tracking

Keep every enrolled learner on track without manually checking dashboards or chasing completions one by one.

25 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Engagement and completion tracking pulls login, module, and quiz activity for every enrolled learner, then requires someone to judge by eye who is falling behind.

The automated version scores every learner's risk level as soon as new activity data syncs and drafts a personalized nudge for anyone who has stalled. Learner records and certificate status update automatically, so completion visibility is current instead of a once-a-week snapshot.

Key features
Scores every enrolled learner's engagement and completion status as new activity data arrives
Flags at-risk learners automatically instead of relying on a manual scan of a spreadsheet
Drafts a personalized nudge email referencing exactly where each learner stalled
Routes uncertain or sensitive cases to a coach for review before anything sends
Updates learner CRM records with risk flags, nudge status, and last contact date
Marks certificates as issued the moment a learner reaches full completion

How The Automation Works

The full workflow, from trigger to completion.

1. Daily Engagement Synctrigger

Every morning the automation platform pulls the previous day's login, progress, and quiz activity for every enrolled learner.

2. Score Engagement And Flag Risk

The automation calculates a completion and engagement score for each learner and flags anyone who has dropped below the risk threshold.

3. Draft Personalized Nudge

For learners cleared for automatic outreach, the automation drafts a nudge email referencing the exact module or lesson where they stalled.

4. Coach Reviews And Sends Nudge

Cases below the confidence threshold, such as VIP or enterprise learners, route to a coach who reviews and sends the nudge manually.

5. Send Nudge Email

Cleared nudges go out automatically without waiting on a coach's inbox.

6. Update Learner Record

The learner's risk score, nudge status, and last contact date update automatically.

7. Post Coach Digest

A daily summary of flagged learners, sent nudges, and manual reviews posts to the coaching team's channel.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
25hrs/month
Process pain:7.8/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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