Browse workflow ideas

Keep course context and marketing choices in sync.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

Review incoming learner and course activity, match it to the right contact, and prepare the corresponding profile update. Treat unsubscribe and subscription choices carefully, and approve any new or changed contact record before applying it.

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Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome

Learner or course updateA learning-platform event with its available learner and course details

“Match the incoming update to a marketing contact, prepare a profile or course-tag change, and reflect an explicit unsubscribe or subscription request only after a person verifies the event and record.”

Work through the request.

Clear tasks, with review where it matters.

Review the incoming learner update
Match the learner to a contact
Prepare a new or updated contact record

See all 6 tasks

A reviewed contact update with the relevant course context and marketing preference, or a held item when the match or request is unclear.

What this workflow could do

Organizes learner and course updates, checks whether a matching marketing contact exists, and prepares the appropriate contact or preference change for review.

Review points proposed in this idea

Creating or changing a contact record requires human review. Honor explicit unsubscribe requests, never infer permission to subscribe, and do not send a campaign message as part of this process.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Check the available learner details, event type, and course context before deciding what the update means.

Step 1 of 6

Review the incoming learner update

Check the available learner details, event type, and course context before deciding what the update means.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

01
Document supported learning events
List the learner and course events in scope and explain what each event permits the team to update.
02
Set contact matching and creation rules
Choose the identifier for finding contacts, the minimum fields required, and who may approve a new record.
03
Protect marketing preferences
Define how explicit opt-outs and opt-ins are verified, recorded, and protected from accidental changes.
04
Test event and review cases
Check a new learner, an existing learner, a course update, an unsubscribe, an opt-in, and an ambiguous contact match.