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Engagement Automation

Jamila Kheil
Jamila Kheil Open Social • 19 May 2021

Engagement Automation Extension

This chapter explains how the engagement automation feature works on Open Social for regular users, site managers, and content managers.

Note: This feature is not part of the default Open Social product (basic/distro) but can be ordered as a paid extension module. 


What is the engagement automation feature?

Engagement Automation is an Open Social extension that uses an Event Condition Action (ECA) workflow system to automatically trigger community management events on your platform – taking care of all the little things so that you don’t have to.


How does Engagement Automation improve your community?

  • Manage your community more effectively
  • Trigger member notifications, messages, and other actions
  • Track community priorities and progress

engagement automation


Trigger community management events

With Engagement Automation you can link member actions to trigger specific platform content or events – allowing you to create a sequence of activities to stimulate member engagement.

You can send members to specific content when they have completed watching a video, quiz, or another type of activity. Or create automated onboarding by setting up events that lead new members through your platform with welcome messages and notifications as they complete tasks. Automating community management lets you use your time more efficiently and save on resources.


Automate onboarding

Engagement Automation lets you create a sequence of events and actions that can easily and automatically onboard new members


Give Member a Tour

Set up events that lead new members through your platform with welcome messages and notifications as they complete tasks such as logging in for the first time or reading the about page. 

Perfect for community growth 

As your community grows, this extension gives you a way to make sure each new member gets a hands-on introduction to the platform, without taking up your time to welcome them individually. 


How does it work?


Set up a trigger 

Site managers can set specific triggers, such as a member creating a new event.


Create a trigger condition (optional)

Site managers can link the trigger to specific conditions. E.g. the member watches a specific video on the platform. 


Connect to an action

Site managers define what action is performed when the trigger gets resolved, such as sending an email to the member with more information.


Disclaimer: The engagement automation is not complete yet, so there will be some visual and technical changes that are shown above. The extension will be ready to go to production end of the second quarter of 2021! So, if you are interested please contact your customer success manager to receive further information.