Based on Score in Course/Campaign

Why Use Score-Based Automations?

With ConveYour's automation tools, you can create adaptive learning experiences that respond to participant performance. This allows you to:

  • Reward high-achievers with exclusive content or prizes.

  • Provide additional support to lower-scoring participants.

  • Automatically segment learners based on their engagement.

Step 1: Analyze Learner Scores

Before setting up the automation, review the Leaderboard to understand score distribution. This helps determine what score ranges should trigger different actions.

Example Score Ranges:

  • High Performers: ≥ 2500 points

  • Mid-Level Participants: 1000 – 2499 points

  • Low Scorers: ≤ 800 points

The score leaderboard in ConveYour

Step 2: Create an Automation to Tag High Scorers

  1. Navigate to Main Menu > Automations and select New Automation.

  2. Choose Add/Remove Tags, then click Create.
    Adding or removing tags from contacts in ConveYour

  3. Name the automation (e.g., Tag High Scorers – Sales Training).
    Drafting an automation in ConveYour

  4. Click Create New Group to filter contacts based on score.

Creating and configuring a new group in ConveYour

Step 3: Define Group Conditions

  1. Set the filter to track learner performance:

    • Select Points Scored as the event.Selecting a new field in ConveYour

    • Choose Greater than or equal to 2500 to include high scorers.Creating a group filtered by points scored in ConveYour

    • Set Count to "any value" (captures all participants meeting this condition).

    • Set When to "any value" (captures scores regardless of time frame).Setting challenge score conditions for a ConveYour Group.

  2. Narrow the group to a specific course or campaign:

    • Click Add Field and select Campaign.Selecting a new field in ConveYour

    • Set the condition to Campaign is [Course Name].

  3. Click Save to finalize the group.


Step 4: Assign Tags to High Scorers

  1. In the Automation Definition Panel, set the automation to run once per contact, but keep it active for a set duration (e.g., 30 days).

  2. In the Action Panel, enter the tag name (e.g., highscore).Adding or removing tags in ConveYour

  3. Click Review to verify the automation.

  4. Click Launch if everything looks correct.An overview of an automation in ConveYour before launch.

Step 5: Use the Tagged Group for Targeted Messaging

Once the group is created and tagged, you can:

  • Send a congratulations message via automation.

  • Provide rewards (e.g., a prize claim link).

  • Enroll high scorers in an advanced course or challenge.

By segmenting learners based on scores, you ensure they receive personalized feedback and opportunities based on their progress.

Related Reads:

-Creating Groups

-Automations for Groups and Adaptive Learning