> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure enrollment rules for a course

> Auto-enroll the right segments and set a completion deadline so training targets itself and lands on time.

> For ops and enablement teams that want training to target itself as partners join, and to land inside a deadline instead of drifting.

Manually enrolling partners does not scale, and it quietly breaks onboarding: every new partner who joins after you set up a course gets missed. Training with no deadline tends to slip to the bottom of everyone's list. This guide sets both rules on a course at once: auto-enrollment so the right segments are always enrolled, and a due date so completion lands inside a window you can nudge against.

## What you'll achieve

A course that automatically enrolls every partner in the segments you choose (now and as new partners qualify) and carries a completion deadline, either relative to each partner's enrollment date or a fixed calendar date, stamped on every enrollment and synced to your CRM.

## Before you start

<Steps>
  <Step title="Confirm access">
    You need a team role with write access to Courses.
  </Step>

  <Step title="Define your segments">
    Have the target segments ready (for example, "New resellers"). Auto-enrollment is driven by segment membership.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/courses/enrollments/guides/configure-enrollment-rules/steps/01.png?v=1783361850" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/courses/enrollments/guides/configure-enrollment-rules/video.webm?v=1783361850#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/courses/enrollments/guides/configure-enrollment-rules/walkthrough.html?v=1783361850" />
  </Tab>
</Tabs>

## Steps

### Auto-enroll the right segments

<Steps>
  <Step title="Open the Enrollment tab">
    Open the course from [Courses](https://app.introw.io/courses), select **Configure**, and go to the **Enrollment** tab, where automatic enrollment is configured.

    <Frame>
      <img src="https://assets.introw.io/docs/features/courses/enrollments/guides/configure-enrollment-rules/steps/05.png?v=1783361850" alt="Open the Enrollment tab" />
    </Frame>
  </Step>

  <Step title="Turn on automatic enrollment and pick segments">
    Set up who gets enrolled:

    * **Enable automatic enrollment** - switches the course from manual-only to segment-driven. With it on, Introw keeps the enrollment list in sync with the segments you choose.
    * **Segments** - select one or more segments whose partners should take the course. Everyone who matches now is enrolled, and anyone who joins those segments later is enrolled automatically. Before you save, check the reach preview so you know how many partners this will enroll.

    One important behavior: removing a partner from a segment, or removing a segment from the course, does not unenroll partners who are already enrolled. Auto-enrollment only ever adds; to take someone out of a course you unenroll them directly. This protects in-progress learners from losing their place.

    <Frame>
      <img src="https://assets.introw.io/docs/features/courses/enrollments/guides/configure-enrollment-rules/steps/06.png?v=1783361850" alt="Turn on automatic enrollment and pick segments" />
    </Frame>
  </Step>
</Steps>

### Set a completion deadline

<Steps>
  <Step title="Open the Advanced tab">
    Still in the **Update course** dialog, go to the **Advanced** tab, where course-wide rules like the due date and passing score live.

    <Frame>
      <img src="https://assets.introw.io/docs/features/courses/enrollments/guides/configure-enrollment-rules/steps/07.png?v=1783361850" alt="Open the Advanced tab" />
    </Frame>
  </Step>

  <Step title="Enable a due date and choose its type">
    Turn the due date on, then choose how the deadline is calculated:

    * **Relative** - set an amount and unit (**Days**, **Weeks**, **Months**, or **Years**) measured from each partner's enrollment date. Use this so every partner's onboarding runs on the same clock no matter when they join. This pairs naturally with auto-enrollment, where partners enroll on a rolling basis.
    * **Fixed date** - pick a single calendar deadline that applies to everyone. Use this when the whole cohort needs to be ready for the same moment, like a product launch or a partner kickoff.

    <Frame>
      <img src="https://assets.introw.io/docs/features/courses/enrollments/guides/configure-enrollment-rules/steps/08.png?v=1783361850" alt="Enable a due date and choose its type" />
    </Frame>
  </Step>

  <Step title="Save changes">
    Select **Save Changes**. Matching partners are enrolled right away, future joiners are enrolled automatically, and the due date is stamped on each enrollment and synced to your CRM so deadlines are visible to sales and partner managers too.
  </Step>
</Steps>

## Verify it worked

The **Auto enroll** column on the Courses list shows **Enabled**, partners in the selected segments appear as enrollments, each enrollment shows the computed due date, and the due date appears on the synced Course Enrollment record in your CRM.

## Related

<CardGroup cols={2}>
  <Card title="Manually enroll partners" icon="user-plus" href="./manually-enroll-partners">
    Add a hand-picked cohort on top of the rules.
  </Card>

  <Card title="Nudge incomplete learners" icon="bell" href="./nudge-incomplete-learners">
    Remind partners approaching or past the deadline.
  </Card>

  <Card title="Monitor course progress" icon="chart-line" href="../../progress-tracking/guides/monitor-course-progress">
    Track who is on track against the deadline.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Auto-enrollment, reach previews, and due dates.
  </Card>
</CardGroup>
