> ## 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.

# Enrollments

> Set up manual and automatic course enrollment, due dates, and nudges in Introw.

**Open in Introw:** [Courses](https://app.introw.io/courses)

## How it works

An **enrollment** puts a partner into a course. There are two ways to create them:

* **Manually** - pick specific partners and enroll them, optionally notifying them.
* **Automatically** - turn on auto-enrollment for a course and attach one or more **segments**; every partner in those segments is enrolled, and new partners are enrolled as they join the segment. Before you save, you can preview how many partners a segment will reach.

Each course can carry a **due date**, and you can **nudge** learners who haven't
finished from the course's tracking view. Enrollment and progress flow back to
your CRM automatically (see [Progress Tracking](../../progress-tracking)).

## Prerequisites

* **Write access to Courses** to manage enrollment.
* For auto-enrollment, **Segments** must be defined first.
* **Notifications** (email / Slack) configured to deliver enrollment alerts and nudges.
* A role limited to "own partners only" auto-enrolls just the partners that user manages.

## Settings & configuration

Enrollment settings live in the **Update course** dialog, plus a notify option in
the manual enroll dialog.

### Enrollment tab

**Enable automatic enrollment** is **off** by default; when you turn it on,
partners in the segments you choose are enrolled automatically and stay enrolled
as new partners join those segments. **Segments** is where you pick which
segments' partners get auto-enrolled - it only applies while automatic enrollment
is on, and you can preview the reach before saving.

### Advanced tab

**Due date** is **off** by default and sets a completion deadline. Choose
**Relative** - a number of **Days / Weeks / Months / Years after enrollment**, so
each partner gets the same window from when they start - or a **Fixed date** that's
the same for everyone.

### When enrolling manually

**Notify** is **off** by default and controls whether each partner gets an
enrollment notification when you enroll them by hand.

## Setup walkthrough

<Steps>
  <Step title="Decide manual vs automatic">
    For a fixed cohort, enroll partners by hand. For ongoing onboarding, use auto-enrollment by segment.
  </Step>

  <Step title="Attach segments (automatic)">
    Open **Update course → Enrollment**, enable automatic enrollment, and select the segments to target.
  </Step>

  <Step title="Set a due date (optional)">
    In **Update course → Advanced**, turn on a due date and pick Relative or Fixed.
  </Step>

  <Step title="Nudge as needed">
    From the course's tracking view, select learners who haven't completed and send a nudge.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Configure enrollment rules for a course" icon="book-open" href="/features/courses/enrollments/guides/configure-enrollment-rules">
    Auto-enroll the right segments and set a completion deadline so training targets itself and lands on time.
  </Card>

  <Card title="Manually enroll partners in a course" icon="book-open" href="/features/courses/enrollments/guides/manually-enroll-partners">
    Enroll a hand-picked cohort into a course, with an optional enrollment notification.
  </Card>

  <Card title="Nudge incomplete learners" icon="book-open" href="/features/courses/enrollments/guides/nudge-incomplete-learners">
    Remind partners who have not finished a course, in a couple of clicks, through the channels they already use.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Auto-enrollment is based on segment membership - removing a partner from a segment does not unenroll them from courses they were already placed in. Users restricted to "own partners only" will auto-enroll just their partners, so the reach preview differs by role. Enrollment emails and nudges need notification channels configured.
</Warning>

## Troubleshooting

* **Partners not auto-enrolling** - confirm automatic enrollment is on, the right segments are attached, and the partners actually match.
* **No enrollment email** - Notify was off when enrolling, or notification channels aren't set up.
* **Reach count looks low** - the acting user may be scoped to their own partners only.