Bulk Enroll
Forty people, one action.
Upload a CSV or add members manually, and access to courses, events, cohorts, and content is assigned automatically as they land.
The group fulfillment chain
Sell
>
Enroll
>
Delegate
>
Report
The manual version does not scale past about six people
Available now as custom build.
How people get in
Everything available to you.
Several routes, because buyers arrive with data in different shapes.
Getting the list
Input methods
- CSV upload with column mapping
- Manual entry for small groups
- Claim links, where the buyer distributes rather than supplies names
- Automatic from a CRM tag, role, or purchase
- API, for platforms syncing from an HR system
On enrollment
What gets assigned
- Course and program enrollment
- Team or cohort membership
- Event registration
- Content access via tags
- Starting points, level, or onboarding checklist
Messy data
Handling reality
- Existing members matched rather than duplicated
- Invalid rows flagged before anything is created, not after
- Partial imports, so one bad row does not fail the batch
- Preview before commit
Telling them
Communication
- Welcome sequence triggered per member
- Staggered sending, so forty people do not all arrive at once
- Different message for existing members than for new accounts
- Reminder to anyone who has not logged in after a set period
Managing the group
Afterwards
- Add to the batch later as headcount grows
- Remove somebody and free their seat
- Move members between cohorts
- Re-run the import to sync changes
Worked example
A messy CSV, handled properly
Forty two rows, four of them problems. None of it reaches you.
Corporate purchase
40 seats
Enroll
Manager uploads a CSV of 42 people
Columns mapped once. The mapping is remembered for next time.
Enroll
Preview flags four rows before anything is created
Two duplicates already on the platform, one bad email, one missing name.
Delegate
She fixes three and skips one, then commits
38 new accounts, 2 matched to existing members, nothing duplicated.
Enroll
Access, cohort tag, and onboarding checklist applied
Each person lands in the right place with a first task waiting.
Report
Welcome emails staggered over two hours
Rather than forty simultaneous sends that trip a spam filter.
Recipes
Three you could build this afternoon.
Preview before you commit
When
Only if
Then
Match, do not duplicate
When
Only if
Then
Stagger the welcome
When
Only if
Then
Before you build
Three things worth knowing.
Note
Always allow partial import. Failing a batch of forty because one row is malformed wastes everybody time.
Note
Keep the column mapping. Buyers export from the same system every quarter and remapping every time is friction they notice.
Note
Bulk enrollment without bulk removal is half a feature. People leave companies.
The rest of TEAMS
Bulk Enroll is one of 7 parts.
Team & Cohort Management
Credit, Seat & Token System
Bulk Enroll
Admin Management
Multiple Admin Levels
Course & Content Access Control
Team Reporting
Put Bulk Enroll to work.
Tell us what you are trying to get members to do, and we will show you the Flow that does it.