Keep certificate cohorts together in ActiveTrail
Batch the audience organization for credential follow-up into a predictable scheduled task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Group Member
Adds a contact to a group, creating the contact if needed.
Why this helps
Sorting a cohort of certificate recipients into an email group one by one adds avoidable context switching.
- Add recipient details from a supplied roster to a specified ActiveTrail group.
- Organize a cohort for later communication in one scheduled run.
- Reduce repeated contact administration.
Setup
Build it in a few focused steps.
- 1Connect Accredible and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for cohort grouping.
- 3Tell Notis to add each recipient in the roster you provide to the specified ActiveTrail group.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real recipient roster and confirm group membership in ActiveTrail.
Questions about this workflow
Where does the recipient roster come from?
The available Accredible context lists no trigger or roster-fetch action. Supply the roster to Notis for the scheduled run.
What details should I include?
Include each recipient's email and the target ActiveTrail group. Add optional contact details if you want them included.
Can this create or update group members?
This action adds a member to a group. Use the Create or Update Group Member action if you want the workflow to explicitly handle updating existing member details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to ActiveTrail. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Adds a contact to a group, creating the contact if needed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Retrieves daily statistics on subscribed and unsubscribed contact counts.
Add Mailing List Member
Creates a contact or adds one to a mailing list and groups; an email address or SMS number is required.
Create a New Group
Creates an empty contact group.
Create Contact
Creates a new contact.
Create Campaign
Creates an email campaign in draft unless configured to send it.
Create Content Category
Creates a content category.
Create Campaign for Contacts
Creates and sends an email campaign to selected contacts.
Connect any two apps with Notis in the middle.
Accredible certificates and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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