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Understanding Enrollment Statuses

Learn what each enrollment status in the delivery tracker means, how Arist decides which enrollment sends next, and which actions reorder a learner's queue or act on delivery that has stalled.

Platform access level: Org Admins, Managers, and Distributors (anyone who delivers courses).


Enrollment statuses tell you where every learner stands after you launch a course, so you can catch delivery problems while there is still time to fix them. This guide defines each status in the delivery tracker, what you can do from each one, and where to act on the learners behind it.


1. Finding statuses in the delivery tracker

Open the Delivery tab in the left sidebar.

the left sidebar with the Delivery entry circled, above Automations and Analytics, beside the breadcrumb for the schedule it opens

Select your schedule to open its delivery tracker.

a schedule's delivery tracker cropped to the side panel, which lists every enrollment status in order with its learner count and has Active selected, beside the enrollment table with its Status and Status date columns

The side panel breaks down every learner by enrollment status, with a count next to each one. Select a status to see which learners are in it.


2. What each status means

Each status answers one question: is this learner still receiving the course, and if not, why not. The tracker lists them in this order.

Status

What it means

Active

The learner is currently enrolled and receiving lessons.

Not engaged

The last lesson went out five or more days ago and the learner has not replied.

Up next

The enrollment is waiting its turn and starts on its own once an earlier one finishes. A learner runs up to three at a time.

Scheduled

The enrollment is set to start on a future date, read in the learner's own timezone.

Error

The enrollment hit an issue that prevents delivery. Hover over the status for the specific error and troubleshooting steps.

Paused

Delivery is paused, either from the tracker or by the learner replying PAUSE.

Opted out

The learner opted out of delivery by replying STOP or UNSUBSCRIBE, which is possible on SMS, WhatsApp, and Email.

Canceled

The enrollment was stopped before it finished, from the tracker, by the learner ending their own enrollment, or by Arist closing an enrollment that has been open for over a year with no recent activity (section 7). A Teams or Slack learner who cancels their own enrollment shows here, never as Opted out.

Completed

Every lesson has been delivered to the learner.

Important: Completed means every lesson was delivered. It does not mean the learner read or answered them. On a schedule with required responses turned on, an unanswered question holds the enrollment open rather than completing it. For how learners interacted with the course, see Reviewing Analytics.


3. Ordering the queue that decides what sends next

When a course has not gone out, check the queue first. A learner who already has an enrollment running on a channel receives the next course you add on that channel only after the first one ends. The queue runs in the order learners were enrolled, not in the order of launch dates. Enroll a learner in a course dated September 4, then enroll them on the same channel in a course dated August 31, and the September course still sends first.

one learner's queue on one channel, three enrollments left to right in the order they send, where the course enrolled last sends last even though its launch date is the earliest of the three

An overtaken launch date is handled by the schedule type. On a Basic schedule the launch date is recalculated when the enrollment ahead leaves the queue. On a Custom schedule whose last delivery date has already passed, the waiting enrollment is canceled when its turn comes and the learner receives nothing.

To get a waiting course moving, look at the enrollment in front of it. The enrollment at the head of the queue is in one of five statuses: Active, Not engaged, Scheduled, Paused, or Error.

Pausing that enrollment lets the course queued behind it on the same channel or single-threaded queue start on its own. Canceling that enrollment releases the next course too. If you resume the paused enrollment later, it goes to the back of that queue.

The Up next badge does not mean sends next. An enrollment waiting on its date alone reads Scheduled, and one that is both queued and dated in the future reads Up next. Read the queue order to see what the learner receives next. Move an Up next enrollment; the other statuses stay where they are.

Three actions change a queue. The menu at the end of each row offers whichever ones apply to that enrollment.

the Enrollments tab of a learner profile with three enrollments ordered by date enrolled, one Active and two Up next, and the row menu open on the last one showing Manage, Start, Prioritize, and Cancel

A learner's profile lists their enrollments by DATE ENROLLED, which is the order the queue runs them in. Take the first action in this table that does the job.

Action

What it does

What it costs

Where it is offered

Select order

Drag the waiting courses into the order you want, then save.

Nothing is canceled.

A row menu on the Queues tab, while more than one course in that queue is Up next.

Prioritize

Moves one enrollment to the top of the learner's queue. It starts once the course ahead of it is completed or canceled.

Nothing is canceled.

A row menu on either tab, on an enrollment that is at least third in line.

Start enrollment now

Releases the enrollment from the queue. It then follows its own schedule and launch date.

Cancels every enrollment ahead of it.

A row menu, and the bulk action bar on the Up next status.

Open the Queues tab to see the order outright. Each row is one queue, named after its channel. Expand a row to list its courses with a Queue # column. Choose Select order from that row's menu to open the Queue order window, drag the courses, and save.

The enrollment at the front of the queue is not in that list, so pause or cancel it when it is the one in your way. Only Start enrollment now works on a multi-select.

Important: Select order and Prioritize reorder a queue and cancel nothing. Start enrollment now cancels every enrollment ahead of the one you start, and those cannot be recovered, so re-enroll those learners yourself afterwards.

The enroll flow's review step uses the word queued for two different things. Will be queued predicts this enrollment landing behind an existing one on the same delivery address and the same channel, so an enrollment on a different channel does not flag it. # Queued Enrollments counts the queue that learner has right now.

Every channel keeps its own queue, so content on separate channels runs side by side. Put content that must not wait behind a training, such as a survey or an announcement, on a channel of its own. Managing Channels covers creating a channel and assigning it to a schedule. Nudges never queue.


4. Using the bulk action bar

Select the rows you want to act on, and a bar appears at the bottom of the tracker.

the Opted out status open with ten rows selected and the bulk action bar reading 10 enrollments selected, the Select all 26 enrollments across all pages link, its single action Send opt-out notification, and the X that clears the selection

The bar counts what you selected and offers the actions available for that status. Use the Select all enrollments across all pages link to select every enrollment the status holds, not just the page in front of you. The X at the end of the bar clears your selection.

Every action opens a confirmation window first, and selecting Confirm is what applies the action. The windows for the Cancel, Pause, and Resume actions carry a checkbox that lets you choose whether learners are told about the change.

Two actions, Add to cohort and Enroll in schedule, appear on every status, including Completed, if your role can manage cohorts or schedules. The table below lists what else each status offers.

The status-specific actions change with the status you have open. Active offers four of them. Opted out offers one, Send opt-out notification, which asks the selected SMS learners to reply START if they want to opt back in.

Status

Status-specific bulk actions

Active

Pause, Cancel, Resend, Complete

Not engaged

Pause, Cancel, Resend, Complete

Up next

Cancel, Start enrollment now

Scheduled

Cancel

Error

Cancel, Rewind, Get help

Paused

Resume, Cancel

Opted out

Send opt-out notification

Canceled

Re-enroll

Completed

None

Five of these actions are worth spelling out.

  • Resend: Send the most recent course message again.

  • Start enrollment now: Release the enrollment from the queue, which cancels any enrollment the learner has in progress or up next. It then follows its own schedule, and section 3 covers the two actions that reorder a queue without canceling anything.

  • Complete: Mark enrollments that already received every lesson as Completed. Learners are not messaged about the change.

  • Add to cohort: Add the selected learners to a cohort without leaving the tracker.

  • Enroll in schedule: Enroll the selected learners in another schedule without leaving the tracker.

Use these steps when the enrollments you want to pause are in Active or Not engaged.

  1. Open Delivery and select the schedule.

  2. Select the learners you want in that status.

  3. Use Select all enrollments across all pages if you need every enrollment in that status, and check the count on the bar.

  4. Choose Pause in the bottom action bar.

  5. In the confirmation window, leave Send confirmation message to learners about this change unchecked to pause without messaging learners.

  6. Select Confirm to apply the pause.

The checkbox is optional and only decides whether learners get a message about the status change. Selecting Confirm applies the pause either way. If a paused enrollment was holding up a queue, the course waiting behind it on the same channel or single-threaded queue starts on its own.


5. Rewinding an enrollment in the Error status

Open the Error status to see which enrollments hit an issue.

the Error status open with every row selected and the bulk action bar showing Cancel, Rewind and Get help

An Error rarely fixes itself, so act on each one. From the Error status the bar offers three actions.

  • Rewind: Roll the enrollment back to the first point of failure and pick up from there.

  • Get help: Email Arist support the list of enrollments you selected.

  • Cancel: Stop all scheduled messages for the selected enrollments. This cannot be undone.

Tip: Check the tracker within the first few delivery days. The earlier you catch an Error, the fewer lessons that learner misses.


6. Resuming an enrollment from the Paused status

Open the Paused status to see everyone whose delivery is on hold.

the Paused status open with rows selected and the bulk action bar showing Resume and Cancel
  1. Open the schedule's Paused status in the side panel.

  2. Select the learners you want.

  3. Choose Resume in the bottom action bar.

  4. Select Send confirmation message to learners about this change first if you want learners told, then select Confirm to apply the resume.

The confirmation window tells you that resuming will continue each learner from where they left off. If another course is running on the same channel or single-threaded queue, the resumed enrollment goes to the back of that queue. In that case, the tracker shows Up next, and the enrollment starts on its own when its turn comes.

Learners who replied PAUSE are in this status too, and Cancel is the other action this status offers.


7. Re-enrolling a learner from the Canceled status

A canceled enrollment can be started again from the tracker.

the Canceled status open with rows selected and the bulk action bar showing its single action, Re-enroll

Select the rows and choose Re-enroll. It applies to learners who are still subscribed. A learner who opted out stays unsubscribed until they opt back in themselves, so send an opt-out notification from the Opted out status and let them reply START.

Canceled enrollments could be closed by the Arist platform. An enrollment that has stayed open for more than a year with no activity in the last 90 days, counted from the date the learner was enrolled, is canceled. If that learner had other courses lined up behind it on the same channel, each of those is canceled too, if the learner was enrolled in it more than three months ago, however active the learner has been.

Note that no one is notified following this action, and the status hover reads Canceled by System. Re-enroll works the same way for these.

Section 3 covers a different automatic cancellation, the one that closes a waiting enrollment on a Custom schedule whose last delivery date has already passed.


8. Checking one learner from their profile

When a single learner reports a problem, start from their profile instead of the tracker. Open the Learners tab, search for the learner, and open their profile.

the Enrollments table on a learner profile, listing each course the learner is enrolled in with its address, dates and a status badge, here Not engaged, Canceled and Active

The Enrollment section lists every course they are enrolled in, with the status next to each enrollment, so you can tell whether delivery stalled on this course alone or on every course the learner is in.


9. Reading the statuses learners set with PAUSE or STOP

A learner can reply PAUSE in any course conversation to pause their own enrollment, which shows as Paused in the tracker. Replying STOP or UNSUBSCRIBE unsubscribes a learner instead, which shows as Opted out.

Important: How STOP behaves depends on the delivery method. On SMS, WhatsApp, and Email it opts the learner out of delivery. On Microsoft Teams and Slack, STOP does not cancel an enrollment, and learners are directed to use PAUSE instead. If a Teams or Slack learner needs out entirely, an Org Admin can cancel the enrollment from the Learners tab.


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Note: Need help at any point? Reach out to your Arist Customer Success contact, or email [email protected].

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