What is Auto-Enroll?
Auto-enroll lets you automatically add people to Journeys in three ways:
All Slack users – instantly enroll everyone in selected Journeys.
Based on HRIS or ATS data – enroll specific users using criteria like location, team, or role.
By channel join – enroll people when they join a specific Slack channel.
You won't have to log into the dashboard to upload new hires or trigger any content manually, which makes this an easy and seamless solution.
Auto-Enroll New Hires with Rules from HRIS or ATS
You can automatically enroll employees into specific Journeys based on data from your connected HRIS or ATS system. With the new rule builder, you can apply filters using fields like Department, Location, Division, and more.
How to set up auto-enroll rules:
First, Connect your HRIS or ATS
Go to Donut Journeys > Auto-Enroll in the left sidebar menu.
If you haven’t already connected your system, click the purple Connect HRIS or ATS button at the top of the page.
Start by creating your first rule
After connecting your system, you’ll see a blue banner prompting you to create your first rule.
Select a data source
If you’ve connected more than one system (e.g., BambooHR and Greenhouse), use the Source data from toggle to choose which system this rule should use.
Filter which employees the rule applies to
By default, rules apply to Everyone Imported. To narrow it down:
Click Add filter
In the pop-up window, select a field from the Employee drop-down menu (e.g., Department, Location, Employment Type, or Division)
Choose whether it is or is not a specific value
Select a value (e.g., INTERN, Design & Art, Remote Worker)
Note: Rules on the same line are joined by “or”, meaning any one of them can be true for the rule to match. Rules on different lines are joined by “and”, meaning all of them must be true for the rule to match.
Click Done
The available fields depend on what data your HRIS is sending to Donut. They can be based on location, team, role, and more.
4. Assign a Journey
Use the Enroll in dropdown to select one or more Journeys for this rule. Everyone matching the criteria will be enrolled in the selected Journey(s).
5. Add more rules as needed
Click Add new rule to define different criteria and assign additional Journeys for other groups. Click Save in the upper right corner when you’re done!
Auto-Enroll Users When They Join Specific Slack Channels
You can also choose to enroll new users into specific Journeys based on the Slack channels they join. This is great for delivering content tailored to the user’s role or department.
To configure auto-enroll by channel join:
Add Channels: Click into the drop-down field and type in the name of an existing Slack channel (e.g., #team-marketing). To add multiple channels, click the "Add new row" button.
Select a Journey Template: For each channel, assign the appropriate Journey. This ensures that users who join a specific team or role-related channel are enrolled in the corresponding Journey.
Automatically Enroll all Slack Users:
First, select Auto-Enroll from the Donut Journeys section of the left sidebar menu:
Click into the "Auto-enroll default Journeys to all new Slack users" option to view and edit the default template(s) for imported new hires.
FAQS
Who can use the auto-enroll?
For teams on the Premium Plan, only Account and Journeys admins can access and manage auto-enroll options.
Do you send to single- or multi-channel guests?
We do not send Journeys content to single- or multi-channel guests, even if you use auto-enroll. Only full Slack users receive auto-enroll content.
If you'd like to send Journeys content to guests, contact us using the Donut button on the bottom right and we'd be happy to help.
How can I be sure contractors or interns won't receive Journeys content?
If you'd like to use the auto-enroll function, we recommend making contractors or interns single- or multi-channel guests on your Slack workspace.
If that's not preferable or possible, you're welcome to opt out of auto-enroll and manually add new hires to the dashboard. We'll only send content to the users you specify if you opt out of auto-enroll.
Looking for more? Check out the related articles below or see what’s new in Donut in our release notes.