Auto Team Creation with Pulse and Total Access

Auto Team Creation links Pulse (GetTogethers) with Exerceo (Momenta Admin) to instantly create participant teams after a session ends. This eliminates the need for manual team setup while scaling seamlessly across large cohorts.

Use Case: A Pulse session ends, and a team is automatically created with the facilitator as team manager. Participants receive opt-in emails and can access their team via “Manage My Teams.”

• Auto-creates teams after Pulse sessions conclude
• Facilitator is assigned as Team Manager
• Participants receive email invites with opt-in/decline options
• Fully integrated with Pulse & Exerceo
• Eliminates manual follow-ups
• Ideal for large-scale programs

1. Go to Admin Momenta > More > Configure Exerceo
2. Add or edit a configuration
3. Tag the correct Pulse experiences
4. Click Save then Scan and Publish

Next:

1. Navigate to the People tab
2. Select participants > Click Add
3. Confirm by clicking Publish

Finally:

1. Go to the Teams tab in Exerceo
2. Scroll to Experience-based Team Creation
3. Click Add Experience > Select Pulse modules
4. Click Save and Publish

• At the final report screen, click Mark Complete
• A confirmation modal appears
• A success toast will confirm auto-team creation

Note: This only applies to sessions created after the configuration has been published. Retroactive sessions are not supported.

• Receives an email notification after session ends
• Can accept or decline team membership
• Declining removes them from the team and any associated data
• Accepted teams are visible under Manage My Teams

• Facilitators and Admins can access the team under Manage My Teams
• Rename team or edit details via “Edit Details”
• Monitor member progress via Teams tab
• Archive inactive teams to clean up the view

• Auto-Team Creation only works for newly created Pulse sessions
• Pulse and Exerceo mappings must be correct and synced
• Anonymous Pulse sessions are not supported
• Email notifications are handled in the Notification tab of Exerceo
• Participants can be assigned to more than one team

• Watch setup video for visual learners
• Exerceo “Add Experience” screen

• “Session Complete” modal confirmation