There are 4 default Automations that are auto-loaded into your Automations tab on Optix:
New plan email
Invoice paid email
New booking email
New active users welcome email
These Automation cover some of the most active areas of your dashboard, giving you a great introduction to the power of automation and helping you understand how you could use and leverage it before adding more advanced features to your collection.
Note: These 4 Automations represent standard workflows and email functions that have historically not been visible to Optix admins. Within the new Automations feature, you are now able to edit these Automations to better suit your needs.
Customizing the default Automations to maximize Member communication
Example: As an Admin, I would like to alter the "New active user welcome email" automated workflow to be specifically-tailored to our coworking community, and how our flex space it set up.
How can I do this within Optix Automations?
Click on the Automations tab
Click on the New active user welcome email Automation
Click on the Pencil icon to edit
Click on Edit automation
Click on the Send email step to edit the step
Make the desired edits on the "Send email" edit window
Click Done in the top right corner of the edit window
Click Save in the top right corner of the Automation canvas to save your Automation
Add version notes to "Save new version" page, and click Confirm
Note: we recommend adding detail to your Version notes, to help you in the future if you need to review the changes made over time.