Optix

Automating tasks in Optix can significantly support enhancing efficiency, reducing manual labour, and improving the overall productivity of your admin team's day-to-day tasks. Automations can also support reducing errors and ensure consistent follow-up with your users.

Before getting started, get familiarized with the different types of terms used in Automations:

<a href="https://support.optixapp.com/en/articles/9500688-what-is-a-trigger">What is a trigger?</a>

<a href="https://support.optixapp.com/en/articles/9504348-what-is-a-condition-in-automations">What is a condition?</a>

<a href="https://support.optixapp.com/en/articles/9508690-what-is-a-delay-in-automations">What is a delay?</a>

- <a href="https://support.optixapp.com/en/articles/9500688-what-is-a-trigger">What is a trigger?</a>
- <a href="https://support.optixapp.com/en/articles/9504348-what-is-a-condition-in-automations">What is a condition?</a>
- <a href="https://support.optixapp.com/en/articles/9508690-what-is-a-delay-in-automations">What is a delay?</a>

Click on Automations (the lightning strike icon) from the left-hand bar

Click on Add Automation from the top right corner

From the side panel, you have the option to create your Automation from a Recipe, which is a great place to start if you're not quite sure how to kickstart the process or if you're looking to get some inspiration.

Select from one of the Recipes OR click on Start from scratch

1. Click on Automations (the lightning strike icon) from the left-hand bar
 
 
 
2. Click on Add Automation from the top right corner
 
3. From the side panel, you have the option to create your Automation from a Recipe, which is a great place to start if you're not quite sure how to kickstart the process or if you're looking to get some inspiration.
 
 
 
4. Select from one of the Recipes OR click on Start from scratch

Review the preview and description of the Automation

Click Open in editor and customize the Automation accordingly (i.e. Update the trigger to only send the email to users with 'Drop-in' status, customize the email you'd like to send to your users...etc)

Once you've made the appropriate updates, click Save and set live

1. Review the preview and description of the Automation
 
2. Click Open in editor and customize the Automation accordingly (i.e. Update the trigger to only send the email to users with 'Drop-in' status, customize the email you'd like to send to your users...etc)
 
 
 
3. Once you've made the appropriate updates, click Save and set live

For example, we'll be creating an Automation to send users a message to revisit the app to create a booking if they have not logged into the app in more than 7 days.

1. Set the 'Which date' field as 'Last mobile app use date'
2. Set the 'when' as 'On the date
    

Select Delay and set it for 7 days

Add a new Step and select Send an email

Configure this step accordingly and click Done

Save a name for this Automation and click Save and set live

1. Select Date as the Trigger
 
2. Configure the Trigger accordingly:
 1. Set the 'Which date' field as 'Last mobile app use date'
 2. Set the 'when' as 'On the date
 
 
 
3. Click Continue
 
4. Click Choose an action
 
 
 
5. Select Delay and set it for 7 days
 
 
 
6. Add a new Step and select Send an email
 
7. Configure this step accordingly and click Done
 
 
 
8. Save a name for this Automation and click Save and set live

Viewing all Automations in the Automations tab

After you have created multiple Automations, you will be able to quickly reference which Trigger is chosen for each Automation by looking at the icon to the left of the Automation's name:

If you need more context or information, you can easily click on the name of the Automation to view more details:

Want to learn more about Automations+? <a href="https://support.optixapp.com/en/collections/9681230-for-admins-automations">Click here to view our entire Automations+ Support Collection</a>

Before getting started, get familiarized with the different types of terms used in Automations:

How do I create an Automation?

If you selected a Recipe:

If you have selected Start from Scratch:

Viewing all Automations in the Automations tab