The Manual Enrollment Trigger in Automations+ allows you to initiate workflows manually, rather than relying on a pre-defined event to take place Optix. The Manual Trigger gives you complete control over when a workflow begins, making it ideal for more unique scenarios.
What are the benefits of using the Manual Enrollment Trigger?
Complete Flexibility.
Enhanced Control.
Adaptability.
When should I use the Manual Enrollment Trigger?
Custom timing is essential. For example, when you're ready to off-board a member.
Admin review or approval is required. For example, when certain workflows should only be initiated by specific members of your team, like following up on member issues.
Ad-hoc scenarios. For example, when the workflow isn’t tied to a specific Trigger available in Optix.
How do I create an Automation with a Manual Trigger?
Go to the Automations tab in Optix.
Click on New Automation to start building a new workflow.
Select "Start from Scratch" to customize your automation.
Select Manual Enrollment from the Triggers list.
Customize the workflow actions and save your automation.
When ready, you can enroll users into the workflow on the Users page in the Optix dashboard (Manage > Users > All Users), by clicking on the 3 dots to the right of the User's name and selecting the Automation they would like to manually enroll the User into.
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