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: Start workflows at any time, independent of system triggers or automated conditions.
Enhanced Control: Decide exactly when and for whom a workflow begins, ensuring actions happen only when appropriate.
Adaptability: Decide exactly when and for whom a workflow begins, ensuring actions happen only when appropriate.
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 does the Manual Enrollment Trigger work?
How does the Manual Enrollment Trigger work?
The Automation does not run automatically
An admin must manually enroll users into the workflow
Actions only begin once a user is enrolled
This makes the Manual Enrollment Trigger fundamentally different from event-based triggers like “New plan added” or “User created.”
How do I create an Automation with a Manual Trigger?
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.
How to manually enroll users into the Automation
How to manually enroll users into the Automation
Once the Automation is saved:
Go to Manage > Users > All Users
Click the three-dot menu next to the user’s name
Select the Manual Enrollment Automation you want to run
You can also bulk enroll users into a manually triggered Automation. To bulk enroll users into Manual triggered automations:
Click on Users from the left-hand menu
Select All Users
Select the Users of your interest (or select all)
Click on Automations on the blue banner at the bottom of the dashboard
Select the Automation of your interest
Click Enroll now
Note: Only Automations with "Manual Enrollment" triggers can be used to bulk enroll users.
FAQs
FAQs
Does a Manual Enrollment Automation run automatically?
No. Manual Enrollment Automations only run after an admin manually enrolls a user.
Can I enroll multiple users at once?
Yes. You can bulk enroll users into a Manual Enrollment Automation from the Users page.
Can Manual Enrollment Automations include the same actions as other Automations?
Yes. Manual Enrollment only affects how the workflow starts. All supported Automation actions can still be used.
Can users enroll themselves into a Manual Enrollment Automation?
No. Enrollment must be performed by an admin from the Optix dashboard.
Troubleshooting
Troubleshooting
I don’t see the Manual Enrollment option when creating an Automation
Make sure you selected Start from scratch
Check that you’re viewing the full trigger list
The Automation isn’t running after I created it
Confirm the Automation is saved
Make sure the user has been manually enrolled
Verify the Automation is not paused
I don’t see the Automation in the user’s three-dot menu
Confirm the Automation uses a Manual Enrollment Trigger
Check that the Automation is active and saved
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