For Admins | Automations
Create Automations in your Optix dashboard to optimize your operational efficiency and communications with Users
By Sarah and 1 other2 authors60 articles
How can I use automations to help with overdue Invoices?
How much does Automations+ Cost?
How do I upgrade or downgrade my Automations+ action limit?
How many Automation Actions are included in my subscription?
What is pay-per-action for Automations+?
Is there a limit to the number of Steps or Actions I can complete with Automations+?
What are default Automations?
What happens when I change a default Automation?
How can I see how many actions I've used?
What happens if I go beyond my action limit?
What is the difference between Automations+ and Automations?
What is an Automation?
What are Templates and how can I use them for my business?
Can I use automations to email Leads?
What is an Enrollment?
What is a Trigger?
What is an Action in Automations?
Can all Admins create Automations?
What is a Delay in Automations?
What is a Condition in Automations?
Is there a limit to the number of steps in an automation?
How do I send an automated message to only team admins vs. the whole team?
How do I personalize the text in an automated message with specific members' details?
How do I name my Automation?
How do I send an automated message to an Optix Admin?
How do I create an Automation?
What are some Conditions I can use in Automations?
What is the Manual Enrollment Trigger?
What is the Resource Booking ended Trigger?
What are the 'Invoice became due / overdue' Automation Triggers?
What are the 'Document Sent / Complete' Automation Triggers?
What is the Account Type Changed Trigger?
What is the New Unconfirmed User Trigger?
What is a Control in Automations?
How can I duplicate an Automation?
What are the Automation statuses?
What are automation labels?
How do I know that my Automation is working?
How do I delete a step in an Automation?
How do I pause an Automation?
How can I use Labels in Automations?
Can I re-enrol a User in a new version of an automation?
How can I see who has received messages and emails from an Automation?
How do I unenroll a User from an Automation?
How do multiple versions work with Automations?
How can I edit or change a live Automation?
How do I end or pause an Automation?
How do I view the Enrollments for an Automation?
What is the default subject line of emails when I send an email Automation?
How can I personalize messages and emails with automations?
How do I test my Automation emails?
Where are emails from Automations sent? Can my members reply to these emails?
How do I connect my personal email from Automations?
How do assignment details macros work in Optix?
Using Automations to send custom instructions to Members and Leads
How to engage with prospective members or Leads using Automations
How to notify Users when they are running low on Allowance
How to automatically add allowance to your Users' account
How I can run a promotion for new members or incentivize memberships?
How to automate sending door access codes to members