For Admins | Automations
Create Automations in your Optix dashboard to optimize your operational efficiency and communications with Users
By Sarah and 1 other2 authors61 articles
- 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 a Branch in 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