Overview

This article shows you how to add a Manual Call action to your automations in Enrollio. This action creates call tasks automatically when your automation is triggered — perfect for tour follow-ups, enrollment check-ins, or parent outreach that needs a personal touch.

What is a Manual Call Action?

A Manual Call Action is a step in your automation that assigns an outbound call task to a team member. When the automation runs (based on triggers like form submissions, tags, or tour bookings), the parent or family appears in your Manual Actions queue, ready for a phone call.

Why Use Manual Call Actions?

  • Automation with a personal touch: Automatically create call tasks without losing the human connection parents expect
  • Centralized queue: Your team sees all assigned calls in one place under Manual Actions
  • Clear tracking: Check statuses like "Yet to Call" or "Completed" so nothing falls through the cracks
  • Flexible triggers: Set up calls based on tour requests, waitlist adds, enrollment milestones, and more

How to Add a Manual Call Action

Manual Call Actions are added from the automation builder. Follow these steps:

  1. Navigate to Marketing in the left sidebar
  2. Click + Create Automation
  3. Click + Add Trigger and choose your trigger (e.g., "Form Submitted" or "Tag Added")
  4. Click the + icon beneath your trigger to add a new action
  5. Select Manual Action To Call from the action list
  6. Give your action a clear name like "Call New Tour Request"
  7. Assign the call to a specific team member or use round-robin assignment
  8. Click Save, then Publish your automation

[SCREENSHOT: automation builder showing Manual Action To Call step being added after a trigger, with name field and assignment options visible]

Pro Tip: Name your Manual Call actions specifically ("Follow up on tour", "Check waitlist interest") so your team knows the context when they see the task.

Viewing and Managing Manual Calls

Once your automation triggers, assigned calls appear in your Manual Actions queue. Here's how to find them:

  1. Click Conversations in the left navigation
  2. Select the Manual Actions tab at the top
  3. You'll see all call tasks generated by your automations
  4. Click Let's Start next to any task to begin the call

[SCREENSHOT: Conversations section with Manual Actions tab selected, showing a list of pending call tasks with "Let's Start" buttons]

After completing a call, log your notes and results directly in the parent's contact record for future reference.

Frequently Asked Questions

Can I assign calls to specific team members?

Yes. When setting up the Manual Call action, you can assign it to a specific user or distribute calls using round-robin assignment across your team.

Where do I log call notes after completing a task?

Call notes and results are logged in the parent or family's contact record. This keeps all communication history in one place.

What triggers work best for Manual Call actions?

Common triggers include: tour request submissions, "Hot Lead" tag added, enrollment application started but not completed, or waitlist sign-ups. Choose triggers that indicate a family needs personal follow-up.

Can I set up multiple call tasks in one automation?

Yes. You can add multiple Manual Call actions at different points in your automation — for example, one call after a tour request and another if they don't respond within 3 days.