Overview

By default, when a family has multiple enrollment opportunities (like enrolling two siblings or applying for different programs), only the most recent opportunity enters your automation. This can cause confusion and missed follow-ups.

The "Allow Multiple Opportunities" setting changes this. When enabled, each enrollment opportunity for a family triggers its own separate automation execution, so you can manage each child's enrollment journey independently.

What This Setting Does

Setting Name: Allow Multiple Opportunities

What happens when enabled:

  • Each enrollment opportunity associated with a family enters the automation as a separate execution
  • Updates to an opportunity won't restart the automation — it continues from its current step using the updated information
  • Multiple opportunities for the same family can progress through your automation simultaneously

How to Enable This Feature

  1. Navigate to Settings in your automation
  2. Look for the "Allow Multiple Opportunities" toggle at the top of the settings page (it's near the "Allow Re-entry" option)
  3. Toggle the switch to ON
  4. Click Save to apply your changes
[SCREENSHOT: Automation settings page showing the "Allow Multiple Opportunities" toggle in the ON position, located near the top of the settings panel]

Real-World Example

Let's say the Martinez family is enrolling two children at your center:

  • One opportunity for Sofia Martinez (Toddler Program)
  • One opportunity for Carlos Martinez (Preschool Program)

You have an automation that triggers when an enrollment opportunity is updated and sends a text reminder to the parents after 2 days.

With "Allow Multiple Opportunities" OFF (default):

  • Sofia's opportunity updates on Monday at 8 AM → Text sent to the Martinez family
  • Carlos's opportunity updates on Monday at 12 PM → No text sent (the automation skips because a more recent opportunity exists)

With "Allow Multiple Opportunities" ON:

  • Sofia's opportunity updates on Monday at 8 AM → Text sent to the Martinez family
  • Carlos's opportunity updates on Monday at 12 PM → Another text sent to the Martinez family

Both enrollment opportunities progress through your automation independently, ensuring no child's enrollment journey is overlooked.

💡 Pro Tip: Enable this setting when you frequently work with families enrolling multiple children or when families apply for different programs simultaneously. This ensures each enrollment gets the attention it deserves.

Important Notes

  • This setting applies to the entire automation — you can't enable it for some steps and not others
  • Updating an opportunity mid-automation won't restart it from the beginning; the automation continues with the updated information
  • Consider your text message and email frequency when enabling this feature to avoid overwhelming families with too many communications