Triggers: Starting Your Automations

Triggers are the starting point for every automation in Enrollio. They tell the platform when to start an automated sequence—like sending a welcome text when a family books a tour, or following up when an enrollment opportunity goes stale.

What Are Triggers?

A trigger is an event that kicks off an automation. Think of it as the "if this happens" part of your automation rules.

Common trigger examples:

  • A prospective family fills out your inquiry form
  • A parent books a tour appointment
  • An enrollment opportunity hasn't been updated in 7 days
  • A family's contact information is updated
  • A tag is added to a parent record
[SCREENSHOT: Automation builder showing the trigger selection dropdown with childcare-relevant examples like "Form Submitted," "Appointment Booked," "Tag Added"]

How Triggers Work

Every automation starts with a trigger. When that event happens in Enrollio, the automation runs through its steps—sending messages, updating records, assigning tasks, or notifying your team.

You can set up multiple automations with the same trigger. For example, when a family books a tour, you might have one automation that sends them a confirmation text and another that notifies your enrollment coordinator.

Common Trigger Types

Form Submissions

Start an automation when a family completes a form on your enrollment site or landing page. Perfect for inquiry follow-up sequences.

Appointment Actions

Trigger automations when tours are booked, rescheduled, or completed. Send reminders, follow-ups, or next-step instructions automatically.

Tag Changes

Use tags to organize families by interest, status, or program. Trigger automations when specific tags are added or removed.

Enrollment Opportunity Updates

Start automations when opportunities move through your enrollment pipeline, go stale, or reach certain milestones.

[SCREENSHOT: List of trigger categories in the automation builder with "Appointment," "Enrollment Opportunity," "Form," and "Tag" options visible]

Setting Up a Trigger

  1. Navigate to Automations in your Enrollio dashboard
  2. Click Create Automation
  3. Select your trigger from the dropdown menu
  4. Configure the specific conditions (which form, which tag, which pipeline stage, etc.)
  5. Add your automation steps
  6. Save and activate your automation
Pro Tip: Start simple. Pick one repetitive task—like tour confirmations or follow-up reminders—and automate it first. You can always add more triggers and automations as you get comfortable with the platform.

Managing Your Triggers

You can edit, copy, or pause any trigger from your automations list. If an automation isn't working as expected, check that your trigger conditions are set correctly—sometimes a small detail makes all the difference.

Need to test a trigger? You can manually run an automation to see it in action without waiting for the actual event to occur.

[SCREENSHOT: Automation list view showing toggle switches to activate/deactivate automations, with edit and copy options visible]

Related Topics

  • Creating Your First Automation
  • Enrollment Opportunity Automations
  • Setting Up Stale Opportunity Alerts
  • Using Tags to Organize Families