Workflows & Automations
Creating automations, triggers, drip campaigns, and re-engagement sequences.
- A/B Testing in Email Campaigns
- Actions & Triggers in Automations with Manus
- Add Buttons to Your Email Templates
- Add Notes to Appointments with Automations
- Add Product Element in Email Campaigns
- Add to Automation Action
- Adding Multiple Review Links to Your Email Templates
- Advanced Builder for Automations
- Advanced Filters for Custom Objects in Enrollio
- AI Schedule: Send Emails When Parents Are Most Likely to Open Them
- AI Tour Booking Assistant — Automation Action
- AI-Powered Appointment Booking in Automations
- AI-Powered Automation Action with OpenAI
- AI-Powered Custom Code Generation in Automations
- AI-Powered Email Generation in Automations
- Allow Re-Entry
- Automating Enrollment Opportunities
- Automation Action - Add Parent Tag
- Automation Action - Add to Notes
- Automation Action - AI Decision Maker
- Automation Action - AI Intent Detection
- Automation Action - AI Summarize
- Automation Action - AI Translate
- Automation Action - Assign Owner to Enrollment Opportunity
- Automation Action - Assign Staff Member
- Automation Action - Assign To User
- Automation Action - Call
- Automation Action - Clear Associated Center Fields
- Automation Action - Clear Fields of Associated Record for Parent
- Automation Action - Clear Fields of Center or Associated Family
- Automation Action - Create a Custom Record for a Family
- Automation Action - Create Enrollment Opportunity
- Automation Action - Create Parent/Family Record
- Automation Action - Create Task
- Automation Action - Custom Code
- Automation Action - Custom Code AI
- Automation Action - Date/Time Formatter
- Automation Action - Do Not Disturb (DND) Parent/Family
- Automation Action - Drip
- Automation Action - Edit Conversation
- Automation Action - Facebook Interactive Messenger
- Automation Action - Find Enrollment Opportunity
- Automation Action - Go To
- Automation Action - Goal Event
- Automation Action - Google Sheets
- Automation Action - If/Else Conditions
- Automation Action - If/Else New Features
- Automation Action - Internal Notification
- Automation Action - Manual Call
- Automation Action - Manual Text Message
- Automation Action - Math Operation
- Automation Action - Number Formatter
- Automation Action - Remove from Automation
- Automation Action - Review Request
- Automation Action - Send Text Message
- Automation Action - Slack Message
- Automation Action - Text Formatter
- Automation Action - Transfer Call (Phone System)
- Automation Action - Update Custom Values
- Automation Action - Update Parent/Family Field
- Automation Action - Voicemail Drop
- Automation Action - Wait
- Automation Action - Webhook (Outbound)
- Automation Action – Add Associated Records to Automation
- Automation Action – Create and Associate Organization
- Automation Action – Create Organization or Associated Family
- Automation Action – Find Custom Record / Find Company
- Automation Action – Remove Associated Records from Automation
- Automation Action: Add Follower(s) to Enrollment Opportunity
- Automation Action: Book Tour Appointment
- Automation Action: Create or Update Enrollment Opportunity
- Automation Action: Event Start Date
- Automation Action: GPT History (AI Memory)
- Automation Action: If/Else Branching
- Automation Action: Log External Call
- Automation Action: Math Operation
- Automation Action: Remove Followers from Enrollment Opportunity
- Automation Action: Update Tour Status
- Automation Actions - Add Parent Follower
- Automation Actions - Enrollio AI
- Automation Actions - Modify Parent Engagement Score
- Automation Actions - Remove Parent Follower
- Automation AI Assistant
- Automation AI Builder
- Automation Builder Walkthrough
- Automation Builder: Learn More Using AI
- Automation Notes, Action Notes & Sticky Notes
- Automation Overview Dashboard
- Automation Performance Stats
- Automation Recipe: Facebook Comment to File Download
- Automation Recipe: Facebook Comments with AI-Powered Responses
- Automation Recipe: Instagram Comment to DM Flow
- Automation Setting: Stop On Response & Call Action Disable Voicemail Detect
- Automation Settings - Overview
- Automation Trigger - Birthday Reminder
- Automation Trigger - Call Details
- Automation Trigger - Call Status
- Automation Trigger - Call Transcript Generated
- Automation Trigger - Center Profile Changed
- Automation Trigger - Coupon Code Applied
- Automation Trigger - Discount Code Redeemed
- Automation Trigger - Documents & Contracts
- Automation Trigger - Enrollment Opportunity Changed
- Automation Trigger - Enrollment Page View
- Automation Trigger - Exact Match & Contains Phrase
- Automation Trigger - Form Submitted
- Automation Trigger - Inbound Webhook
- Automation Trigger - Instagram Comment(s) On A Post
- Automation Trigger - LinkedIn Lead Form Submitted
- Automation Trigger - Note Added
- Automation Trigger - Parent Engagement Score
- Automation Trigger - Parent Tag
- Automation Trigger - Payment Received
- Automation Trigger - Phone Number Validation
- Automation Trigger - Product Completed
- Automation Trigger - Quiz Submitted
- Automation Trigger - Stale Enrollment Opportunities
- Automation Trigger - Subscription Status Changes
- Automation Trigger - Survey Submitted
- Automation Trigger - Task Reminder
- Automation Trigger - Text Message Delivery Errors
- Automation Trigger - TikTok Form Submit
- Automation Trigger - Trigger Link Clicked
- Automation Trigger - Video Tracking
- Automation Trigger Insights and Performance Stats
- Automation Trigger: Enrollment Opportunity Created
- Automation Trigger: Enrollment Status Changed
- Automation Trigger: Facebook Lead Form Submitted
- Automation Trigger: New Enrollment Opportunity Created
- Automation Trigger: New Family Added
- Automation Trigger: Note Added
- Automation Trigger: Note Changed
- Automation Trigger: Parent/Family Record Changed
- Automation Trigger: Payment Received
- Automation Trigger: Task Added
- Automation Trigger: Task Completed
- Automation Triggers - Note Changed
- Automation: Add and Remove Followers for Families
- Automations - Advanced Filters & Smart Lists
- Automations - Auto Save
- Automations - Improved Execution Logs & Enrollment History
- Automations - Undo/Redo & Change History
- Automations Landing Page Overview
- Automations: Version History & Restore
- Bot Detection: Protecting Your Email Analytics and Automations
- Brand Voice in Brand Boards
- Bulk Actions - Campaigns and Workflows
- Bulk Actions in Automations
- Business Organization Automation
- Campaigns Feature Has Been Retired
- Capture Feedback and Automate Follow-Ups With Declined Documents
- Certificate Triggers and Actions
- Code Element in Email Builder
- Complete List of Automation Triggers
- Control Layout Visibility by Device in Email Builder
- Copy Automation Actions Across Automations
- Copy or Delete Triggers in Automations
- Create Task Events in Automations
- Custom Code
- Custom Date Reminder Automation Trigger
- Custom Object and Company-Based Automation Actions & Triggers
- Customize Email Borders: Color, Radius, and Thickness
- Customizing Delivery Timeframes Within Workflows
- Customizing the From Email Address in Workflows
- Customizing Your Settings in Workflows
- Date/Time Formatter Action in Automations
- Delete Parent/Family Record in Automations
- Do Not Disturb (DND) Automation Trigger
- Duplicating Automations
- Email AI (Beta) — Create On-Brand Emails Faster
- Email Builder Elements Guide
- Email Builder: Import Templates from Any Platform
- Email Campaign Builder (Beta)
- Email Campaign Statistics – Summary Overview
- Email Campaigns Overview
- Email Event Triggers for Automations
- Email Margins and Text Spacing Controls
- Email Preference Management: Let Families Choose What They Want to Hear About
- Email Statistics
- Email Statistics for Automation Campaigns
- Email Templates vs Email Campaigns
- Email Verification for Campaigns
- Email/SMS Notifications to Client/Yourself (New Lead) in Enrollio
- End Call (IVR) Automation Action
- Enhanced Drag and Drop Email Template Editor in Workflows
- Enrollio AI: Multiple Messages in One Automation Action
- Enrollio Task Notifications
- Enrollment Pipeline Stage Changed Automation Trigger
- Error Notifications in Automations
- Event Start Date Automations
- Event Start Date in Automation Settings
- Facebook / Instagram - User comments on a Post trigger
- Facebook & Instagram Comment Automation
- Facebook & Instagram Comment Automation FAQs
- Facebook & Instagram Comment Automation FAQs
- Facebook Conversion API Automation Trigger Not Working
- Facebook Conversions API in Automations
- FAQ Element in Email Builder
- Find Parent/Family in an Automation
- Finding and Fixing Errors in Your Automations
- Footer Element in Email Builder
- From Missed Calls to Fully Enrolled: The Operations Automation Playbook for Childcare Centers
- Getting Started - Launch a Text Message Campaign
- Getting Started - Launch an Email Campaign
- Getting Started with Automations
- Go-To Connections for Triggers: Advanced Automation Builder
- Google Contacts Integration: Automations & Syncing
- Google Forms - Actions and Triggers in Automations
- GPT-5 in Enrollio Automations
- Guide To Bulk Texting: Send Messages Parents Actually Want To Receive
- Guide to Custom Webhook Automation Action
- Guide to Date/Time Formatter Automation Action
- Guide to Google Sheets Automation Actions
- Guide: Dynamic Countdown Timer for Email Campaigns
- Hide Email Elements on Mobile View
- How And When To Use The Event Start Date In A Campaign
- How Appointment Automations Handle Different Booking Scenarios
- How Does "Stop On Response" Work In A Campaign
- How Does the Stripe One-Time Charge Trigger Work?
- How to Add a Manual Call Action to an Automation
- How to add a workflow action Assign to user
- How to Add Email Templates to Your Template Library
- How to Add GIFs to Your Emails
- How to Add Google Fonts to Your Email Templates
- How to Add Images to Your Email Campaigns
- How to Add Products in Email Templates
- How to Analyze Email Automations
- How to Automate Facebook & Instagram Comments for Your Childcare Center
- How to Build and Use an Unsubscribe Trigger Link
- How to Build Automated Tour Follow-Up Surveys
- How to Build Database Reactivation Campaigns Using Positive Intent and Chatbots
- How to Build Recipient Segments in Email Campaigns
- How to Build Text Keyword Campaigns
- How To Build, Manage and Use Manual Actions in Campaigns
- How to CC and BCC Emails in Enrollio
- How to Change Your Default Brand Board
- How To Connect Course and Funnel Checkout Using Workflows
- How to Control Timing of Campaign Steps Using Delivery Windows
- How To Copy A Campaign
- How To Create A Basic Campaign
- How to Create a Brand Board
- How to Create a Double Opt-In System
- How to Create a Workflow
- How To Create An Appointment Confirmation And Appointment Reminders Campaign
- How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
- How to Create and Use the Google My Business Campaign Step
- How to Create and Use Workflows
- How to Create Task Events and Task Reminders in Automations
- How To Customize The From Email Address Configuration in Campaigns
- How to Duplicate a Workflow
- How to Duplicate or Copy a Workflow
- How to Duplicate or Copy an Email Campaign
- How to Edit Email Templates Directly in Automations
- How To Enable or Disable the "Allow Multiple" feature in Campaigns
- How to End Phone Calls in Automations
- How to Find Hidden or Broken Elements in Email Templates
- How to Generate One-Time Booking Links in Automations
- How to Get Notified When a Lead Opens an Email
- How to Import Campaigns into Workflows
- How to Import Email Templates from ActiveCampaign
- How to Import HTML Email Templates and Campaigns
- How to Keep Email Templates in Sync with Your Automations
- How To Mark Appointment Status as Invalid Using a Workflow
- How To Move Actions in the Workflow Builder
- How to Move/Remove Contacts from Workflow Steps
- How to Optimize Your Email Template for Mobile Devices
- How to Organize Your Workflows Into Folders
- How to Pause or Cancel a Scheduled Email Campaign
- How to Personalize Your Email Campaigns with Conditional Content
- How to Pre-Plan Holiday Promotions with Custom Date Triggers
- How to Preview & Test Your Email Campaigns and Templates
- How to Preview Custom Fields in Email Builder
- How to Pull Product Details from Orders in Automations
- How to Restore Deleted Automations
- How to Resubscribe After Unsubscribing from an Email List
- How to Save Email Elements for Quick Reuse
- How to Send Annual Emails and Text Messages Using Automations
- How to Send Automated Blog Updates with RSS Campaigns
- How to Send Beautiful HTML Emails in Enrollio
- How to Send Emails in Timed Batches
- How to Send or Schedule an Email Campaign
- How to Send RSS Email Campaigns
- How to Set Default Values for Custom Fields in Emails
- How to Set Up A/B Testing for Your Email Campaigns
- How To Set Up Automated Calls And Voicemail Drops in a Workflow
- How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns
- How to Set Up Automation Triggers for Google and Facebook Reviews
- How to Set Up Tour Reminder Automation with Zoom Integration
- How to Set Up Workflow Goal Events
- How to Switch Between Multiple Automations
- How To Test A Campaign
- How to Test Email Campaigns Before Sending
- How to Track Email Performance Across Your Center
- How to Track Events in Google Analytics from Your Automations
- How to Update an Active Email Campaign
- How to Update Date Fields in Automations
- How to Use AI Agent Templates for Chat and Voice Automation
- How to Use Brand Boards in Email Campaigns
- How to Use Brand Boards in Enrollment Pages and Sites
- How to use Facebook comment automation for Facebook Groups
- How To Use Multiple Triggering Events in Workflows
- How to Use the "Note Added" Trigger in Enrollio Workflows
- How to Use the Email Builder and Inline Editor
- How to Use the Inbound Webhook Automation Trigger
- How To Use The Manual SMS Event in Campaigns
- How to Use the Plain Text Email Editor
- How to Use the Text Formatter Action in Enrollio
- How To Use Webhooks in Triggers To Integrate With Other Applications
- How to Use Workflow Settings - Overview for Dance Studio Owners
- How To Walk Through or Push Campaign Steps
- How to Work with Multiple Rows in Google Sheets
- How to Write Emails with AI in Automations
- If/Else Action in Automations - Tour & Appointment Filters
- If/Else Action: Dynamic Custom Value Picker — Expanded Field Support
- If/Else Automation Action Upgrade
- Importing and Editing Mailchimp Email Templates in Enrollio
- Independent Branches (Delinked Nodes): Advanced Automation Builder
- Installing Apps Directly from the Automation Builder
- Interactive Voice Response (IVR) Guide - Setting Up Call Menus
- Introduction to Automations
- Keyboard Shortcuts in Automation Builder
- List of Workflow Actions
- List of Workflow Triggers
- Logo Element in Email Builder
- Loop Lockouts
- Managing Email Templates in Automations
- Marking Calls as Completed
- Meeting Google and Yahoo's 2024 Email Requirements for Childcare Centers
- Membership - Revenue Analytics
- Membership Triggers Overview for the Workflow Builder
- Multi-Select Options for Forms, Surveys, and Text Matching in Automations
- New Discover Button - Automations
- New Drip Mode Architecture for Bulk Actions
- New Email Builder in Automations
- New Payment Link Triggers and PayPal Support for Recurring Invoices
- Next-Day Follow-Up After Tours and Events
- Notion Actions & Triggers with Enrollio Automations
- OpenRouter: Generate AI Response (Automation Action)
- Organizing Automations with Nested Folders
- Pagination in Workflows
- Parent Reply Trigger — Auto-Respond to Families
- Pause Automation Steps
- Pause Automations on Certain Dates
- Pausing and Resuming a Campaign
- Pausing and Resuming Workflows
- Payment Automation Triggers: Order Submitted vs Order Form Submission
- Premium Triggers and Actions - Google Sheets - Create Spreadsheet Row
- Premium Triggers and Actions - Google Sheets - Delete Specific Spreadsheet Row
- Premium Triggers and Actions - Google Sheets - Delete Spreadsheet Row using Lookup
- Premium Triggers and Actions - Google Sheets - Lookup Spreadsheet Row
- Premium Triggers and Actions - Google Sheets - Overview
- Premium Triggers and Actions - Google Sheets - Overview
- Premium Triggers and Actions - Google Sheets - Update Specific Spreadsheet Row
- Premium Triggers and Actions - Google Sheets - Update Spreadsheet Row using Lookup
- Premium Triggers and Actions - How to Setup IVR using a Workflow
- Premium Triggers and Actions - Inbound Webhook
- Premium Triggers and Actions - Inbound Webhook
- Premium Triggers and Actions - Number Formatter
- Premium Triggers and Actions - Slack - Send Direct Message to a User
- Premium Triggers and Actions - Slack - Send Direct Message to a User
- Race Conditions in Workflows (Unexpected Behavior)
- Rearrange Elements and Layouts with Arrow Controls in Email Builder
- Receive IVR Calls in the Enrollio App
- Record Voicemail in Phone Automations
- Remove Assigned User Automation Action
- Rename Workflows Directly from the Landing Page
- Resend Emails to Unopened: Best Practices Guide
- Resend to Unopened: RSS and Batch Scheduled Emails
- Restore Deleted Workflows
- Scheduled Automations: Run Tasks on a Timer
- Send Bulk Emails to Parents and Families
- Send Data to External Services with Custom Webhook
- Send Email in Automations
- Send Enrollment Documents & Contracts Using Automations
- Send Instagram Direct Messages with Automations
- Send Instagram DMs with Automations
- Send One-Time Tour Booking Links in Automations
- Set Event Start Date in Automations
- Set Up Automated Email and Text Message Follow-ups
- Setting Up Time Zones for Event Reminder Automations
- Shopping Cart Element in Email Builder
- Simplify Contact Management with Enrollio’s New External Call Logging Feature
- Smart Send: Best Time for Email Campaigns
- Spacer Element in Email Builder
- Split Action in Automations
- Stale Enrollment Opportunity Trigger
- Stay on Top of Workflow Errors with Enrollio’s New Notifications and Dedicated Section
- Streamlined Email Campaign Creation and Preview
- Supercharge Your Dance Studio's Communication with Enrollio's New WhatsApp Features!
- Template Library for Automations
- Text Element in Email Builder
- Text Formatter - How to Format Text in Automations
- TikTok DMs & Comment Automations
- Tour Booked Automation Trigger
- Tour Status Automation Trigger
- Transfer Conversations Between Bots, Staff, and Automations
- Trigger an Automation from Enrollio AI Conversations
- Trigger Automations Based on Email Clicks or Opens
- Trigger Links - Overview
- Trigger Statistics for Automations
- Triggers - Overview
- Triggers: Starting Your Automations
- Troubleshooting Automation Executions - Race Conditions
- Understanding Click Performance in Email Statistics
- Understanding Click Tracking in Email Campaigns
- Understanding Email Campaign ROI and Conversion Tracking
- Understanding Email Campaign Statistics
- Understanding Email Campaign Statuses
- Understanding Email Campaign Statuses: Paused and Draft
- Understanding the Workflow Enrollment History and Execution Logs
- Understanding the Workflow History and Status Tabs
- Understanding Trigger Links in Enrollio
- Understanding UTM Parameters for Email Campaigns
- Update Associated Company in Automations
- Update Associated Record in Automations
- Update Contact Field Action: Dynamic Custom Value Picker — Expanded Field Support
- Update Enrollio AI Bot and Status - Automation Action
- Using a Workflow and Smart List To Track Failed SMS Contacts
- Using AI Memory in Enrollio Automations
- Using AND/OR Logic in Automation Conditions
- Using Custom Fonts in the Email Builder
- Using Custom Objects in Automation Actions and Triggers
- Using GPT-4 AI in Enrollio Automations
- Using Images and Videos in Text Message Campaigns
- Using Inline Forms and Surveys in Email Campaigns
- Using Live Chat with Enrollio AI in Automations
- Using OAuth2 in Custom Webhook Automations
- Using the Conversion List for Google Ads with Triggers and Workflows
- Using the History Tab in Workflows
- Using the Testing Features in Workflows
- Viewing the Deliverability of Messages in Campaigns
- What Are Automation Actions? (Complete List)
- What Are Round Robin Campaigns And How To Use Them
- What Happens When You Text a Parent During an Automation
- Why Is My RSS Email Showing HTML Tags?
- Workflow Abandoned Cart Template
- Workflow Action: Edit Conversation
- Workflow Action: Goal Event
- Workflow Contact Attribution Variables
- Workflow Guide: Add Form Answers to Contact Notes
- Workflow Guide: Granting an Offer
- Workflow Guide: Notification for Opened Emails
- Workflow Guide: Sending Membership Credentials
- Workflow Recipes