How do I allow client to re-enroll in an automation?
Under the first step (trigger) you will toggle on "Re-enroll" and save the automation
How do I restrict the times that an automation message goes out?
Under step 2 (Behavior), toggle on "Restrict communication actions to specific hours" and input the hours (based on 24-hour format), then save the Automation:
Note: these hours are based on your businesses timezone.
If I make these changes, will this apply my existing automations?
Re-enrollment enabled has been the behavior of the system until now. That means any existing automation will have the re-enroll toggle turned on. But you can turn it off if you decide to.Communication hour restrictions are disabled on all existing automations, but feel free to enable it if you need to on any automation.
What is the default behavior when creating a new automation?
Both options (re-enroll and hour restrictions) will appear disabled by default. But the same way you would pick a trigger or setup a goal, you will need to decide what suits your automation best.
Which actions does the communication hour restrictions affect?
It affects sms and email. It works the following way:When a user gets enrolled in an automation, the system will go through the flow specified in the builder. Once the system encounters a communication related action, it will check if the current time is within the hour range selected. If yes, it will immediately run that action and move to the next one. If no, then it will postpone the action until it matches the selected hour range. You will be able to see on the enrollments page which clients are waiting for a comms action.
What happens if I change these settings while the automation is running?
It will take effect for everything going forward. This means that if I had re-enroll turned off and I turn it on, any customer that triggers the event setup will get enrolled. If its the other way around, I disable it, any new trigger from now on will not enroll users that had been enrolled already.The same with hour restrictions. One thing to mention is if you had an hour restriction setup and you disable it, communication actions that had already been delayed will not get executed right away. But any new enrollment will.
What happens if I don't have a business timezone selected?
The setup hour range will depend on your business timezone setup in the settings page. If you do not have one setup, we use Los Angeles, CA by default.
Can I manually enroll a client even if I have re-enrollment disabled?
Yes you can. There is no restriction for admins