Assigning Manual Automations to a Member

Admins with the Coach role can assign manual automations to individual members in the Customer Service section of the admin.

To access the Automations feature in the member dashboard:

• Go to the Customer Service section.


• Look up the member using the search function (see this article for more details).


• Select the “Automations” option from the horizontal menu at the top of the page.

This page, and the automations table, allows you to assign manual automations, monitor current and scheduled automations and, if need be, to cancel automations that might not be needed any longer.

1. Select the "ASSIGN AUTOMATIONS" button to assign any manual automation that is currently published for the portal.


2. This filter can be used to show automations that have been associated with the member in four different states: Scheduled, In Progress, Completed, and Cancelled.


3. This table lists all automations, in accordance with the filter option, that are associated with the member. Scheduled and in-progress automations can be cancelled with the action icon.

Assigning an Automation to a Member

Manual automations must be triggered by an admin for an individual member (event automations trigger automatically when an event is recorded). To assign an automation, select the "ASSIGN AUTOMATION" button.

In the pop-up box, click inside the "Select Automation" field to display a list of all manual automations currently published for the member's portal. Then scroll down the list and select the desired automation. The newly scheduled automation has been put into motion and it will appear on the "Scheduled" filter in the table for the member.