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- Enrollment Triggers
- Email Lists
- Manual Enrollment
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Enrollment Triggers
Enrollment triggers are part of a campaign's general settings. To manage them, navigate to the Autoresponder home page.
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To manually enroll someone in a campaign, first navigate to the Autoresponder home page.
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Main Menu → Operations → Marketing → Autoresponder Email (tab) → AutoResponder |
From therewithin the Administration section, click the Manual Enrollment link within the Administration section.
Figure 84 - Link for Manual Enrollment as shown below.
Manual enrollment is a two step process. Select a campaign on the initial screen. Selecting a campaign allows the site to compile a list of campaign steps. With this list, it is possible in to add a new recipient at any point in a campaign. 
Figure 85 - Step One for Manual Enrollment
When the next screen loads, fill out the fields to enroll a recipient. 
Figure 86 - Step Two for 
The following describes each of the fields for the Manual Enrollment
Field | Description |
First Step | Select the step where the recipient will begin. This will typically be the start step, but there may be times when a recipient should be started mid-stream depending on the relationship with the customer. |
Email Address | The recipient's email address |
Display Name | The friendly name of the recipient. If this is unknown, then enter the email address here as well. You must supply a The Display Name is required. |
Desired Format | Select HTML or TEXT. If text, the customer will not receive html emails. If HTML is selected, the decision is then left up to the settings for the email template. |
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