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PynPyn

Enrollments

When an automation’s trigger fires for an employee, or you enrol people by hand, Pyn creates an enrollment: a copy of the automation’s steps scheduled from that person’s Reference date. The enrollment is where you check that the right messages are lined up for the right person, and where you intervene when they are not.

Ben Carter's enrollment in Welcome to Northwind open in the right-hand panel, with its Details and the Enrollment Steps list showing a status on each step.
An enrollment's panel lists its details and every step with a status and date.
  • All Enrollments lists every automation and campaign enrollment, newest first. Columns: Moment, Principal (the employee), Automation (the published version it runs), Progress (sent steps over total, red when a message bounced) and Reference. Filters narrows by Automation or Moment.
  • Needs Review lists enrollments that are Paused because they were created in Verify Mode. Each row has a Verify button in place of its progress bar.
  • Campaigns is a calendar of campaign enrollments and their steps, by month or year.

Open Activity in the left navigation; it lands on All Enrollments. Needs Review and Campaigns are listed under Enrollments on the left. An enrollment opens in a panel on the right at /activity/home; a step opens its own page at /activity/step/<id>.

  • Automations for the triggers that create enrollments and the Update Enrollments prompt after a republish.
  • Messages to look at steps across every enrollment.
  • Employees for the Enrollments list on an employee’s profile.