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Key Features

Full Control

Complete control over track participants

Flexible Timing

Add users individually or in groups at any time

Targeted Campaigns

Perfect for specific groups or initiatives

Custom Selection

Hand-pick participants based on any criteria

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Getting Started

To set up a Manual enrollment trigger:
  1. Go to doozy.live/app and open Tracks
  2. Create a new track
  3. Select Manual enrollment as your trigger type
  4. Create your track content and structure
  5. Save your track (it won’t run until you enroll people)
  6. Enroll people individually or in groups
  7. Monitor engagement and adjust as needed
Manual enrollment gives you the flexibility to create highly targeted, personalized experiences that achieve specific organizational goals while maintaining complete control over participation.

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Timing overrides

During manual enrollment, use the Track policy or choose Working Hours for the people you are enrolling. Working days determine when Day 1 and later steps can run. Start and end times limit overdue catch-up. The selected policy does not change the Track or anyone already enrolled. If the Track uses the workspace policy, these people use it too. Older Tracks keep their saved working days and use the workspace’s hours. Working days and overdue catch-up hours use each recipient’s time zone. If a recipient has no time zone, Doozy uses the default timezone. Future steps keep their send times.

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Configuration Tips

  1. Plan Your Selection: Clearly define who should participate and why
  2. Prepare Communications: Draft invitation messages that explain the value
  3. Set Expectations: Be clear about time commitments and objectives
  4. Monitor Engagement: Track who’s participating and follow up with non-participants
  5. Document Results: Keep records of what works for future reference
Connect your HRIS (like Workday, BambooHR, or Personio) to ensure you have accurate department and role data when manually selecting people for your tracks.

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Common Use Cases

Manual enrollment excels in situations requiring precise control:

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Department-Specific Initiatives

Launch initiatives targeted at specific departments or cross-functional teams for new process rollouts and tool implementations.

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Project Team Communications

Keep project stakeholders connected and informed with regular updates, training materials, and feedback collection.

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Targeted Feedback Collection

Gather insights from carefully selected groups like customer-facing teams, leadership groups, and subject matter experts.

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Special Group Activities

Create unique experiences for specific cohorts including high-potential programs and mentorship groups.

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Crisis or Change Management

Respond quickly to organizational changes with emergency communications and reorganization updates.

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Innovation Teams

Engage creative problem-solvers in ideation processes and cross-training initiatives.