Want to send a message to a specific group (ex: a training cohort or one-off employee list) without setting up complex rules? Manual enrollment lets you do exactly that. Here’s how to do it, step-by-step.
When to Use Manual Enrollment
Use manual enrollment when:
You have a specific list of employees (like a one-off cohort)
You want to reuse an existing flow with new recipients
You need to test a flow before automating it
You’re sending a one-time message, such as a reminder or a manager essentials kickoff
Step-by-Step: How to Manually Enroll People
Step 1: Create or Open a Flow
Go to the Flows section in Pyn.
Either create a new flow or open an existing one you want to use.
💡 A flow is simply a sequence of messages tied to a specific moment (e.g., onboarding, training, benefits communication).
Step 2: Switch Flow to “Manual Enrollment”
Inside the flow, find the Delivery Settings.
Choose Manual Enrollment as the flow’s delivery method.
Step 3: Set the Reference Date
This is the "anchor" for the flow’s timeline (e.g., the date the training starts).
Messages in the flow will be scheduled based on this date (e.g., “7 days after reference date”).
Step 4: Add People
You have 3 options:
Search & Select
Type and select names of individual employees.
Paste Emails
Paste a comma- or line-separated list of email addresses directly.
Upload a File
Upload a
.csvor.xlsxfile with a list of email addresses.
Pyn will automatically match the emails to employee profiles.
Step 5: Confirm Enrollment
Review the list of matched employees.
Click Confirm to enroll them.
Step 6: Verify or Go Live
By default, new flows are in Verify Mode. You can:
Preview each message before it sends
Batch-verify if everything looks good
Or, toggle to Automated Mode to send messages immediately based on your schedule.
⚠️ Things to Keep in Mind
Manual enrollment overrides filters. If you enroll someone manually, Pyn won’t check if they meet the usual audience rules.
If you need to send a Slack message “from” someone (e.g., HR), that sender must first authenticate via the Settings > Senders tab.
Messages can be sent via Email, Slack, or both—depending on how your flow is configured.
Pro Tip: Reuse Flows for Different Cohorts
Running the same training monthly? Just:
Reuse the same flow.
Upload a new list of participants.
Update the reference date.