5 Ways to Drive More Revenue with Automations+

Last year, we launched Automations, a powerful addition to the Optix platform that enables you to automate many of the time-consuming tasks you’re completing in Optix each day – from following up with leads to sending promo codes and discounts. 

With the launch of Automations which comes free with every Optix subscription, came Automations+, a paid Automations subscription tier that unlocks more actions per month along with four premium triggers and actions.

• Allowance was consumed (trigger)
• Add allowance (action)
• Add invoice item (action)
• Change user status (action)

But what can you do with those triggers and actions? What all of these premium triggers and actions included in have in common is that they all contribute significantly to revenue and profitability. In that sense, Automations+ can pay for itself. 

In this article, we’ll give you five examples of ways you can use Automations+ to drive more revenue and increase profitability.

1. Automatically add allowance to a member’s account

With Automations+, you can streamline the process of managing user allowances, making the experience easy for members while opening up opportunities for additional revenue for your space. 

If a user’s allowance runs low, you can automatically remind them to top up their account, reducing the need for manual follow-ups. For those who have opted into an “auto-load” agreement, Automations+ can automatically add an invoice item to replenish their allowance when it falls below a certain threshold. 

This not only eliminates friction for members but also helps you capture more revenue effortlessly, creating a smoother and more convenient experience for everyone.

Build it yourself:

• Trigger: Allowance was consumed
• Condition: Only continue if current allowance balance for any is less than X
• Action: Send a message

2. Reward loyal members

You can reward loyal members and enhance retention by automatically adding allowance to their accounts when they reach key milestones, such as achieving VIP status. This keeps your most engaged members feeling valued without taxing your team.

By offering perks like additional allowance as a reward for loyalty, you can strengthen long-term relationships and improve overall retention.

Build it yourself:

• Trigger: Manual enrollment
• Condition: Only continue if Account type is VIP
• Action: Add allowance

3. Add overdue invoice charges

One of the most highly requested features in Optix, the ability to automatically add an overdue invoice charge, is now available in Automations+ – and it has a direct, measurable impact on your bottom line. 

With this automation, you can apply a late fee after a set number of days ensuring timely payments by members. 

The charge can be applied instantly or added to their next invoice, giving you flexibility in how you manage overdue accounts. This automation helps you collect more revenue, more consistently, reducing cash flow disruptions and improving the financial health of your business.

Build it yourself:

• Trigger: 7 days after the Date of the oldest due/overdue invoice
• Condition: Only continue if Total account invoice(s) balance Is more than 0
• Action: Add invoice item

4. Automatically change a users status to inactive after a set number of days

If you regularly deactivate inactive users after a set period, Automations can take this task off your plate. Instead of manually tracking and updating user statuses, you can set up an automation to handle it for you, so that your member list stays up to date without extra effort from your team. 

Not only will this save you time, but it also increases operational efficiency, allowing your team to focus on higher-impact tasks. In many cases, the time saved alone makes Automations+ pay for itself, delivering both convenience and cost savings for your business.

Build it yourself:

• Trigger: 90 days after most recent booking date
• Action: Change user status to inactive

5. Set up promo codes

Another highly requested feature in Optix, the ability to automate promo code rewards, is now possible with Automations+. You can set a promo code as a custom property in Optix and then create an automation that automatically adds a credit to a user’s account when they use that promo code. 

This makes it easier than ever to run high-converting promotions for your space, applying discounts automatically without the need for your team to intervene.

By eliminating friction in the process, you can attract more sign-ups, boost engagement, and drive revenue with well-executed marketing campaigns.

Build it yourself:

• Trigger: New active user
• Condition: Only continue if Promo Code (custom property) Is 1MONTHFREE
• Action: Add invoice item

Get started with Automations+ today!

From creating promo codes to adding overdue invoice items automatically, Automations+ has a host of features that can help you create a more profitable coworking space.

Not only that, but Automations+ also unlocks more actions so that you can run more automations and drive more value for your members, saving your team time and money. Ready to get started? Connect with a member of our team today to learn more! →