Skip to content

HomeWaiting list tracking and offer release automationAdmissions and Enrollment AutomationWaiting list tracking and offer release automation

Waiting list tracking and offer release automation

Purpose

1.1. Automate waiting list tracking and the automated release of offers to prospective architecture students based on real-time spots availability and candidate responses.
1.2. Provide an automated flow to reduce manual admissions interventions, accelerating candidate communications, automated notifications, and waitlist movement management for the admissions process.
1.3. Automating status updates, offer roll-out, reminders, confirmations, and rejections for improved candidate experience and admissions efficiency in the architecture program.

Trigger Conditions

2.1. Automated trigger when a candidate accepts or declines an offer.
2.2. Automate when a vacancy is identified due to non-acceptance, withdrawal, or enrollment cap increase.
2.3. When pre-scheduled time intervals for waitlist review elapse, trigger review automation.
2.4. Automatedly act when candidates’ deadlines pass without response.

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure Process Builder or Flow to automate status change triggers and waiting list logic using the Admissions object.
3.2. HubSpot
• Feature/Setting: Use Workflows API to automate waiting list segmentation, candidate offer notifications, and automated reminders.
3.3. Microsoft Power Automate
• Feature/Setting: Automate waiting list record evaluation and admissions email dispatch using pre-built Higher Education connectors.
3.4. Zapier
• Feature/Setting: Set up automated Zaps linking admissions forms, Google Sheets, and Gmail for tracking and notification.
3.5. Google Sheets
• Feature/Setting: Use App Script automation for automated candidate status changes and trigger offer email sending.
3.6. Slack
• Feature/Setting: Configure Incoming Webhooks to automate notification messages to admissions teams about waitlist status changes.
3.7. Twilio SMS
• Feature/Setting: Use Programmable Messaging API for automated SMS offer release and reminders to waitlisted candidates.
3.8. SendGrid
• Feature/Setting: Implement automated email offers and acceptance tracking via SendGrid’s Mail Send API.
3.9. Mailchimp
• Feature/Setting: Automate segmentation and batch notifications to waitlisted candidates using Campaign Automation.
3.10. Calendly
• Feature/Setting: Trigger automated invitations for enrollment appointments based on offer acceptance using Scheduled Events API.
3.11. Typeform
• Feature/Setting: Automate candidate status capture with Webhooks for real-time admissions list updates.
3.12. Formstack
• Feature/Setting: Automate admissions form responses to trigger real-time waitlist flow and offer communication.
3.13. DocuSign
• Feature/Setting: Automate admission offer release and acceptance contract workflow via DocuSign API.
3.14. Monday.com
• Feature/Setting: Use automation recipes to move waitlist candidates automatically and notify relevant staff.
3.15. Asana
• Feature/Setting: Automate task creation for timely offer releases and follow-ups when spots open.
3.16. Airtable
• Feature/Setting: Automate record changes and notification flows using Automations and Scripting Block.
3.17. Notion
• Feature/Setting: Configure automated workflows using Integration API for awaiting list updates and offers.
3.18. Intercom
• Feature/Setting: Send automated web chat messages to waitlisted candidates upon status updates or released offers.
3.19. ActiveCampaign
• Feature/Setting: Automate personalized email series when moving candidates from waitlist to admitted status.
3.20. Google Calendar
• Feature/Setting: Auto-schedule enrollment deadlines and reminders for candidates using Calendar API events.

Benefits

4.1. Automates manual waitlist management, reducing human error and saving staff hours.
4.2. Speedier, automatedly consistent communication increases candidate satisfaction.
4.3. Automated reminders and offer releases optimize seat utilization by automating quick substitutions.
4.4. Automation provides real-time insights and tracking, enabling better strategic admissions decisions.
4.5. Full traceability and auditability of all automated actions throughout the admissions funnel.

Leave a Reply

Your email address will not be published. Required fields are marked *