Follow-up sequences for uncompleted applications

Purpose

1.1. Ensure prospective students who start but do not finish acupuncture school applications are systematically re-engaged.
1.2. Increase completed application rates, maximize marketing ROI, and maintain applicant interest through personalized, timely follow-ups.
1.3. Automate detection of incomplete applications and launch tailored, multi-channel sequences (email, SMS, phone, social) to prompt action.
1.4. Enable clear tracking of applicant progress and gather reasons for incompletion to improve admissions pipeline effectiveness.

Trigger Conditions

2.1. Web application form is abandoned or not submitted within a set timeframe (1 hr, 24 hrs, 48 hrs).
2.2. Applicant reaches a certain progress threshold (e.g., last page or 80%) but fails to complete.
2.3. No response to initial marketing email or reminder.
2.4. No engagement detected in CRM or LMS activities.

Platform Variants

3.1. Twilio
• Function: Programmable Messaging API
• Setting: Automated SMS reminders; trigger: incomplete form webhook; config: phone number, body text, schedule.

3.2. SendGrid
• Function: Dynamic Templates API
• Setting: Personalized follow-up emails; trigger: application abandoned event; config: recipient, template ID, variables.

3.3. Mailchimp
• Function: Customer Journeys
• Setting: Automated sequence for email drips upon inactivity tag.

3.4. ActiveCampaign
• Function: Automation Workflows
• Setting: Trigger sequence on tag “Unfinished Applicant” with timed multi-step emails.

3.5. Salesforce
• Function: Process Builder
• Setting: Initiate task creation, workflow email, and SMS via integrated apps upon abandoned application record.

3.6. HubSpot
• Function: Workflows
• Setting: If lead property=Application Started & not completed, auto-enroll into follow-up cadence.

3.7. Pipedrive
• Function: Workflow Automation
• Setting: Move “Uncompleted Application” lead to new stage and send follow-up via connected mail integration.

3.8. Zoho CRM
• Function: Blueprint Automation
• Setting: Conditional workflow for incomplete application, engage by SMS/email using third-party connectors.

3.9. Google Workspace
• Function: Apps Script Trigger
• Setting: Monitor FormResponses, auto-email leads with unfinished application records.

3.10. Slack
• Function: Incoming Webhook
• Setting: Notify admissions team channel on new abandoned application.

3.11. Calendly
• Function: Event Triggered Email
• Setting: When user books but doesn’t confirm, custom reminder email.

3.12. Intercom
• Function: Custom Bots
• Setting: Bot detects form abandonment, triggers in-app or email nudge.

3.13. SurveyMonkey
• Function: Email Collector API
• Setting: Auto-remind participants with unsubmitted surveys linked to applications.

3.14. WhatsApp Business API
• Function: Message Templates
• Setting: Personalized WhatsApp prompt for incomplete applicants using approved template and event trigger.

3.15. Microsoft Power Automate
• Function: Automated Cloud Flow
• Setting: Connect form event with email/SMS follow-up via integrated connectors.

3.16. Typeform
• Function: Webhooks + Logic Jumps
• Setting: Send webhook on partial completion, triggering email/SMS via connected tool.

3.17. Pardot (Salesforce)
• Function: Engagement Studio
• Setting: Lead triggers incomplete application automation branch, sends reminders and task to rep.

3.18. Freshdesk
• Function: Automations
• Setting: Create ticket for admissions follow-up, notify via email/SMS integration.

3.19. Trello
• Function: Butler Automation
• Setting: Card creation on “Applicant Incomplete” list; notification via Power-Up integration.

3.20. ClickSend
• Function: REST SMS API
• Setting: SMS reminders to applicants, triggered sequence by webhook from form completion event.

3.21. Airtable
• Function: Automations
• Setting: Detect new incomplete application record, auto-send email/SMS follow-up via outbound integration.

3.22. Constant Contact
• Function: Automated Email Series
• Setting: New contact with incomplete app status added to nurture campaign.

3.23. Facebook Messenger API
• Function: Automated Message Flow
• Setting: Messenger reminder to applicants with incomplete forms using Messenger platform webhook event.

Benefits

4.1. Increases completed applications without human manual intervention.
4.2. Expands reach with multi-channel engagement (email, SMS, WhatsApp, etc.).
4.3. Delivers personalized and timely nudges at optimal intervals based on user behavior.
4.4. Improves conversion tracking and provides insights into application barriers.
4.5. Saves admissions staff time, letting them focus on high-intent leads and relationship building.
4.6. Supports continuous process improvement by collecting feedback through automated queries.