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Automated email/SMS nurturing sequences

Purpose

 1.1. Initiate, maintain, and optimize relationships with prospective students for accounting programs through scheduled personalized email/SMS communications.
 1.2. Automate follow-ups based on lead behavior (form fill, brochure download, missed call, or partial application).
 1.3. Deliver targeted info about course offerings, registration deadlines, value propositions, and promotions.
 1.4. Convert prospects into enrolled students by guiding them step-by-step toward enrollment, overcoming objections, and providing value at every contact point.
 1.5. Save administrative staff time by automating multi-touch nurturing sequences and tracking lead engagement for deeper insights and continuous optimization.

Trigger Conditions

 2.1. New lead enters CRM (webform, call, event).
 2.2. Download of course catalog or guide from landing page.
 2.3. No response after a previous outreach (time-based triggers, e.g., 2 days of inactivity).
 2.4. Partial or abandoned application detected.
 2.5. Lead scores cross a predefined engagement threshold.
 2.6. Lead registers or attends a webinar/open house.
 2.7. Click on nurturing email links tracked and logged.
 2.8. Manual trigger from admissions counselor.
 2.9. Response to SMS opt-in campaign.
 2.10. Event or promotion announcement in the academic calendar.

Platform Variants


 3.1. Twilio SMS
  • Feature/Setting: Use /Messages API for outbound nurturing SMS; configure webhook for inbound reply automation.
  • Example: POST to /2010-04-01/Accounts/{AccountSid}/Messages.json with body, recipient, and template ID.

 3.2. SendGrid
  • Feature/Setting: Use /mail/send API for transactional nurturing emails; Enable click tracking for engagement metrics.
  • Example: POST to /v3/mail/send with dynamic_template_data.

 3.3. Mailgun
  • Feature/Setting: Use /messages or stored email templates for sequence delivery; schedule with ‘deliverytime’ parameter.
  • Example: POST to /v3/{domain}/messages with recipient, subject, and body.

 3.4. ActiveCampaign
  • Feature/Setting: Automations > Start Trigger: “Tag Added” or “Form Submitted”; Action: Send Email/SMS.
  • Example: Create automation that sends "Welcome" email when “Prospect” tag added.

 3.5. HubSpot
  • Feature/Setting: Workflows > Enrollment Triggers from Form Submission or List Membership; Action: Send Email/SMS.
  • Example: Set workflow: Trigger on “Request Info” form, then send nurturing sequence.

 3.6. Salesforce Marketing Cloud
  • Feature/Setting: Journey Builder; Entry Source: Data Extension, Event; Activities: Email/SMS Send.
  • Example: Add lead to journey after event registration, send 5-step scheduled nurturing emails.

 3.7. Zoho CRM
  • Feature/Setting: Workflow Rules > Trigger: Lead Created; Action: Send Email/Field Update.
  • Example: If “Program Interest = Accounting”, assign nurturing email series.

 3.8. ClickSend
  • Feature/Setting: Campaigns tab for bulk SMS; Use API endpoint for queued student nurturing flows.
  • Example: POST to /v3/sms/send with recipient number and scheduled time.

 3.9. Constant Contact
  • Feature/Setting: Automated Email Series; Triggered from Sign-up or Added to List event.
  • Example: Set up “Welcome Series” with timing intervals.

 3.10. GetResponse
  • Feature/Setting: Automation Workflows; Entry via list join or specific event; Action: Send email/SMS.
  • Example: Trigger “Course Info” sequence upon download of syllabus.

 3.11. Intercom
  • Feature/Setting: Series > Rules-based Nurturing; Trigger by tag or conversation behavior.
  • Example: Send message after “asked-for-details” tag is added.

 3.12. MoEngage
  • Feature/Setting: Flows > On-site, in-app, email, SMS journeys; Trigger via lead event.
  • Example: Build flow to target new leads with 4-touch email/SMS drip.

 3.13. Pipedrive
  • Feature/Setting: Workflow Automation; Trigger: New Lead, Stage Change; Action: Send Email.
  • Example: When lead moves to “Interested”, trigger sequence.

 3.14. Brevo (ex-Sendinblue)
  • Feature/Setting: Automation > Triggers from contact actions; Send transactional email/SMS via SMTP or API.
  • Example: Use POST /v3/smtp/email for scheduled emails.

 3.15. Klaviyo
  • Feature/Setting: Flows > Trigger on Signup or Page Visit; Action: Multi-stage nurturing emails.
  • Example: “Prospect Downloaded Brochure” triggers 5-step email series.

 3.16. Infobip
  • Feature/Setting: Flow Builder for SMS/email; Start on lead registration event.
  • Example: Automate touchpoints after course interest indication.

 3.17. Mailchimp
  • Feature/Setting: Customer Journeys > Starts with Tag or List Add; Action: Series of nurturing emails.
  • Example: “Webinar Sign-Up” adds to journey, send timed nurture emails.

 3.18. Drip
  • Feature/Setting: Workflow automation; Entry criteria: Tag or Form; Action: Email sequence.
  • Example: Tag “Accounting Prospect”, trigger nurture drip.

 3.19. MessageBird
  • Feature/Setting: Flow Builder for SMS; Trigger: CRM integration event; Action: Schedule SMS follow-ups.
  • Example: After event, queue three nurturing SMSs.

 3.20. Bitrix24
  • Feature/Setting: CRM Automation Rules; Trigger: New contact or status change; Action: Email/SMS.
  • Example: When lead status = “Engaged”, send nurture message.

Benefits

 4.1. Rapid, timely touchpoints increase prospect engagement and enrollment.
 4.2. Personalization at scale based on lead actions boosts conversion rates.
 4.3. Reduction in manual administrative workload.
 4.4. Consistent communication ensures no lead is neglected.
 4.5. Actionable insight from engagement data improves messaging and targeting.

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