Lead Management & AdmissionsPurpose
1.2. Automatically detect open or abandoned applications and trigger reminder sequences over email, SMS, voice, chat, or task systems based on applicant activity.
1.3. Enable admissions teams to focus on converting high-potential leads by systematizing touchpoints and reducing manual tracking errors.
Trigger Conditions
2.2. No applicant response or activity detected after initial application start email or SMS.
2.3. Calendar date-based triggers (e.g., 48 hours before application deadline).
2.4. Manual flagging of open/abandoned applications in CRM or admissions portal.
2.5. Integration event from student portal indicating inactivity or missed steps.
Platform Variants
• Feature/Setting: Automated outbound message; configure programmable SMS via /Messages API with recipient from CRM event trigger.
3.2. SendGrid
• Feature/Setting: Transactional email; configure dynamic templates and /mail/send API for reminders.
3.3. Gmail API
• Feature/Setting: Send scheduled follow-ups; use /users.messages.send for templated email reminders.
3.4. HubSpot
• Feature/Setting: Workflow automation; set trigger on open deals, use ‘Send Email’ action, and schedule task reminders.
3.5. Salesforce
• Feature/Setting: Flow automation; trigger when Opportunity/Application status = Open, use scheduled email/task action.
3.6. Slack
• Feature/Setting: Automated DM or channel post; configure Incoming Webhooks and schedule via /chat.postMessage.
3.7. Microsoft Teams
• Feature/Setting: Adaptive card reminders; schedule via Graph API /chats/{id}/messages for follow-ups.
3.8. WhatsApp Business API
• Feature/Setting: Template message reminders; configure via /v1/messages with schedule.
3.9. Google Calendar
• Feature/Setting: Event-based reminders, set via /calendars/events/insert for follow-up appointments.
3.10. Zoom
• Feature/Setting: Send scheduled meeting invites for follow-up interviews via /users/{userId}/meetings.
3.11. Outlook
• Feature/Setting: Schedule follow-up emails/tasks via Graph API /me/messages/send.
3.12. Pipedrive
• Feature/Setting: Deal stage automation; auto-task or message creation via /activities endpoint.
3.13. ActiveCampaign
• Feature/Setting: Automations; trigger seasoned email campaigns to open applications.
3.14. Intercom
• Feature/Setting: Trigger chatbots or push notifications when applications are idle.
3.15. Zoho CRM
• Feature/Setting: Workflow rules; configure email, SMS, or task creation for open application stages.
3.16. Monday.com
• Feature/Setting: Automations; auto-create reminders based on change in status.
3.17. Asana
• Feature/Setting: Scheduled tasks with due dates/assigned follow-ups via API /tasks.
3.18. Trello
• Feature/Setting: Card due-date reminders for pending applications.
3.19. Mailchimp
• Feature/Setting: Automated email journeys triggered by missing application steps.
3.20. Freshdesk
• Feature/Setting: Ticket automation; follow-up ticket or notification upon detected inactivity.
3.21. Airtable
• Feature/Setting: Scheduled scripts; send reminders based on view filters for open status.
3.22. ClickSend
• Feature/Setting: Batch SMS or email reminders using Messages API after delay logic.
Benefits
4.2. Reduces staff workload and removes manual errors in follow-up processes.
4.3. Increases application completion rates and optimizes admissions pipeline.
4.4. Enhances applicant experience via timely, personalized communication.
4.5. Provides robust analytics on follow-up success and open application trends.
4.6. Ensures accountability in admissions teams through scheduled, tracked actions.
4.7. Enables quick scaling of lead management as applicant numbers grow.