Purpose
1.2. Provides a structured, timed, and personalized educational journey using automated emails to educate, engage, and guide parents toward enrolment decisions.
1.3. Enables automated follow-ups based on parent activity and increases lead conversion using tailored content, reminders, and incentives.
1.4. Ensures consistent communication flow, instantly addresses parent queries, and automates sending resources and application forms.
1.5. Reduces manual admin, boosting productivity and response times via automation.
Trigger Conditions
2.2. Parent requests more information via chatbot, email, or physical event signup.
2.3. CRM or Google Sheet receives a new contact entry tagged as “Prospective Parent.”
2.4. Specific tags or properties are set (e.g. “Interested in Tour”) on CRM records.
2.5. Lead added from Facebook Lead Ads automation.
2.6. Triggered by an inbound SMS or WhatsApp message with “Info” or “Schedule a tour.”
2.7. Manual addition to a ‘Nurturing’ sequence by staff.
Platform Variants (Sample configuration for each—featuring 20+ platforms/services and automated features):
3.1. Mailchimp
• Feature/Setting: Automate “Customer Journey Builder” — connect to lead webhook, set start trigger as “new contact added,” configure timed email sequence and conditional follow-up.
3.2. HubSpot
• Feature/Setting: Automator for “Workflows” — trigger on new form submissions, automate lead assignment, and timed email sends.
3.3. Salesforce
• Feature/Setting: “Process Builder” automates sequence triggered by lead creation; connect to “Email Alerts” and “Task Creation.”
3.4. ActiveCampaign
• Feature/Setting: “Automations” flow triggered on list addition; automate a multi-step nurturing email/drip.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules automate follow-up by email when a lead enters the “Prospect” stage.
3.6. Pipedrive
• Feature/Setting: “Workflow Automation” with automated email sends when a new lead is added.
3.7. SendGrid
• Feature/Setting: “Marketing Campaigns Automation” — sequence triggered by new signup via API key.
3.8. Google Workspace (Gmail + Sheets)
• Feature/Setting: Automate with Google Apps Script to send emails based on new rows in Sheet.
3.9. Airtable
• Feature/Setting: Automate via “Automations” — new record triggers email sequence through integration.
3.10. Intercom
• Feature/Setting: “Series” for automating email messaging when a new user is tagged as a lead.
3.11. Klaviyo
• Feature/Setting: “Flows” automated by event triggers from form fills or integrations.
3.12. Drip
• Feature/Setting: Automated “Workflow” starts sequence when prospect signs up.
3.13. Marketo
• Feature/Setting: “Smart Campaign” with automated nurturing triggered on lead creation.
3.14. Autopilot (now Ortto)
• Feature/Setting: “Journeys” automate multi-email nurturing starting with API webhook.
3.15. ConvertKit
• Feature/Setting: Automator for “Sequences” on form signup event.
3.16. Constant Contact
• Feature/Setting: Automation from “Email Series” triggered by list addition via API.
3.17. Keap (Infusionsoft)
• Feature/Setting: “Campaign Builder” automates follow-up sequencing on lead import or tag.
3.18. Moosend
• Feature/Setting: Automated “Workflows” initiate emails from trigger event/segment.
3.19. Omnisend
• Feature/Setting: “Automations” for new signups to automated email presets.
3.20. Pipefy
• Feature/Setting: Triggered automations from form entries, synced to external mailing tool.
3.21. Microsoft Power Automate
• Feature/Setting: Automated flows between CRM, Outlook, and Forms for email nurturing.
3.22. WhatsApp Business API
• Feature/Setting: Automated message templates triggered by lead capture event.
3.23. Twilio SendGrid API
• Feature/Setting: Automated email event triggered by API request from CRM/form.
Benefits
4.2. Automated workflows reduce manual effort and human error in lead nurturing.
4.3. Nurturing is automatedly timed and tailored for each parent journey, improving experience.
4.4. Automation accelerates follow-ups for hot leads and maintains engagement for colder leads.
4.5. Ensures every lead receives the right message, at the right time, via fully automated sequences.
4.6. Staff productivity increases as repetitive tasks are automated and monitored automatically.
4.7. Leads are automatically segmented and routed to the correct enrolment team or process.
4.8. Automates collection of parent feedback and interest updates throughout the process.