Purpose
1.2. Automates nurturing student leads to boost admissions conversion.
1.3. Automation includes email, SMS, in-app messaging, and multi-channel drip sequences.
1.4. Automates follow-ups, deadline reminders, program highlights, and event invitations for applicants.
1.5. Ensures automatable segmentation and targeting by interest, stage, channel, or applicant behavior.
Trigger Conditions
2.2. Prospective student registration for webinars, open days, or downloads.
2.3. Manual addition or import into a mailing list or CRM system.
2.4. API webhook for new inbound lead from third-party channels.
2.5. Automating behavioral triggers such as link clicks, resource downloads, or inactivity.
Platform Variants
• Feature: Automated email drip campaigns
• Configuration: Use Customer Journeys, set trigger as “Tag added – Prospect 2024,” add multiple timed steps.
3.2. ActiveCampaign
• Feature: Automate email sequencing
• Configuration: Automation builder with “Contact enters list” trigger; sequence follow-up and reminders.
3.3. HubSpot
• Feature: Workflows (Automated drip logic)
• Configuration: Workflow on “Lead Status – Prospective Student,” include if/then branches for custom paths.
3.4. Salesforce Marketing Cloud
• Feature: Journey Builder
• Configuration: Event Entry Source: “Form submission;” multi-channel actions for emails/SMS.
3.5. Keap (Infusionsoft)
• Feature: Campaign Builder
• Configuration: Trigger on web form, automate timed drip sequence and tagging.
3.6. Zoho CRM
• Feature: Workflow Automation
• Configuration: Automate email/sms drip when lead enters “Prospect” pipeline stage.
3.7. SendGrid
• Feature: Marketing Campaigns (Automation sequences)
• Configuration: Workflow triggered via “New Contact Added to List” API endpoint.
3.8. Twilio
• Feature: Studio Flows for SMS Drip
• Configuration: “Incoming Lead” trigger initiates automated SMS/WhatsApp series using REST API.
3.9. Pipedrive
• Feature: Workflow Automations
• Configuration: Action on “New Deal Added – Students,” automates sequence emails or add to drip list.
3.10. Marketo
• Feature: Smart Campaigns
• Configuration: Trigger: “Fills Out Form;” automates personalized multi-step email flow.
3.11. Constant Contact
• Feature: Email Automation
• Configuration: Automated welcome series using “Joins List” event.
3.12. ConvertKit
• Feature: Sequences + Automations
• Configuration: “Subscriber completes form,” move to automated email drip.
3.13. Klaviyo
• Feature: Flows Automation
• Configuration: “Signup” event automates fashion design school nurture sequence via drag-and-drop builder.
3.14. Intercom
• Feature: Series Automation
• Configuration: Trigger messaging automation for “Lead Captured,” automates multi-channel onboarding.
3.15. Pardot (Salesforce)
• Feature: Engagement Studio
• Configuration: Lead “Added to List,” initiates automated nurturing workflow.
3.16. Freshsales
• Feature: Journeys (Automation)
• Configuration: New lead in “Prospect” segment, automates follow-ups and information drips.
3.17. Drip
• Feature: Visual Workflow Automation
• Configuration: “Tag Added: Future Student,” automates educational sequence steps.
3.18. Gist
• Feature: Marketing Automation
• Configuration: “New Contact,” set rule-based email and message automation flows.
3.19. Sendinblue
• Feature: Automation Workflows
• Configuration: “Contact Added” or “Completes Event,” triggers automated campaign.
3.20. ActiveTrail
• Feature: Automation Flows
• Configuration: Trigger “Form Fill,” automates email and SMS sequence.
3.21. WhatsApp Business API
• Feature: Automated message sequence
• Configuration: Use “Message Template Sent” API, automate study tips and reminders.
3.22. Google Sheets via Apps Script
• Feature: Automated lead inserts
• Configuration: Sheet row edit triggers Apps Script to send API call to initiate campaign.
3.23. Trello
• Feature: Trello Automation (“Butler”)
• Configuration: Card moved to “Prospects” list automates outbound email via integration.
3.24. Slack
• Feature: Workflow Builder
• Configuration: Slack form submission triggers student info drip to Applicant Advisors.
Benefits
4.2. Automated communication ensures timely, relevant, and consistent engagement.
4.3. Increases conversion rates by automating reminders and follow-ups precisely.
4.4. Reduces manual workload for admissions and marketing teams via full automation.
4.5. Enables automating personalized outreach for better student experience.
4.6. Automator-driven campaigns give scalable, data-driven insights for deeper optimization.