Purpose
1.2. Recognize academic or clinical milestones (e.g., program enrollment anniversaries, completion of critical modules, clinic hours completion).
1.3. Reduce staff workload for repetitive communication while enhancing communication consistency and personalization.
Trigger Conditions
2.2. Flow: Student profile updated with relevant date or milestone status.
2.3. Manual: Staff triggers greeting based on custom criteria via admin dashboard.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use SMS API, set trigger to send message on specified dates.
• Sample: Configure “Messages” endpoint with student phone data and scheduled job.
3.2. SendGrid
• Feature/Setting: Transactional Email API, set scheduled sends using dynamic templates.
• Sample: POST to “mail/send” with template ID and student details.
3.3. Outlook 365
• Feature/Setting: Calendar events and automatic mail send with Microsoft Graph API.
• Sample: Configure “SendMail” and “Calendar” events.
3.4. Slack
• Feature/Setting: Incoming Webhooks for direct student channel messages.
• Sample: Use “chat.postMessage” with webhook URL for scheduled announcements.
3.5. Google Workspace (Gmail)
• Feature/Setting: Scheduled Scripts via Google Apps Script for auto-send emails.
• Sample: Create script to fetch dates from Sheets and send custom emails.
3.6. WhatsApp Business API
• Feature/Setting: Message endpoint for templated outbound communications.
• Sample: Use “/messages” endpoint with pre-approved template.
3.7. Mailchimp
• Feature/Setting: “Automations” > “Date-based automation.”
• Sample: Set up a recurring workflow with merge tags for student birthdays.
3.8. Microsoft Teams
• Feature/Setting: Power Automate to schedule chat/message post.
• Sample: Automate message to student or group on milestone trigger.
3.9. Salesforce
• Feature/Setting: “Process Builder” to trigger outreach on custom date fields.
• Sample: Set workflow on Contact’s birthday field.
3.10. HubSpot
• Feature/Setting: “Workflows” for date-based email sequences.
• Sample: Enrollment trigger on birthday property.
3.11. ActiveCampaign
• Feature/Setting: “Automations” with date-based triggers for contacts.
• Sample: Use “Date-based Trigger” to send email or SMS.
3.12. Zoho CRM
• Feature/Setting: “Workflow Rules” to automate greetings on custom fields.
• Sample: Configure rule to send email on 'Birthday' custom field.
3.13. Intercom
• Feature/Setting: “Operator” triggers message based on event attribute.
• Sample: Configure event-based in-app and email message.
3.14. Telegram Bot API
• Feature/Setting: Bot sends scheduled messages to students’ handles.
• Sample: Use “sendMessage” endpoint with student Telegram IDs.
3.15. Discord
• Feature/Setting: Webhook or Bot auto-post to specific server/channel.
• Sample: Configure bot with cron events for birthday/milestone posts.
3.16. Pipedrive
• Feature/Setting: Workflow Automation for custom activities.
• Sample: Set pipeline automation to send greeting on set dates.
3.17. Zoom
• Feature/Setting: Email or chat API to send scheduled greetings.
• Sample: Use Zoom Chatbots for personal touch in class channels.
3.18. Shopify
• Feature/Setting: “Flow” triggers for customer account milestone events.
• Sample: Automate email or discount code for birthdays.
3.19. Facebook Messenger (Graph API)
• Feature/Setting: Send templated message via “messages” endpoint.
• Sample: Configure webhook to dispatch message as per schedule.
3.20. Monday.com
• Feature/Setting: “Automations” to schedule notifications or messages.
• Sample: Set automation on birthday column for pulse.
Benefits
4.2. Ensures all students feel valued, increasing engagement and satisfaction.
4.3. Promotes positive school culture and networking among cohorts.
4.4. Enables tracking for communication effectiveness using built-in reporting.
4.5. Supports omnichannel reach: email, SMS, chat, and social platforms.
4.6. Easily scalable for growing student bodies and class cohorts.