Student Engagement and Communication**Purpose**
1.2. Communicate essential information—orientation details, curriculum overviews, login credentials, resource links, and faculty contacts.
1.3. Collect acknowledgements and feedback, set student expectations, and connect new students to student portals and support networks.
**Trigger Conditions**
2.2. Enrollment completed for upcoming semester or course.
2.3. First login to student portal detected.
2.4. Payment confirmation or contract signature received.
**Platform Variants (with Functions/APIs/Configs)**
• Feature: Automated Welcome Workflow; Setting: Trigger on list addition, configure custom onboarding template.
3.2. HubSpot
• API: Workflow API; Setting: Trigger on new contact in “Acupuncture Students” list, send sequence.
3.3. ActiveCampaign
• Feature: Automation Builder; Setting: Enrollment completed triggers email sequence.
3.4. Salesforce (Marketing Cloud)
• API: Journey Builder API; Setting: Event-triggered onboarding journeys for student email addresses.
3.5. SendGrid
• API: Automation Email API; Setting: Trigger transactional onboarding emails on new user API event.
3.6. Twilio SendGrid
• Feature: Automated Email Campaigns; Setting: New student object invokes onboarding flow via API.
3.7. Zoho Campaigns
• Feature: Autoresponder; Setting: Welcome series started on contact addition to “New Students.”
3.8. Constant Contact
• Feature: Automated Email Series; Setting: Triggered by list segment “Incoming Acupuncture Cohort.”
3.9. Microsoft Power Automate
• Feature: Automated Flow; Setting: New row in student table triggers onboarding Outlook email.
3.10. Google Workspace (Gmail)
• API: Gmail API “send” function; Setting: Scheduled emails upon Google Sheets registration event.
3.11. Pipedrive
• API: Webhooks; Setting: New student person triggers email via connected tool (e.g., Mailigen).
3.12. Intercom
• Feature: Series Automation; Setting: Customer onboarded triggers series for “student” tag.
3.13. Drip
• API: Workflow Trigger; Setting: New subscriber to “Acupuncture” tag flows into onboarding series.
3.14. Klaviyo
• Feature: Flows; Setting: List-triggered onboarding, using profile properties (e.g., cohort start date).
3.15. ConvertKit
• Feature: Automation Rules; Setting: Enrollment tag applied triggers welcome email sequence.
3.16. Slack
• API: chat.postMessage endpoint; Setting: Direct welcome message to student Slack channel/user.
3.17. Notion
• API: Notion API with Email Integration; Setting: New database entry triggers email via third-party connector.
3.18. Zendesk
• API: Triggers; Setting: Ticket creation in “student onboarding” group sends automated series.
3.19. Monday.com
• Integration: Email Automations; Setting: New item in “Students Onboarding” board emails sequence.
3.20. Asana
• API: Webhook or integrations; Setting: Task assigned in onboarding project triggers email via integration.
3.21. Freshdesk
• Feature: Automation Rules; Setting: Contact creation in student segment triggers email sequence.
3.22. SugarCRM
• API: Workflow; Setting: Contact added to “New Students” group emails onboarding content.
3.23. Infusionsoft (Keap)
• Feature: Campaign Builder; Setting: Tag applied “New Student” starts automated sequence.
3.24. SAP SuccessFactors
• Integration: Intelligent Services Center; Setting: New enrollment event sends onboarding via email.
**Benefits**
4.2. Improves student satisfaction and response rates with personalized, staged communication.
4.3. Reduces onboarding errors, tracks engagement, and integrates communication with broader student management.
4.4. Accelerates student acclimation and readiness for coursework, enhancing retention and reputation.
4.5. Enables easy scaling of onboarding processes as student cohorts grow.