Pre-enrollment information package sending

Purpose

1.1. Automatically deliver comprehensive pre-enrollment information packets (curriculum, application steps, tuition details, FAQs) to prospective acupuncture school students immediately after an inquiry or application submission.
1.2. Ensure every inquiry receives timely, accurate information and facilitate higher enrollment conversion rates by addressing common questions preemptively.
1.3. Reduce manual workload on admissions staff and maintain consistent professional communication with all leads.

Trigger Conditions

2.1. New inquiry form submitted via website, landing page, or third-party lead-gen system.
2.2. Direct email received expressing interest in enrollment.
2.3. Phone call or SMS opt-in from prospect requesting program info.
2.4. Automation initiated from CRM when status moves to "Interested" or "Inquiry Received."
2.5. Lead added to a Google Sheet, Airtable, or equivalent list for outbound nurturing.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Messaging API to send pre-enrollment info via SMS.
• Example: Configure Twilio "Messages" endpoint with prospect’s number and info packet link.
3.2. SendGrid
• Feature/Setting: Use Mail Send API to email personalized document package.
• Example: POST to /mail/send with dynamic template and recipient email.
3.3. Mailchimp
• Feature/Setting: Trigger automated Welcome Email journey.
• Example: Configure Customer Journey to start from “New subscriber” and attach info packet.
3.4. ActiveCampaign
• Feature/Setting: Automate campaign triggered by tag "Pre-enrollment."
• Example: Use Automation Builder to send email sequence.
3.5. Salesforce
• Feature/Setting: Use Process Builder or Flow to email info when new lead status is "Inquiry."
• Example: Set “Send Email” action in Salesforce Flow.
3.6. HubSpot
• Feature/Setting: Workflow for automatic email on new contact creation with "education" property.
• Example: Trigger "Send Email" in workflow editor.
3.7. Zapier
• Feature/Setting: Automation to connect form app (Typeform, Google Forms) and mail service.
• Example: Set up Zap: Trigger=New Entry; Action=Send Email (Gmail/Outlook).
3.8. Gmail
• Feature/Setting: Use Apps Script API to send templated information packets.
• Example: Apps Script auto-email on new entry in Sheets.
3.9. Outlook
• Feature/Setting: Microsoft Power Automate to trigger message from Outlook.
• Example: When row added (Excel), send email via Outlook connector.
3.10. DocuSign
• Feature/Setting: Use API to send document packs requiring acknowledgment.
• Example: Envelopes:create for each lead with info materials.
3.11. PandaDoc
• Feature/Setting: Send program guides through document delivery API.
• Example: Use “Send Document” endpoint with prospect data.
3.12. Adobe Sign
• Feature/Setting: Automated document delivery via API on new lead event.
• Example: POST /agreements with prospect email/guide attached.
3.13. Intercom
• Feature/Setting: Trigger in-app or email message with information PDF attached.
• Example: Automated message rule based on custom event.
3.14. WhatsApp Business API
• Feature/Setting: Send structured message with enrollment details.
• Example: POST /messages with template_id and prospect number.
3.15. Slack
• Feature/Setting: Notify admissions team in dedicated channel for manual follow-up.
• Example: Incoming Webhook with lead and info packet sent timestamp.
3.16. Airtable
• Feature/Setting: Script Block to launch document send-out when record appears.
• Example: Script workflow listening for new “Status: Inquiry."
3.17. Typeform
• Feature/Setting: Use Webhook to trigger info packet send upon new form submission.
• Example: Configure webhooks endpoint for post-submit action.
3.18. Pipedrive
• Feature/Setting: Automation to send templated email when deal enters “Leads.”
• Example: Workflow Automation – “Deal stage changed.”
3.19. Zoho CRM
• Feature/Setting: Workflow rules to email info package at lead creation.
• Example: Rule: OnCreate, send mail merge email.
3.20. Webex
• Feature/Setting: Bots or Workflow to deliver packets via chat or email.
• Example: Webex Bot API sends packet link to new contact.

Benefits

4.1. Consistent, prompt delivery of information enhances student experience.
4.2. Automation reduces administrative cost and error.
4.3. Immediate response improves engagement and increases chance of completed enrollment.
4.4. No lead is missed—ensures complete follow-up coverage across all inquiry channels.
4.5. Full transparency and traceability for admissions analytics and process optimization.