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Scheduling and reminders for admission interviews or tests

Purpose

1.1. Automate scheduling and reminders for admission interviews or tests for prospective students to streamline the admissions process.
1.2. Ensure timely communication, reduce administrative workload, minimize no-shows, and create an audit trail of all communications for compliance.
1.3. Integrate with various calendar, communication, and CRM platforms to provide real-time updates, confirmations, and rescheduling options for interviewers and candidates.

Trigger Conditions

2.1. New admission application received in database or CRM.
2.2. Staff schedules a new interview or test via web form, calendar, or booking link.
2.3. Candidate confirms intent to attend by submitting RSVP form or email response.
2.4. Reminder interval reached prior to appointment (e.g., 48 hours, 24 hours, 1 hour).
2.5. Candidate fails to respond by a set deadline (send follow-up or alert staff).

Platform Variants


3.1. Google Calendar
• Feature/Setting: Use Events API to create, update, and delete interviews/reminders; set attendee invitations and notifications.

3.2. Microsoft Outlook Calendar
• Feature/Setting: Calendar API to auto-send event invites and schedule reminders for candidates and staff.

3.3. Twilio SMS
• Feature/Setting: Messaging API to send SMS reminders at defined intervals; sample payload includes recipient number, date/time, personalized message.

3.4. SendGrid
• Feature/Setting: Mail Send API to dispatch email reminders; templates configured for interview/test context.

3.5. Zoom
• Feature/Setting: Meetings API to auto-create video meeting links, email and calendar inserts sent to all parties.

3.6. Calendly
• Feature/Setting: Webhooks to detect bookings and trigger automated reminder emails/SMS.

3.7. Slack
• Feature/Setting: Incoming Webhooks API to send notification reminders to admissions or faculty channels.

3.8. HubSpot CRM
• Feature/Setting: Workflows API to trigger tasks, send internal emails, and update applicant records upon scheduling.

3.9. Salesforce
• Feature/Setting: Process Builder/Flow to automate creation of tasks, reminders, and event invites.

3.10. Typeform
• Feature/Setting: Webhook or API to trigger scheduling action after a form submission, passing data to calendar or email systems.

3.11. Mailgun
• Feature/Setting: Email sending API for admission-related messages with tracking for delivery and opens.

3.12. Microsoft Teams
• Feature/Setting: Schedule meetings and push channel reminders using Graph API.

3.13. WhatsApp Business API
• Feature/Setting: Automated WhatsApp messages for reminders/confirmations with actionable buttons.

3.14. Zoho CRM
• Feature/Setting: Workflow Automation to create interviews, send reminders, and update lead status.

3.15. Airtable
• Feature/Setting: Automations to trigger notifications and create calendar events on new entry or status change.

3.16. Trello
• Feature/Setting: Automate card creation for upcoming admissions interviews and link to candidates.

3.17. ClickSend
• Feature/Setting: SMS/Email API to dispatch scheduled reminders or follow-ups to candidates.

3.18. ActiveCampaign
• Feature/Setting: Automations for sending scheduled emails and updating custom fields based on candidate response.

3.19. Facebook Messenger API
• Feature/Setting: Automated messages to confirm bookings, send reminders, and gather feedback post-interview.

3.20. Monday.com
• Feature/Setting: Automation recipes to assign tasks and send notifications as interviews or tests are scheduled.

Benefits

4.1. Reduces manual scheduling effort and communication time for staff.
4.2. Minimizes missed appointments by delivering timely, multi-channel reminders.
4.3. Enhances candidate experience with prompt, consistent communication.
4.4. Centralizes scheduling activity with complete audit trails and reporting.
4.5. Adapts to candidate channel preference (SMS, email, chat, etc.), improving engagement.
4.6. Enables dynamic rescheduling and status updates without manual intervention.
4.7. Increases overall admissions process capacity and efficiency.

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