Purpose
1.2. Automatedly guide students through onboarding, provide schedule details, tutor introductions, set expectations, and collect relevant documentation or preferences.
1.3. Enhance student satisfaction, boost retention, and reduce manual administrative work via automation of the initial contact and guidance process.
1.4. Automate personalized content delivery (e.g., supply lists relevant to course or language), resource links, and support contact information.
Trigger Conditions
2.2. Enrollment data appears in CRM, spreadsheet, learning management system, or email marketing tool.
2.3. Immediate trigger or scheduled (e.g., workflow with 24-hour delay for time zoning or batch processing).
2.4. Optionally, automate manual trigger from staff via dashboard or internal app for special sessions.
Platform Variants
• Feature/Setting: Automate email sequence via "Marketing Campaigns" API, configure "Automation Triggers" and transactional template IDs.
3.2. Mailchimp
• Feature/Setting: Automates onboarding using "Customer Journeys" with trigger set to new list subscriber and email sequence nodes.
3.3. ActiveCampaign
• Feature/Setting: Automation builder, "Start Trigger" set to new contact; preset the series with "Send Email" and "Wait" actions.
3.4. HubSpot
• Feature/Setting: Workflow automation, trigger "Contact Enrollment," chain "Send Welcome Email" and "Set Property Value."
3.5. Constant Contact
• Feature/Setting: Automate onboarding using "Email Automation" > "Welcome Series" configuration.
3.6. Klaviyo
• Feature/Setting: Flows builder, trigger on profile added to list, multi-step message automation.
3.7. Zoho Campaigns
• Feature/Setting: Workflow automation, "Sign-Up Based" workflow, email templates, and time delays.
3.8. Microsoft Power Automate
• Feature/Setting: Trigger: new row in Excel/SharePoint, actions: "Send Email (Outlook or Gmail)."
3.9. Google Workspace (Gmail + Sheets)
• Feature/Setting: Script automation for Sheet "onRowAdd," connects to Gmail "Send Email."
3.10. Salesforce
• Feature/Setting: "Process Builder" automation, "Email Alert" action on new student record.
3.11. Pabbly Connect
• Feature/Setting: Automates via trigger (form response/payment), send emails through Gmail/Mailgun connection.
3.12. Moosend
• Feature/Setting: "Automation Workflows," trigger with "When subscriber joins a list," sequence emails.
3.13. ConvertKit
• Feature/Setting: Automate via "Sequences" triggered by new subscriber or form entry.
3.14. Brevo (Sendinblue)
• Feature/Setting: "Automation" scenario, trigger by contact added to list, series message setup.
3.15. Gist
• Feature/Setting: "Visual Automation," trigger on tag/list addition, send multi-step emails.
3.16. Intercom
• Feature/Setting: Automate onboarding with "Series" Workflow, trigger "User signs up," personalize content.
3.17. Drip
• Feature/Setting: Workflow automation, trigger as “User subscribes,” stepwise email automation.
3.18. Autopilot (Ortto)
• Feature/Setting: "Journeys" drag-and-drop automator, trigger on new contact, automate a string of newsletters.
3.19. MailerLite
• Feature/Setting: "Automation" builder, trigger on form submission, schedule multi-email sequence.
3.20. Keap (Infusionsoft)
• Feature/Setting: Campaign builder as automator, trigger "New Contact" and automate a series of communications.
3.21. Slack
• Feature/Setting: Notification only—use "Incoming Webhook" API to automate alert to team on enrollment.
3.22. Twilio SendGrid (expanded)
• Feature/Setting: "Automations" endpoint to orchestrate email series post-enrollment API trigger.
3.23. Airtable
• Feature/Setting: Use automations triggered on new record to send email with integrated service.
Benefits
4.2. Reduces staff workload by centralizing and automating all initial communications.
4.3. Improves enrollment data accuracy, automatable error reduction, and speeds up the onboarding process.
4.4. Enhances student engagement and retention by automatedly maintaining timely follow-up.
4.5. Easy to scale—automation works the same for one or one thousand new students.