Student Onboarding & EnrollmentPurpose
1.2. Confirm enrollment, provide essential resources, and begin orientation workflows.
1.3. Gather required documentation, schedule introductory sessions, and answer common queries automatically.
1.4. Reinforce school branding, build student trust, and reduce administrative load.
1.5. Ensure all compliance steps and regulatory onboarding requirements are met efficiently.
Trigger Conditions
2.2. Enrollment marked as “accepted” in Student Information System (SIS) or CRM.
2.3. Payment of enrollment deposit is received and verified.
2.4. Manual staff approval of application or signed admission contract uploaded.
2.5. Integration with lead capture tools (e.g., webinar attendee conversion) logs new entry.
Platform Variants
• Feature/Setting: Use Process Builder or Flow to trigger “New Student Welcome” email via Email Alert; connect to Contact object.
3.2. HubSpot
• Feature/Setting: Workflow automation → Enrollment-based workflows; Trigger: “Contact property = New Student”; Action: Send email.
3.3. Mailchimp
• Feature/Setting: Automation → “Welcome new subscribers” journey; Audience: Students List; Configure Custom Variables.
3.4. ActiveCampaign
• Feature/Setting: Automated series; Start trigger: Tag “Accepted Student” added; Action: Send onboarding sequence.
3.5. Microsoft Power Automate
• Feature/Setting: Template flow for “When a new row is added to Excel—Send Mail via Outlook”; Connect to form entries.
3.6. Google Workspace (Gmail, Sheets)
• Feature/Setting: Apps Script; On form submit, trigger Gmail API to draft/personalize onboarding email based on Sheet data.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; Condition: Lead/Contact status “Enrolled”; Action: Send mail via Zoho Mail integration.
3.8. Freshdesk
• Feature/Setting: Automations → Ticket creation; Trigger: Custom field “Student Onboarding”; Action: Send onboarding email via Freshdesk Email Channel.
3.9. Intercom
• Feature/Setting: Series automation; Entry rule: Tag “New Student”; Action: Send welcome message and guide.
3.10. Klaviyo
• Feature/Setting: Flow setup; Trigger: List joined (“Enrolled Students”); Action: Multi-step welcome emails.
3.11. Sendinblue
• Feature/Setting: Automation; Trigger: Contact added to “New Students”; Action: Send email and set attribute (onboarding step).
3.12. Pipedrive
• Feature/Setting: Workflow Automation; Deal status “Won—Student Enrolled”; Action: Trigger email via Pipedrive Mail.
3.13. Infusionsoft/Keap
• Feature/Setting: Campaign Builder; Trigger: Tag “Enrolled”; Sequence: Welcome email + onboarding forms.
3.14. Slack
• Feature/Setting: Workflow Builder; Trigger: New student joins #enrollments channel; Send welcome message + resource links.
3.15. AWS SES
• Feature/Setting: Lambda function triggered by new DynamoDB record for student; Use SES API to send welcome email.
3.16. Outlook 365
• Feature/Setting: Flow triggered by new contact in People; Automated Welcome email using Outlook Send Mail action.
3.17. Brevo
• Feature/Setting: Workflow Automation on new list addition; Send multi-step welcome sequence.
3.18. Calendly
• Feature/Setting: Event Type; On booking student onboarding meeting, auto-send confirmation & pre-meeting resource email via Email Integrations.
3.19. Typeform
• Feature/Setting: On form submission; Trigger Zapier or built-in integrations to fire onboarding sequence.
3.20. WhatsApp Business API
• Feature/Setting: Use webhook or CRM integration; Send templated first-day messages and required action steps.
Benefits
4.2. Instant, consistent delivery of critical orientation resources and actions.
4.3. Monitoring of student progress through automated flags for administrators.
4.4. Enhanced student satisfaction from immediate engagement and personalized welcomes.
4.5. Ensured compliance with educational standards and institutional policies.