Follow-up reminders for incomplete applications

Purpose

1. Automate follow-up reminders for applicants with incomplete dental school applications.

2. Increase completion rates by systematically notifying students of missing documents or actions.

3. Minimize manual workload for admissions teams by auto-triggering reminders.

4. Enable granular tracking of student progress through automated notifications.

5. Enhance applicant experience with timely, personalized, and automated communications.

6. Ensure compliance by automating evidence-tracking of outreach activities.

Trigger Conditions

1. Application marked as “Incomplete” in admissions CRM.

2. No update or login by applicant in [X] days (automation window configurable).

3. Receipt of partial documents indicated by integration events/API callbacks.

4. Student-initiated status check (event-based automation).

5. Manual flag by staff for automated follow-up.

Platform Variants

1. Salesforce

• Feature/Setting: Workflow Rule or Process Builder automates reminder through "Send Email" action; automate using Emails/Tasks API.
  

2. HubSpot

• Feature/Setting: Workflow automation triggers; configure “Send Email” and “Internal Notification” for incomplete status APIs.
  

3. Microsoft Power Automate

• Feature/Setting: Automate using HTTP Request Trigger and Office365 “Send Email V2”; utilize CDS (Dataverse) record change trigger.
  

4. Zapier

• Feature/Setting: Automate by monitoring form platform (Typeform, Cognito Forms, etc.) and trigger Gmail/Outlook emails when incomplete.
  

5. Twilio

• Feature/Setting: Use Twilio Programmable SMS API; automate SMS reminders using webhook trigger for incomplete students.
  

6. SendGrid

• Feature/Setting: Automate email campaigns; configure Transactional Send API for reminder templates.
  

7. Google Workspace

• Feature/Setting: Automate follow-up emails in Google Sheets/Forms using Apps Script and Gmail API.
  

8. Mailgun

• Feature/Setting: Automator triggers transactional emails to flagged recipients; use Messages API.
  

9. Slack

• Feature/Setting: Automate admission team alerts for follow-ups using Slack Incoming Webhooks API.
  

10. Freshdesk

• Feature/Setting: Automate ticket creation/notifications using Freshdesk API for incomplete application cases.
  

11. Trello

• Feature/Setting: Automate creation of Trello cards via REST API for manual follow-up tracking.
  

12. Monday.com

• Feature/Setting: Automate reminder pulses with Monday.com automations and Email Integration or API.
  

13. Asana

• Feature/Setting: Automate Tasks for counselors using Task Creation endpoint via API for each incomplete case.
  

14. ActiveCampaign

• Feature/Setting: Automate follow-up email chains through automations and Contact/Deal update events via API.
  

15. Intercom

• Feature/Setting: Automate in-app automated messages or emails to students using Intercom Messages API.
  

16. Pipedrive

• Feature/Setting: Automate activity creation and automated reminders using Workflow Automation and Activities API.
  

17. Airtable

• Feature/Setting: Automate email notifications from status updates with Automations and Airtable Send Email/Slack Integration API.
  

18. Microsoft Dynamics 365

• Feature/Setting: Automate reminders with Power Automate linked to Dynamics record state; email/send SMS via Logic Apps.
  

19. ClickSend

• Feature/Setting: Automate SMS reminders using ClickSend’s SMS API based on application triggers.
  

20. JobAdder

• Feature/Setting: Automate candidate reminders using Workflow Automator and JobAdder Email/SMS API triggers.
  

21. Workato

• Feature/Setting: Automate cross-platform flows between admissions, SMS, and email platforms; connect via HTTP trigger or polling.
  

22. OneSignal

• Feature/Setting: Automate push notifications for incomplete applications using OneSignal’s API to students’ devices.
  

23. Oracle Eloqua

• Feature/Setting: Automate email campaigns and reminders leveraging Eloqua’s Program Canvas Triggers and RESTful Campaign API.
  

24. Marketo

• Feature/Setting: Automate incomplete status campaigns via Smart Campaigns and Automated Email Trigger API.
  

Benefits

1. Automated reminders accelerate application completion rates.

2. Automation reduces administrative workload and errors.

3. Automating notifications ensures timely outreach to applicants.

4. Automated status updates improve applicant satisfaction and visibility.

5. Automation ensures compliance and consistent engagement.

6. Automates tracking and escalations for persistent incomplete cases.

7. Automatable multi-channel reminders (email, SMS, push) maximize reach.

8. Automated analytics/reporting for admissions KPIs.

9. Smoother onboarding process through fully automated workflows.

10. Automation supports scalability as applicant volume grows.