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Automated payment reminders for admission fees

Purpose

1.1. Automate the sending of reminder notifications to students and guardians regarding outstanding or upcoming admission fee payments.
1.2. Ensures no delays or lapses by automating reminders via multiple contact channels.
1.3. Automates tracking, scheduling, and escalation of reminders according to the institution’s fee collection policy.
1.4. Enables automating multiple waves of notifications until payment is confirmed or a threshold is reached.
1.5. Reduces administrative workload by automating repetitive fee follow-up communications.

Trigger Conditions

2.1. Admission application saved/submitted in the student management system.
2.2. Admission fee due date approaches a configured reminder window (e.g., 7, 3, 1 days before due).
2.3. Non-payment detected as per automated status check against payment gateway.
2.4. Custom triggers: manual admin initiation, bounced payment event, or partial payment received—automates follow-up reminders.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS reminders using Twilio’s “Message” API; configure sender, body, and recipient dynamically for fee workflow.
3.2. SendGrid
• Feature/Setting: Automate email reminders through SendGrid’s “Send Email” API; configure templated emails with dynamic student data.
3.3. WhatsApp Business API
• Feature/Setting: Configure automated message templates for fee reminders; connect to WhatsApp API endpoint for delivering personalized reminders.
3.4. Slack
• Feature/Setting: Automate private messages or group notifications about fee reminders using Slack’s “chat.postMessage” API for staff coordination.
3.5. Microsoft Outlook 365
• Feature/Setting: Automate email sending via Outlook’s “Send mail” API; trigger rule-based fee communication workflows.
3.6. Gmail API
• Feature/Setting: Automate draft and send operations for reminders using Gmail’s “users.messages.send” endpoint.
3.7. Mailgun
• Feature/Setting: Automate transactional email reminders through Mailgun’s “Messages” API endpoint with scheduling support.
3.8. Amazon SES
• Feature/Setting: Automate mass email fee reminders via Amazon SES “SendEmail” operation; configure throttling and callback handling.
3.9. Pabbly Connect
• Feature/Setting: Automate multi-channel campaigns using Pabbly’s “Email/SMS/WhatsApp” modules; connect trigger to payment database.
3.10. Salesforce
• Feature/Setting: Automate workflow rules or process builder to trigger reminder emails/texts from student records.
3.11. HubSpot
• Feature/Setting: Automate enrollment workflows; send reminders with HubSpot’s “Workflows” and email marketing automation.
3.12. Zoho CRM
• Feature/Setting: Automate reminder emails/texts through Zoho CRM’s “Workflow” rules based on payment fields.
3.13. Freshdesk
• Feature/Setting: Automate support ticket reminders to students/guardians about unpaid fees using “Automations” module.
3.14. Google Calendar
• Feature/Setting: Automate event creation/reminder scheduling for fee due dates using “Events.insert” API.
3.15. Telegram Bot API
• Feature/Setting: Automate sending personalized fee reminders via Telegram bot message endpoint.
3.16. Intercom
• Feature/Setting: Automate in-app messages and outbound communication tied to payment/non-payment events.
3.17. ActiveCampaign
• Feature/Setting: Automate multi-step email sequence reminders using automation builder and triggers.
3.18. Monday.com
• Feature/Setting: Automate fee reminder tasks and notifications via automations triggered by status column updates.
3.19. ClickSend
• Feature/Setting: Automate SMS/email reminders using scheduled messaging API for contact lists.
3.20. Stripe
• Feature/Setting: Automate invoice payment reminders using “Invoice reminder” configuration and webhooks for automation.
3.21. PayPal
• Feature/Setting: Automate notification of pending or failed admission fee payments via PayPal’s “IPN/Webhooks”.

Benefits

4.1. Automates the repetitive fee follow-up process, reducing manual tracking.
4.2. Ensures timely and consistent communication for fee collection compliance.
4.3. Automates escalation and history tracking for defaulter management.
4.4. Improves payment rates through automated, multi-channel reminders.
4.5. Frees up administrative staff to automate other value-added tasks, verifying only exceptions manually.

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