.svg)
Email/text automation helps the Admissions staff engage with students in a more efficient way. Users will set up communication templates to be sent to the student once a lead status has been updated.
Users can multi-select more than one lead status per email so that the same verbiage can be used for multiple statuses with one template. Best Practice: only 1 template should be created per lead status by 1 user. Users who have administrator or "AutomatedTemplateCreator" have access to this new feature.
To create automated email/text templates, go to Home > Comm Templates > System.
1. Click on System.
2. Click on Add Template.
3. Fill in the template information.
- Give your TEMPLATE a NAME.
- Choose your school.
Each school/campus will need to have it's own automation template for each desired transaction type.
-
Choose your communication type. Email or Text.
- Select Custom from TYPE.
- Type in the subject of the email.
- Select Lead Status from CATEGORY.
- Then choose the lead status from the yellow box.
This is a multi-select box if the user wishes to create the same template for multiple lead statuses. For example, if the same verbiage is going to be used for multiple types of lead statuses then you can set up one email or text.
- Type the body of the email/text template informing about the status change. Use dynamic fields to personalize the email.
- Click Save Template.
Lead statuses are changed by editing the student's start by an admissions rep. Now, an automated communication template will be sent to the student notifying him/her of this change.
