Automate Your Entire Admission Workflow

Set up rules once and let the system handle follow-ups, stage transitions, task assignments, and parent notifications automatically. Your team focuses on conversations, not data entry.

Key Takeaways

  • Automate follow-up sequences across WhatsApp, SMS, and email — no manual work needed
  • Trigger-action rules handle stage transitions, task creation, and notifications automatically
  • Save 3+ hours daily per counsellor by eliminating repetitive admission tasks
  • 50+ pre-built templates let you activate proven workflows in minutes

Sound Familiar?

  • Counsellors manually sending follow-up messages one by one: Automated multi-channel sequences trigger based on lead stage
  • Forgetting to update lead status after key events: Stage transitions fire automatically when triggers occur
  • No reminders for pending tasks or overdue follow-ups: Smart alerts ensure nothing falls through the cracks

Complete Workflow Automation Features

Everything you need to modernize your school's workflow automation.

  • Drip Sequences: Multi-step follow-up sequences: Day 0 WhatsApp, Day 3 email, Day 7 SMS, Day 14 call task. Sequences pause on parent reply.
  • Trigger-Action Rules: If [application submitted] → then [move to Interview stage + send confirmation + create task for counsellor].
  • Auto Task Creation: Automatically create and assign tasks when leads enter specific stages or meet conditions.
  • Smart Reminders: Automated reminders for overdue follow-ups, pending documents, upcoming interviews, and fee deadlines.
  • Multi-Channel Delivery: Sequences can mix WhatsApp, SMS, email, and in-app notifications across steps.
  • A/B Testing: Test different message variants in your sequences. The system auto-selects the better performer.
  • Template Library: 50+ pre-built sequence templates for common admission scenarios — ready to activate.
  • Smart Pause & Resume: Sequences auto-pause when a parent replies and resume after counsellor response.

Get Started in 4 Simple Steps

  1. Choose a Template: Pick from 50+ pre-built sequences or create your own from scratch.
  2. Set Triggers: Define what starts the automation — lead enters a stage, form is submitted, etc.
  3. Configure Actions: Add steps: send message, create task, change stage, notify counsellor.
  4. Activate & Monitor: Turn on the automation and monitor performance in the analytics dashboard.

Frequently Asked Questions

Do I need technical skills to set up automations?

Not at all. Our visual rule builder uses a simple 'If [trigger] → Then [action]' pattern. Pick triggers and actions from dropdowns. No coding required.

Can automations send WhatsApp messages?

Yes. Sequences can include WhatsApp template messages (pre-approved by Meta), SMS, email, and in-app notifications across different steps.

What happens when a parent replies to an automated message?

The sequence auto-pauses for that lead. The counsellor is notified to handle the conversation. Once the counsellor responds, the sequence can resume from where it left off.

Can I A/B test different message content?

Yes. Create variants for any step in a sequence. The system splits traffic, measures reply rates, and auto-selects the winner after your configured sample size.

How many automations can I run simultaneously?

There's no limit. Run as many sequences and trigger rules as you need. The system handles scheduling and delivery across all channels.