The Enquiry Automation feature helps you automatically follow up with prospective parents when an enquiry reaches a specific status.
This ensures:
No lead is missed
Parents receive timely communication
Staff are reminded to take action
Follow-ups are consistent and organized
You can automate:
Emails
Task assignments
Follow-up reminders
How to Create an Enquiry Automation
Go to Enquiries from the left panel.
Click Enquiry Automation.
Click Create Automation.
Now configure the automation:
Enter a name for the automation (e.g., Interested Follow-up Flow).
Select the trigger status (for example: Interested).
This means the automation will trigger whenever an enquiry moves into that selected status. Click Save.
Add Automation Steps
Once the automation is created, you can add different actions that should happen automatically.
1. Send Email
You can automatically send an email to the parent when the enquiry reaches a specific status.
Steps:
Click Add Step → Send Email
Choose an existing email template
Select when the email should be sent:
Immediately (as soon as status changes)
After X days (for delayed follow-up)
This is useful for:
Thank-you emails
Brochure sharing
Reminder emails
2. Create Task
You can also automatically assign a task to a staff member.
Steps:
Click Add Step → Task
Enter a task description (e.g., Call parent for follow-up)
Select when the task should be created
Assign it to a staff member
Set a due date
This ensures your team follows up at the right time.
You Can Add Multiple Steps
An automation can include multiple actions, such as:
Immediate confirmation email
Follow-up task after 2 days
Reminder email after 5 days
You can design the workflow based on your admission process.
Important Note
Make sure the automation status is set to Active.
If the automation is left Inactive, it will not trigger — even if the enquiry status changes.
Using Enquiry Automation helps standardize your admission process and improve response time to parents.
For more detailed overview please go through this video: