Email or text automation helps staff engage with students and make the users' workflow more efficient. Automation templates can be created to send upon the change of lead status, academic standing, or transactions on the ledger. Follow this step-by-step guide to set up your Automated Templates.
Please Note: It is best practice to create only 1 template per change of lead status, academic standing, or transaction type for each mode of communication. Templates are per school, not per user.