Automation Examples

Theme	Automation

Theme	Automation
Onboarding	If a student changes major and is assigned a new major advisor Then send the student a welcome message from their new advisor with additional pertinent information
Degree Completion	If a student completes at least 120 credits and the course requirements Then add them to the ‘Apply for Graduation’ Messaging Campaign
Degree Completion	If a student is under-enrolled during the registration period Then issue a referral that sends the student a message that they are under-enrolled and opens a case with their advisor to follow up
Academic Success	If a student has a new Hold assigned (Hold data is imported into Categories) Then send a message to the student with Hold resolution instructions
Career Success	If a student registers for an internship course Message them with information about securing an internship before the course begins
Student Feedback (Pre/Post-Appointment Questions)	If a student selects ‘Yes’ on pre/post-appointment questions asking if they need a follow up appointment Add the student to the Advising Appointment Campaign to schedule the next appointment easily.
Student Feedback (Received a Referral)	If a student received a referral such as “Career Center” or “Financial Aid” Then add students to an Appointment Campaign
Academic Success	If a student has not logged into your LMS in 5+ days Then send the student a message to remind them to log in and access learning resources
Academic Success	If a student misses a Success Marker Then issue a referral that sends an email to the student letting them know they missed a vital course
Academic Success	If a student in their first term at your institution has not had any appointments for the first half of the semester Then invite the student to an appointment campaign with their advisor
Administrative/Staff/Tutor	If a Student received an A in an introductory lecture Then send the student an interest Survey to identify those who may be interested in becoming a TA or Tutor for that course
Basic Needs	If a student is flagged as needing additional support with basic housing/food needs Then send the student an in-depth survey to learn to identify more specific support needs