Automation Examples

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