6 Education Workflow Automation Templates for Your Student Recruitment Team

Admission officers have too many things on their plates.

Numerous student inquiries from several different platforms only increase the strain on your staff.

Amidst this, an Education CRM is the best bet to stay organized and efficient. You can automate routine tasks for admission officers, such as:

• Capture new student inquiries
• Qualify the best candidates
• Set tasks for the admissions team
• Distribute leads based on geography, courses, SAT scores and other factors.
• Nurture they lead until they convert.

To give you an idea, here are 6 education workflow automation templates you can use right away.

Education Workflow Automation Templates for Your Admissions Team

If you’re spending more than an hour on tasks that software can do in minutes, you need to rethink your process.

Whether it is a simple task like sending a follow-up email or a complex process like automating the entire student journey, opt for solutions that make your life easier.

At the least, you can set up tasks and reminders to reduce your cognitive load. Or automatically update the student record as they move up or down in the admission funnel.

Here are some of the most widely used education workflow automation examples. Feel free to use these templates for your institution. 

1. Nurture prospective students based on call disposition 

Sometimes, your admissions team may reach out to potential students to see if they are interested in enrolling in your institute. Most of them will not enroll after a single phone call. They need to be contacted multiple times and screened to check if they qualify. Manually doing this can be a pain. This enrollment workflow template helps you automate this process.

2. Automate your entire application cycle

You can start tracking your lead right from the moment he places a course inquiry to enrollment. But, you need to engage them with the right content at the right time for this to happen. The admissions team can also find out if the candidate qualifies for the course he applied for. If he doesn’t qualify, or if the seats are filled, you can suggest an alternate course to them.

3. Follow-up after a campus tour is completed

Once a student attends a campus tour, you can follow-up with them to find out if they are interested in accepting the offer. Plus, you can always nurture students who are unresponsive after the tour.

4. Capture & nurture students from high school education fairs

You might visit multiple high schools to conduct events or educate them on the facilities and quality of education available in your institute. You can capture student leads & nurture them using emails or text messages.

5. Set up reminders for your admission officers

With the number of leads pouring in, admission officers can sometimes miss out on tasks & follow-ups. You can set up constant reminders to remind them to follow up. If they don’t follow up after constant reminders, you can escalate the issue to the admissions manager as well.

6. Manage your applications from international students

Every higher education institution wants a healthy cultural diversity on the campus. Attract the best international students, and engage them till they finally enroll with automations.

You can use these education workflow automation templates for your institution as well.

However, to do this well, you need a tool that helps you create and implement these automation workflows. That’s where LeadSquared’s Education CRM comes in. It has a drag and drop builder which it makes it easy for you build your recruitment or admissions workflows. And, it is very flexible, giving you multiple options to experiment and test your workflows.

So what are you waiting for? Book a demo and see how easy it is.