Collecting student reviews and referrals is critical for school growth, but the manual process is fragmented and time-consuming.
Automation identifies eligible students automatically, sends personalized review requests, monitors all response channels, and logs feedback directly into the CRM on the same day it arrives. the team focuses on strategy while the system handles the repetitive work.
The full workflow, from trigger to completion.
Automation watches for a student record marked as course complete or a date field matching 30 days post-enrollment. The trigger fires automatically.
The automation retrieves the student's name, email, course name, and completion date. It checks that the student has not already been sent a review request in the last 90 days.
A personalized email is sent with the student's name, course name, and a link to a Google Form or review platform. The email is logged as an activity.
The automation waits 7 days for a response. If the student submits a Google Form or replies to the email, the response is captured automatically.
If no response is received after 7 days, a follow-up email is sent automatically. A second reminder is sent after 14 days if still no response.
When a response is received, the review text and referral information are automatically logged as a contact note and custom field. Duplicates are prevented by checking the contact history.
A notification is sent to the marketing channel with the student's name, course, and review summary. The team can then review and approve posting to public platforms.
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