Reviews & Referral Requests

The automation is triggered when a student's course end date is reached or their status is marked as graduated in the school management system. The student's name, email, phone, course name, and completion date are captured automatically.

Student details are logged or updated as a contact with course completion metadata. This creates a single source of truth for all student interactions.

A personalised review request email is sent within 24 hours of course completion. The email includes the student's name, course name, and direct links to review platforms.

Seven days after the review request, a survey is sent asking the student to provide referral names and contact details. Responses are automatically captured and logged.

The automation reviews incoming referral form responses, extracts referral names and emails, and creates new contact records. the automation flags any incomplete or invalid submissions for manual review.

Verified referral leads are automatically added as new contacts with a source tag linking them to the referring student. A task is created for the sales team to follow up.

Fourteen days after the initial review request, a reminder email is sent to students who have not yet submitted a review. The reminder is sent with a direct link to the review platform.

A daily summary is sent to the marketing team listing new reviews received, referral leads captured, and students who need follow-up. This keeps the team aligned without manual checking.