Introduction to Workflow Automation in EduCtrl

Understand the basics of workflow automation in EduCtrl CRM and how it helps automate tasks like sending messages, assigning leads, and following up without manual effort.

Prerequisites

• Admin or Manager access to the Automation module
• At least one message template created for Email, SMS, or WhatsApp

Step-by-Step Instructions

1. Go to Automation > Workflows from the left-hand menu.
2. Click + New Workflow to begin setting up automation.
3. Enter a Title for your workflow.
4. Select a Workflow Type. Available types include:
   • Lead Nurture Sequence: Send messages to cold or unresponsive leads at intervals.
   • Message Sequence: Send a series of timed messages to a specific audience.
   • Specific Event: Trigger an action when a defined event (e.g., lead conversion, application submission) occurs.
5. Choose the Send Method: select Email, SMS, or WhatsApp.
6. Configure the Schedule:
   • Set timing for each message (e.g., 10AM, 2 days after event).
   • Define criteria such as lead age, lead status, or target service.
7. Select a Message Template to be used.
8. Add multiple steps or messages as needed to build a sequence.
9. Click Submit to activate the workflow.

Tips & Best Practices

• Use Lead Nurture Sequences to re-engage inactive or cold leads.
• Make use of Specific Event workflows to trigger timely follow-ups or staff notifications.
• Use message personalization to increase engagement.

Troubleshooting or FAQs

Q: Can I pause or deactivate a workflow?
A: Yes, you can pause or delete a workflow anytime from the Workflows page.

Q: Can one lead be in multiple workflows?
A: Yes, leads can be targeted by multiple workflows if the criteria match.