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Welcome Sequence
1,245 sent 68% open 31% click
Triggers
Form Submitted
Status Changed
Scheduled
Event Registered Soon
Deadline Approaching Soon
Document Uploaded Soon
Payment Received Soon
Actions
Send Email
Send SMS
Create Task
Update Status
Notify Staff
Webhook Soon
Add to List Soon
Schedule Event Soon
Generate Document Soon
Logic
Check Condition
Delays
Wait
AI
AI Step
Select a node to edit its properties
Group 1
Application Received
Subject: Welcome to Our School
Key Email
Active
0 / 160 chars
{{first_name}} {{last_name}} {{school}}
SMS Preview

Your message will appear here...

days after trigger
Log a note
Group 1
Yes:
No:
@mention fields to reference applicant data
@First Name @Last Name @Email @Course Interest @Application Status @ID Document @Personal Statement @Engagement Score
Define what results the AI can return.
85%
Below threshold:
Auto-apply above threshold
Properties the AI is allowed to update.

Enrolment Rules

Define who enters this workflow. Leave empty to enroll everyone matching the trigger.

Group 1

142 applicants currently match these criteria

Applicants meeting these conditions are immediately removed, even mid-sequence.

Checked whenever applicant data changes.

Group 1

Choose Email Template

Application Received
Thank you for your application, {{first_name}}
Offer Letter
Congratulations! Your offer from {{school_name}}
Reference Request
Reference request for {{applicant_name}}
Interview Invitation
Interview invitation for {{first_name}}
Enrollment Confirmation
Welcome to {{school_name}}, {{first_name}}!

Edit Template

Dear {{first_name}},

Thank you for submitting your application. We have received it and it is now being reviewed.

Best regards,
The Admissions Team

More Triggers

Event Registered

When a family registers for a school event

Coming soon
Deadline Approaching

X days before a configured deadline

Coming soon
Document Uploaded

When a document is uploaded to the applicant record

Coming soon
Payment Received

When a fee payment is recorded

Coming soon

More Actions

Webhook

Send data to an external URL

Coming soon
Add to List

Add the applicant to a marketing list

Coming soon
Schedule Event

Book an interview or campus visit

Coming soon
Generate Document

Auto-generate a PDF from template

Coming soon

Go to existing step

Connect to a step that already exists in this workflow.

No steps available to connect to.

Add after which step?

The new step will be connected automatically.

Delete node

Are you sure you want to delete ? This action cannot be undone.