Sales Funnels

These are the emails that send automatically to applicants through-out the enrollment process. Click the green Edit icon to edit each one. Click the Message or Phone icons to send yourself a test message. 

NOTE: The days to enroll # will not populate in test emails, only for actual applicants.

Here is the sales funnel flow, after an offer is made:

Message 4a 

Message 4a will send when an offer is made to a family. Families have 2 days to accept or decline their offer before they are sent Message 4b.

Message 4b 

Message 4b will send 2 days after 4a is sent only if they have not accepted or declined yet.

Note: This 2-day reminder timeline is set by the system, it is not configurable.

Option to Auto-Decline:

If the offer remains not accepted or declined for a long time and that is bothering the school to have “Offer-Pending” offers hanging out there, the school can use the setting “auto-decline the application” to automatically decline applications after “x” number of days. For example, if an offer is made (4a goes out) and a reminder happens (4b) and the family never accepts or declines, and this setting is set to “14” days, then the application will be automatically declined after 14 days.

To enable auto-decline go to: Settings / Enrollment Periods / Edit the year you want to change / Add in a number in the Auto-Decline box / Save

Note: If a school opts to auto-decline. No email will be sent to notify the family of the decline. Schools can choose to send a custom email to these families.

Here is the sales funnel flow, after an offer is accepted:

Message 5a will send if they accept their offer:

Schools can determine the amount of days they give families to enroll after accepting their offer.  This number is included in email 5a. This timeframe includes registration and/or bringing in documents, then the school must mark them enrolled in SIS or myLottery.

To find this setting go to: Settings / Enrollment Periods / Edit the year you want to change / Add in a number in the  How many days families have to enroll after they accept their offer? box / Save

Multi-Campus Schools: This setting can be configured at the Campus level or Enrollment Period level. For example, the Enrollment Period setting may require the family to be enrolled “8” days after their offer is accepted, but an individual Campus may require the family to be enrolled “5” days after their offer is accepted. Campus trumps Enrollment Period. This setting is found in Settings / LEA District / Edit Campus / Notifications

This number can be changed at anytime through-out the registration process.

Message 5b will send based on the "days to enroll" number:

The setting: Send Reminder to Families if they have not enrolled, will send 5b based on the "days to enroll" number.  For example, if they have “5” days to enroll and the setting is set to “2 days before the deadline”, 5b will send on day 4 after they accept their offer, because that is 2 days before the “5” day deadline. 

The setting: Send Reminder to Families on Final Day, 5b will send again “on the last day” they have to enroll, which in the previous example is on day 5 after they accept their offer.