During the enrolment journey we often ask parents to complete steps is a set sequence. For example complete pre-interview questionnaire before you can book and Interview.

EnrolHQ have made this a process that can be automated, that is when a parent completes a Custom Form an Automation will be triggered to change the statge on the Students Profile

A workflow example is:

Send custom form (pre-interview questionnaire) profile status Awaiting Interview

Parent completes pre-interview questionnaire (this is the trigger)

An Automation then moves profile from Awaiting Interview to Interview

1 NAME - Automated name like ‘Custom form for action/review’ this makes it easier to identify and is internal.

2 Email Template - Not applicable

3 Carer SMS - Not applicable

4 Change Application Statge to - Select the Enrolment Journey stage this Automation will move the student profile to (e.g. if Pre-interview form is received - change stage to Interview)

5 Add to Student Profile Category - you can add settings to the Student Profile Category via the Automation process (optional)

6 Trigger Event - select ‘Custom Form Submitted’ Custom Form - Select the custom form that was submitted

7 Cancel Event - not applicable

8 Delay - Set at 0 hours. This means the email will be sent to the staff member immediately upon the Custom Form being submitted.

9 Save

In the article Emails and Automations all of the various selectors are explained however for at stage change only the following are required.