During the enrolment journey we often ask parents to complete steps is a se 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 status 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 Change Application Status to - Select the Enrolment Journey stage this Automation will move the student profile to (e.g. if Pre-interview form is received - change status to Interview)

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

3 Trigger Event - select ‘Custom Form Submitted’

4 Custom Form - Select the custom form that was submitted

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

Always Save

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