Does Populi have the capability to send automatic emails when an action is completed by a prospective student/applicant? It would be really helpful to have the system do that for us so we don't have to manually send email templates or manually set up communication plans. For example an automatic email could be sent when an inquiry is received, an application is started, or an application is submitted.
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Evan Donovan I believe there is a way to do this, but you have to get Populi to set it up for you.
I think it would be wonderful if there were an interface for configuring this, at least for common triggers like the ones Jennifer mentioned in her feature request here.
We used to do that when we had a custom SIS in Salesforce, since it had Workflow & Scheduled Tasks.
As it is, we have our staff review incoming records each day and apply communication plans as needed, but it would be wonderful to eliminate that step. That would not only save time, but also eliminate the risk of missing someone. -
Adam Sentz Jennifer Cake - Please reach out to Populi Support to see what they can set up for you.
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