Overview

The New Enrollment Opportunity Created trigger lets you automate actions the moment a family enters your enrollment pipeline. Use it to notify staff, assign follow-up tasks, or send welcome messages—all automatically.

This is perfect for ensuring no prospective family falls through the cracks during the critical enrollment process.

How It Works

This trigger activates when a new enrollment opportunity is created in your pipeline. You can filter by specific criteria like assigned staff member, pipeline stage, expected tuition value, or custom tags.

Available Filters

Filter Description Required
Assigned To The staff member assigned to this opportunity No
Has Tag Filter by specific tags (like "Infant Care" or "Tour Scheduled") No
In Pipeline Select which enrollment pipeline to monitor No
Lead Value The estimated monthly or annual tuition value No
Lost Reason Why an opportunity was marked as lost No
Status Current status (New, Open, etc.) No

Filter Operators

Operator What It Does  
Equals to Matches exactly
Greater than Value is higher than specified
Less than Value is lower than specified
Contains Includes the specified text
Is Empty Field has no value
Is Not Empty Field has a value

How to Set It Up

  1. Open the Automations section and create a new automation
  2. Click Add Trigger and select Enrollment Opportunity Created
  3. Give your trigger a clear name like "High-Value Family Enrolled"
  4. Add filters to target specific opportunities:
    • Assigned To: Filter by which staff member owns the opportunity
    • In Pipeline: Choose which enrollment pipeline to monitor
    • Lead Value: Set criteria based on expected tuition (e.g., greater than $1,500/month)
    • Has Tag: Target families with specific needs or programs
  5. Click Add filters to include multiple criteria
  6. Add your automation actions (send text, create task, notify staff, etc.)

Real-World Example

Scenario: You want your director notified immediately when a high-value family enters your infant care pipeline.

Setup:

  • Trigger: Enrollment Opportunity Created
  • Filters:
    • In Pipeline = "Infant Care"
    • Lead Value greater than $2,000
  • Action: Send text message to director with family details

This ensures your leadership team can personally reach out to high-value families during the critical first hours of their enrollment journey.

Pro Tip: Combine this trigger with the "Tag Added" filter to create different automations for families interested in different programs (infant, toddler, preschool, etc.).

Common Use Cases

  • Send a personalized welcome text when a family starts the enrollment process
  • Notify your enrollment coordinator when opportunities exceed a certain tuition value
  • Automatically create a follow-up task for 24 hours after opportunity creation
  • Trigger different email sequences based on the program type (infant vs. preschool)
  • Alert staff when opportunities are created but not assigned to anyone