Enrollio’s Workflow Actions are pivotal tools designed to help you automate and manage essential tasks within your children's dance studio. Whether you're scheduling classes, managing student contacts, or following up with parents, these actions work together in a sequential order after a triggering event, allowing for precise control over your studio’s workflows.
Triggers:
Events that kickstart a workflow.
For example, a new registration or a class inquiry can automatically trigger a series of actions.
Workflow Actions:
These follow the trigger and execute tasks as instructed, such as updating a student profile or sending a follow-up message to a parent.
Enrollio organizes workflow actions into clear categories, making it easier for you to find and apply the right tools for your studio management:
Contact Actions
Communication Actions
Send Data
Internal Tools Actions
Workflow AI Action
Eliza Actions
Appointments Actions
Opportunities Actions
Payments Actions
Marketing Actions
Affiliate Actions
Courses Actions
IVR (Interactive Voice Response) Actions
Communities Actions
You can access these Workflow Actions within the Enrollio workflow builder by selecting the "add action" button.
Below is an overview of each action with examples and explanations specific to managing a dance studio.
Create Contact:
Adds a new student or parent to your system.
Useful for: Automating new registrations and organizing studio prospects.
Find Contact:
Locates a student or parent based on provided information.
Useful for: Quickly retrieving details for class updates or scheduling.
Update Contact Field:
Modifies a specific field on a student or parent's record.
Useful for: Keeping enrollment details current, such as lesson levels or class preferences.
Add Contact Tag:
Assigns a tag, like "beginner" or "advanced", to help segment your contacts.
Useful for: Managing groups for targeted class communications or promotions.
Remove Contact Tag:
Removes an existing tag from a contact.
Useful for: Updating accurate class groupings when schedules change.
Assign to User:
Assigns a student or parent to a specific instructor or studio manager.
Useful for: Personalizing follow-ups and ensuring a smooth communication process.
Remove Assigned User:
Removes the assigned user from a contact.
Useful for: Reassigning responsibilities when instructors are unavailable.
Edit Conversation:
Edits interaction threads by marking them, archiving, or restoring them.
Useful for: Organizing communication histories related to class inquiries or feedback.
Disable/Enable DND:
Manages the "Do Not Disturb" status for contacts.
Useful for: Respecting parents' or students' preferences for communications during busy times.
Add Note:
Attaches custom notes to a student or parent's profile.
Useful for: Manually recording particular needs or feedback from dance classes.
Add Task:
Creates a follow-up or reminder task related to a student or parent.
Useful for: Scheduling callbacks or class reminders to ensure smooth operations.
Copy Contact:
Duplicates a contact record to another sub-account (like transferring details between branches).
Useful for: Sharing essential student information across multiple studios.
Delete Contact:
Removes a contact from your system.
Useful for: Maintaining an up-to-date and accurate student database.
Modify Contact Engagement Score:
Adjusts how actively a contact is interacting with your studio.
Useful for: Evaluating the responsiveness of parents or students to class updates and promotions.
Add/Remove Contact Followers:
Adds or removes team members following a specific contact.
Useful for: Ensuring that all relevant staff are informed about important student updates.
Send Email:
Sends a studio-related email, such as a class schedule or newsletter.
Useful for: Keeping parents informed and engaged with the latest studio news.
Send SMS:
Sends a text message notification to parents or students.
Useful for: Quick reminders for class start times or change-of-schedule alerts.
Send Slack Message:
Sends a message via Slack (if integrated) for internal team updates.
Useful for: Coordinating between instructors and administrators about class changes.
Call:
Initiates a phone call to a contact (e.g., to follow up about a class inquiry).
Useful for: Direct outreach when a personal touch is needed for enrollment discussions.
Messenger:
Sends a message via Facebook Messenger.
Useful for: Engaging with parents who prefer social media communication.
Instagram DM:
Sends an Instagram direct message.
Useful for: Connecting with potential or current students via social media channels.
Manual Action:
Prompts a manual follow-up task that an instructor or administrator has to complete.
Useful for: Handling situations that require personalized communication for your studio.
GMB Messaging:
Responds to Google My Business messages.
Useful for: Enhancing local visibility and communicating with local parents.
Send Internal Notification:
Notifies assigned team members about key updates.
Useful for: Prompting immediate internal actions on studio events or class changes.
Send Review Request:
Sends a review request to encourage feedback from parents or students.
Useful for: Building your studio’s reputation and gathering testimonials.
Conversation AI:
Uses AI to manage incoming conversations.
Useful for: Efficiently handling common queries about class schedules or enrollment procedures.
Facebook Interactive Messenger:
Engages with Facebook comments on your studio’s posts.
Useful for: Enhancing your studio’s social media presence by quickly responding to inquiries.
Instagram Interactive Messenger:
Responds to interactions on Instagram posts.
Useful for: Boosting engagement and community interaction around your studio events.
Reply in Comments:
Replies to Facebook or Instagram comments.
Useful for: Maintaining active engagement with your community.
WhatsApp:
Sends WhatsApp messages.
Useful for: Communicating directly with parents on a platform they frequently use.
Send Live Chat Message:
Responds to live chat inquiries on your website.
Useful for: Providing real-time support, such as guiding a parent through class registration.
Webhook/Custom Webhook:
Sends data from Enrollio to an external service.
Useful for: Integrating your studio’s enrollment data with other management tools.
Google Sheets:
Updates or retrieves data from Google Sheets.
Useful for: Automating reports or coordinating class rosters with a shared spreadsheet.
If Else:
Creates branching paths based on specific conditions.
Useful for: Tailoring the student journey based on registration type or class performance.
Wait Step:
Delays the workflow for a set period.
Useful for: Scheduling follow-up messages or reminders before a class.
Goal Event:
Directs contacts toward a specific event goal.
Useful for: Guiding students toward class milestones or achievement events.
Split:
Conducts a split test within the workflow.
Useful for: Comparing different communication strategies for class promotions.
Update Custom Value:
Dynamically updates custom fields.
Useful for: Adjusting tailored student or parent data based on class changes.
Go To:
Redirects contacts to another workflow.
Useful for: Moving a student from registration to class scheduling seamlessly.
Remove from Workflow:
Exits contacts from a workflow.
Useful for: Halting unnecessary communications when a student has already class-confirmation.
Arrays:
Manages multiple data values as a single entity.
Useful for: Sorting and searching through a list of class schedules or student groups.
Drip Mode:
Moves contacts through the workflow in controlled batches.
Useful for: Avoiding communication overload around busy registration times.
Text Formatter:
Transforms and formats text data as needed.
Useful for: Standardizing messages or class descriptions for consistency.
Custom Code:
Executes custom scripts for advanced data processing.
Useful for: Implementing unique studio-specific tasks or integrations.
AI Prompt (GPT-3 Powered):
Generates AI-driven responses based on predefined prompts.
Useful for: Automating personalized follow-ups with parents or reminders about upcoming classes.
Eliza AI Appointment Booking:
Leverages the Eliza platform to automate class booking conversations.
Useful for: Helping parents book trial dance classes seamlessly via AI.
Send to Eliza Agent Platform:
Forwards a student’s information to the Eliza Agent Platform.
Useful for: Engaging advanced scheduling features when needed.
Update Appointment Status:
Adjusts the status of class appointments (e.g., rescheduled, completed, or canceled).
Useful for: Keeping your class schedule accurate and up to date.
Generate One Time Booking Link:
Creates a one-time booking link for a dance class.
Useful for: Allowing parents to book a trial class or makeup session securely.
Create/Update Opportunity:
Manages potential enrollment opportunities in your class pipeline.
Useful for: Tracking prospective families or students throughout the registration process.
Remove Opportunity:
Deletes opportunities from the pipeline when they are no longer needed.
Useful for: Organizing your class roster by removing outdated or inactive entries.
Stripe One-Time Charge:
Processes a one-time fee using Stripe via the customer’s Stripe Customer ID.
Useful for: Charging enrollment or class fees seamlessly through integrated payment solutions.
Send Invoice:
Dispatches an invoice directly to a parent.
Useful for: Automating billing for classes, workshops, or studio events.
Send Documents and Contracts:
Transmits contracts or permission forms sourced from a template.
Useful for: Managing permission slips or studio enrollment agreements efficiently.
Add to Google Analytics:
Incorporates contact data into Google Analytics for insights.
Useful for: Tracking website visits or class sign-ups for better marketing insight.
Add to Google AdWords:
Adds contacts to your Google AdWords for running targeted ads.
Useful for: Promoting your studio’s classes and events through Google advertising.
Add to Custom Audience (Facebook):
Places a contact into a custom Facebook audience.
Useful for: Enhancing targeted social media campaigns for dance classes.
Remove from Custom Audience (Facebook):
Removes an individual from a custom audience.
Useful for: Refining your ad targeting as contacts’ statuses change.
Facebook Conversion API:
Transfers conversion data to Facebook for improved ad tracking.
Useful for: Monitoring and refining the success of your digital ad campaigns.
Add to Affiliate Manager:
Registers a new affiliate into your affiliate tracking system.
Useful for: Tracking partnerships with local dance apparel or accessory providers.
Update Affiliate:
Modifies details of an existing affiliate partner.
Useful for: Keeping affiliate marketing data current as your studio relationships evolve.
Add/Remove from Affiliate Campaign:
Assigns or removes affiliates from specific promotional campaigns.
Useful for: Managing targeted promotions that drive new enrollments.
Course Grant Offer:
Approves and grants enrollment into a special course or workshop.
Useful for: Rewarding loyal students with exclusive class offers.
Course Revoke Offer:
Withdraws a course offer as needed.
Useful for: Adjusting course availability based on changing class schedules or studio capacity.
Gather Input on Call:
Collects caller responses to direct them to the appropriate class or information.
Useful for: Streamlining telephone inquiries, such as course details or registration assistance.
Play Message:
Delivers recorded messages during an IVR call.
Useful for: Broadcasting class schedules or important studio announcements.
Connect to Call:
Forwards the call to a specific studio staff member.
Useful for: Directing a parent's inquiry to the correct instructor or administrator.
End Call:
Concludes the telephone call after the required information is delivered.
Useful for: Ensuring calls are efficiently managed once the conversation is complete.
Record Voicemail:
Records a voicemail from the caller.
Useful for: Allowing parents to leave a message when the studio is closed or busy.
Grant Group Access:
Provides a student or parent access to a specific community group.
Useful for: Enabling participation in exclusive classes, workshops, or community forums.
Revoke Group Access:
Removes access from a community group when needed.
Useful for: Maintaining proper membership levels and class group integrity.
Enrollio’s workflow actions are designed to streamline the management of your children's dance studio—from handling new class registrations to automating personalized communications. By integrating these actions into your daily operations, you can enhance class management, boost engagement with families, and keep your studio running smoothly.
Happy dancing and here’s to a more efficient workflow with Enrollio!
