For Children’s Dance Studio Owners
Looking to automate how you find parent or student records in Enrollio? The Find Contact action makes it easy to locate contacts in your database using details like name, email, phone, or even a unique student ID — all without manually searching!
This guide will walk you through how to set it up step-by-step so you can keep your enrollment records organized and your follow-up messages personalized.
A parent fills out an online trial class form, and you want to send a reminder — but only if they’re already in your system.
You receive a new registration with a Dance Enrollment ID and want to match it to an existing student.
Before sending a class promo, you want to make sure the right contacts are included.
Step 1: Open or Create a Workflow
Go to Automations in your Enrollio dashboard.
Either click Create New Workflow or open an existing one.
Step 2: Add a Trigger
Choose when the workflow should start.
For example, use "Form Submitted" or "Inbound Webhook" if your form is hosted outside of Enrollio.
Step 3: Add the "Find Contact" Action
Click the + icon under your trigger.
Select “Find Contact” from the list of actions.
Give the action a name like “Check for Existing Parent Contact”.
Step 4: Choose Fields to Search
You can search using any of the following:
First Name
Last Name
Phone
Custom Fields (like Dance Enrollment ID)
You can use multiple fields if you want to make the search more specific.
If you need a custom field that doesn’t exist yet (e.g., “Class Level”), go to Settings > Custom Fields to add it.
Step 5: Test and Save
Add a test contact or test webhook to verify the setup.
Once it works correctly, click Save.
Step 6: Publish Your Workflow
Toggle your workflow ON to start using it.
That’s up to you! Here are some popular follow-up actions:
ScenarioWhat You Can Do Next | |
Contact is found | Send a personalized reminder, assign them to an instructor, or update their profile |
Contact is not found | Create a new record or send an alert to your admin team |
Using a Dance Enrollment ID | Match the parent/student to the right record and update enrollment status |
Real-Life Studio Examples
Trial Class Reminders
A parent signs up for a trial — Enrollio checks if the contact exists, then sends a personalized SMS.
Post-Recital Follow-Up
After a recital, use the Find Contact action to match feedback forms to each student and send thank-you emails.
Lead Scoring
Match the incoming data with existing leads and assign a score to help your team prioritize follow-ups.
Duplicate Check
Before creating a new contact, the workflow checks to avoid adding duplicates.
What if no contact is found?
You can set a fallback action — like creating a new contact or notifying your team.
Can I search using more than one field?
Yes! Use multiple fields like email and enrollment ID for more accurate matching.
Is this compatible with external forms or tools?
Yes, pair it with triggers like Inbound Webhook to connect to forms outside of Enrollio.
Can I use this with other actions like emails or updates?
Absolutely. Use Find Contact as the first step before sending emails, updating info, or triggering automations.
The Find Contact action is perfect for keeping your records clean and your communication personalized. Whether you’re managing enrollments, sending event reminders, or checking for duplicates — this tool saves time and keeps your studio running smoothly.
Need help setting it up?
Contact our Support Team
