The "Edit Conversation" action in Enrollio lets you update the status of a conversation. You can quickly mark a conversation as read or unread, as well as archive or unarchive it. This helps you stay on top of communication with parents and students, ensuring that important messages are promptly addressed and old conversations don't clutter your active list.
Edit Conversation
The "Edit Conversation" action allows you to:
Mark a conversation as read or unread.
Archive a conversation, moving it out of the active conversation list.
Unarchive a conversation, bringing it back into the recents tab.
This functionality is designed to help you manage your studio's communications so that inquiries and messages from parents are organized and prioritized.
Mark as Read or Unread: Choose to update the conversation’s read status. Options include:
None
Mark as Read
Mark as Unread
Archive or Unarchive: Choose whether to move the conversation to the archive or bring it back to the recents tab. Options include:
None
Archive
Unarchive → Move to Recents tab
Action Name: Enter a descriptive name. For example, "Mark as Read and Archive" might be appropriate when following up on a parent inquiry.
Mark as Read or Unread: Select an option to change the status of the conversation. If you’ve responded to a parent’s question, you might choose "Mark as Read" to signify that the inquiry has been addressed.
Archive or Unarchive: Decide whether to archive the conversation if it’s no longer active or unarchive it to revisit past communication when needed.
Parent Response Received: Automatically mark a conversation as read when a parent replies, letting you know that the conversation is now up-to-date.
Class Enrollment Completed: Automatically archive the conversation once enrollment or registration is finalized, helping you maintain an organized inbox for ongoing inquiries.
Imagine you run a busy children’s dance studio. When a parent contacts you about a class schedule change or enrollment query, you may reply and resolve the inquiry. Set up a workflow trigger in Enrollio for when a parent sends a reply. Then add the "Edit Conversation" action to your workflow to:
Mark the conversation as read once you’ve responded.
Archive the conversation to keep your active list free of resolved messages.
This setup ensures that your studio's active communication panel remains focused only on new and pending inquiries, allowing you more time to focus on class schedules and studio management.
This targeted guide helps you use Enrollio’s "Edit Conversation" action to maintain an efficient and organized communication system tailored for your dance studio needs. Happy dancing and smooth studio management!
