Overview
Enrollio's "Add to Notes" action lets you quickly insert important details into a student's record. This is useful when you want to document class feedback, schedule adjustments, or any extra information that could enhance your interactions with students and their families.
Action Name
Add to Notes
Action Description
This action allows you to add custom notes to a student's record.
Use it to record specific requests, follow-up tasks, or personal details shared by parents or the student.
The notes support custom values, making it easy to integrate details such as class names, teacher details, or performance notes.
Once added, the notes will appear in the student's details under the "Notes" field.
This action exists within workflows and works similarly to the notes tab within the contact area.
Step 1: Start a new workflow
Step 2: Setting up the Workflow Trigger
Under Workflow Triggers, select “Form Submitted” in the “Contact Actions” section of the Workflow Triggers Menu
Filter for the form that you can create from Sites > Forms > Builder
Click “Save Trigger” in the bottom right of your screen.
Please Note: You can use any trigger you would like including no trigger
Step 3: Adding the Add To Notes Action
Click on the “+” symbol below the trigger to add an action.
Under Actions, select “Add To Notes” in the “CRM” section of the Actions Menu or use the search feature
Name the workflow action if you would like, add details to your notes
In this example, we are using the custom values tab to populate the note with a custom field
Please Note: Include a title with the value as it will populate with the answer provided by the customer only if you don’t. (see screenshot below)
Save the action
Step 4: Customize to your preference
Add actions and customization to your preference
Publish and save the workflow (top right of the screen)
Example
Imagine you want to document details when a student signs up for a new dance class. Here's how you might set it up:
Scenario:• A dance studio wants to add a note summarizing the enrollment details when a student registers for a new class.
Workflow Setup:• Trigger: Student Enrolls in a Class• Action: Add to Notes
Workflow Actions:• Add to Notes:• Send Internal Notification:
Insert student and class details into the note using the custom value picker.
Notify the studio team so they’re aware of the new enrollment and any special instructions.
Outcome:• The note is added to the student's record and can be reviewed anytime under the "Notes" section, enabling a smooth follow-up and ensuring a personalized experience for every student.
With Enrollio’s "Add to Notes" action, you can effortlessly keep track of every detail that matters to your studio. This organization helps maintain excellent communication with your students and ensures that each class is tailored to meet their needs.
Happy dancing and enjoy the seamless organization that Enrollio brings to your studio!