Through Learncyles, automated workflows can be set to trigger at different stages of the Sales+ process to help you stay on track with every step of the process.
Below are examples of Learncycle Activities and Trigger Conditions you may use to automate each step.
1
Before you begin
If you are new to Learncycles, we recommend exploring Learncycle features and benefits before you start.
2
When an Enquiry is received
An enquiry from a potential Learner about a Course may require you to:
- Record Learners details
- Create Tasks with Notes
- Save documents
- Send follow-up email/sms
3
When an Application is received
- Add/Update Learner
- Follow up via Email/SMS
- Complete Eligibility Checks (LLN)
- Process application as per compliance requirements
- Generate and Send Letter of Offer or Training Plan
4
If an Application is Rejected
- Update Enrolment Status to: Declined
- Update Enrolment Status Reason as required
- Send Email advising of Rejection
5
If an Application is Accepted
- Update Course Enrolment Status to: Current
- Update Course Enrolment Status Reason as required
- Send Confirmation Email
- Schedule Welcome Letter generation and emails
- Schedule Enable Learner App Access
- Update Course Enrolment and Unit Enrolment details
- Process payment (Issue Xero invoices)
- Schedule and assign other administrative tasks
6
Test before going Live
Learncycles need to be carefully configured to ensure the automation does not accidentally trigger undesired activities. Follow these Best Practice instructions before setting your Sales+ Learncycles.
7
Go Live!
- Add Learncycles