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Learncycles for Sales+

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!