How to Auto-Send Acceptance Notifications for Admission Updates
This passage introduces how to automatically send notifications through Automation Pro. We will illustrate this feature with an example of sending an automatic acceptance notification to a student. In this use case, we need a Student Admission Information form where we can update students' admission status. You can set sending notifications automatically when the value of one or more fields you select is updated.
Demonstration
After you have updated the student's admission status to Accepted and entered the admission university, the Automations Pro in the form will be triggered to send an admission email to the student via the form plugin automatically.
Prerequisite
1. Buil a form of Student Admission Information to enter students' basic information.
Field Name | Field Type | Field Properties |
Student Number | Single Line | —— |
Name | Single Line | |
Phone | Single Line | |
Single Line | ||
Offer | Radio | Set the options as Accepted and Rejected. |
Admission Universities | Single Line | —— |
2. Enter the student's basic data in this form. The default data for Offer is set to Rejected and the Admitted Universities data is empty.
How to Sending Notifications Automatically through Automations Pro？
Step 1 Adding an Automations Pro
After you build the form, switch to Extension. Add an Automation and rename it as Automatically Send Acceptance Notifications. Select the trigger type as Form Trigger and the data source as Student Admission Information.
Step 2 Setting Nodes
Click the From Trigger and set the following configurations.
- Add Trigger: When a specific field, Offter, is updated.
- Add Condition 1: Offer equals Accepted.
- Add Condition 2: Admission Universities are not empty.
Step 3 Setting Plugin Nodes
1. Below the trigger plugin, add an Advanced Plugin, as shown below.
2. Configure this plugin.
In Run Plugin, select SendGrid to send accepted students e-mail notifications. You can customize the Subject and Content through Template String which enables you to add field values of selected forms.
The specific configuration is as below.
List of Configuration | Selected Fields | Entered Content |
Run Plugin | SendGrid | / |
Recipients | Triggered Data-E-mail | / |
Subject | Template String | Congratulations to you Triggered Data—Name(Text)! You have been accepted to Triggered Data—Admission Universities(Text)! |
Content | Template String | Dear Triggered Data—Name(Text), Congratulations, you have been accepted to Triggered Data—Admission Universities(ID)! Please visit the school's website as soon as possible to check and confirm your admission result. Please feel free to contact us if you have any questions or need assistance. We wish you all the best! Contact: xxx Education Organization Number: xxxxxxxxx |
Step 4 Saving and Publishing
After all the configurations, click Save&Publsih to enable this Automations Pro.
When to Use Sending Notifications Automatically?
The above is an example of automatically sending notification emails to students after updating their admission information. However, the feature of sending notifications automatically can be widely used in many more scenarios. For example:
- In personnel management, automatically send interview result notifications to candidates when their interview results are modified.
- In project management, automatically send group notifications to relevant team members when the progress and status of a project is changed.
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👉I can't wait to SET AUTOMATIC SENDING OF NOTIFICATIONS.
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