1.Detect 90% program completion
Integrate Salesforce to detect program completion reached 90 percent and trigger personalized outreach.
Send re-enroll email at 90% program completion to learner
Automatically detect program completion reached 90 percent across Salesforce programs. Send re-enroll emails when eligibility is confirmed, so you can personalize outreach, avoid duplicate active programs, and CC the right owners without manual follow-up.
How this automation sends re-enroll emails at 90% completion
When program completion crosses the 90 percent threshold, outreach can stall and learners may miss re-enrollment moments. This automation looks up learner contacts, verifies eligibility, and sends personalized re-enroll emailsβso your team can reach learners at the right time.
Salesforceor swap with your favorite app
2.Look up linked learner contact
Integrate Salesforce and CRM lookup tools to look up the contact and map email and greeting tokens.
3.Allow only qualifying programs
Integrate Filter by Zapier and delivery rules to continue only when regional and program type conditions match.
Filter by Zapieror swap with your favorite app
4.Check for other active programs
Integrate Salesforce and data query tools to find other active programs and continue only when none qualify.
5.Send re-enroll email from shared mailbox
Integrate Microsoft Outlook and email delivery templates to send the re-enroll email with personalization tokens.
Microsoft Outlookor swap with your favorite app
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