Skip to content

Capture new enrollees into prospect lists for marketing

Marketing coordinators lose enrollees when signups don't create prospects, causing missed onboarding. Add each enrollee to the prospect list and tag course-start so onboarding reaches students quickly.

Capture new enrollees into prospect lists for marketing

Overview

Missed enrollees create onboarding gaps and weaken course engagement. This workflow guarantees every enrollee becomes a prospect with a course-start tag, so marketing and onboarding reach students reliably. Customers report faster handoffs and zero missed onboarding steps.

Notable Features

  • Add enrollees to prospect list
  • Set course-start timestamp on records
  • Notify marketing and onboarding instantly

Capture new enrollees into prospect lists for marketing