STEP 1 – Access
Click on Automations in the top menu.
STEP 2 – Create a New Automation
Click the green button labeled "New Automation" in the upper-right corner.
STEP 3 – Choose an Action
Select the action that will be performed by this automation. You can choose from:
Changing the student’s status
Creating a task
Creating and sending a bank slip (Available only with Ally Checkout)
Sending an email
Notifying a user
STEP 4 – Choose a Trigger
Select a trigger that will activate the action. The available triggers are:
When a flight is created or updated
When all checkpoints are marked as complete
When a specific checkpoint is marked as complete
When the student reaches a specific status
A few days before/after the course date
A few days before/after the credit due date
When the quote is marked as sold
When a lead is archived
When a payment is made
A few days before/after the flight date
When it’s a student’s birthday
STEP 5 – Configure the Trigger
Choose which offices this automation will apply to.
STEP 6 – Configure the Action
Fill in the details of how this action will be carried out. For example, if the action involves sending an email, you can configure the email to be sent and even use Email Templates you’ve already created.
STEP 7 – Name the Automation
Assign a name to this Automation.
If you still have any questions, contact support or reach out via WhatsApp.