Modern Languages Configuration
Details of the Modern Languages configuration, launched in November 2023.
Please do not adjust any of the configuration of these processes in the system without first checking with Schoolworks Support.
Student interested in course, go to website.
Choose language, instructed/directed to take test.
Take test.
Creates Test Result and Lead records.
Fields from Test Result record mapped to Lead
QUESTION: Can Leads with the same email address be automatically merged, so the second test result record is added to the first Lead. First Lead fields should take priority. Morgan to investigate.
Faeza/Natasha creating automated emails + workflows for nurturing campaigns.
Lead converted to Account, if appropriate (then Test Result record related to Account)
Receive results by email suggesting a specific course/level.
Internal email notification received to modernlanguages@londonschool.com
Student directed back to website on Test Submission and email notification
Chooses appropriate level and books
Enquiry record created
Admissions team manually convert Enquiry/Estimate to Account/Enrolment, linking to existing Student Account if matched
Convert Lead here to Account if appropriate?
Student manually sent Booking Confirmation email
Student automatically placed in Class.
Next Steps for Automation
Payment portal to come which allows further automation.
Auto create Account, Enrolment, Invoice, Receipt
Consider email templates, to combine the existing manual email template content with the auto email sent by Portal Settings.
Consider mechanism to link Test Result to Account (if created through the Enquiry). Currently only links to Account if the Account is created by converting the Lead.