Messages are driven by the state of the booking file
Automatic messages are not a campaign. They are messages produced by something that happened on a booking file. The enrolment confirmation goes out when a sign-up is recorded. The reminder goes out when a family instalment approaches its due date. The request for missing paperwork goes out when the file still shows a document as missing, and pre-departure information goes out as the course start date approaches.
Internal alerts follow the same logic and face inwards: places on option about to expire, partner school release dates approaching, instalments outstanding, groups still below the minimum. Every send is recorded, so you always know who was written to, when, and with what content.
- enrolment confirmation
- instalment reminder
- minor’s documents
- pre-departure