Embedded Files
EC Assigned Email
EC Assigned Email
Automatically sent through Zoho, first email that will send to lead once they have been assigned an EC. This email will share EC's personal contact info to beging working relationship.
When to assign:
When you are working with a lead that had a previous EC and you are re-assigning that lead to yourself.
Course Equivalency Guide
Course Equivalency Guide
These email templates allows you to add a link for the appropriate partner school course equivalency guide.
When to use:
After a conversation with a lead who goes to a partner school and wants information on transferrable courses.
Non-Partner Lead Email with Course Syllabus
Non-Partner Lead Email with Course Syllabus
This email allows for you to add course names that student would like to take and attach a hyperlink to the course name.
When to use:
When sharing credit transfer information and course information to a non-partner lead. These will be classified as WARM.
ACE Credit Email
ACE Credit Email
This email offers information about ACE, credit transfer process and gives the guide.
When to use:
When target school is unknown and/or courses haven't been collected to add the syllabus.
Follow Up Email
Follow Up Email
This email allows for a check-in letter to older leads in your pipeline.
When to use:
When you are re-engaging an older lead with previous 2-way communication (Cold, Warm) that you would like to try to get some activity from to enroll later.
Enrollment Steps Email
Enrollment Steps Email
Step by step instructions on how to enroll using the website.
When to use:
When a lead is HOT and indicated they are looking to enroll soon. If lead has a conversation on the phone about enrolling but is not on the computer at the time, send enrollment steps so they are able to enroll ASAP.
Promo Email
Promo Email
Provides current monthly promotional offer and code to leads in the active pipeline.
When to use:
After connecting with a lead by phone or chat send email while promo is active in order to drive enrollments and savings for leads.
Page updated
Report abuse