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LineLeader Enroll - Enrollment Journey Flowchart
LineLeader Enroll - Enrollment Journey Flowchart

This article will outline a standard Workflow Automation Journey for a LineLeader Enroll User.

Mitchell Loft avatar
Written by Mitchell Loft
Updated over a year ago

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Enrollment Journey Flowchart

The Enrollment Journey Statuses

Pending Family

When a Family fills out the web form on your website, the Web Response Thank You email will be immediately emailed to them.

If you accept the Pending Family, the Family will be moved to New Family status.
If you reject the Pending Family the Family will be moved to Rejected/To Be Deleted status.

New Family

When you enter a Family, or accept a Pending Family, the Inquiry Thank You email will be emailed to them in 15 minutes.

A phone call Task will be added for the Family, due in 1 day.

Engaged

If a Task or an Event is added with the Result type “Called – Spoke with Parent” or “Call Received – Spoke with Parent” or “Email Received from Parent” o "Text Received" the Families' status will be changed to Contacted/Engaged.

Tour Scheduled

When a Task type “Tour/Meeting” is added to a Family, the Families' status will be changed to Tour Scheduled.
The Family will be sent the Tour Confirmation email in 1 hour.
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Tour Completed

If a Task or an Event is completed with the Result type “Tour Completed”, the Families' Status will be changed to Tour Completed.
The Family will be sent the Tour Thank You email in 1 hour.
A phone call Task will be added for the Family, due in 3 days.

If a Task is completed with Task Result “Tour Not Completed”, the Tour No Show email will be sent to the Family in 15 minutes.
A phone call Task will be added for the Family, due in 2 days.

Wait List

When a child status equals Wait List a confirmation text will be sent in 2 hours and an email confirmation in 1 day. Regular check in communication will be triggered at 60, 120, 180 days.

Registered

When a child status equals registered a confirmation text will be sent in 1 hour and an email confirmation in 1 day.

**Please note: Many of our partner integrations are triggered at the registered status (this status may be named differently in your LineLeader Enroll)
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Enrolled (Started)

If a Task is completed with the Task Result “Started Today”, the Child’s status will be changed to Enrolled (Started).

Lost Opportunity

If a Families' status or a Child’s Status is changed to Lost Opportunity, the Lost Opportunity email will be emailed to the Family in 1 hour.

Withdrawn

If a Families' status or a Child’s Status is changed to Withdrawn the Withdrawn text will be sent in 1 hour, a Withdrawn email requesting feedback will be emailed to the Family in a week and a re-engagement drip campaign will trigger.

Please note: the information outlined above details a Standard Workflow Journey for a new LineLeader Enroll Customer. If you, or your organisation has worked with a team member from our Customer Operations Team, this flow chart may be different as the automation is customizable to your business needs.

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