Process Path

Multi-step Registration Workflow

Sunday, Dec 30, 2018 by Scott Spence Workflow, Process Path, Process Step

You might have lots of information to gather from a student eg, you might be collecting AVETMISS data, billing details and visa information from foreign students. Having one form with all of this information can turn customers away due to its length and detail. Better instead to gather information from customers when you need it. CourseSales.com can do this in a few ways: making blocks of data dynamically hide on the form to ensure only the most relevant data is collected

Setup Transfer Out and Transfer In

Monday, Feb 27, 2017 by Scott Spence Workflow, Transfer, Process Path, Process Step

Being able to quickly transfer a customer from one course to another is a valuable feature within CourseSales.com. You can set up different transfer arrangements to suit your different cases, raise invoices etc. Basic transfer out/transfer in for a registration/enrollment Just two process steps are necessary in each case, these must be set up to use the ‘transfer out’ and ‘transfer in’ CourseSales.com internal type respectively. Using Process Rules Each step set up in the above basic Transfer Out/Transfer In configuration can have a process step associated to it.

Editing Process Paths and time based automation

Wednesday, Jun 29, 2016 by Scott Spence Process Path, Automation

When automating documents it can be useful to send an email or export at a specified time, for example when you wish to send a reminder for a student to attend a course two days before the start, or a follow up feedback form request a week after a course. If you couple this with other features of process steps and process paths you can trigger reminders for people to pay 5 days after registering, if the student has not already paid.

Workflow - Process Paths, Steps and Rules

Saturday, Apr 26, 2014 by Scott Spence Workflow, Process Path, Process Step, Process Rule

CourseSales.com has a flexible way to construct workflows for nearly every situation. Process Steps Re-usable between courses to ensure terminology consistency and workflow status tracking. Process Rules Define emails to be sent, contacts to be created or updated and exports to be made. Which process rule to be applied can vary on course category and provider. Process Paths Sequence the process steps on each course master. This means that each course master can have a different a process path sequence for course dates and documents.

Process Path

Multi-step Registration Workflow

Setup Transfer Out and Transfer In

Editing Process Paths and time based automation

Workflow - Process Paths, Steps and Rules

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