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Finalsite Workflows

Save time and improve email engagement with personalized and automated emails built in a WYSIWYG editor.

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Overview

Features

Create responsive, personalized emails in a WYSIWYG editor
Branch workflows into divergent paths based on user's actions
Delay steps to give subscribers extra time to respond
Track progress through the Workflow Activity Tab to see when subscribers were added, opened a message, or completed steps
Manually add users to workflows, or automatically add users with Blackbaud, Ravenna, or OpenApply integration, or through form submissions with the Finalsite Forms-Workflows Connector
View the latest subscriber updates in Workflows reports

What can you automate with Finalsite Workflows?

Turn inquiries into applicants with a series of personalized emails that contain content related specifically to their grade level and/or interests
Welcome new families and staff with automated emails containing "welcome" messages, back-to-school reminders, and other important information
Promote school and community events with daily or weekly reminders of important dates
Create re-usable series of emails for senior classes with all of the events and tasks they need to accomplish as they prepare
Send summer reading reminders to keep students (and parents) up-to-date with their schedules and assignments
And so much more!

Discover how Finalsite Workflows can enhance your communications strategy:

Easy to Create Workflows

Finalsite Workflows was designed to make it quick and simple to build short or complex automated workflows in an intuitive user interface that makes every step of the process effortless.

Intuitive interface that makes building workflows easier than ever
Add people to workflows through OpenApply, Ravenna, and Blackbaud integrations, or automatically add people to workflows based on form submissions through the Forms-Workflows Connector
Users automatically move through the workflow and receive messages based on actions they take, such as opening emails or clicking links
Optional Delays give users additional time to respond

Example of a new parent workflow

Unlimited Workflow Possibilities

With the ability to make Finalsite Workflows as simple or complex as needed, with various different entry tiggers and completion goals, your admissions, marketing, and advancement teams can use Workflows for a large variety of situations.

Inquiry to Applicant: Start the application process through form submissions with the Finalsite Forms and Workflow connector, then use Workflows to keep the applicant engaged with your school until they apply.
Welcome new families and faculty: Use Workflows to welcome new families and faculty to your school with bite-sized pieces of important information before - and even after - they join your community.
Promote Upcoming Events: Use Workflows to consistently increase attendance, build anticipation, and generate excitement for events that are still weeks (or days) away.
And so much more!

Seamless Integrations

Schools and districts with Finalsite Forms, Finalsite Messages, and Finalsite Workflows enabled can link all three modules together to create a seamless process from form submission to workflow completion.

The Finalsite Forms-Workflows Connector allows admins to create forms in Finalsite Forms that will automatically subscribe users to a workflow. Follow-up emails created in Finalsite Messages can be added to workflows to automatically send subscribers information over a period of time. Workflows can also branch based on a form response, complete a workflow goal by submitting a form, and more!

Additionally, Finalsite Workflows seamlessly integrates with Blackbaud, Ravenna, and OpenApply to drive applicants through a refined admissions funnel, saving time and money while connecting schools and prospective families.

A Welcome New Students workflow on a mackbook

Explore the many Finalsite Workflows features:

Entry Triggers

Workflow Delays

Branching Workflows Paths

More than just a linear chain of emails, Finalsite Workflows allows workflow creators to branch workflows based on users who have / have not opened messages, or those who have / have not clicked links within a sent message. With the Forms and Workflows connector, workflows can also branch based on specific responses within the initial form.

This simple ability to split workflows based on yes / no qualifiers means workflows can be as simple or infinitely complex as you can create.

Workflow Activity Tab

The Workflow Activity tab shows admins a complete and constantly updating timeline of events for your workflow to view when subscribers were added, opened a message, clicked a link, or completed all workflows steps.

As additional steps are taken and/or completed, the list will continue to update so you always know who is on what step of every workflow you create.

Workflows Stat Dashboard

The Workflow Stats dashboard shows admin users the number of subscribed users in a workflow, number of active users, and the number of users who have completed the workflow.

The number of subscribers who have met the workflow goal is also illustrated as a progress bar based on percent completed.

Additionally, the dashboard shows the number of unique opens and unique clicks messages receive within the workflow.

Workflow Goals

A Workflow Goal establishes a completion goal for each workflow that automatically marks users as having completed the workflow once they’ve reached that goal. Workflow goals are created by admin users and can be customized for each workflow to create different goals.

Once a user has made their way to the end of the workflow and met the workflow goal, that user can then be safely moved to another group.

For example, a user who meets a workflow goal in an inquiry workflow can safely be moved from an inquiry group to an enrollment group if the workflow goal was to have users submit an enrollment form.

Request more information about Finalsite Workflows

Finalsite Workflows makes building, editing, and analyzing automated workflows effortless through an intuitive user interface, simple-to-use branching pathways, seamless Finalsite Forms and Messages integration, and powerful analytic tools to take your communications efforts to the next level.

With a near endless number of possibilities, Finalsite Workflows empowers you to more easily and efficiently engage current constituents and nurture prospective families through workflow enrollment, completion, and beyond.

Fill out the form to the right to request more information and a guided demo from a Finalsite Workflows expert.

Request a Demo of Finalsite Workflows