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Automated Workflows for Schools

Save Time and Improve Email Engagement With Automated, Personalized Emails.

Automatically send responsive, personalized emails built in a WYSIWYG editor.

Finalsite Workflows empowers your admissions, advancement, and marketing teams to easily create automated email campaigns that continuously engage current constituents and nurture prospective families through an improved application and enrollment process. Use Workflows to turn inquiries into applicants, welcome new families and staff, promote events, share senior class exit strategies, send summer reading reminders, and so much more.

With Workflows, you can:

  • Easily create responsive, personalized emails in a WYSIWYG editor
  • Branch workflows into divergent paths based on users who have and have not opened or clicked previous messages
  • Delay steps in the email chain to give subscribers extra time to respond
  • Use the Workflow Activity Tab to see when subscribers were added, opened a message, or completed all steps in the email chain
  • Manually add subscribers or lists
  • Enroll inquiries with Ravenna or OpenApply integration
  • View the latest subscriber updates in Workflows reports


A Welcome New Students workflow on a mackbook

Explore the many ways to use Workflows

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Not sure where to begin? Explore our library of online resources about our software including datasheets, on-demand webinars, and best practice guides.