IN BRIEF
The First Class Enrollment Follow Up workflow automatically sends a communication to families a few days after their student’s first-ever class enrollment.  It helps strengthen engagement by thanking families for joining and encouraging ongoing participation.

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Additional Options
• Best Practice Recommendations
  • Configuration Tips
  • Operational Tips
• Troubleshooting & FAQs
• Related Articles

Interactive Demos for configuring Autopilot workflows can be found in the Education Corner, accessible from the Office Portal's "Welcome" screen.

Overview

The First Class Enrollment Follow Up workflow is triggered when a student attends their first-ever class for which they are marked Present. After a specified number of days, the system sends a follow up message to the family to help maintain engagement and reinforce the value of their enrollment.

• Workflow type: Event-driven
• Trigger: After the start date of a student’s first-ever attended class enrollment
• Purpose: Encourage engagement and satisfaction following the student’s first class experience.

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Accessing the Feature

1. From the Office Portal, navigate to AUTOPILOT>WORKFLOWS>"Add a Workflow."
2. Locate First Class Enrollment Follow Up in the list of workflows.
3. The workflow will automatically be copied to your account and will open in the Workflow Editor.
4. After configuring the workflow, Save your changes.
5. When you are ready, Enable the workflow to begin using it.

NOTE: Only account administrators or staff members who have been granted “Admin Access” permissions can copy or edit Autopilot workflows.

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Step-by-Step Instructions

1. Open the First Class Enrollment Follow Up workflow.
2. Review the workflow details:
   • Trigger Type: Event-driven – triggers after a student’s first-ever class enrollment.
   • Communication Template Used: First Class Enrollment Follow Up.
3. Configure the following options:
   • Wait for Action – Defines how long the System waits after the student’s first attended class before sending the message.
     • This value defaults to 3 days.
     • When the workflow is triggered, the system WILL NOT count any enrollments for classes that have already occurred for the day. However, if the class has not yet met as of the time the workflow is triggered, these enrollments WILL be counted.
   • Send Communication by Student
   • Reply To Email – Defaults to the email address associated with the Location of the first-ever class enrollment.
   • Send Email / Send to All Emails
   • Send SMS / Send to All SMS
   • Send Push Notification
4. After configuring the workflow, Save your changes.
5. When you are ready, Enable the workflow to begin using it.

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Additional Options

• Communication Templates: While staff cannot select a different communication template, the email and SMS versions of the “First Class Enrollment Follow Up” template can be edited under SETTINGS>SETUP>GENERAL SETTINGS>COMMUNICATION TEMPLATES>“Autopilot.”
• Opt-In Compliance: Autopilot always respects email and SMS opt-in preferences when delivering messages.

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Best Practice Recommendations

Configuration Tips

• This workflow could have multiple instances running depending on your needs:
  • 01 day: “We loved having you in class, thanks for joining us!” (Push notification / SMS)
  • 28 days: "How you are enjoying your lessons? We would love your feedback!" (Email)
• Use variables in the email template to include key class details—date, time, etc.—in the communication template.
• Use warm, welcoming language in your communication template to reinforce positive impressions.

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Operational Tips

• Review the Communication Logs on the family profile to confirm messages were sent successfully.
• Consider adding a Push Notification for users of the Mobile App to increase engagement rates.
• Pair this workflow with the Send Communication Before First-Ever Active Class Enrollment workflow to complete the welcome and feedback cycle.

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Troubleshooting & FAQs

• Why didn’t the workflow trigger for a student’s first class?
  • Ensure that the student was marked “Present” in their first-ever active class enrollment. The workflow does not trigger if no attendance is recorded.
• Can this workflow send multiple times for different enrollments?
  • No. It triggers only once per student in the family — their first-ever class enrollment that meets the workflow conditions.
• Does the workflow apply to trial enrollments?
  • No. It only considers Active-type class enrollments.

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Related Articles

• What is Autopilot?
• How Do I Copy and Configure Autopilot Workflows?
• How Do I Configure the Send Communication Before First-Ever Active Class Enrollment Workflow?
• How Do I Configure the Dropped Enrollment Follow Up Workflow? 

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