The client increased work productivity and customer engagement by renewing and optimizing the high school Applications & forms.
About the Client
The client is a leading nonprofit Aircraft and pilot organization that advocates for general aviation pilots in the United States. The association support activities of long-term health aviation, educating pilots, non-pilots, and policies.
solution
- DemandBlue added the high school applications ext fields and updated the connectors.
- We updated the POC information, main office number, districtinformation, and data mapping in the high schoolapplication for the new field data mapping.
- We added the high schoolApplication’s demographic fields in objects and updated the demographic updates along with connectors for
- Our team set up the agreement approval system, added the related agreement approval fields in Salesforce objects, and updated high schooltriggers for new data mapping fields.
- The team configured the renewals of fields, sections, and information to match with the sections in the new school application.
- DemandBlue team created a new email template when new form submission took place.
- We added Teacher Information Form-Teacher Information related fields in Salesforce objects and updated teacher information trigger for the new field data mapping.
- The team configured Auto send email and Auto sign agreement using DocuSign when the teacher info form gets approved.
- DemandBlue configured the triggers for welcome email and the teacher’s information link to be sent when the application is approved.
Benefits
- We set up the task automation functionality using triggers. This increased the engagement factor and efficiency of forms and approvals.
- The client can now create the templates for submission emails when the application status is set to “On Hold” and schedule batch classes. This enhances the work productivity and time management of the client’s team.
Salesforce: Sales Cloud
Technologies: Flows, DocuSign
