AI email for education and certification programs

Drafts a reply to every program inquiry from your own guides, asks what your advisors need to know, and chases missing documents. You review and send.

Maya CollinsProspective student, inquiry form

“I just filled out your form. Does the program count toward my continuing education hours, and can I pay in installments?”

Drafted by InboxPilot

Hi Maya, the program is approved for 30 continuing education hours, and you can split the tuition into three monthly payments. The spring cohort starts March 2. What's your current role? If you'd like to talk it through, book a call with an admissions advisor.

  • Program guide: approved for 30 CE hours
  • Tuition policy: 3 monthly payments

Prospects fill out the form, then wait. Enrolled students write about logins and certificates. Both land in the same inbox. InboxPilot drafts every reply from your program guide and handbook, so advisors spend their time on calls instead of the same questions again.

From the inquiry form to an enrolled student

  1. Cost, dates, format and CE credit, answered from your program guide. The reply ends with the question your advisors need answered first.

    Jordan Blake

    Is the program fully online, and when does the next cohort start?

    • Program guide: online, live sessions Tuesdays
    • Cohorts: next one starts March 2

    Hi Jordan, yes, it's fully online with live sessions on Tuesday evenings, and the next cohort starts March 2. What's your current role? It helps us point you to the right track.

    Drafted by InboxPilotSend
  2. The reply shares your advisor booking link. If the prospect goes quiet, a workflow follows up two days later and stops as soon as they answer.

    Your instruction

    “When someone fills out the inquiry form, draft a reply from our program guide with the advisor booking link, and if they haven't replied in 2 days, send a follow-up.”

    When

    New email · program inquiry

    Checks

    Checks the program guide

    Then

    • Draft a reply from the program guide
    • Add the advisor booking link
    • Wait 2 days, then follow up if no reply
  3. When documents arrive, the draft says which ones came in and asks for whatever the application checklist still needs.

    Ana Souza

    I've attached my transcript and CV for the application.

    Transcript.pdfCV_Souza.pdf
    • Application checklist

    Thanks Ana, we have your transcript and CV. To complete your file we still need a copy of your photo ID.

    Drafted by InboxPilotSend
  4. Logins, deadlines and certificates come from your student handbook, which keeps enrolled students from queueing behind new prospects.

    Kevin Tran

    I finished the final quiz. Where do I find my certificate?

    • Student handbook: certificates

    Congratulations, Kevin. Once your quiz is graded your certificate appears under My Courses, then Certificates.

    Drafted by InboxPilotSend
Jordan Blake

Is the program fully online, and when does the next cohort start?

  • Program guide: online, live sessions Tuesdays
  • Cohorts: next one starts March 2

Hi Jordan, yes, it's fully online with live sessions on Tuesday evenings, and the next cohort starts March 2. What's your current role? It helps us point you to the right track.

Drafted by InboxPilotSend

Set up around your enrollment process

  1. The Gmail or Outlook address your form notifications go to. When the form sets Reply-To to the prospect, drafts are addressed to them.

    GmailOutlookGoogle SheetsSlackNotion
  2. Guides, tuition policies, the application checklist, your student handbook, your website and the advisor booking link.

    Answers from

    • Program guide.pdfCost, dates and CE credit
    • Application checklist.pdfRequired documents
    • Student handbook.pdfLogins, deadlines, certificates
    • northfieldinstitute.orgPrograms and FAQ pages
  3. Every draft waits for an advisor. On Growth, a workflow can send document receipts on their own while inquiries stay in review.

    Re: Spring certification cohort

    Hi Maya, the program is approved for 30 continuing education hours, and you can split the tuition into three monthly payments.

    Waiting for youEditSend
    • Documents receivedAuto-send
    • Program inquiriesReview
    • Student supportReview
GmailOutlookGoogle SheetsSlackNotion

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