Access the Automation Tab:
Navigate to the Automation tab in Funnel.
Create a New Automation:
Click New Automation in the top right corner.
Select Blank Canvas and then click Create Automation.
Name the automation appropriately, such as “Exported to SIS Stage Update”, to reflect its function.
Set Up the Trigger:
Click on the first card at the top, which prompts you to Choose a Trigger.
On the left side, select Custom Trigger. Filters will appear.
Click Lead Properties, then search for Status and locate the Last Export header and click the Status field beneath.
Choose the field status that equals “Successful”. The setup should look like the screenshot below.
Configure the Action Card:
The next card will be an Action Card where you will set lead details.
For Field to Update, select Stage.
Set the Stage to “Enrolled or Exported”, if you are going off our Enrolment journey best practice.
For Stage Changed Date, choose Immediate or a time that fits the school's process.
Finalise and Save:
Review the automation settings on the small cog in top right to ensure everything is configured correctly.
Save the automation.
How It Works: Once the automation is set up, each time you export a lead from Funnel to your SIS, the lead will enter this automation. Their enrolment stage will be updated to reflect that they have been successfully exported.
Conclusion: By setting up this automation, you streamline the process of updating lead stages manually and ensure that your records are always up to date with the latest status.