It’s mid-afternoon, the inbox is filling up, and three of the new emails ask the same thing: “Has my application been received?” Another parent wants to know if their reference has arrived, and someone else is checking whether the bursary form went through.
Every one of these questions is completely reasonable. Applying to a school, college, university or training course is a big decision, and people want reassurance. When the answers live in different systems, though, each reply means checking a spreadsheet, searching an inbox or asking a colleague. At busy times of year, these update emails can add up to a big chunk of your team’s week.
The good news is that most of these emails can be prevented. Here’s how.
Families and applicants chase updates when they can’t see what’s happening. In our work with education teams, we see the same causes come up again and again:
None of this comes down to a lack of effort. It’s what happens when processes have grown over time without being connected.
Start by agreeing the key stages in your admissions process, such as application submitted, assessment or interview, offer made, offer accepted and enrolled. Then use a HubSpot pipeline to give your team a shared view of where each application stands. Choose stages that reflect how your team actually works, and track supporting details, such as outstanding documents, alongside them. That way, whoever picks up a query can quickly see what’s happened and what needs to happen next.
The most common update email is “did you receive it?” An automatic confirmation that sets out the next steps and rough timings answers that question before it’s asked. A HubSpot workflow can send this confirmation as soon as an application form is submitted.
Keep your application form focused on the essentials, and collect extra details at later stages so applicants aren’t faced with one long form. Then use custom HubSpot properties to track which documents each application needs and which have arrived, with workflows set up to send friendly reminders while items are still outstanding.
A short, timely update can reassure families and applicants without adding another task to your team’s day. If your application pipeline includes stages such as “interview booked” or “offer made”, HubSpot workflows can send a prepared message when an application reaches that stage. Make sure the right parent or applicant is linked to the application, and check they can receive automated emails, including their marketing contact status and subscription preferences if you’re using marketing emails.
When enquiry history, communications and application progress all sit in one CRM, any team member can pick up a query and answer it with confidence. HubSpot pipelines and workflows are built for this, and they’re where most of the steps above can be set up. Our team can help you set this up around your own admissions process.
For schools, we’ve gone a step further. Our new Admissions Portal sits in front of HubSpot and gives parents a secure, branded space to manage their application, which means fewer “where’s my application?” emails and a calmer experience for families and admissions teams alike. Parents can:
Admissions teams keep HubSpot at the centre, with two-way synchronisation so workflows, communications and reporting all stay in one place.
Usually because they can’t see their application’s progress or what happens next. Clear confirmations, stage updates and visible document checklists answer most questions before they’re asked.
Agree clear application stages, send automatic confirmations and “what happens next” messages, automate reminders for missing documents, and keep all applicant information in one CRM.
Yes. HubSpot workflows can send messages when an application moves to a new stage, so applicants stay informed without your team writing each email manually.
It’s a secure, parent-facing portal that sits in front of HubSpot. Parents complete applications step by step, upload documents and track their application status, while admissions teams keep HubSpot as their central system.