How to Set Up Automatic Reminders and Notifications in Voopty to Boost Productivity

In today’s world, effective time management is a necessity. It is an axiom among managers and directors who strive to save as much time and effort as possible while automating all critical processes in the best way. For educational centers and online schools, automatic reminders and notifications have become indispensable tools. Thanks to the Voopty CRM system, you can significantly enhance the productivity of teachers, administrators, and students.

Voopty is more than just a CRM for business management. It is a specialized CRM/ERP system designed specifically to meet the needs of educational institutions. It helps efficiently control all processes, including through features like automatic reminders and notifications.

Step-by-Step Guide to Setting Up Automatic Reminders and Notifications in the Voopty CRM System:

1. Log in to the Voopty platform using your username and password. If you are a new user, please register.
2. Navigate to the CRM system section called Mailings. This section can be found in the main menu on the left by clicking the three horizontal lines.
3. In the Mailings section, you will find two subsections — Mailings and Reminders.
4. After selecting one of the subsections, explore all available options and determine which notifications are needed for specific situations:
   • Mailings: This subsection allows you to create and automate bulk mailings for students or their parents. For example, you can notify them about important events at the educational institution or upcoming school holidays. This can be set up for students from the My Clients section or for leads in the Client Acquisition and Retention section. For better understanding, watch the video tutorial on mailings on our YouTube channel.
   • Reminders: This subsection is specifically designed for setting up personal reminders. You can configure triggers for automatic notifications based on your needs. For instance, reminders for upcoming lessons, overdue payments, or expiring subscriptions. Reminders can be set for both teachers and students, with options to choose the timing — from 1 to 24 hours before the event. More information about the setup is available in the video tutorial on reminders.
5. In the Voopty CRM system for educational institutions, you can select different channels for sending reminders:
   • Email
   • Telegram/Viber bot
     This depends on the information stored in the teacher’s or client’s card, such as an email address or phone number (provided the recipient is subscribed to your institution’s chatbot).
6. After completing the setup and verifying its accuracy, activate the feature and test it. Send a test notification to ensure everything works correctly.

Benefits of Automatic Reminders and Mailings:

• Improved student discipline: Regular reminders about lessons and assignments help students stay organized and avoid absences.
• Increased efficiency for teachers and administrators: By automating routine processes, staff can focus on more critical tasks.
• Enhanced communication: Thanks to multichannel notifications, messages reliably reach recipients, whether via email or chatbot SMS.
• Full integration with other modules: Voopty synchronizes notifications with schedules, financial data, and tasks, ensuring seamless system operation.

Automatic reminders and notifications in the Voopty ERP system help maintain student discipline, optimize the routine work of teachers and administrators, and improve communication among all participants in the educational process. With integration into schedules, financial modules, and tasks, Voopty ensures complete control over all processes.