top of page

Streamline Lead Management with IntelliKid Systems' Scheduled Actions

While being logged into your IKS account, access details about scheduling an action within our Help Center here.

Efficiently managing leads and providing personalized attention is vital for childcare centers. In today's fast-paced world, it's easy for important tasks to slip through the cracks. That's where IntelliKid Systems' powerful feature, Scheduled Actions, comes into play. In this blog post, we'll explore the benefits of Scheduled Actions and how they can help you stay organized, improve communication, and ensure that no lead goes unnoticed.

The Power of Routine "Actions to Take":

Within IntelliKid Systems, routine "Actions to Take'' are automatically scheduled when leads reach out via calls, texts, or emails to ensure that you don’t miss a message. Even after a tour, IntelliKid Systems will remind you to update the lead's account on whether they attended or not. It can even send reminders to reach out if a lead has remained in the same status for an extended period. These routine actions are easily accessible with an orange button next to the lead's name or by clicking the "Actions to Take'' tab. This ensures that leads requiring attention receive the necessary follow-up, leaving no room for oversight.

Customized Actions for Unique Situations:

While routine actions are essential, IntelliKid Systems takes it a step further with the ability to create customized actions for unique situations. Let's explore some scenarios where scheduled actions can be invaluable:

  • Personalized Reminders: Imagine a parent asks you to call them at a specific time later in the day. With Scheduled Actions, you can create a customized reminder for yourself. Simply schedule an action, and IntelliKid Systems will send you an email reminder at the designated time. Additionally, an action will appear on the lead's account, serving as a visual prompt to make the call. This ensures you never forget important commitments and deliver exceptional customer service.

  • Collaborative Task Management: In childcare centers, teamwork is crucial. Sometimes, you may require the assistance of a colleague to complete a task for a lead. If your colleague is unavailable for the day, you can schedule an action for them to be reminded upon their return. This proactive approach ensures seamless task management and prevents delays in providing exceptional support to leads.

How to Schedule an Action:

Scheduling an action in IntelliKid Systems is simple and user-friendly. Here's a step-by-step guide to get you started, and you can also reference the material from this Help Center article (while being logged into your IKS account):

  1. Select the lead profile for which you want to schedule an action.

  2. Look for the "Schedule Action" option at the top of the page or click "+Add Action" next to the Scheduled Actions area in the lead's profile.

  3. Fill out the necessary details in the action form:

  4. Action Type: Select from options such as Call, SMS, Email, or Other.

  5. Schedule Date and Time: Choose the desired schedule for the action.

  6. Assignee: Select the team member responsible for completing the action.

  7. Message: Add any specific instructions or details required for the action.

  8. Click the "Save" button to save the scheduled action.

The action details will be visible in the Scheduled Actions section, allowing easy access for future reference.

Scheduled Actions in IntelliKid Systems empower childcare centers to streamline lead management, improve communication, and provide personalized attention to each lead. By leveraging routine actions and customizing tasks for unique situations, you can ensure that no lead goes unnoticed and all necessary follow-ups are performed promptly. Take advantage of this powerful feature to deliver exceptional experiences to families.

If you have any questions or need further guidance on using Scheduled Actions in IntelliKid Systems, our support team is ready to assist you. Don't let important tasks slip through the cracks: leverage the power of Scheduled Actions and witness the transformative impact on your lead management process.

bottom of page