Automate classroom management plan Template using MoEngage Bot

Explore a no-code approach to develop fully-automated classroom management plan workflow with MoEngage bot

• To start setting up a new automated classroom management plan workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields where you need it in a document to make it easier for recipients to complete.

  

• After you’ve uploaded or created classroom management plan, the next stage is assigning this document and its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are intended for which users.

  

• Once done, click Continue at the bottom of the page.

  

• The last stage of configuring an automated classroom management plan workflow is setting up the no-code bots. To add a MoEngage bot to the step, hover over the step you need to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Select All bots in the top left area to view the full list of the bots you can add to the step. Alocate the MoEngage bot, click Install bot, and configure the bot settings.

  

• Now that your automated classroom management plan workflow is configured, you can:

  • check how it operates by choosing Test
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow