Product Update: Send form responses to Chat for one-to-one follow up

One of the primary reasons we created Chat, our unified inbox product, was to give HigherEd teams a single place to engage their students one-to-one. It doesn’t matter how (or where or when) students reach out, it should be easy for the most appropriate team member to respond.

A single Chat account can handle messages from live chat, WhatsApp, Facebook Messenger, email and text. And today, we’ve added another channel… Gecko forms!

Yep, you can now feed responses to your forms directly into Chat, and your team can respond to those one-to-one.

If your institution uses forms for enquiries (or for fielding questions about accommodation, clearing or any other topic) you now have the best of both worlds.

  • You retain your CRM integrations, getting your form data to where you need it, and you keep your automated workflows.
  • But you also gain the ability to quickly respond to those students, whilst utilising all the usual workflow management options in your Chat account.

Plus, you can dictate which forms are assigned to each team in Chat, enabling the right person to respond with the click of a button.

And it’s super easy to configure, just check out Jonny’s GeckoAcademy article here.

Interested in using your forms and Chat together? Reach out and share your ideas!

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