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Online Education

Interest in the free content is high, but nobody can tell who is close to buying.

Rocketly links webinar sign-ups, demo requests, Instagram DMs and email interest to a single student record. Cohort starts, renewal dates and support requests stay on one screen, while your LMS and live-session tool keep running beside it.

What Clogs the Enrolment Path in Online Education

Webinar sign-ups, demo requests, Instagram DMs and email pile up in separate lists, so no single record shows how many times one person has touched you.

A large free-content list sits next to the people close to buying, and nothing separates who received which message or who should be called back.

As the cohort start approaches, undecided candidates stay invisible, so groups open half full or the start slips at the last moment.

The subscription renewal date belongs to nobody, so when a card fails or a package ends, the student leaves without a conversation.

Support requests scatter across email, DMs and the community channel, and no shared list shows which one is still unresolved.

Where Online Course Sign-Ups Land

Webinar and Landing Page Forms

Free session and guide sign-ups reach the CRM directly and are stored with the page and campaign that produced them.

Instagram DM and Story Replies

People who follow the instructor content usually DM. Story replies land in the same conversation, so the first contact is not lost.

WhatsApp Business

Programme scope, instalment and cohort date questions arrive here; session and renewal reminders are scheduled with approved templates.

Email and the Support Inbox

Access issues, invoice requests and content questions come by email; each message attaches to the student record and becomes a task.

Telegram and Community Requests

In-cohort questions and students abroad often write on Telegram; the thread attaches to the same record.

Meta and Google Lead Forms

Launch campaign lead forms sync into the CRM, so you see by source which campaign turned into a cohort enrolment.

What Rocketly Takes On in Your Online Academy

Collect Webinar and Demo Sign-Ups in One Inbox

Sign-up forms, Instagram DM and story replies, WhatsApp, Telegram, email and live chat flow into one list, and every touch attaches to the student record. Rocketly supports 12 channel types; the academy decides which to open.

Give the Free-to-Paid Path Its Stages

Build the flow: Interest → Webinar Sign-Up → Attended → Demo Call → Cohort Enrolment → Renewal. The board shows which candidate waits at which stage and who owns the next step.

Separate Buyers From the List With Lead Scoring

Turn signals such as webinar attendance, email engagement and pricing-page visits into a score, so you start with the names worth a conversation instead of the whole free list.

Tie Candidates to the Cohort Start

The cohort and start date each candidate is waiting for stay on the record. As the date approaches, undecided candidates gather in one list and a confirmation task opens for the advisor.

Prepare Subscription Renewal in Advance

Students approaching renewal are listed as a segment, a follow-up sequence sets the reminder rhythm, and a task opens for anyone signalling cancellation. The charge itself stays with your payment provider.

Keep Student Support in One Queue

Access problems, material requests and content questions land in the same inbox, get assigned as tasks and are tracked from the record, so it is clear which request is still open.

AI Reply Drafts and Conversation Summaries

AI drafts replies from your knowledge base of programme, calendar and access details and summarizes long threads. It does not create lessons or promise outcomes; your team approves the content.

Work Side by Side With Your LMS and Payment Tool

Enrolment, cancellation and renewal events reach the CRM record through webhook or Zapier. Course content, video and progress tracking stay in your LMS; Rocketly is the enquiry and communication layer.

Reports by Channel, Cohort and Campaign

With 38 ready-made report types you read from your own data which channel produced webinar sign-ups and which cohort converted into renewal, then plan the next launch accordingly.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

Where AI Steps In for Online Education — and Where It Does Not

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces a draft from your knowledge base for recurring questions about programme scope, cohort dates and access steps; the team edits it and decides whether to send.

Summarizes Support Threads

Summarizes long support conversations so the team sees the context at handover and picks up an open request quickly.

Helps Classify Interest Signals

Suggests the programme of interest and cohort preference from the conversation context, along with a tag and score; the team confirms the suggestion.

Does Not Create Lessons or Judge Student Progress

AI does not produce course content or curriculum and says nothing about a student progress, certificate or career outcome. Those decisions belong to the instructor and the academy team.

From a Webinar Sign-Up to the Cohort Start

01 · CONTROLLED HANDOFF

Carrying a free webinar sign-up into a sales conversation

01

A visitor fills in the webinar form; the sign-up reaches the CRM and a candidate record opens with the source campaign attached.

02

A reminder is scheduled before the session; wording and send approval stay with the team.

03

Attendees and no-shows split into separate segments, and attendance raises the lead score.

04

A demo-call task opens for high-scoring candidates and the booking link is shared.

05

After the call the programme offer is prepared as a PDF quote and shared through a candidate-specific link.

Watching the move from free content to a purchase

People who downloaded a guide or mini-course are listed as a segment, and each download is tagged on the record.

A drip sequence plans the next pieces of content, with the team approving the wording at each step.

Pricing-page visits and email engagement raise the score, and a task opens once the record crosses your threshold.

Records showing no engagement move to a low-priority segment so the working list stays clean.

Keeping an undecided candidate warm until the cohort starts

Candidates who received an offer collect in one stage, showing how many days each has been deciding.

As the cohort start approaches, a seat-confirmation task opens for the responsible advisor.

If the candidate asks a question, the conversation continues on the same record and instalment or access notes stay with it.

Confirmed candidates move to Enrolled; the rest move into the next cohort segment.

Managing subscription renewal without losing the student

Students approaching renewal are listed as a segment, with low customer health scores surfacing first.

The follow-up sequence prepares the reminder draft; the team approves the wording and the send list.

A conversation task opens for anyone signalling cancellation, and the objection is noted on the record.

The charge happens at your payment provider; the result arrives by webhook and is tracked per cohort in the report.

Automations Built Around Cohorts and Subscriptions

Use these examples to discuss triggers, owners and review points before configuring your own process.

Webinar Sign-Up Welcome and Attendance Follow-Up

Keeping a registrant engaged until the session day

1

Trigger: the webinar sign-up form is submitted.

2

Action: move the record to the Webinar Sign-Up stage, tag the source campaign and schedule the reminder.

3

Condition: if the person attended, raise the score and open a demo-call task.

4

If they did not attend, move the record to a replay segment and continue the content follow-up.

Seat Confirmation Before the Cohort Starts

Keeping undecided candidates visible until the start date

1

Trigger: the cohort start date approaches.

2

Condition: an offer was sent and the enrolment is not yet confirmed.

3

Action: open a confirmation task for the advisor and prepare a message draft.

4

If no decision arrives, move the record to the next cohort segment.

Pre-Renewal Reminder

Starting the conversation before the renewal date

1

Trigger: the renewal date for a student approaches.

2

Condition: if the customer health score is low, open a priority task.

3

Action: schedule the reminder draft; content and sending authorization stay with the team.

4

The renewal result arrives from the payment provider by webhook and is reported.

Recommended Connections for Online Academies

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Candidate threads plus session and renewal reminder planning

Instagram DM (Meta)

Native connection

Attaching first contact from instructor content to a record

Email (IMAP/SMTP)

Native connection

Turning support-inbox student requests into records and tasks

Webhook

Webhook connection

Enrolment, cancellation and renewal events from LMS and payment tools

Zapier

Webhook connection

Moving course-platform records into the CRM without code

Google Analytics 4

Native connection

Reading landing and webinar page traffic by source

Which Step Comes First When Setting Up an Online Academy

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the academy profile and the team

Create instructor, sales advisor and support users; use roles to limit who sees which student record and conversation.

2

Build the funnel stages

Name the Interest → Webinar Sign-Up → Attended → Demo Call → Cohort Enrolment → Renewal flow after your real sales process.

3

Enter the cohort calendar and programme tags

Add cohort start dates, programme names and subscription packages so every candidate record matches the cohort they are waiting for.

4

Connect channels and fill the knowledge base

Connect the webinar form, ad lead forms and the messaging channel people use most, then write programme scope, access steps and FAQs.

5

Bridge your LMS and payment tool

Move enrolment, cancellation and renewal events into the CRM with a webhook or Zapier, and test the field mapping with a sample record.

6

Set reports and clarify the system boundary

Open channel, cohort and campaign reports. Course content, video and progress stay in your LMS and billing stays with your payment provider; Rocketly is the enquiry and communication layer.

Rocketly Capacity for an Online Education Operation

0

Channel types where cohort candidates reach you

0

Templates for webinar and subscription flows

0

Report types measuring the sign-up and renewal funnel

0

Interface languages for students in other countries

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Online Education CRM — What Academies Ask

Rocketly is a CRM layer for enquiries and student communication: webinar and demo sign-ups attach to a student record, the stages from free content to purchase are tracked, cohort starts and subscription renewals are followed, and support requests collect in one queue. Course content, video and progress tracking stay in your existing LMS; Rocketly works beside it.

No. Rocketly does not host lessons, stream video, calculate progress percentages or issue certificates. The LMS and live-session tool you already use keep working exactly as they do; Rocketly takes on candidate and student communication, the sales process and renewal follow-up. You connect the two with a webhook or Zapier so enrolment, cancellation and renewal events land on the CRM record.

Yes. Sign-up forms, ad lead forms, Instagram DM and story replies, WhatsApp, Telegram, email and the live chat widget appear in the same inbox; each touch attaches to the relevant candidate record and is stored with its source. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

Free guides, mini-courses and webinar sign-ups are tagged, and interest signals turn into a score through lead scoring. Drip sequences plan the next pieces of content, and a conversation task opens once a record crosses your threshold. That way you start with people ready to talk instead of working a huge free list. Your team writes and approves every message that goes out.

You keep the cohort and start date each candidate is waiting for on the record. As the date approaches, a workflow lists undecided candidates and opens a confirmation task for the advisor. From the board you see how many candidates are waiting for each cohort, judge seat availability before the group opens, and move people to the next cohort where needed.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build pre-renewal reminders, a check-in call for low-engagement students and a win-back sequence after cancellation, on your own calendar. The charge itself runs at your payment provider; Rocketly handles the date tracking and the conversation.

Access problems, material requests and content questions arrive from connected channels into the same inbox; each request is assigned as a task with a visible owner and status on the record. You write a knowledge base for recurring questions and AI drafts replies from it. Final review of student-facing content and sending authorization stay with your team.

The interface is available in 3 languages — Turkish, English and Russian. You run the conversation in the student language, note conversation language and time zone on the record, and plan live-session reminders accordingly. For long threads, the conversation summary lets the team pick up the context quickly.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan, so you can try it on a single cohort before rolling it out across the academy.

Online Education Academies & Instructors

See Your Cohort Funnel on One Board

Keep the webinar sign-up, the demo call and the renewal date in one workspace.

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