Outlook workflows for admissions teams

Send consistent admissions and student emails in Outlook

Help admissions teams prepare inquiry responses, campus visit confirmations, application checklist reminders, missing document requests, accepted-student next steps, and financial aid reminders with approved wording and the right details already in place.

Works directly inside Outlook. The user applies, reviews, and sends every email.

Start with admissions workflows and customize the student fields, links, deadlines, and approved wording.

How Toggles works

Prepare the complete email. Keep the send human.

Toggles runs inside Outlook. An admissions team member chooses the right inquiry, visit, application, document, or enrollment workflow, fills in the student-specific fields, and Toggles prepares the message. The staff member reviews, personalizes, and sends when ready. Nothing is auto-sent.

  1. 1

    Choose the workflow

  2. 2

    Fill in the fields

  3. 3

    Review the email in Outlook

  4. 4

    Send when ready

The daily reality

Admissions emails are repeatable, but the details cannot be missed

Inquiries, campus visits, application checklists, missing records, decisions, and enrollment deadlines often use a consistent structure with student-specific details. Toggles helps admissions staff send those recurring emails from Outlook with current wording, required links, and the right next steps already in place.

01

A required form is mentioned but not linked

02

An old deadline remains in a saved draft

03

Students receive different instructions from different staff members

04

New staff and student workers do not know which response is current

Who it is for

Give admissions leaders a more consistent team process

Standard workflows reduce missed links and attachments, make new staff easier to onboard, and give leaders fewer routine emails to review.

Consistent admissions communication

Give every counselor the same approved starting point for recurring student messages.

Faster staff onboarding

Help new admissions staff learn the current process without searching old emails.

Fewer missed details

Keep required links, deadlines, forms, and document instructions in the workflow.

Less routine review

Reduce the time leaders spend rewriting or checking the same student emails.

A better student experience

Send clearer, more consistent one-to-one communication without replacing Outlook or staff judgment.

Higher Ed workflow examples

An admissions communication lifecycle in Outlook

Give admissions staff an approved workflow at each milestone, while keeping student-specific context and final review with the person sending the email.

01

Inquiry response

Answer a prospective student's first question with current program information and a clear next step.

Workflow can include: Approved wording, program link, next step, counselor signature
02

Campus visit confirmation

Confirm the visit date, location, arrival instructions, agenda, and rescheduling details in one complete email.

Workflow can include: Campus visit link, arrival details, agenda, office contact
03

Application checklist reminder

Remind applicants which checklist items remain and where to complete each requirement.

Workflow can include: Checklist link, portal link, deadline, office contact
04

Missing document request

List the exact records still needed, acceptable submission methods, and the date by which admissions needs them.

Workflow can include: Document checklist, upload link, deadline, office contact
05

Accepted student next steps

Give admitted students a clear sequence for confirming enrollment, completing forms, and preparing for orientation.

Workflow can include: Deposit link, required forms, deadlines, next step
06

Financial aid reminder

Remind students about outstanding financial aid steps with the correct deadline, resources, and office contact.

Workflow can include: Required action, deadline, financial aid links, office contact
Ready-to-customize workflows

Start with the Higher Ed workflow pack

Use prebuilt admissions workflows for inquiries, campus visits, application reminders, missing documents, accepted-student next steps, and financial aid.

View the starter pack
Fits your existing stack

The email layer, not the system of record

Student systems are built to store records and manage institutional processes. Toggles helps staff communicate those processes clearly in Outlook, where many student interactions still happen.

Start with one repeatable email

Give every office a dependable email standard

Start with admissions workflows for inquiries, visits, applications, missing documents, and accepted-student next steps.

Customize the student fields, links, deadlines, and approved wording for your institution.