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Module 16 / 18

Automation

The chasing does itself.

Welcome emails, invoice reminders, session confirmations and certificate-expiry alerts at 90, 60 and 30 days. Set the rule once and stop keeping the diary in your head.

Automation ruleFires without a diary
IF certificate.expires_in ≤ 90 days
THEN email learner + owner from “Renewal 90d” template
1
Trigger fires
Cert expires in 90 days
2
Email drafted
Renewal template · learner + owner
3
Sent
Delivered · Fri 11:03
4
Re-check
60-day reminder queued
Renewal cadence

90, 60, 30 — nothing lapses.

Every certification carries a renewal date. LogMom nudges the learner and the owner at 90, 60 and 30 days, from your email address in your voice.

  • 90d / 60d / 30d expiry reminders
  • Renewal fee auto-invoiced on trigger
  • Escalation to the owner if the learner ignores
  • Renewal revenue reports so you can plan
Next-action timelineStep 1/5
Enquiry logged
Wed 10:02
Owner assigned
Wed 10:04 · Priya
First contact
Wed 15:11 · SMS
Qualified
Thu 09:22
Converted
Fri 11:40
Welcome + follow-up

The onboarding you meant to write.

Welcome emails, session confirmations, prep reminders — sent automatically from your address, in your voice. The onboarding you meant to write, running for you.

  • Welcome sequence per course
  • Session confirmations 24h and 2h before
  • Post-course follow-up + review request
  • Templates carry your brand, your voice
Compliance checks0/4
Consent captured with timestamp
Data Protection Act 2018 · Art. 7
Data stored in UK region
AWS eu-west-2 · encrypted at rest
Learner can export their record
One-click JSON + PDF export
Learner can request deletion
Right to erasure · 30-day workflow
Bulk actions

Move a hundred learners in one action.

Rebooking a session? Chasing a cohort of overdue invoices? Reassigning a caseload? One bulk action, one confirmation, one audit trail entry.

  • Bulk email, reschedule, reassign, cancel
  • Preview before firing
  • Fully undoable within an hour
  • One audit trail entry per bulk action
FunnelLast 30 days
Enquiries
Contacted
Qualified
Approved
38% of enquiries land as approved learners.
Everything in Automation

The full list, included on every paid plan.

No feature caps, no upgrade prompts. Pick a tier by team size — the product doesn’t change between plans.

Automation features11 items

  • Rules-based workflows (if-this-then-that)Yes
  • Certificate expiry reminders (90 / 60 / 30 days)Yes
  • Welcome + follow-up email sequencesYes
  • Session confirmations (24h + 2h before)Yes
  • Automatic invoicing on enrolmentYes
  • Renewal-fee auto-invoicingYes
  • Escalation rules for ignored remindersYes
  • Bulk actions (reschedule / reassign / cancel)Yes
  • Templates in your brand + voiceYes
  • Rule fire log · every trigger visibleYes
  • Renewal-revenue forecast reportsYes

Security4 items

  • Role-gated rule editingYes
  • GDPR-safe automated sendingYes
  • Attributed rule-change audit logYes
  • Preview before every bulk actionYes

Advanced features4 items

  • Undoable bulk actions (1-hour window)Yes
  • Trigger against learners / invoices / sessions / certsYes
  • One audit-trail entry per bulk actionYes
  • Configurable cadence per rule typeYes
Explore other modules

All 18 hang together. Pick where the next thread runs.

See all 18 →
FAQ

The five things that actually stop people signing up.

Still something open? Ask it on the walkthrough — we’ll use your own qualifications in the demo workspace.

  • We've got eight years of records in spreadsheets.
    CSV import is supported for learners, qualifications, certifications and invoices. Your onboarding includes a 30-minute call where we map your actual exports — including the messy ones with merged cells and a header row three rows down. You don't have to tidy them up first.
  • Our qualification isn't a standard one.
    29 common UK qualifications ship as seeds and 15+ awarding bodies are pre-loaded, but you can add bespoke qualifications under any awarding body — including your own internal awarding body for in-house programmes that nobody else accredits.
  • Will assessors see learners they shouldn't?
    No. An assessor sees only the learners they're assigned to. Six roles ship out of the box — Admin, Programme Manager, Admissions Officer, Assessor, Finance and Viewer — each with 40+ granular permissions you can edit, or you can build custom roles from scratch.
  • What happens to our data if we leave?
    You get a full export on cancellation and a 30-day grace window, then permanent deletion on request as GDPR requires. No contract, no notice period — cancel from billing settings and the account runs to the end of the cycle you've paid for.
  • How long until we're actually running on it?
    A guided setup wizard, a sample-data workspace to learn on before you touch live records, then your CSV mapping call. Most centres are running their real cohorts within a week.
See it with your own qualifications in it

Manage with confidence.

Set the workspace up in an afternoon, import your learners from CSV, and watch the first renewal reminder go out on its own.

Start 14-day free trialBook a 20-minute walkthroughEmail me the module list (PDF)

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