Getting Started with Enrollio Pulse

Enrollio Pulse is your studio's marketing command center. It shows you exactly where your leads are coming from, how they're moving through your enrollment pipeline, how your ads are performing, and where you need to follow up — all in one place, right inside your Enrollio CRM.

This guide walks you through setting up Pulse so you can start seeing your studio's real-time marketing data.

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What You'll See in Pulse

Once set up, Pulse gives you a full picture of your studio's marketing health:

• Today — Your at-a-glance daily snapshot: average response time, families awaiting a reply, trials today, no-shows yesterday, and follow-ups needed
• Trends (Marketing) — The deep dive: leads, enrollments, conversion rates, response time, and channel performance for any date range
• Website & Visibility — Visitors, search rankings, paid traffic from Google Ads and Meta Ads
• Leads & Enrollments — New families, enrollments, conversion rate
• Response Time — How quickly your team replies to new inquiries (with optional business-hours filter)
• Where Families Come From — Channel breakdown of inquiries → trials → enrollments by source (Website, Google, Live Chat, Phone, Referral, paid ads, and more)
• Program Performance — Per-program funnel showing leads, trials booked, trials attended, enrolled, and conversion rate
• Enrollment Journey — A visual pipeline showing how leads move through your stages
• Trial No-Shows — Your no-show rate and upcoming trials
• Paid Ad Performance — Cost per lead and cost per enrollment for Google Ads and Meta Ads when you enter monthly spend
• Email Health — Delivery rates, open rates, and bounce rates for your studio's emails
• What Parents Are Searching — The actual Google search terms families use to find studios like yours

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Step 1: Access Pulse

Pulse is built into your Enrollio CRM. To access it:

1. Log in to your Enrollio CRM at app.enrollio.ai
2. Click Pulse in your left sidebar menu
3. You'll land on the Today view by default — your daily snapshot
4. Click Trends view in the top-right to access the full Marketing dashboard

If you don't see Pulse in your sidebar, contact our support team and we'll enable it for your account.

Heads up: The first time you load Pulse it can take 15–30 seconds while it pulls live data from your CRM. Every subsequent visit will be effectively instant thanks to caching.

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Step 2: Check Your Automatic Connections

Two integrations are already set up for you — no action needed:

Enrollio CRM (Auto-Connected)

Your Enrollio CRM data powers the core of Pulse. Lead tracking, enrollment status, tags, contacts, and pipelines all flow in automatically. You'll see a green Connected badge and Always On label next to Enrollio in your Integrations settings.

Mailgun (Auto-Connected)

Your studio's email sending is already configured with your Enrollio account. This powers the Email Health section. No setup required.

To verify these connections:

1. From the Pulse dashboard, click the gear icon (⚙) in the top-right corner
2. Click the Integrations tab
3. Confirm that both Enrollio and Mailgun show green Connected badges

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Step 3: Configure Your Tags

Tags are how Pulse knows where each lead is in your enrollment process. Your CRM uses tags to track whether a contact is a new lead, has booked a trial, attended their trial, or enrolled.

How to Configure Tags

1. From the Pulse dashboard, click the gear icon (⚙) in the top-right corner
2. Click the Tags tab
3. Map your CRM tags to each Pulse category

Category	What It Means	Example Tags
Lead Tags	Applied to brand new inquiries	new lead, website lead, facebook lead
Enrollment Tags	Applied when a family has officially enrolled	enrolled
Lost Tags	Applied when a lead is no longer interested	lost
Abandoned Tags	Applied when a lead stops responding	abandoned
Trial Booked Tags	Applied when a trial class is scheduled	trial booked, ballet trial booked
Trial Attended Tags	Applied when a student shows up for their trial	trial class attended
Trial No-Show Tags	Applied when a family doesn't show up	trial class no show

Note: Pulse no longer requires a separate "Reached Out" tag — the dashboard now reads your conversation history directly to detect when your team has already replied to a lead. One less thing to maintain.

Important Notes on Tags

• Tags must match your CRM exactly. If your CRM uses "Trial Class Booked" but Pulse is configured with "trial booked", they won't match.
• You can have multiple tags per category. Add every variant your workflows use.
• Trial Classes toggle: If your studio doesn't offer trials, toggle it off in the dashboard header to hide trial sections and simplify the funnel.

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Step 4: Map Your Enrollment Pipeline

Pulse can read your CRM pipeline directly so the funnel reflects actual opportunity stages — not just tags. This is the most accurate way to track families through the enrollment journey.

How to Map Your Pipeline

1. Click the gear icon (⚙) → Pipeline tab
2. Choose the pipeline in your CRM that tracks new families from first inquiry to enrollment
3. For each Pulse funnel bucket (Lead, Reached Out, Trial Booked, Trial Attended, Enrolled, Lost), click the + chips to assign one or more of your CRM stages
4. If you have stages you never want Pulse to count (e.g. "Enrolled in camp only", archive stages), click the eye icon next to them in the Unmapped tray to hide them from all bucket drop zones
5. Click Save pipeline mapping

If you skip this step, Pulse falls back to tag-only tracking, which still works but is less precise.

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Step 5: Configure Programs (Optional)

The Programs tab lets you define the dance programs your studio offers (e.g. Ballet, Hip Hop, Tap, Jazz). Pulse builds a per-program funnel showing leads, trials, and enrollments for each — instead of guessing from tag names.

1. Click the gear icon (⚙) → Programs tab
2. Click Add Program and enter the name (e.g. "Ballet")
3. Optionally set a Tag Prefix — the beginning of the CRM tags you use for that program (e.g. "ballet" matches "ballet lead", "ballet trial booked", etc.)
4. Repeat for each program
5. Click Save

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Step 6: Configure Response Time Settings

By default Pulse measures the time between a contact's first inbound message and your team's first human reply across every conversation. If a lot of inquiries come in overnight or on weekends, this can inflate your average.

1. Click the gear icon (⚙) → Response Time tab
2. Toggle on Exclude inquiries outside business hours
3. Pick your Studio Timezone
4. Set your Opens at and Closes at hours
5. Click Save Settings

Pulse will only count inquiries received during those hours when calculating your average response time on the Today card, the Marketing dashboard, and the Response Time detail page.

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Step 7: Enter Monthly Ad Spend (Optional)

If you run paid ads, entering your monthly spend lets Pulse calculate cost per lead and cost per enrollment for each channel.

1. Click the gear icon (⚙) → Ad Spend tab
2. Pick the Period (last 12 months only — no future months)
3. Enter your monthly spend in dollars for Google Paid and/or Meta Paid
4. Click Save next to each channel

Cost per lead and cost per enrollment will appear in the Paid Ad Performance section of the Trends dashboard.

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Step 8: Connect Google Analytics (Optional)

Google Analytics 4 (GA4) tracks who's visiting your website. Connecting it powers the Website Visitors and Website → Lead Rate metrics.

What You'll Need

• A Google Analytics 4 property set up for your studio's website
• Access to the Google account that owns the GA4 property

How to Connect

1. In Pulse, click the gear icon (⚙) → Integrations tab
2. Find Google Analytics and click Connect
3. Sign in with the Google account that has access to your GA4 property
4. Grant Enrollio permission to view your analytics data
5. If you have multiple properties, select the GA4 property for your studio's website
6. You'll be redirected back to Pulse with a green Connected badge

If you need help setting up GA4 from scratch, see our separate article: How to Set Up Google Analytics for Your Dance Studio.

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Step 9: Connect Google Search Console (Optional)

Google Search Console shows what parents are typing into Google to find studios like yours. This is one of the highest-value connections in Pulse.

How to Connect

1. In Pulse, click the gear icon (⚙) → Integrations tab
2. Find Google Search Console and click Connect
3. Sign in with the Google account that owns your Search Console property
4. Grant Enrollio permission to view your search data
5. Select the property that matches your studio's website

What This Unlocks

• Search Impressions — How many times your studio appeared in Google results
• Avg Search Position — Your average ranking on Google (Position 1 is top of results — lower numbers are better)
• What Parents Are Searching — A table of the exact search terms families use to find your studio

If you need help setting up Search Console, see our separate article: How to Set Up Google Search Console for Your Dance Studio.

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Step 10: Understanding Your Dashboard

Today vs Trends

Today is your daily action view — what needs your attention right now: response time, families awaiting reply, trials today, no-shows yesterday, follow-ups needed. Trends is the analytical view — channel breakdowns, conversion rates, ad performance, and funnel health over a date range.

Date Range Selector (Trends)

Top-right of the Trends dashboard. Options: Last 7 / 14 / 30 / 90 days, This Month, Last Month. Most metrics include a comparison badge showing change vs. the previous equivalent period.

Trials Toggle

If your studio doesn't use trial classes, toggle this off to hide all trial-related metrics and simplify the funnel.

Tooltips

Most column headers and metric cards have small ⓘ icons. Hover them for a one-line explanation of what the number means and any edge cases (e.g. why a Conversion rate can sometimes exceed 100%).

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Troubleshooting

"No data showing" after connecting

Most integrations need a few minutes to pull initial data. For Google Analytics and Search Console, it can take 24–48 hours after first setup before data is available.

Numbers don't look right

Check your tag and pipeline configuration (Steps 3 and 4). The most common issue is tag names in Pulse not matching the exact tags on contacts in your CRM.

"Leads Needing Follow-Up" still shows leads I've replied to

This list is now powered by real conversation history. If a contact still appears, it usually means the conversation hasn't synced yet, or the most recent message in the thread was actually inbound. Refresh the page after a minute and it should clear.

An integration shows "Disconnected"

Re-authorize from Settings → Integrations. Connections occasionally drop when passwords change or permissions are updated.

Conversion rate over 100% on a program row

This isn't a bug — it means contacts who became leads in a prior period enrolled during your current reporting window. Hover the column header for the full explanation.

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Need Help?

If you run into any issues setting up Pulse or have questions about your data, our support team is here to help:

• Email: [e-mail]
• Chat: Click the chat icon in your Enrollio CRM
• Phone: Available during business hours — see our Contact Us page for the latest number

We can also set up a screen-share session to walk through your Pulse configuration together.