Adding a New Student Profile Most of your Student Profiles will come from parents entering data via EnrolHQ forms. Sometimes you will need to create Student Profiles from scratch after receiving an email enquiry or a phone call from a …
Log In As Parent “Log in as Parent” allows staff to log into any Parent Dashboard on behalf of a parent and view it exactly how the parent views it. This function impersonates the Primary Carer (user parent) and can …
Step 1: Add Preferred Days as a Student Profile Category Navigate to: Settings > School Details > Student Profile Categories Click Add New Category Name the category: Preferred Days Add the following options: Options:Monday/Tuesday Monday/Wednesday Monday/Thursday Monday/Friday Tuesday/Wedn...
Set Up the Email Template For full details on how to create an automated email please click here: Create Automated Emails Email Settings > Templates > Custom > Add create a Staff Custom template Called ‘Re-uploaded Documents by Carer’ Copy …
Assign a Task Assign a task at student level by going to the Comms Log for that profile. Task Type - Select the task type (drop down menu is not editable) Description - Enter a short description (this will display …
Alternate Offer Template Although there are standard email templates set up for enrolment offers you may find that you need to create alternative templates. The wording of an offer for a family with a second or third child being offered …
Create a Custom Template Email Settings > Templates > Custom > Add Staff Custom Template Copy and paste the following directly into the template Dear Enrolments Team, A new form has been submitted on behalf of {{ profile.first_name }} {{ …
Steps Required to Change a Profile Stage During the enrolment journey we often ask parents to complete steps is a set sequence. For example, completing a pre-interview questionnaire before booking an interview. EnrolHQ has made this a process that can …
Set Up the Trigger Time Interview > Settings > Trigger PARENT Reminder - this number of hours before an interview Set this to the desired values Save You can also set this up directly from Automations. Note: 48 hours is …
Set Up the Trigger time Settings > School Details > Enrolment Offer Workflow > Trigger reminder this number of hours before an Enrolment offer expiration. Set this to the desired values Save You can also adjust the number of hours …
Set Up the Email Template For full details on how to create an automated email please click here: Create Automated Emails Email Settings > Templates > Custom > Add Create a Primary Carer Custom template to provide a reminder if …
Create a custom Template Email Settings > Templates > Custom > Add Copy and paste directly into the template Dear {{ school.settings.registrar_title }}, This is an alert to let you know that there is an incomplete application for {{ profile.first_name …
Set Up the Email Template Email Settings > Templates > Custom Set up a custom event reminder email to send to parents You can set up more than one reminder regarding an event, 7 days prior or even 2 days …
Using conditional logic in emails Sometimes we want to send different messages in our emails depending on the grade of entry, program interested in or year of entry. To read more about how to use If logic to send different …
Bulk Send a Marketing Email Contact > All Prospective > Select the required Profiles > Bulk Action > Send Marketing Email Create the Email Template Email Settings > Templates > Marketing Create a New Custom Marketing Email to send to …
How to Send Bulk Emails Contacts > All Prospective. You first need to Filter for the recipients you want to send to Click the checkbox in the header to select all families who turn up in the filter Bulk Actions …
Step 1. Finding the mergetag Go to the mergetag inserter (please note that there are separate tag inserters for the email subject line and the main details) and find the correct tag. In the example above you would find the …
if, elif and other variations Examples of more extensive uses of If logic see If Logic - Create customised emails To show a students first name or preferred name {% if profile.preferred_name %} {{ profile.preferred_name }} {% else %} {{ …
Tags Used to Print Enrolment and Enrolment Offer Details Tags Used to Print Enquiry Details Tags Used to Print Interview Details Interview tags should be used in Interview Booking Confirmations and Interview Booking Reminders. Latest interview tags should be used …
Frequently Used Tags for Parents and Profile Today’s Date {{ now|as_date|date:”i F Y” }} Primary Parent Details Name: {{ user_parent.title }} {{ user_parent.first_name }} {{ user_parent.last_name }} Email: {{ user_parent.email }} Mobile Number: {{ user_parent.mobile_phone }} Pri...