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 …
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 …
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 …
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 …
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 …
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 …
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 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 …
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 …
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 …
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 …
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 …
Bulk Send a Marketing Email Contact > All Prospective > Select the required Profiles > Bulk Action > Send Marketing Email Create the Email Template Email Settings > Templates > …
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 …
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 …
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 {% …
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 …
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 …
System Emails Explained In the main navigation menu, you will find an ‘Email Settings’ button which will let you go to Templates. There is a large library of built-in email …
Email Templates Overview EnrolHQ has five types of email templates found under Email Settings > Templates: Primary Parent / Carer - Emails to the parent that has Enrolment Dashboard access …
What are Email Preferences? Email preferences are relevant for marketing emails allowing parents to opt out. Find the relevant Student Profile > Parent 1/Parent 2 and scroll down to Email …
Email Signatures See Create Email Signatures in Initial Set Up
Address Book Functionality The Address Book feature allows staff to add frequently used email addresses and have them present as a dropdown in the cc and bcc fields when sending …
Create a Selector for an Existing Student Profile Category Email Settings > Selectors > Add You must use the same naming convention as in the Student Profile Category (SPC) Example: …
How to Create Marketing Emails Marketing emails are custom templates that are not connected to the enrolment process and include an opt-out (eg invite to musical night, opening day or …
How to Create New Custom Email Templates In EnrolHQ, you can create as many custom email templates as you want. These can later be automated by selecting triggers or you …
Email templates Email templates are divided into different categories to allow you to choose what to send and to whom. For example, you may wish to send a slightly different …