Set up Automated Interview Reminders

Set up the Trigger time

Go to Interview > Settings > Trigger PARENT reminder this number of hours before an interview. Set this to the desired values and click “Save” at the bottom of the page.

You can also set this up directly from automation (point 3).

Note: 48 hours is 2 days

There is also a trigger reminder for staff (catering, security etc).

Set up the Email Template

Go to Email Settings > Templates > Custom and set up a custom interview reminder email to send to Parents

Copy and Paste directly into the Template and add your school specific language/vernacular

{% if second_parent.last_name and first_parent.last_name == second_parent.last_name %}

Dear {{ first_parent.title }} and {{ second_parent.title }} {{ first_parent.last_name }}

{% else %}

Dear {{ first_parent.title }} {{ first_parent.last_name }} {% if second_parent.last_name %} and {{ second_parent.title }} {{ second_parent.last_name }}{% endif %}

{% endif %}

This is a friendly reminder that the interview for {{ profile.first_name }} is tomorrow. You and your {{ profile.gender }} will be meeting with {{ interview_booking.interviewer.name }}.

{% render_location_details interview_booking.location hints=True %}

Date: {{ interview_booking.date_time_str }}

{% if interview_booking.online_meeting_link %}Your Online Meeting link is {{ interview_booking.online_meeting_link }}{% endif %}

Create an automation

To read how to create an automated email please click here:https://www.enrolhq.com.au/enrolhq-knowledgebase/emails/create-automated-emails/

1. Give the Automated Email a name like 'Interview Reminder for Parents’ - 2 days prior. This makes it easier to identify and is the internal description.
2. Since you’re sending it to parents choose the Parent Template that you created above
3. Trigger Event needs to be “Interview Reminder (for Parent)"
4. There is no Cancel Event, we want the email to send every time there is an interview coming up for the parents who are booked in.
5. Delay is set to 0 - the email is sent immediately when we are at the specified number of hours before an interview (point 1)
6. Choose Automation Recipients - all of thess fields are optional
7. Click Save