Understand the process of emailing a parent using EnrolHQ. Shows how to use commslog for individual emails and All Prospective for bulk emails and explains how to add custom email templates to the dropdown menu.
Understand how to navigate the email settings menu to find the email template you're looking for. (Parent/staff or automatic/manual). Learn how to make your desired changes in the template and preview it to see that the changes are correct.
Custom emails can be found in a dropdown menu under comms log so you don't have to write repetitive emails ever again. You can also use these templates for automation. Watch this video to learn how to create a new custom template.
This video explains how to create your email signature in EnrolHQ. If you don't have a HTML script, watch how to make this by copying the information from your current email signature.
See this video to understand what the email tag inserter is and how you should use it correctly to pull data from EnrolHQ and allow you to send bulk emails without changing information. Understand how to search for the correct merge tags and make it easier to find the correct tags.
Learn how to make automatic emails in EnrolHQ. Set a time for when the automation should be sent. Create a custom email. Create the automation. This video shows two examples - how to set up a reminder (before an event) and how to set up a follow-up (after an event).
Learn how staff and parents can update email preferences to tell EnrolHQ to filter out manual and automated marketing emails. Parents can do this from their Parent Dashboard and from a unsubscribe link at the bottom of every marketing email.