Live Chat Software by Kayako |
Emails
Posted by JT Burns on 26 August 2013 01:50 PM
|
|
Emails (For a complete list of codes scroll down) The Center Profile Prefs: Emails Tab is where the majority of email messages/formats are defined. Each of the following preferences that contain a blue (…) button that when clicked, contains an area where emails can be customized, designed and formatted for different user groups. Use the tables located at the end of this section as reference to format these emails. Helpful Tip: Each of the fields that contain the actual body of emails being sent out (…) can be expanded by clicking on the triangle in the bottom right corner of the text field.
Email confirmation to Consultant If activated, Consultants will receive individual email confirmations for each of their appointments. The sending of these emails is dependent on the Automated Event “send Email Reminders”. These reminder/confirmation emails will be sent whenever this automated event is set to run (typically on a daily/nightly basis after closing hours). Email cancellation to Consultant If activated, Consultants will receive emails in regards to appointments that have been cancelled. The Consultant Schedule Summary preference contains an area where the Consultant Schedule Summary email message and format can be modified. Here is a sample Consultant Schedule Summary email taken from our Demo site:
Consultant email subj: The Consultant email subj preference will contain the Subject of your Consultant Schedule Summary email message.
Confirmations and Cancellations are BCC (not CC) This preference, if activated, will send both Confirmation and Cancellations emails as BCC or blind carbon copies, as opposed to CC, or just carbon copies. Activating this preference will proceed to hide email addresses contained in the Address fields. Note: Any preference that includes SMS refers to Text Messaging functions. Text alerts are available through the Additional Module: Text Alerts (contact Redrock support for more details – support@go-redrock.com). Email (and SMS text) reminder to Student, and (_) create message Activating this preference will allow students to receive Appointment reminder emails for any upcoming appointments the student may have scheduled. The sending of these emails is dependent on the Automated Event “send Email Reminders”. These reminder/confirmation emails will be sent whenever this automated event is set to run (typically on a daily/nightly basis after closing hours). The create message field determines whether this message will also be sent within your Trac system. See also How To: View Messages Sent to Students. Activating this preference will allow students to receive Appointment Confirmation emails as appointments are booked. The system will send emails to the email address listed in the student’s record or profile. The create message field determines whether this message will also be sent within your Trac system. Student reminder subj: The Student reminder subj preference will contain the Subject of your Student Reminder email messages. Here is an example from our Redrock Demo site that illustrates the ability to use email codes within the subject line:
Student reminder email (…) The Student Reminder Email preference contains an area where the Student Reminder email message and format can be modified. Here is a sample Student Reminder email taken from our Demo site that illustrates the use of both the # Email Tables and Html code:
The Student Reminder SMS preference contains an area where the Student Reminder TEXT message and format can be modified. Here is a sample Student Reminder Text message taken from our Demo site:
Consultant Reminder SMS (…) The Consultant Reminder SMS preference contains an area where the Consultant Reminder TEXT message and format can be modified. Here is a sample Consultant Reminder Text message taken from our Demo site:
Student confirmation SMS (…)
Consultant confirmation SMS (…) The Consultant Confirmation SMS preference contains an area where the Consultant Confirmation TEXT message and format can be modified. Here is a sample Consultant Confirmation Text message taken from our Demo site:
Email cancellation to student, and (_) create message Activating this preference will determine whether or not Cancellation emails are being sent to students. The create message field determines whether this message will also be sent within your Trac system. Student cancellation subj: The Student cancellation subj preference will contain the Subject of your Student cancellation email messages. Here is an example from our Redrock Demo site that illustrates the ability to use email codes within the subject line:
Student cancellation email (…) The Student Cancellation preference contains an area where the Student Cancellation email message and format can be modified. Here is a sample Student cancellation email message taken from our Demo site: Student Cancellation SMS (…) The Student Cancellation SMS preference contains an area where the Student Cancellation TEXT message and format can be modified. Here is a sample Consultant Reminder Text message taken from our Demo site:
Consultant Cancellation SMS (…) The Consultant Confirmation SMS preference contains an area where the Consultant Confirmation TEXT message and format can be modified. Here is a sample Consultant Confirmation Text message taken from our Demo site:
Student missed email (…) The Student missed Email preference contains an area where the Student missed email message and format can be modified. Here is a sample Student missed email taken from our Demo site that illustrates the use of both the # Email Tables and Html code:
Student Missed SMS (…) The Student Missed SMS preference contains an area where the Student Missed TEXT message and format can be modified. Here is a sample Student Missed Text message taken from our Demo site:
Center’s email address The Center’s email address field may contain an email address assigned for your Center. This email address can be set up to receive all confirmation, cancellation, and missed email notifications for all subcenters under a particular Center Profile. Send immediate: The Send Immediate preference, if activated, will send all emails immediately. The dropdown menu to the right of this preference determines the format of all emails sent and received. 1 - TEXT/HTML/ICAL 3 – HTML 4 – TEXT
Activating this preference will email Consultant Schedule Summaries to the Center email address listed above in the “Center’s email address” field. Email confirmations to Center Activating this preference will email Appointment confirmations to the Center email address listed above in the “Center’s email address” field. Email cancellations to Center Email missed messages to Center Send reminders for repeating appointments Visit Duration Notification (…): If your center utilizes Reasons that have notification times associated with them (auto-logout or warning after a certain amount of time), this preference contains an area where you can define the email message that is sent to your students. If you want to edit the Reason preferences that determine the length of time and the desired recipient of the message, See Chapter 6: Reasons. Send Visit Notes to Coach or Advisor - Activate send notes option on visit exit (also requires Group Pref: Send Notes) - Send notes button will be checked by default Activating this preference will automatically check the “send notes” option, by default. - Message (…) The Message preference contains an area where the “send notes” email message can be modified. Here is an example from the Redrock Demo site.
Subject: The Subject preference will contain the Subject of your “send notes” email messages. Here is an example from our Redrock Demo site.
To Address (…) ‘Who’ Label: Student Fields Student Full Name
| |
|