For full details on how to create an automated email please click here: Create Automated Emails

Go to Email Settings > Templates > Custom > Add and create a custom template to follow up with the Parents if they have started but not completed an application. It is recommended that the name of the Template is named ‘Incomplete application - 7 days (parent)’ where parent means that the Template is Parent related.

Copy and paste directly into the Template

Dear {{ user_parent.title }} {{ user_parent.last_name }},

A quick hello from us at {{ school.settings.name }}! We just wanted to touch base with you as we noticed that you started an application with us but are yet to complete it. We are really excited at the prospect of receiving an application for {{ profile.first_name }} and just wanted to let you know that we are here to help!

You can continue your application at any time, by logging into your parent dashboard using email {{ user_parent.email }}.

If you are holding off on submitting the application due to questions you have about {{ school.settings.name }}, please let us know, and we will answer them for you. If you are experiencing technical difficulties, feel free to get in touch by giving us a call and we will walk you through the process. If you would like to get in contact, you can reach us on {{ school.settings.telephone }} or by replying to this email.

We hope to hear from you soon!

Kind regards,

{{ school.settings.registrar_name }}

Go to Automation > Add

1. Give the Automated Email a name like ‘Incomplete application - 7 days (parent)’ this makes it easier to identify and is internal.
2. Select the ‘Parent Template’ dropdown so the email goes to the parents and choose the Parent Template that you created above
3. Trigger Event - select ‘Enrolment Form Started’
4. Cancel Event - select ‘Enrolment Form Submitted/Paid’ - this will stop this follow-up from being sent if the parent completes the form
5. Set the Delay to be 168 hours. This means the email will be sent one week after the parents start an application form. If the parent completes the form and pays for it within the time, then the automated email will be cancelled.
6. Choose Automation Recipients - these conditions are all optional
7. Click Save

The automation timing only works when the trigger has not passed.

If you have had an Application Started but not completed/paid but the automation was not in place then it will not send the reminder and will have to be completed manually.