Follow-Up Emails (. . . and more!!) An ACEware Presentation

July topics: July 20 – Follow-up Emails July 27 - Archives

Today, we’ll talk about Enabling Reminder and Follow-Up Email Preferences Sending Emails for a Single Course A Tiny Bit About Editing Emails

Transcripts / Certificates Student Manager has a variety of ways to send email directly from the system Confirmations Transcripts / Certificates Course Reminders Welcome to the System Password Reset

This is a two-for-one skill! Follow-up emails, and course reminder emails accomplish two purposes, but work similarly

Enabling Follow-Up Email Preferences On the Course Preferences Screen

Check “Send Follow-ups # of Days after End Date” Set # of Days after course

and set the follow-up email on each individual course You can select “No” and set the follow-up email on each individual course

If follow-up emails are ready to be sent, you’ll see the list when you log in to Student Manager Alternately, you can view the list from Tools / Email Student Follow-Ups Select your courses & click Done

you can view the list from Tools / Email Student Follow-Ups For operations with multiple departments/areas.. You can “Scope” by Coordinator Alternately, you can view the list from Tools / Email Student Follow-Ups

Select your options and fire away!

Email Report (no email) (from Reminder AND Course Follow-up procedures) You have to check the preference…. In Course Preferences.. You’ll be sent to the “Deadbeat” report area: user defined reports. ( you can create a special report, or use one of the “regular” reports)

Hint! Based on our experience, we suggest limiting the “send reminder and follow-up emails” capability to one or two people in your office.

Email Reminder Preference Remember… it’s BLACK which Means it can be set on/off PER user

The Quick Email is a much simpler tool for normal communication To send an email ( reminder/general info/followup) to a single class from Quick Reports FYI: The Quick Email is a much simpler tool for normal communication

A copy of the email will also be sent to anyone listed in the Person(s) to Notify (BCC) field

Email Templates can be customized Module | Catalog | Email Templates

Make it snazzy! Include your logo Change font styles Link to social media

Email Body For more information, visit http://www.aceware.com/SMHelp/#Email/BodyCoding.htm

A few last details . . . Only names with valid email addresses will receive an email That’s why collecting email addresses is so important!

A few last details . . . Options at the bottom of the screen can help you manage things like CRM Log Entries, Course Attachments, Flagged Names, and the throttling of the outgoing emails

A few last details . . . ANOTHER Reminder: There are several webinars in Webinar Archive.. That offer tips and techniques for using Student Manager’s integrated email system A few last details . . . Your email signature can be found under Edit / My User Profile

We have a Webinar on SMS Messaging in Webinar Archives - Marketing Just a reminder . . . You can also send SMS messages from Student Manager SMS messaging is available for Course Reminders Emergency Notifications Follow-up Messages For a Specific Class (from Quick Reports) We have a Webinar on SMS Messaging in Webinar Archives - Marketing

Questions? chuck@aceware.com

Several of the slides used in this webinar were from a breakout session at the 2016 ACEware User’s Conference Thanks Lindsey!

Please join us next week (July 27th) July 27 – Archiving