Which Automated Email Templates are Available?

IN THIS ARTICLE:
Learn about automated email templates, where they are located, and which actions trigger them to be sent.

 

What are Automated Emails?

Automated emails are any emails that can be automatically sent by iClassPro upon completion of a certain task, such as the welcome and enrollment emails that are sent when customers create new accounts or enrollments via the Customer Portal.

Where are Automated Email Templates located?

Email templates are located under SETTINGS>SETUP>GENERAL SETTINGS>EMAIL TEMPLATES.

The templates are split into three sections:

iClassPro

  • Autopay Declined - Sent to customers via TRANSACTIONS>PAYMENTS when autopay is declined (if the option to "Email Failed Payment Notifications" is enabled).
  • Autopay Receipt - Sent to customers via TRANSACTIONS>PAYMENTS when autopay is successful (if the option to "Email Receipts For Successful Payments" is enabled). The contents of this template will be the body of the email sent with a .pdf receipt attached.
  • Camp Cancelled - An email that can be sent to families upon camp cancellation.
  • Camp Enrollment Request Approved - Sent when a staff member approves a camp enrollment request from Online Activity. Includes camp details.
  • Camp Enrollment Request Denied - Sent when a staff member denies a camp enrollment request from Online Activity. Includes camp details.
  • Class Cancelled - An email that can be sent to families upon class cancellation.
  • Class Drop Enrollment - Sent when a staff member drops a class enrollment. Includes enrollment details.
  • Class Drop Enrollment Approved - Sent when a staff member approves a request to drop a class enrollment from Online Activity. Includes enrollment details and drop date.
  • Class Drop Enrollment Denied - Sent when a staff member denies a request to drop a class enrollment from Online Activity. Includes enrollment details.
  • Class Drops for Account Balance - Sent when a class is dropped due to failed payment. Includes enrollment details.
  • Class Enrollment Request Approved - Sent when a staff member approves a new class enrollment request from Online Activity. Includes enrollment details.
  • Class Enrollment Request Denied - Sent when a staff member denies a new class enrollment request from Online Activity. Includes enrollment details.
  • Class Opening Available - Sent when the "Notify Family of Waitlist Opening" action is performed.
  • Class Transfer Enrollment Approved - Sent when a staff member approves a class transfer request from Online Activity. Includes enrollment details.
  • Class Transfer Enrollment Denied - Sent when a staff member denies a class transfer request from Online Activity. Includes request details.
  • Class Transfer Enrollment Processed - Sent when a staff member manually transfers a class enrollment. Includes enrollment details.
  • Family Policy Acceptance Link - Sent on-demand from POLICIES tab in the family details view to provide a link to the mobile app or Customer Portal to view and accept missing required policies.
  • New Camp Enrollments - Sent when a staff member creates a camp enrollment. Includes enrollment details.
  • New Class Enrollments - Sent when a staff member creates a class enrollment. Includes enrollment details.
  • New Makeup Token Created - Sent to a customer when a new makeup token is manually created for a student.
  • Payment Returned - Sent to customers when returned/NSF is detected from the gateway.
  • Point of Sale Receipt - Template used when emailing a receipt from the Point of Sale after a successful purchase.
  • Policy Update - Sent on-demand from family and student policies section to provide a link to the mobile app or Customer Portal to view and accept updated policies.
  • QR Code - Email that family receives when "Email QR Code" action is performed.
  • Waitlist Approved - Waitlisted has been approved and converted to an enrollment. Automatically sent when the "Approve Waitlist Enrollment" action is performed.
  • Welcome Email - Sent on-demand from the DETAILS page of the family account that contains information for your new families. Can also be sent when creating a family via the NEW FAMILY WIZARD.

Customer Portal

  • Camp Enrollment - An email sent to customers for each camp enrollment processed through the mobile app or portal. Marked as a new enrollment or as a request, including the enrollment details and a transaction summary from checkout.
  • Class Enrollment - An email sent to customers for each class enrollment processed through the Customer Portal. Marked as a new enrollment or as a request, including the enrollment details and a transaction summary from checkout.
  • Customer Portal Order Confirmation - Order confirmation sent to customers when purchasing point of sale items.
  • Gift Certificate Purchase Receipt - Receipt sent to customers when purchasing a gift certificate.
  • Gift Certificate Recipient - Email sent out to recipient when a gift certificate is purchased for them as a gift.
  • Notification of Camp Enrollment - An optional email sent to the location email address for new camp enrollments in that location made via the mobile app or portal. Must have “Send email notification upon auto-enrollment to email address of camp location” enabled under CUSTOMER PORTAL>SETTINGS>OTHER SETTINGS>CAMP REGISTRATION area to trigger this email.
  • Notification of Class Enrollment - An optional email sent to the location email address for new class enrollments in that location made via the mobile app or portal. *Must “Send email notification upon auto-enrollment to email address of class location” checked in Parent Portal > Class Registration settings to trigger this email.
  • Opt-In Confirmation for Recurring Payment - An email sent to customers when they opt in to recurring payments.
  • Payment Receipt - The text in this template will be the body of the email sent with a .pdf receipt attached.
  • Point of Sale Gift Recipient - Email sent out to recipient when a point of sale item is purchased for them as a gift.
  • Welcome Email - Sent to a customer when they create a brand new account from the Customer Portal/Mobile App.

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