Bulk Email to Parents of Candidates who Haven't Submitted an Application

@Troy Burki +1 on this recommendation!

@Lauren Marcus Eisenberg in Enrollment Management, go to Communication → Official Notes and you'll need to create at least a note type. When setting up the note type, scroll down to the Access section and check all three boxes for Parent of Candidate (and candidate if you want them to receive a notification as well).

After that, select the e-mail notifications button next to the note type and modify the email notification format so it just has the [author comment] placeholder in the body and [subject line] for subject. This is just how I have the notification set up. By default, it's going to read as if the message is coming from you but you can modify the sender and/or reply to email to be something else instead if you want.

From there you can pull up the candidate list with the filter for application status of not started or started and then click the box in the top left of the list and then compose official notes(s) in the bottom left. Then you just need to select your note type and fill in the message content and preview before sending. There are various placeholders you can use, along with the ability to embed images.

Let me know if this makes sense or if you have any other questions.

@Lauren Marcus Eisenberg Yes, by checking that email box within the note type setup it will send the note as both an email and within the Official Note messaging system in EMS. It's a good idea to use a test candidate to send a trial message and check what it looks like in email form. You can preview official notes but that's just what they look like within EMS.

Just a heads up, most people (in my experience) will respond via email but some people will respond through Official Notes and it's somewhat difficult to find those replies. Basically, you need to open up the Official Notes panel and select sent under Status and unread under Parent and you'll see them in green.