Creating Email Workflows in the SMS

Creating Email Workflows in the SMS

OVERVIEW

This tutorial will show users how to set up automatic emails that will send to students  based on certain triggers. In the SMS, you can set up Email Workflows in each of your program instance. We will walk you through on how you can set up and select emails that will automatically send based on student enrolment status.

Navigation Instruction:

Follow us through our interactive tutorial below, or use the buttons on the left portion to change to scroll, slideshow or watch view.







Email Templates must be set up prior to adding your email workflows in your program instances. See Related Tutorial: Setting Up Email Templates in the SMS
 
1. From Programs, go to Program Instances.
2. Select the specific program instance where you would add your email workflows.
3. Click Workfows. 
4. Select Email Workflows. 
5. Click New.

Refer to the image below for Steps 1-5


6.  Select the Enrolment Status from the drop-down menu. This will trigger the automatic sending of the email. Students who are under this program instance sitting in this enrolment status will  automatically receive the email you will select in the next step.
7. Set the corresponding Email Template. You can select as many email templates as needed.
8. Click Save to add this email workflow in the program instance.

Refer to the image below for Steps 6-8


IMPORTANT
  1. You can ovveride the default username of the email address that will appear as the sender of the emails in your Workflows. To do this, click the toggle to enable Overwrite Default From Address and enter your preferred username. This is optional.




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