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01

Original/Pre-written Email Templates

System Emails Explained In the main navigation menu, you will find an ‘Email Settings’ button which will let you go to Templates. There is a large library of built-in email templates and you will see that at each stage of …

02

How to Make Changes to Email Templates

Email Templates Overview EnrolHQ has five types of email templates found under Email Settings > Templates: Primary Parent / Carer - Emails to the parent that has Enrolment Dashboard access and has created an account with EnrolHQ. Secondary Parent / …

03

Manually Change a Persons Email Preferences

What are Email Preferences? Email preferences are relevant for marketing emails allowing parents to opt out. Find the relevant Student Profile > Parent 1/Parent 2 and scroll down to Email Preferences. From here you can change their marketing email preferences …

04

Custom Email Signature

Email Signatures See Create Email Signatures in Initial Set Up

05

Address Book

Address Book Functionality The Address Book feature allows staff to add frequently used email addresses and have them present as a dropdown in the cc and bcc fields when sending emails. Email Settings > Address Book > Add. You can …

06

Selectors - How to Set Up For Email Templates

Create a Selector for an Existing Student Profile Category Email Settings > Selectors > Add You must use the same naming convention as in the Student Profile Category (SPC) Example: uses Student Profile Category Multi-Parent Arrangements Description: must match the …

07

Create Marketing Emails

How to Create Marketing Emails Marketing emails are custom templates that are not connected to the enrolment process and include an opt-out (eg invite to musical night, opening day or virtual tour). These types of emails are always triggered by …

08

Create New Custom Emails

How to Create New Custom Email Templates In EnrolHQ, you can create as many custom email templates as you want. These can later be automated by selecting triggers or you can keep them as manual templates that you can choose …

09

What is EnrolHQ's Email System

Email templates Email templates are divided into different categories to allow you to choose what to send and to whom. For example, you may wish to send a slightly different version of an email to the Secondary Carer than to …

10

How to setup a Register your Interest Form

What is a Register Your Interest Form? The Register Your Interest Form is a cut-down version of the Enquiry form. It is a single page entry for parents, and is commonly used for School Expo’s where a parent can easily …

11

Exporting Event Information

Export unique booking details Primary parent email Every row is a unique primary parent email. The report will show separate columns for each connected sibling. Exports unique information about booking registrations (unique primary parent email). For example: it will show …

12

Events Default Settings

Event Settings Go to Events > Settings > 1 This is where you can add different event types, such as Orientation (Student only Event), Parent Information Evening (Parent only Event), Boarding Visit etc. 2 This is the number of hours …

13

Events Customisation Setup

Event Form Customisation Events can be setup by Campus if you have a Multi Campus School. To Add a Campus - EnrolHQ allows schools with multiple campuses to use the same form with different options as shown in steps 1-6. …

14

Enquiry Customisation Setup

Enquiry Form Customisation Enquiries can be setup by Campus if you have a Multi Campus School. To Add a Campus - EnrolHQ allows schools with multiple campuses to use the same form with different options as shown in steps 1-6. …

15

How to mark an enquiry as Responded

Steps to locate new enquiries When anyone makes an Enquiry, if they are a new contact or exiting contact, the enquire must have a response. There are sections in Automation that will send a response however this does not mark …

16

Getting Ready for Open Day

Staggered starting times Our stats show that most people tend to arrive during the first 2 hours of your major event. For large events, it can be beneficial to use staggering starting times to help with traffic flow and ensure …

17

Event URLs

The 4 different event URL’s in EnrolHQ Each event has 4 URLs listed at the bottom om the “edit” screen: Embeddable Web Event Registration - this is the link you need to use if you want to embed this specific …

18

How to cancel an event

Steps on cancelling an event If for some reason the school needs to cancel an event, this is a two-step process: Step 1: Send the parents an email (to inform them of the cancellation) Filter to the event under show …

19

Managing Attendees List

Marking attendance via attendance sheet You can download an Attendance Sheet which will print 1 family per line on an Excel Sheet and leave a tickbox on the end, this is for schools that don’t want to use electronic means …

20

Printing Labels

How to Print Labels You can print Labels - these will print to Avery Labels Sure Feed SKU 959004 / L7163 which is a page of 14 labels (2 columns, 7 rows) each label is 38.1mm tall and 99mm wide. …

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