Currently, there is no way to send emails through Enrollsy. Enrollsy only allows copying Primary and Secondary Account Holders' email addresses to paste into your email program (e.g., Gmail, Outlook, etc.). Here's how.
Pages to copy select Emails
The following pages are where you can copy emails:
Reports - The email address copy button is available on these two reports: A/R Aging and A/R Payments.
Marketing - Lead summary page
Enrollees - Table page and Document page
People - All account holder emails from all Enrollment Periods
Classes - Individual Classes (as shown below)
Memberships - List of members in all Membership Programs
Account Page - You can also copy the email address straight from a Customer's Account page:
How to Copy Emails
Within Enrollsy, there are many ways to copy email addresses. On the following pages, you will see an envelope icon where you can copy select emails to your computer clipboard (and paste them into your email provider).
When you click that icon, you get two options:
Account Email Only - Primary Account Holder emails only
Both Emails - Primary and Secondary Account Holder emails
Once you click one of those two options, all the email addresses of those you previously checked will be copied onto your computer's clipboard.
You can also export email addresses from the Enrollees table into a CSV (spreadsheet) where you can filter or sort then copy and paste them into your email provider. Select the Enrollees and click the export icon.
How to Paste Emails
Open your email program, such as Gmail or Outlook, and paste those email addresses into the BCC field and your email in the TO field to send an email WITHOUT all the email addresses being visible to everyone.
How to CC Customer Emails to an Admin Email
You can designate an email address to be CC'd (copied) or Bcc'd (blind copied) on all outgoing emails Enrollsy sends to your Accounts. We don't recommend using your personal email address.
On the My Company page, there is an option to enter an email address that gets copies of all outgoing communication. You can set up an email here that can then be forwarded to your admins. Select the box to copy an email address on all outgoing customer communication.
