Enrollsy allows Admin Users to check who gets email confirmations on Admin-created Enrollments. These emails confirm the Enrollment. If you need to know how to enroll someone as an Admin, look at this support article.
Email Confirmation Options
The options for email confirmations are on the last page of Enrollment before clicking the "Complete Enrollment" button.
Send confirmation of Enrollment to Customers' email
Send confirmation of new Enrollment to all Admin Users
Add any Required Documents (NOT including E-signature Documents) to the Enrollment (Admins can view these on the Documents Tab)
Attached Documents
The information icon beside the "Add required documents to enrollment" indicates that the Documents attached to the Program being enrolled in will be added to the Enrollment UNLESS there is already a non-expired Document attached. This information icon also lists the names of the Documents to be added (see below).
Email Confirmation Example
The Email Confirmation will say "Submission Confirmation" in the subject line (which, at the time, cannot be edited). The email confirmation will look similar to this one:
What comes after "Message from [Company Name]" is your Enrollment Welcome Message (if applicable). Click here to learn how to add or change this message.
Edit Admin Users who Receive New Enrollment Emails
You can also edit the Admin users who will receive the new enrollment emails by following these steps:
Go to My Company and selecting the User tab, then Admins.
Click on the pencil icon beside an Admin user and scroll down to the bottom under "Email Notifications."
Check the box to receive the email notification.
Resend a Confirmation
Do you need to send a Customer another email confirmation of their enrollment? Follow these steps:
Search for the Enrollee's name on the top search bar or the Enrollees page.
On the Enrollee's Name under the current Enrollment, click the "Actions" button and a message will pop up, "Re-send enrollment confirmation."
Click that, and an email confirmation will be sent to the Primary Account Holder's email address.
Preview Email
If you want to preview the enrollment confirmation email, you can temporarily change out the Primary Account Holder's email with yours. Then re-send the email, and you can see what you are sending them. Just don't forget to go back in, remove your email address and re-add theirs. Also, be sure to click "Save" as you're making changes.
Troubleshoot
If the Customer still has issues with receiving the confirmation email, there may be a problem with their email address. Click here to find out what to do.