Communication
All about Enrollsy's communication channels for Admin, Instructors, and Customers
By Serena and 1 other2 authors39 articles
SMS (Text) Messages
All about text messaging and how it works
About Text Message PricingLearn what we charge for SMS Text Messaging
How to View the Number of Text Messages SentA quick and easy way to see the number of text messages sent through Enrollsy
How Customers Consent to Receive Text MessagesLearn how to view and respond to SMS messages sent from Enrollsy
SMS Texting Best PracticesLearn the best practices for sending text messages to your customers
How to Prevent Texts from Getting BlockedLearn what you can do to make sure texts go through and not get filtered.
How Admin Users Can Text CustomersBoth Primary and Secondary Account Holders can receive and send messages
How Admin Users Send and View Text Messages to CustomersLearn how to access and send SMS text messages
How Admin can Send Group Texts to Account HoldersNeed to send a message to many Account Holders at once? Here's how!
How to "Opt-Out" Customers From SMS TextsHere's what to do if a Customer no longer wants to receive text messages
How Admins and Instructors can Text Other Admins or InstructorsLearn how Admins text Instructors and a work-around, so Instructors can text Admins
How to Copy Instructors on Text MessagesNeed your staff to get the message you send to Account Holders? Here's how!
How Accounts Holders Can Send Text Messages to InstructorsFind out how Account Holders can send texts to Instructors
About SMS TextingLearn all about what SMS texting is and how it works in Enrollsy
General Notes & Messages
Creating messages and notes within Enrollsy
How to Add Messages to the Enroll FormLearn how to add customized messages to enrollment
How to Create Program InstructionsCreate or edit messages for one or more Programs that show up on the Enroll Form
How to Create or Edit an Enrollment Welcome MessageHow to change the message parents see after they enroll
How to Create and Download Internal NotesEnter messages that can only be viewed by Admin users on Accounts or Enrollee pages
Misc Notifications
How to get notified of activities & documents
How Admins can be Notified about ActivitiesSet up notifications for any posted Activity
How to be Notified of Completed DocumentsNow you can set up notifications for complete or uncompleted E-signature or Required Documents
How to be Notified of InvoicesAdmin Users can be informed of any generated invoices
How to Add Payment Instructions or MessagesDo you have specific instructions for payments? Add a message right in the Customer Portal
How to Leave a Note on an Invoice or TransactionEnrollsy allows Invoice Memos and Private or Public Comments
How to Set up the Admin Notification CenterLearn how to set up Admin-User specific notifications
Class Reminders
Sending class reminders
How to Send Class Email ReminderSend Email Reminders to Students in two easy steps
How to Send a Meeting Link in a Class Reminder EmailNeed to automate the sending of a meeting link before a class?
How to Stop Class Reminders for a Specific AccountWorkaround to stop sending a Class reminder to one or more Account Holders
Emails
Email notifications and confirmations
About New Enrollment Email ConfirmationsControl who receives an email on Admin-created Enrollments
How an Admin User can Email Account HoldersLearn how and where to copy Customer emails
How to Resend the Enrollment Confirmation EmailIf your customer says they didn't receive a confirmation of enrollment, it's easy to resend it
How to CC Customer Emails to an Admin EmailNeed an Admin to receive copies of all emails Customers receive? Here's how!
How to Copy Both Account Holder EmailsEnrollsy allows Admins to copy one or both Account Holder emails in both the Admin and the Instructor Portals
Troubleshoot Why Customers are Not Receiving Email NotificationsFix common issues with email notifications
Customer Email NotificationsLearn which email notifications are sent to customers/account holders
Leads
Find out who started enrolling in a Program
About the Submissions/Leads PageLearn the importance of leads and how to use them for your business
How to View Leads or ContactsEnrollsy captures the information on those who begin to enroll but don’t finish
Contact Leads Using TagsHow to use Tags to contact those who don't complete enrollment
How to Text or Email LeadsLearn how to message those who try to enroll, but don't finish
How to Edit a LeadSee how to edit or delete a lead (person who doesn't complete enrollment)
How to Export LeadsLearn how to export lead information to a spreadsheet