How to send out multiple reminders for Contract Forms and School Forms.

Contracts and School Forms allow the ability to send out reminder emails if the form has not been completed.  These reminders can be sent multiple times if needed.
Contract Forms:

For example, in the Reminder Option, select "7 days before the due" to send out a notification 7 days prior to a Contract due date.  Once this date passes, go back into the Reminder Option and change the notification and select "2 days before due". This will send out a second Contract Reminder Notification to constituents.

To set up Reminder Notifications, do the following:

1. In the persona menu, go to Enrollment Management

2. Under Enrollment, select Contracts

3. Click the Manage Contract Forms


4. Click the Settings button for an existing Contract.

5. Click the Reminder Notification tab.

6. In the Reminder Option drop down, choose the number of "days before due" to have the reminder notification sent to Parents prior to the Contract's Due Date (as seen on the General tab).

6. After the original "days before due" time frame has past, go back into the Reminder Notification tab and change the Reminder Option to a different "days before due".

Note: The "days before due" selections are hard coded and cannot be changed.



The same process can be done for School Forms:

1. In the persona menu, select the ON product the form was created under (Academics, Enrollment Management, Extracurricular, or School website)

2. Under Content, select School Forms.

3. Click the Settings button for an existing Schol Form.

4. Click the Reminder Notification tab.

5. In the Reminder Option drop down, choose the number of "days before due" to have the reminder notification sent to Parents prior to the Contract's Due Date (as seen on the General tab).

6. After the original "days before due" time frame has past, go back into the Reminder Notification tab and change the Reminder Option to a different "days before due".

Note: The "days before due" selections are hard coded and cannot be changed.

Environment

 onBoard

Was this article helpful?