1. Follow-Up Emails (. . . and more!!)
An ACEware Presentation

2. July topics:
July 20 – Follow-up s
July 27 - Archives

3. Today, we’ll talk about
Enabling Reminder and Follow-Up Preferences
Sending s for a Single Course
A Tiny Bit About Editing s

4. Transcripts / Certificates
Student Manager has a variety of ways to send directly from the system
Confirmations
Transcripts / Certificates
Course Reminders
Welcome to the System
Password Reset

5. This is a two-for-one skill!
Follow-up s, and course reminder s accomplish two purposes, but work similarly

6. Enabling Follow-Up Email Preferences
On the Course Preferences Screen

7. Check “Send Follow-ups # of Days after End Date”
Set # of Days after course

8. and set the follow-up email on each individual course
You can select “No”
and set the follow-up on each individual course

10. If follow-up emails are ready to be sent, you’ll see the list when you log in to Student Manager
Alternately,
you can view the list from Tools / Student Follow-Ups
Select your courses & click Done

11. you can view the list from Tools / Email Student Follow-Ups
For operations with multiple departments/areas.. You can “Scope” by Coordinator
Alternately,
you can view the list from Tools / Student Follow-Ups

12. Select your options and fire away!

13. Email Report (no email) (from Reminder AND Course Follow-up procedures)
You have to check the preference….
In Course Preferences..
You’ll be sent to the “Deadbeat” report area: user defined reports.
( you can create a special report, or use one of the “regular” reports)

14. Hint!
Based on our experience, we suggest limiting the “send reminder and follow-up s” capability to one or two people in your office.

15. Email Reminder Preference
Remember… it’s BLACK which
Means it can be set on/off
PER user

16. The Quick Email is a much simpler tool for normal communication
To send an ( reminder/general info/followup) to a single class from Quick Reports
FYI:
The Quick is a much simpler tool for normal communication

17. A copy of the email will also be sent to anyone listed in the Person(s) to Notify (BCC) field

18. Email Templates can be customized
Module | Catalog | Templates

19. Make it snazzy! Include your logo Change font styles
Link to social media

20. Body
For more information, visit

21. A few last details . . .
Only names with valid addresses will receive an
That’s why collecting addresses is so important!

22. A few last details . . .
Options at the bottom of the screen can help you manage things like CRM Log Entries, Course Attachments, Flagged Names, and the throttling of the outgoing s

23. A few last details . . . ANOTHER Reminder:
There are several webinars in Webinar Archive.. That offer tips and techniques for using Student Manager’s integrated system
A few last details . . .
Your signature can be found under Edit / My User Profile

24. We have a Webinar on SMS Messaging in Webinar Archives - Marketing
Just a reminder . . .
You can also send SMS messages from Student Manager
SMS messaging is available for
Course Reminders
Emergency Notifications
Follow-up Messages
For a Specific Class (from Quick Reports)
We have a Webinar on SMS Messaging in Webinar Archives - Marketing

25. Questions?

26. Several of the slides used in this webinar were from a breakout session at the 2016 ACEware User’s Conference
Thanks Lindsey!

27. Please join us next week (July 27th)
July 27 – Archiving