The system can send two e-mail notifications each time an inquiry form is submitted. One is a confirmation e-mail that is sent to the person inquiring, and the other is an administration e-mail that alerts the school that the form was submitted. Inquiry managers can customize the inquiry notifications.
Note: If onBoard is already installed, find instructions for customizing inquiry notifications here.
Edit the inquiry notifications:
Select Communication > Notifications.
Next, Edit the notification you would like to modify.
Administration: This email is sent to user(s) at the school alerting them that a form was submitted.
Confirmation: This confirmation email is sent to the email address that is entered in the student information section on the inquiry form. If that email address field is not populated, the email will not send.
Customize the notification with the below fields then select Save & Exit once done.
Use this option to change the name of the notification.
Uncheck the Active checkbox to inactivate the notification. Use this option if you do not want the notification sent.
Enter an e-mail users can respond to from the notification.
Enter a name users will see in the "from" field of the notification.
Use the placeholders to craft the body of the notification.
Use this field to enter the subject of the notification.
Use the placeholders to craft the e-mail.
These fields will only appear for the Administration notifications. Use the available fields to search for the user(s) who should be notified when the inquiry form is submitted. Highlight the user's name and click Add to recipient list.