Contract Notifications

(Re)enrollment managers can set up an email notification ("Online Contract Submitted - Administration") that can alert the school when a family submits their contract.  Reminder notifications can also be sent to parents who have not submitted their enrollment/re-enrollment contract forms.

Additionally, (re)enrollment managers can customize the confirmation emails (“Online Contract Submitted - DataPush" and "Online Contract Processed - DataPush") that are sent to a family when they submit their contract and when their contract has been processed. The confirmation emails will be sent to each person who signs the contract; the “Online Contract Submitted - DataPush" email will be sent after the last person has signed the contract.

  1. From the persona menu, select Enrollment management.

  2. Next, select Communication and then Notifications.

  3. Select ReEnrollment from the Category dropdown.

  4. Select View.

  5. Select Edit next to the "Online Contract Submitted - Administration," "Online Contract Submitted - DataPush" and "Online Contract Processed - DataPush" notifications.

  6. Enter the following information for each notification:

    1. Name: Use this field to change the name of the notification.

    2. Active: Uncheck this checkbox if the notification should never be sent.

    3. Reply E-mail: Enter an email address to which users can reply.

    4. From Name: Enter the name of the sender (e.g. the school’s name).

    5. Placeholders: Use the available placeholders to help personalize the notification.

    6. Subject: Enter a subject line for the notification.

    7. Body: Using the available placeholders, enter the body of the email message.

    8. Add Recipient(s): For the "Online Contract Submitted - Administration" notification, search for and select the users who should be notified when a contract is submitted.

  7. Select Save & Exit.

When working with Contracts under Enrollment, re-enrollment managers can edit a form’s settings to enable and customize the email notification. To get started, select Settings for the specific contract form to modify. In the Reminder Notification section, managers can:

  1. Activate and inactivate the notification.

  2. Enter a reply email, from name, and subject.

  3. For the Reminder Option, determine when the notification will be sent based on the form’s due date.

  4. Edit the email body using the available placeholders such as student_name or schoolname.