Related Articles
Adding an enquiry
When a parent fills out an enquiry form, they will receive a confirmation email through workflow automation, and the enquiry will automatically appear on your eyenquiries pipeline. To view this enquiry: In the sidebar, go to eyenquiries > Pipeline. ...
Adding an activity
Activities act as a to-do list for each enquiry, to remind you what still needs to be done for each of them. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. In the top right, go to the Upcoming Activities ...
Adding a user in eyenquiries
Users are anyone who has access to the eyworks system. Users are given access to different parts of the system depending on their role. In the top right, click on > System Settings. Click on the Users tab. Click on the icon in the top right. Type in ...
Adding tags to an enquiry
Tags are a good way of keeping track of children with specific requirements or circumstances. Tags can be filtered, and also fit into various aspects of system functionality. When a tag is added to an enquiry, if the tag is also relevant to children ...
Email template glossary for enquiries
What follows is a list of placeholders that can be used when creating custom email templates in eyenquiries. Note that any placeholders without corresponding data will return blank. [[ParentFirstName]] - The parent’s first name as it appears on the ...