Sending an email to an enquiry

Sending an email to an enquiry

eyenquiries lets you set up automatic emails through workflow automation (find out more), but when the need arises, you can also send emails manually from an enquiry's profile.
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. Click on the at the top of the profile.
  4. In the pop-up window, you have the option to select an Email Template from the Template field, or type a new email into the text box.
  5. Click Send.
Scheduling an Email
You're able to schedule an email to send automatically at a certain date through the Upcoming Activities section of the enquiry profile.


    • 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. ...

    • Sharing the enquiry form

      eyenquiries generates a personalised link that can be used to access your setting’s enquiry form. This can be sent out to parents, or inserted into your website. In the top right, click on > System Settings for the branch-level enquiry form, or > ...

    • Creating a custom email template

      In eyenquiries, email templates are an important part of workflow automation. Instead of typing out a new email for every communication, you can use a template, which will fill out certain keywords with information stored in the system. This allows ...

    • 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 ...

    • Moving an enquiry through the pipeline

      When you receive an enquiry, it is automatically added to the Enquiry In stage of the pipeline. You can move an enquiry through the pipeline by dragging and dropping it to another stage. Dropping an enquiry into some stages will trigger an action. ...