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.


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