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. ...

    • Sending bulk emails

      Sometimes, you need to send the same sort of email to multiple people, and doing it individually is too time-consuming. Fortunately, eyenquiries allows you to send emails in bulk. Go to the Messages tab for the branch you're looking at. Click on the ...

    • 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 ...

    • 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 deposit in eyenquiries

      In eyenquiries, you can manage deposits through the enquiry profile. This includes creating and sending deposit invoices to parents, and recording payments. Creating a deposit invoice Go to eyenquiries > Pipeline. Click on a child’s name to bring up ...