This article applies to online version only (without desktop).

Once families have entered your enrollment pipeline, you will need to communicate with them fairly often as the family decides whether your program is a good fit for their needs, or when their child might be able to enroll. 

Compose a Message

Go to Lead CRM > Communication to view all sent messages and saved drafts. 

You can hover over the "Leads Sent" column to view which leads received a particular message.

Use the "New Message" button toward the top to compose a new message. You'll have the option to choose whether you want to send an email or an SMS message.

Email Messages

If you notice, there's a "reply-to" email address listed beneath the subject line. You can click on the pencil icon to change which email address all parent responses will be sent to. 

You can also click on the "Choose from Template" link in the upper right to select a template you have already saved previously. Click here to learn how to save message templates

Tips for Composing your Message

When sending email messages to more than one family there are a few preset short-cuts you can use:

  • {{parent.firstname}}
  • {{parent.lastname}}
  • {{child.firstname}}
  • {{child.lastname}}
  • {{}}
  • {{}}
  • {{school.weburl}}
  • {{school.fulladdress}}
  • {{school.address}}
  • {{}}
  • {{school.state}}
  • {{}}
  • {{}}

Wherever this shortcut is listed (exactly as you see above, with the two curly brackets on either side), that piece of information will be replaced in the email by what we have stored for this lead or your school name. 

Please Note: The above shortcuts are not available for SMS messages.

Saving as a Draft / Sending your Message

If you save your message as a draft, you can go back to Lead CRM > Communication and click on the "Draft" tab at the top to find any saved drafts. You can click on the title to open the draft, or the ellipsis (...) on the right side to edit or delete the message. 

When you're ready to send the message, click "Continue" at the bottom of the message draft. Select your recipients and send the message. 

You will see "No Email" in red for any families who do not have an email address on file. 

SMS Messages

The SMS option works similarly to the email messaging; however, it has a limit of 160 characters. Otherwise, you're able to create SMS templates and save drafts.

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