If you need some assistance with wording for email or text messages, we can help with that! Here are some email templates you can edit and send to your customers to let them know you are using Enrollsy, Enrollment is open, and post Activities.

Use the following template if you imported or manually entered customer Accounts and now require them to sign in to edit/update their information.

Dear [Customer Name],

We've recently transitioned to a new software platform called Enrollsy. Enrollsy allows you to enroll, sign documents, make payments, and stay connected with us in various ways, all from the convenience of your device.

We kindly ask that you visit this URL [Reset password link goes here] to set a unique password for your account (please be sure to use the email address we used to send you this message).

Once you have done that, please do the following:

Please contact us directly with any questions about your account.

Thanks,

[Your Name]

Use this template as an email message to someone who needs to enroll in your program.

Dear [Customer Name],

We've recently transitioned to a new software platform called Enrollsy. Enrollsy allows you to enroll, sign documents, make payments, and stay connected with us in various ways, all from the convenience of your device. We kindly ask that you visit this URL [Enroll link goes here] to enroll and provide the information we need to provide our services.

If you have already paid for your enrollment, you can use this coupon code [Coupon code goes here] to skip the payment section. When you enroll, you must create a password to access your account. Please let us know if you need any assistance.

Thanks,

[Your Name]

Use this template as an email message to someone who needs to enroll in a specific program. Click here to learn how to create a customized Enrollment link.

Dear [Customer Name],

Thank you for your interest in [Name of Program/Class]. We kindly ask that you visit this URL [Enroll link goes here] to enroll and provide the information we need to provide our services.

When you enroll, you will be required to create a password to access your account in the future. Please let us know if you need any assistance.

Thanks,

[Your Name]

The following is an example of a message to notify your customer of an overdue balance.

Dear [Customer Name],

“You have an overdue balance on your account. Please log in to [Link to Account Login] to pay your balance.”

Thanks,

[Your Name]

Use this template if you need a customer to do an Activity. (At the time of writing, we don't have a way to link directly to Activities). You can send a message and tell the customer to go to the Customer Portal to do the Activity.

Dear [Customer Name],

Please take a few minutes and post a [Name of Activity] Activity.

Log in to the Enrollsy app (download it on the Apple App Store or Google Play Store, or go to this URL [Enroll link goes here]). Click the menu in the top right and choose Activities. Then click on the dropdown to access the list of Activities and select [Name of Activity]. [Insert instructions, if any, for posting the Activity] and click Post.

To learn how to view Activities, click here.

Thanks,

[Your Name]