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Customer Email Notifications

Learn which email notifications are sent to customers/account holders

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

Enrollsy sends automatic notifications to your customers for the following:

  • After enrollment (enrollment confirmation email)

  • When a payment is due or an auto-payment is scheduled (if the customer's auto-pay is turned on and invoicing settings are turned on)

  • Reminder of a class (if class reminders are turned on)

  • E-signature (if applicable)

  • Gift Cards (if applicable)

Here are examples of each of these types of email notifications.

NOTE: At this time, none of the following customer emails can be customized or modified for specific companies.

Enrollment Confirmation

The enrollment or "submission" confirmation email is sent to both customers and admin users after enrollment. It is sent automatically when customers enroll themselves. When admin users enroll a customer, they have to check the boxes to email this confirmation email to the customer and/or admin users. This setting looks like this on the Enroll Form:

The email customers receive after enrollment will look similar to the example below. It can include the following information:

  • Account Details (Primary Account Holder's name and email address)

  • Enrollee Details (Enrollee's name(s)

  • Selection Details (Enrollment Period, Location and Program(s) selected

  • Classes (Class name, Instructor name(s), days running/start and end dates

  • Message from the company (this is the Enrollment Welcome Message)

Example:

Payment Notifications

Two payment email notifications are sent to customers.

Payment Due Reminder

The first type of payment notification is the "Payment Due Reminder." This reminder is also called an "Invoice Reminder" and is sent out to remind customers of an upcoming Invoice. These reminders are set up on your Payment Plan. See this support article for steps on how to edit invoicing frequency.

The email customers receive will look similar to the example below. It will include the following information:

  • Payment Amount

  • Payment Due Date

  • A note that says if the customer has a credit on file, it will be used in full before payment is collected. For example, if the customer has a $100 current invoice due on the 1st but there is a credit of $50 on the account (due to overpayment, a manual credit, or a gift card), that $50 will be taken first. So the auto-payment will occur and draft a total of $50 from the customer's payment method.

Example:

Auto Payment Notification

The second type of payment notification is the "Auto Payment Notification." This email is sent to customers who have auto-pay turned on and a current Invoice. It includes the following information:

  • The amount of the payment

  • The scheduled date of the auto-payment

  • A note that says if the customer has a credit on file, it will be used in full before payment is collected. For example, if the customer has a $100 current invoice due on the 1st but there is a credit of $50 on the account (due to overpayment, a manual credit, or a gift card), that $50 will be taken first. So the auto-payment will occur and draft a total of $50 from the customer's payment method.

  • A sign-in link where the customer can sign into their account

Example:

Failed ACH Payments

If you use ACH, and a customer has an ACH payment that is rejected, the customer will receive an email notification (as well as any admin users with the setting "Receive failed customer payment emails" turned on).

This email shows the following information (no example is available at this time):

  • Payment amount

  • Bank account on file (last four numbers of account)

  • Failed payment reason

  • Company name

  • "Go to My Account" button that goes to the customer portal Account page where the customer can log in, update their payment credentials, and try the payment again.

Class Reminder Email

If you have the Class Reminder set up on one or more Classes, an email will be sent to the customer reminding them of the Class however many days ahead that you have the reminder set to. See this article for steps on how to set up the Class Reminder.

Example:

E-signature Document

If you use E-signature Documents, they are sent to customers via email. An E-signature Document is a document provided by you and saved as a PDF that is then uploaded to Enrollsy and mapped with the fields on your customized Enroll Form. When a customer enrolls, the E-signature Document is sent to the Account Holders (or other specified signers) via email to e-sign.

Example:

1st E-signature Email

The first email the customer will receive is one saying the E-signature Document is awaiting their signature.

2nd E-signature Email

The second email will be a confirmation that the customer successfully signed the E-signature Document.

NOTE: If you have both the Primary Account Holder and the Secondary Account Holder as signers, and you have Primary Account Holders with NO Secondary Account Holder, the Primary Account Holder will need to have their email address as the Secondary Account Holder, and they will need to sign the document twice. So the first time they sign the document, they will receive a second email to sign it again as the 2nd signer.

Gift Cards

If you use the Gift Cards feature (this is an unlockable feature that costs $7/month).

The recipient's email address of the Gift Card does not have to be the same email address used in the Enroll Form. You can send the Gift Card with one email address, and that person can create the Account under a different email address when signing up and consuming the Gift Card credit.

The recipient will receive an email that they have a Gift Card. They will have to click on the "Redeem" button to apply the Gift Card amount to their Account.

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