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Automatically send invite emails when converting prospects

Learn how to enable automatic portal invitations when a prospect becomes a student.

Written by Abdullah Al-Hussein
Updated over a week ago

This feature saves time by sending invite emails automatically during the conversion process.


Enable automatic invite emails

  1. Go to Settings β†’ School Settings.

  2. Open the Prospects tab.

  3. Enable Send invite email when prospect becomes student.

  4. Click Save.


How it works

  • When enabled, an invitation email is sent automatically when a prospect is converted.

  • This setting works independently from other prospect settings.


Tips

  • Make sure your email templates are set up before enabling this feature.

  • Test the process with a sample prospect if needed.


Troubleshooting

  • Email not sent
    Check that the setting is enabled and email templates are configured.


Automatic invites streamline onboarding, ensuring new students receive access without manual steps.

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