Each program comes with basic emails that get sent out on Enrolment and to notify for New Lessons. Use merge tags to personalise the emails and add more detail so that your patients know that is came from your clinic and what to do next. This is really important so the patient doesn't think the email is spam.
ENROLMENT NOTIFICATION
An enrolment email option exists at the bottom of the course edit/view. This email:
- Will go to all enrolments when CREATED.
- May be before PAYMENT if there is a payment associated.
- Gives your patient the link for the Patient Portal to be able to view their program resources. Consider adding more detail about how to use the Patient Portal, information for practitioners to help support patients can be found here (do not send this directly to patients).
- Lets your patient know who the email is coming from, ensure to add your name and clinic details to this email. This is really important so the patient doesn't think the email is spam.
The following tags can be used in this email:
{{client.first_name}}
{{client.last_name}}
{{client.email}}
LESSON NOTIFICATION
When viewing/editing your program, you can amend the new lesson notification. See above, you can define a subject and email body.
This email:
- If set this will REPLACE the default email notification that we send.
- Lets your patient know who the email is coming from, ensure to add your name and clinic details to this email.
The following client tags are available for use in the email:
{{client.first_name}}
{{client.last_name}}
{{client.email}}
{{lesson.title}}
{{lesson.introduction}}
{{lesson.content}}
{{course.name}}
Ensure to SAVE after all changes.