Send Template from a generated New Report output.
It would be awesome to be able to generate a report, then send all those students (or contacts) a saved template from the one screen.
For instance, we have created a new report in the new report builder (which is much better by the way) that lists all our students about to approach (or past) their expected completion date (which for us is an expiry date). But then we have to individually go into each student to send the template email telling them they are/have expired and to contact us to extend. When you have 70+ students a month expiring, it's very time intensive.
It would have many other uses too, especially for users like us who have students start each day of the week across multiple qualification, so we are not just managing a cohort that starts once or twice a year. This makes sending a merge doc harder for us, as we'd have to do it for hundreds of intakes/semesters/cohorts.
It would also mean we can set a huge range of filters to decide on the people to send certain communications to, not just based on cohorts or categories through the merge docs.
The next stage on from this would be automating the workflow. Ask the system to run a report on a particular day each month/week etc and send X template to them automatically. Or each day check for a criteria (such as expected completion date in 30 days) and send a particular template. Now, THAT would be awesome and time saving.
Please sign in to leave a comment.
Comments
1 comment