Admin Forms & Survey: Trigger Emails

To ensure that Parents receive an invitation to complete a Form or Survey, it is necessary to set up Trigger Emails. Additionally, if a Workflow is being assigned, there are trigger emails for that section as well.

Navigation:

Admin > Settings> Trigger Emails

Scroll to the Forms & Surveys Section

Admin > Settings> Trigger Emails

Enable the Letters you desire to use. there are two sections for Forms & Surveys

Click Edit to create the Body of the Letter/Email

This step is typically only necessary to do once. However, if you ever need to make changes to the letter template in the future, simply follow the directions provided above.

Workflow Trigger emails if assigning a workflow

If the Policy is turned on to include a workflow for approvals, you will need to set up the trigger emails that is sent to the staff etc so their is content in the body of the emails that are auto generated. 

• Invited to Sign Form is for staff members who need to approve the form, this is set by the approval workflow.
• Parent Invitation is sent when the form is sent to the parent email
• Pubhousehold is sent when a parent signature is needed on a regonline form
• Student invitation is the email sent when the form is sent to the student email