Bursary+

Email Templates to Check before Go Live - B+ (Independent Schools)

These are the email templates that you need to check before going live with your platform.


Parent Emails
These emails are in order of when the parent will receive them. The first 3 emails templates will be how the parents initially interacts with the platform or is welcomed on to the platform.
The emails from Notify Parents Application Complete through to Duplicate Application Deleted are automatically sent to the parent based on certain functions on the platform. You cannot change the functions or turn them off, they are vital for the platform to function successfully. 
 
Email Templates to review:
  • Parent Welcome - Used for parents that have been imported via a CSV. Includes their login credentials to the platform. This will also be sent to parents and enquiries that are manually added to the platform by staff. Users will be prompted to send this, though you can complete the action without sending this email.
  • Parent Confirmations Instructions - This is for a brand new parent making an enquiry / account. This will be automatically sent without prompt to staff.
  • Parent Reconfirmation Instructions - This is if the brand new parent has not clicked on the verification link in the above and they go to create an account again. This will be automatically sent without prompt to staff.
  
  • Notify Parent Application Complete - This is an automated email that will be sent to the parent once they click "Submit Application Form" to thank them and advise next steps - Advised by the school. This will be automatically sent without prompt to staff.
  • Contact Confirmation Instructions - This links directly to a question on the parent / guardian step " Should this contact be provided with a parental account so they can login and update this application?"- This is for an additional contact, not a parental contact. This will be automatically sent without prompt to staff.
  • Parental Account Added To Student - This links directly to a question on the parent / guardian step " Should this contact be provided with a parental account so they can login and update this application?"- This is for a parental contact. This will be automatically sent without prompt to staff.
  • Financial Information Reference Request - This email template will be sent to the parent's email that is entered in the "Partner Financial Declaration" - "Parent's Details". This is used for separated families in general. The email will invite the separated parent to complete a seapare form, ensuring that neither parent can see each others financial information, which the admin will be able to see in the student profile. this email template is sent automatically upon submission of the application form, without any prompt to the staff. 
  • Duplicate Application Deleted - This will be an automatic email sent to the parent once the staff have deleted a duplicate account for the parent. 
  • Forward Reference Request to Another Referee - This will notify the parent's that the original referee has forwarded the reference to be completed to another person. This will be automatically sent without prompt to staff. Please note that this template will always be sent from admin@applicaa.com. 

 
All Staff Emails
  • Notify Teach Enquiry has created
  • Notify Teacher about event register
  • Notify Teacher Student Has Submitted Application Form
  • Reference Complete
  • Notify teacher about Offer Automatically Withdrawn 
  • Notify Teacher about a task