Scheduled Email Management – Finalsite Enrollment

Overview

With the Scheduled Emails feature in Finalsite Enrollment, you can set up emails to send to a group or an individual contact on a specific date and time in the future.

This article will cover how to view and manage the currently scheduled emails for your school. To learn more about how to send scheduled emails, click here.

How-To: View & Manage Scheduled Emails

Within Settings - Communication - Scheduled Emails, you can view a log of emails that are scheduled to be sent at future dates and times. Please note: This page only includes scheduled emails sent from list pages and will not include emails scheduled through Automated Communication Plans.

Email Information

On this page, you will see the following columns for each scheduled email:

Scheduled At - date and time at which the email will send
Receiver Email - email address of the person who will receive the email
Subject - subject line of the email
Contact Emailed - name of the contact who will receive the email
On Behalf Of - name of the student to whom the email is related

If you scheduled an email to multiple recipients for a selected student contact (e.g. Primary Parents and Consultants), each will display as its own line on the Scheduled Emails page.

Email Actions

You can take the following actions on this page by using the buttons to the right of any scheduled email:

Show - view the email that will be sent (in a read-only mode).
Cancel - cancel the email before it is sent.

It is also possible to cancel scheduled emails in bulk. To do this, first select the emails you would like to cancel by using the checkboxes along the left side. Then, click the green Edit button in the top right-hand corner - Cancel Scheduled Emails. This will prevent the emails from being sent and remove them from this page.

By clicking on the blue Filter Options button towards the top of the list, you have the ability to search for particular emails by keywords in the subject, the recipient’s email address, the name of the contact emailed, or the contact on whose behalf it was sent. After entering the desired information, click on Apply Filters to reload the page with those filters applied. Click on Clear Filters to return to the default view.

A note on system date merge fields

If you are using any of the date merge fields (e.g. "Current Date Numerical") in your Scheduled Emails, they will populate the date information for the day that you scheduled the email to send, not the day it actually sends out.

Example: Let's say you went into Finalsite Enrollment on October 7th and scheduled an email to be sent to a family on October 10th. If you used one of the system date merge fields in the email body or subject, when the contact receives the email on October 10th, they will see the date pulled in as October 7th (when you set up the email to be sent).

Additional Resources