Is there an email I can send to my customers telling them how to enroll?

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Updated On   
Mon
14 Dec
2020
4:11 pm

Overview

You've just completed your set up of Enrollsy and published your custom enroll form. Now what? How do people get to it? You might be looking for some verbiage you can use to send out an email to all of your existing and prospective customers so they can get enrolled. In this answer we'll do our best to help you out.

Enroll Form Links

Enroll links are available to copy in a variety of places throughout the app (see below). You can click these links to copy them to your clipboard and then paste them into an email, a text message, or a button on your website. You'll notice that links from the Company tab are shortened. This is so  they can be used more easily in text messages.

Enroll Form Link: My Company > Company Tab
Program-Specific Enroll Link: My Company > Programs Tab
Program Specific Enroll Link: Programs Page
Adding links to a button on your site

To add one of these links to a button on your website, simply:

  1. Open your website editor (or the HTML file of the page you want to add it to)
  2. Add/select the button that you want to use and paste the link into the anchor tag
Emailing links

Here is some sample verbiage you can use:

Dear [Customer Name],

We've recently transitioned to a new software platform called Enrollsy. Enrollsy allows you to enroll, sign documents, make payments, and stay connected with us in a variety of ways all from the convenience of your device. We kindly ask that you visit this URL [Enroll link goes here] to enroll and provide the information we need to provide our services.

If you have already paid for your enrollment, you can use this coupon code [Coupon code goes here] to skip payment section.

When you enroll you will be required to create a password so that you can access your account going forward. Please let us know if you need any assistance.

Thanks,

[Your Name]

Click here to learn how to create a coupon code.

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Enrollsy online enrollment software