E-mail Recommendation Forms by Parents or School

Recommendation Forms Completed by Parents

Follow these steps to e-mail a recommendation form completed by a parent:

To e-mail recommendation forms completed by parents, you must set the Who sends the Recommendation Email setting to School when creating the form.

  1. On the left navigation menu, click Forms Management.
  2. Find the recommendation form and click Send.
  3. Select the check boxes for the prospects for whom you're e-mailing recommendation forms.
  4. Click Send E-mail, and then click Yes.

Recommendation Forms Completed by the School

Follow these steps to e-mail a recommendation form completed by the school:

  1. On the left navigation menu, click Forms Management.
  2. Find the recommendation form and click Send.
  3. Select the check boxes for the prospects for whom you're sending recommendation forms.

    You can only send recommendation forms for prospects with a recommender name and e-mail address.

  4. If all the selected prospects have entries in the Recommender Name and Recommender Email columns, skip to the next step; otherwise, click +Add/Edit Recommender.

    See the diagram and table below to add a recommender for each prospect.


    Add/Edit Recommender Details Dialog Box
    A

    Type the name of the person you're sending the recommendation form to.

    B

    Type the recommender's e-mail address.

    C

    View and/or edit the default subject for the e-mail.

    D

    View and/or edit the default e-mail message.

    E

    View and/or edit the default response the recommender sees when they submit the form.

  5. Click Send E-Mail, and then click Yes.


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