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.
- On the left navigation menu, click Forms Management.
- Find the recommendation form and click Send.
- Select the check boxes for the prospects for whom you're e-mailing recommendation forms.
- 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:
- On the left navigation menu, click Forms Management.
- Find the recommendation form and click Send.
- 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.
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 AType the name of the person you're sending the recommendation form to.
BType the recommender's e-mail address.
CView and/or edit the default subject for the e-mail.
DView and/or edit the default e-mail message.
EView and/or edit the default response the recommender sees when they submit the form.
- Click Send E-Mail, and then click Yes.