E-mail Enrollment Forms

Follow these steps to e-mail an enrollment form to prospects:

1. On the left navigation menu, click Forms Management.
2. Find the enrollment form and click Send.

   

3. In the Fill in Form Template drop-down list, select the e-mail template you want sent to prospects.

4. In the Thank You Template drop-down list, select the e-mail template sent to prospects when they submit the form.

   
   

   
   

5. Select the check boxes for the prospects you want to e-mail.

6. Click Send Email. The Send Email dialog box opens.

7. See the diagram and table below for details on the Send Email dialog box.

   Settings with an asterisk (*) are required.

   
   
   
   

   Send Email Dialog Box
   A	View the address the e-mail is being sent From, the recipient's email address (To), the Subject, and the Recipient's name. You can edit information displayed in From, To, and Subject.
   B	Move backward or forward through the prospects selected to receive the e-mail.
   C	Attach a file to the e-mail.
   D	Edit the text of the e-mail. You can use the text editor to format text and insert hyperlinks.
   E	Edit the e-mail signature.
   F	Close the dialog box without saving any changes or sending the e-mail.

8. Do one of the following:
   • To send the e-mail to the prospect displayed in Recipient, click Send.
   • To send the e-mail to all selected prospects, click Send All.