Assignments tab - Auto-Email Assignment Summaries / Reminders Manually send assignment summaries or setup automatic scheduled reminders
Assignment Summary Email or Progress Summary Email
The Assignment Summary Email or Progress Summary Email is a list of currently active assignments, received by the client.
This email is sent manually by clicking on the email button in the assignments tab or by turning on auto-send.
Auto-send will deliver the Assignment Summary Email or Progress Summary Email, at an interval the counselor determines.
Sending Assignment Summary Manually
Make sure you have assignments that are set to show
Click "Email" then select who to send it to
Make sure you have assignments that are set to show
Click the blue Menu button then the Auto Send Summary option.
A box will pop up titled Schedule Auto Send Summary.
- For Interval, click the drop down menu to choose how often you want a reminder email sent.
- Choose a Start date to indicate 'when to start auto-sending'.
- Click the On box to confirm activation.
- Click the Counselor Auto Send to receive weekly email summaries of the student's progress (optional).
- Click Save.
Note:
- This is done per student
- Clients can reply to this email
Is there any way I can only send reminders for the specific month assignments to all students?
- If you want everyone to be reminded of something in a particular month (ex. December), use the scheduled Broadcast feature. You can add your unique portal link to that Broadcast.
- Example: "Remember to do your assignments in December <link to student portal>"
Note: This Article Goes Over The BroadCasting Station Tab In Settings
TIP:
I only want to send specific Assignments via email. I do not want all of the Assignments the student has not completed yet to send.
I want them to remain visible in the Student's Portal too. Just minimize the number of Assignments they are receiving.
- Turn off the green grad hat.
- Send Email
- Turn green hat back on