Overview
HFSS sends email reminders to students that are ready to move to the next level based on age. We want to allow our current swimmers an opportunity to move or get on the waitlist up to 4 weeks in advance.
We pulled this data in 4 groups to ensure age/level appropriate email is sent.
Baby Splash to Little Snapper 1
Step 1
Active Email Template
- Activate/Deactivate iCP Template
- Custom Template > [[student_first]] Is Ready For Little Snapper 1!
Step 2
Locate Swimmers
- Student page > Filters
- Enrollment Status: Active & Include Future Enrollments
- Active on Date: Last day of the month
- Level: Baby Splash
Step 3
Sort & Email
- Sort age column highest to lowest.
- Select all swimmers 5+ months
- Using template send copy to all emails on file
- Deactivate Template
Little Snapper 1 to Little Snapper 2
Step 1
Active Email Template
- Activate/Deactivate iCP Template
- Custom Template > [[student_first]] Is Ready For Little Snapper 2!
Step 2
Locate Swimmers
- Student page > Filters
- Enrollment Status: Active & Include Future Enrollments
- Active on Date: Last day of the month
- Level: Little Snapper 1
Step 3
Sort & Email
- Sort age column highest to lowest.
- Select all swimmers 1y3m & older
- Using template send copy to all emails on file
- Deactivate Template
Little Snapper 2 & Little Snapper Advance to Goldfish
Step 1
Active Email Template
- Activate/Deactivate iCP Template
- Custom Template > [[student_first]] Is Ready For Goldfish!
Step 2
Locate Swimmers
- Student page > Filters
- Enrollment Status: Active & Include Future Enrollments
- Active on Date: Last day of the month
- Level: Little Snapper 2 & Advance
Step 3
Sort & Email
- Sort age column highest to lowest.
- Select all swimmers 2y11m & older
- Using template send copy to all emails on file
- Deactivate Template
Clownfish to Goldfish or Jellyfish
Step 1
Active Email Template
- Activate/Deactivate iCP Template
- Custom Template > [[student_first]] Is Ready For A 3-Year-Old Class!
Step 2
Locate Swimmers
- Student page > Filters
- Enrollment Status: Active & Include Future Enrollments
- Active on Date: Last day of the month
- Level: Clownfish
Step 3
Sort & Email
- Sort age column highest to lowest.
- Select all swimmers 2y11m & older
- Using template send copy to all emails on file
- Deactivate Template