Setting Up an Email Template for Collection Receipts

Audience:

Labels:

  • Email
  • notification
  • collections
  • template

Quick Nav: Management > E-Mail Notifications > Collection or Distribution

You can create automated email(s) to be sent to staff, parents, and students when a device is issued and/or collected. The email can include a customized letter or notification to the recipient along with the distribution or collection receipt.

Who can use this feature?

  • Admins

Setting Up an Email Template and Notification

Follow these steps for setting up an email template and notifications in the Collection settings:

  1. Click on Collection to expand the Collection panel.
  2. Select the Collection Notifications preferences and make sure the following are enabled:
    • Allow Sites to E-mail Receipts to Staff - an e-mail notification is sent to selected staff members with the Collection Transaction Receipt attached
    • Allow Sites to Send E-mail Receipts to Students/Parents - an e-mail notification is sent to selected students with the Collection Transaction Receipt attached
  3. Select students or staff from the Email Notification For drop-down menu.
  4. Enter an e-mail subject in the Subject Line field.
  5. Enter text in the e-mail body using the Text Editor.
  6. Click on the Save icon.
  7. (Optional) Enter a test e-mail address and click Send Test E-mail.
  8. Click on the Close icon to close the Manage E-mail Notifications window.