Workflow

Workflow Action

Subject

Body

Participant Added

Email

{{tenantName}} - Participant Added Notification

Hi {{user.FirstName}},<br><br>One or more participants added. Please click this <a href="{{report}}">{{report}}</a> to view more details in {{productName}}.

Notification

{{tenantName}} - Participant Added Notification

One or more participants have been withdrawn. Please click this {{report}} to view more details in {{productName}}.

Participant Withdrawn

Email

{{tenantName}} - Participant Withdrawn Notification

One or more participants have been withdrawn. Please click this {{report}} to view more details in {{productName}}.

Notification

{{tenantName}} - Participant Withdrawn Notification

Hi {{user.FirstName}},<br><br>One or more participants have been withdrawn. Please click this <a href="{{report}}">{{report}}</a> to view more details in {{productName}}.

Request Form Submitted

Email

New Request Submission

Hi {{firstName}},<br>A new request for {{institutionName}} was submitted. Click here for more details: {{notificationScreenLink}}

Notification

New Request Submission - {{institutionName}} - {{firstName}} {{lastName}}

"Reporting Term: {{reportingTerm}}

Institution: {{institutionName}}

School: {{schoolName}}

Student ID: {{studentId}}

Student Name: {{firstName}} {{lastName}}

Notes: {{notes}}

{{#each customFields}}

{{name}}: {{value}}

{{/each}}"

Student Address Change

Email

Address change notification

Hi {{firstName}},<br>A participant from {{institutionName}} has a new address. Click here for more details: {{notificationScreenLink}}

Notification

Address change notification

The address for {{fullName}} from {{institutionName}} has changed.
Old Address: {{oldAddress}}
New Address: {{newAddress}}

New Participant Referral

Email

{{tenantName}} {{productName}} - Participant Referral

Hi {{user.FirstName}},<br><br>One or more participants have been referred to {{partnerName}}. Please click this <a href="{{report}}">{{report}}</a> to view more details in {{productName}}.

Notification

{{tenantName}} {{productName}} - Participant Referral

One or more participants have been referred to {{partnerName}}. Please click this {{report}} to view more details in {{productName}}.