NEXT LEVEL / AGE ADVANCEMENT NOTICE
Project Manager: GabrielleP@hubbardswim.com
Schedule: Each location monthly during week 3
Embedded Files
Overview
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
Baby Splash to Little Snapper 1
Step 1
Step 1
Active Email Template
Custom Template > [[student_first]] Is Ready For Little Snapper 1!
Step 2
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
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
Little Snapper 1 to Little Snapper 2
Step 1
Step 1
Active Email Template
Custom Template > [[student_first]] Is Ready For Little Snapper 2!
Step 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
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
Little Snapper 2 & Little Snapper Advance to Goldfish
Step 1
Step 1
Active Email Template
Custom Template > [[student_first]] Is Ready For Goldfish!
Step 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 2 & Advance
Step 3
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
Clownfish to Goldfish or Jellyfish
Step 1
Step 1
Active Email Template
Custom Template > [[student_first]] Is Ready For A 3-Year-Old Class!
Step 2
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
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
Report abuse