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Automatic reminders and notifications

Overview

Here is a quick overview of the kind of automatic communication that DreamApply sends out. Click on the name for more information.

Reminder / notification Repetition Trigger Expiry
Applicant welcome letter Once On registration
Applicant code revocation Once On request
Applicant final decision reminders Once
Application inactive reminder Currently no reminder
Application reopened reminder 3x, every 10 days Reopened for 3 days
Course modifications notification Once On course modify Can be skipped
Invoice delivery Once On issue
Invoice reminder Once 3 days before deadline
Invoice collection Once On collection
Referee invitation 2x On referee invite
Referee thanks Once On reference submit
Referee notice Once On reference submit
Task reminders Once

Applicant welcome letter

Immediately after the applicant has registered, the first letter is meant to send a personal welcome to the applicant, as well as serve as a way of making sure that the applicant will have the login code in his/her mailbox.

The template used depends on the intent of the registration – either application or event registration.

In case the applicant was intending to start an application, this will get sent:

Subject Your applicant code
Template applicant-welcome-apply

In case the applicant wanted to sign up for an event:

Subject Your applicant code
Template applicant-welcome-event

Applicant code revocation

This letter will be delivered when the applicant has requested a “password reminder”. The first of the two letters will contain the link that he/she needs to click on in order to receive the new applicant code:

Subject Change your applicant code
Template applicant-revoke

The second letter will be sent upon the applicant clicking on the link contained in the previous letter and is meant again to keep a copy of the applicant code in the user’s mailbox in case he/she fails to write it down properly.

Subject Your new applicant code
Template applicant-code

It is also possible for the applicant to request the new code be sent to his/her mobile phone via SMS. The “password reminder” can only be requested no more than once a day.

Applicant final decision reminders

Application inactive reminder

When an applications has been in the PREPARE status for 15 days without the applicant editing, it will be given the INACTIVE status. No reminder, however, will be sent. This may change in the future, hence it is listed here.

Journal entry Application was marked as inactive

Application reopened reminder

When the applicant has an application in the Reopened or Problematic statuses (the latter being irrelevant in most setups) and has not edited it for 3 days, a reminder is sent to the applicant to urge him/her to make sure to re-submit the application.

The reminders will be sent with a 10-day interval, stopping after 3 reminders (usually around 30 days). In this case, the applicant is considered a “lost cause” and the system will refrain from “spamming” the applicant too much.

The template used to deliver these notifications is:

Subject Reminder about your application
Template application-reminder-reopened

Course modifications notification

When a course has been edited in any non-cosmetic way (FIXME explain this further), the administrator will be offered a possibility to include a notification to be sent to any existing applicants that have already selected this course for their application.

Currently this notification does not have any related templates - it will look as follows:

Subject: Change regarding [course name]

Dear applicant,

There was a change in the information regarding the course [course name]
			
Please visit this address to see the updated information: [link with course description]

[additional notification that the administrator can include]

Invoice delivery

When an invoice has been issued to the applicant, it will be immediately delivered to the applicant as an attachment to an email. When the invoice has been edited by the administrator, there is a possibility to re-deliver the invoice, which is up to the administrator to decide.

Subject A Invoice no. ?
Subject B Invoice no. ? (repeated)
Template invoice-deliver

Invoice reminder

When an invoice has been issued to the applicant, it will be immediately delivered to the applicant as an attachment to an email. When the invoice has been edited by the administrator, there is a possibility to re-deliver the invoice, which is up to the administrator to decide.

Subject Payment reminder
Template invoice-reminder

Invoice collection

When an invoice has been marked as collected by the administrator, a message will be delivered to the applicant confirming that the payment is received.

Subject Payment for invoice no. ?
Template invoice-collected

Referee invitation

When the applicant has invited a referee to complete an online reference, he/she will immediately be sent an invitation email using the following template:

Subject Reference request
Template referee-invitation

When the referee has not completed the reference within a period of 10 days, he/she will be issued a reminder. This reminder will only be sent once, so an uncooperative referee will receive a maximum of two letters regarding a single reference invitation.

Subject Reference request (repeated)
Template referee-invitation

Referee thanks

Upon completing the reference, the referee will be issued a thank-you letter for the effort using the following template.

Subject Thank you
Template referee-thanks

Referee notice

The applicant will be notified that the reference has been successfully completed using the following template:

Subject Reference has been submitted
Template referee-committed

Task reminders