Hi, there's a special function for doing just this. It's under Settings->Options->Medical->Send a weekly fosterer email. There's more info about it in the manual here: https://sheltermanager.com/repo/asm3_help/options.html#medical
Thanks for the quick reply! Our tracking process is a little different and we like to send a link to a form to fill out so that is a great tool but it would not work in this case. Any other ideas I can try out?
I was also looking for a solution for this. Does this only email fosterers? Or can you also email people who have adopted - for example, when their kitten is old enough to be neutered? Is it possible to integrate with external mail tools?
The system will not email adopters automatically. It's something we considered too risky since people tend to get angry at unsolicited email, so we always require a user to "pull the trigger" as it were. The Mail menu allows for mail merges that let you email groups of people. There are mail merges that allow you to email all adopters in a period (Non-Returned Adoptions) and there is one that does what you describe called "Non-Neutered/Spayed Adopted Animals Aged Over 6 months". You can also export the data for use with external mail tools from the same screen. You can install mail merges under Settings->Reports->Browse sheltermanager.com
Oh wow thanks for the fast reply. So if I check the "Non-Neutered/Spayed Adopted Animals Aged Over 6 Months" does that mean that each adopter would get the email when the animal's age becomes more than 6months? (Providing all of the animal & adopter information is available) Is there any way for me to preview these mail merge emails so I can see what goes out? :)
Ohh I figured this out - it adds it to the mail merge option and then you can pull CSVs or send bulk mail.
Yes, there's a view matching records slider as well to preview the contents.
Yeah - starting to understand how everything fits together now, I created a new template and tested it & it works perfectly. Thanks for your help :)
Is it possible to edit the weekly email that is sent? Like if I don't want it sent for certain things?
Not to that level of detail. You can only choose whether or not to send the emails even if there are no reminders and you can add a custom message to the email. Those options are under Settings->Options->Medical
Thanks. Is there any other way of letting fosters know when vaccines are due?
you could possibly write a mail merge and run it manually to email fosterers (under Settings->Reports). It would be a lot less convenient than the automated weekly email though? What's the issue with using the weekly email?
We're having some emails go to folks about completed items so people are making appointments for things that don't need to be done. Perhaps it's how medical is doing things on their end, I'm not sure. Suggestions certainly welcome.
Only overdue and upcoming ungiven items should be included on the email and never any items that have been completed. If you've got some examples of some of these items that are being included and shouldn't be that we could take a look at, drop us an email at firstname.lastname@example.org with your account number.
Thanks, I'll look to see if I can find it
robinrt-is there a section of the help doc/user guide that walks through how to set up the weekly email reminder sent to fosters with animals that have medications due?
The docs mention it here. There isn't really much that can be configured, it's just ticking a box under Settings->Options->Medical. https://sheltermanager.com/repo/asm3_help/options.html#medical
Sorry to be dense, but where is settings?
It's on the menu bar at the top. If you don't see it, your user has not been given permissions to it.