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Foster emails for dogs with meds due

sarahless
Mon, 13 Jul 2020 13:42:16 GMT

We would like to send out email reminders to fosters that have medications due...can I add "email" to one of the current medications reports?

robinrt
Mon, 13 Jul 2020 15:06:54 GMT

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

sarahless
Thu, 16 Jul 2020 20:18:42 GMT

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?

kymkiki
Wed, 29 Jul 2020 08:58:39 GMT

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?

robinrt
Wed, 29 Jul 2020 09:05:55 GMT

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

kymkiki
Wed, 29 Jul 2020 10:06:39 GMT

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? :)

kymkiki
Fri, 31 Jul 2020 12:54:48 GMT

Ohh I figured this out - it adds it to the mail merge option and then you can pull CSVs or send bulk mail.

robinrt
Sat, 01 Aug 2020 07:58:55 GMT

Yes, there's a view matching records slider as well to preview the contents.

kymkiki
Sat, 01 Aug 2020 12:02:22 GMT

Yeah - starting to understand how everything fits together now, I created a new template and tested it & it works perfectly. Thanks for your help :)

audraf
Tue, 24 Aug 2021 19:41:04 GMT

Is it possible to edit the weekly email that is sent? Like if I don't want it sent for certain things?

robinrt
Wed, 25 Aug 2021 09:53:30 GMT

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

audraf
Wed, 25 Aug 2021 15:46:46 GMT

Thanks. Is there any other way of letting fosters know when vaccines are due?

robinrt
Wed, 25 Aug 2021 15:54:15 GMT

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?

audraf
Wed, 25 Aug 2021 22:33:54 GMT

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.

robinrt
Thu, 26 Aug 2021 08:12:58 GMT

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 help@sheltermanager.com with your account number.

audraf
Thu, 26 Aug 2021 16:16:34 GMT

Thanks, I'll look to see if I can find it

Hilary Rogers
Tue, 31 Aug 2021 23:17:13 GMT

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?

robinrt
Wed, 01 Sep 2021 12:41:07 GMT

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

Hilary Rogers
Wed, 01 Sep 2021 14:14:02 GMT

Sorry to be dense, but where is settings?

robinrt
Wed, 01 Sep 2021 14:35:28 GMT

It's on the menu bar at the top. If you don't see it, your user has not been given permissions to it.