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MERITARIA HELP CENTER

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Administrators

Communications and automated emails

Configure routine confirmations and reminders separately from manual updates and award decisions.

1Configure automated emails

  1. Open Communications → Automated emails to enable or disable submission confirmations, incomplete-application reminders, administrator copies, and assigned-reviewer notifications.
  2. Edit the subject and message for each template, check its preview, and save. Automated emails use these organization settings for future messages; decision emails still require a deliberate send action.
  3. Choose a delay from 1 to 90 days. Reminders are checked daily, repeat after the chosen interval, and stop after completion or three reminders. Completed, expired, or revoked recommendation requests are excluded.

2Customize recommendation email templates

  1. Open Recommendations → Recommendation email templates. Edit the request and reminder subjects and messages, or use the same settings under Communications → Automated emails.
  2. Use the displayed personalization fields for student, recommender, and organization names. The secure recommendation link is included automatically; the template does not change the questionnaire itself.
  3. Set the recommendation reminder delay and choose Save recommendation emails. Update the actual questionnaire questions through the application form’s Recommendation tasks section.

3Prepare a message

  1. Choose the intended individual students or recipient group, including unfinished applicants when you need to follow up.
  2. Choose the message purpose or template, then edit the subject and body. Verify the program, status, deadlines, and next action.
  3. Prepare the messages as drafts. Preparing does not mean they have been sent.

4Edit, delete, or send

  1. In the prepared-message list, select the emails you want to manage.
  2. Select exactly one draft to Edit it, then save your changes. Select one or more unsent drafts to Delete them when appropriate.
  3. Choose Send selected only after checking the recipient list and wording. Award selection does not itself send a decision email. Submission confirmations are controlled separately in Automated emails.

5Check delivery

  1. Review message history for sending, delivery, or failure information.
  2. If a message fails, inspect its reason, correct the underlying issue, and retry as appropriate.
  3. If a message was sent but not seen, verify the email address and ask the recipient to check spam. Sent does not guarantee inbox placement.