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Advising Candidate Automated Follow-up

Email Title:

Advising Candidate Automated Follow-up

Email ID:



Advising Appointment

Email Recipient(s):


Email Trigger:

This email is sent on a nightly basis to candidates who have attended (marked as attended) an advising appointment.

The GradLeaders Standard Email template is Blank

The email is sent by an agent

CSO Admins may edit the email on the Job Program

The following is a list of defined replaceable parameters that may be used in the Advising Candidate Automated Follow-up template:

  • AdvisorName - {advisorname}
  • AdvisorPhone - {advisorphone}
  • AppointmentDate - {appointmentdate}
  • AppointmentLocation - {appointmentlocation}
  • AppointmentName - {appointmentname}
  • AppointmentTopic - {topic}
  • AppointmentType - {appointmenttype}
  • ClassYear - {classyear}
  • Public Comments - {publiccomments}
  • StudentFirstName - {studentfirstname}
  • StudentLastName - {studentlastname}
  • Time Zone - {timezone}

This email is controlled by the following program settings (if applicable):

Program> Settings> Other> Advising – Follow-up Email Offset Days:
Program> Settings> Other> Advising - Send Candidate Follow-up Email

Note: If you do not have access to the configuration, please use the “Contact” link above for assistance with modifying your email templates or contact a GradLeaders Representative

An example email:


Advising Candidate Automated Follow-up


Dear {StudentFirstName} {StudentLastName},

We would appreciate your taking a moment to answer the short evaluation regarding your recent career counseling session with {AdvisorName} on {AppointmentDate}.

Your response is very important to us. The information you provide will help us determine the effectiveness of our career counseling efforts and the suggestions you provide will enable us to both continually improve our service and develop future programs.

Here is the link to the evaluation form. Please be sure to select {AdvisorName}. You may need to copy and paste the entire link into your address bar.

Thank you for taking the time to respond.



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