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Camper References Feature Overview

Camper references feature

The Camper References feature is an all-in-one workflow for collecting and tracking camper references:

  • Create a custom online form for references to fill out for their referring camper.
  • Toggle the references page on/off of the parent dashboard via Admin > Campers > Reference form. You can also choose to collect references during enrollment; require a minimum number of references; and add customize messaging for both parents and references.
  • Collect up to 3 references from parents via a new References page on the parent dashboard.
  • References receive access to the form either through an automatic email that's sent as soon as the parent submits the reference's name and email address; or, through a manual email sent to the reference by an admin user, via the camper's profile page.
  • After a reference submits their reference form, their responses are recorded on the camper's profile in the "References" tab under each year tab.
  • Get notified immediately when a reference submits their reference form, by enabling a new admin email notification.

💡For those familiar with our Staff module "References" feature, the functionality is nearly identical.

For admins

Custom reference form and Reference form settings

First, go to Admin > Campers > Reference form to manage new settings related to the Reference feature.

  • Create an online form with custom questions for references to fill out
  • Customize different settings for the overall camper references feature
    • Enable/disable the references input for parents on the parent dashboard
    • Enable/disable the references input during enrollment on the parent dashboard
    • Specify the number of references required for each camper
    • Enable/disable an automatic email to references (asking them to complete the reference form) once a parent submits the reference
    • Customize the automatic email that references receive
    • Customize the header text on the references input for parents; the header text on the online form references fill out, and the confirmation message after references receive the form

Email notifications

References on the camper profile

  • View a camper's references and the reference's form responses on the camper profile
    • Select a year tab, then "Yearly Info", then "References"
      • Add, edit, and delete references manually
      • Show responses to a reference form
      • Print out a reference form submission
      • Open the reference's online (via link)
      • Email a reference with your custom reference email message (saved under Admin > Campers > Reference form), plus a link to their online reference form

For parents

  • Submit references through another camper form, called References, that appears on the "Forms" page/"Forms step" of enrollment (if references are set to show during enrollment)
    • Parents can re-open the reference page to add more references, but cannot edit a reference that they already submitted
       
  • Provide the reference's first name, last name, and e-mail address, and submit
    • If automatic emails to references are enabled (under Admin > Campers > Reference form), the reference will receive the email as soon as the parent submits the references page

For references

  • References will receive an email with a link to the online form
    • References will receive the email automatically when parents submit the references page, if this setting is enabled; or manually, by an admin who triggers the email
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