1. Binti
  2. Agency Workers
  3. Licensing

Automated Emails

Updated

Related articles

This article is for agency workers.

 

Overview

Automated emails are sent to applicants, other adults, and references throughout the application process. Some of these emails are customizable, and some are standard across agencies.

 

Customizable Emails

The following automated emails can be customized during the launch process, or afterward by contacting your Customer Success Manager.

Notification Description
Welcome Email
  • A Welcome Email is generated when a caregiver self-registers or is added to Binti via intake.
  • This email includes a link to set a password for their account.
  • The language in this email is fully customizable.

Email Campaign
(Bulk Email)
  • Emails are fully customizable and delivered to families based on their status (Recruiting, Applying, etc.).
  • Emails can include text formatting, hyperlinks, embedded images and file attachments.
Drip Email
  • Our Technical Account Management team can configure reminder emails as part of the application template, reminding applicants to come back to Binti to complete their requirements.
  • For example, emails may be sent 15, 30, and 90 days after the initial application is signed.
  • An unlimited  number of drip emails that can be sent. 

 

 

Standard Emails

The following email notifications use standard language and cannot be customized.

Notification Description
Welcome Email
(Other Adults)
  • Welcome emails are generated for other adults when a caseworker or applicant adds their name and email address to Binti.
  • Includes a link for Other Adults to create their account and password.
  • The link in this email expires after 6 days.
Welcome Email (References)
  • Welcome emails are generated for references when a caseworker or applicant adds their name and email address to Binti.
  • The secure link in this email is valid until the reference is complete.
Application Reminders (Applicants)
  • Applicants receive a reminder every 7 days of inactivity, up to 3 times.
  • Agency Workers can click “Send Reminder Email” on the Applicant Data page to send a reminder email.
Application Reminders (Other Adults)
  • Other adults receive a reminder every 7 days of inactivity, up to 3 times.
Expiring Supporting Documents
  • Applicants receive a reminder 60 days and 30 days prior to expiration of a supporting document with expiration tracking enabled.
  • These emails are automatically recorded in Case Notes for the family.
Reference Reminders
  • References receive a reminder to complete their form every 8 days until complete.
  • Applicants can send reminders to references by clicking the “Send Reminder” button in their references section.
  • Agency Workers can send reminders to references by clicking the “Send Reminder” button on the Edit References page.
Password Reset
  • Password reset emails expire 6 hours after sending. 
  • Applicants can request a new link by clicking “Forgot Password” on the login page.

 

Was this article helpful?
1 out of 1 found this helpful

Articles in this section

See more