Overview
Auto-Emails in Genius can help streamline communication and reduce manual follow-up by automatically sending messages to students and families on a set schedule.
Use Auto-Emails to provide recurring updates, such as course progress and other important student information, at a frequency that works for your program. This resource provides guidance on setting up and using automated communications in Genius.
Instructions
Part 1: Create the Template
- Open the Administration tab.
- Under System Setup, select Templates.
- You can view and copy a current template first OR you can draft your own in the next steps.
- Click Add Template.
- Under Type, Select Auto.
- Paste your template or draft your own here.
- Save.
Part 2: Automate the Email
- Open the Enrollments tab.
- Enter your search criteria (this will identify who your email goes to).
- Select Add New Auto Email.
- Select your template from the drop-down menu.
- Select who you’d like to receive in addition to the student.
- Determine the frequency.
- Save.
Resources
Need Help?
If you have questions or need clarification, reach out to your CAOLA Account Manager!
Revised 8/12/2026