Overview

The "Add to Notes" action lets you automatically insert specific notes into a parent or family's record. This keeps important details organized and accessible for your team — whether it's tour preferences, enrollment requests, or follow-up reminders.

Action Name

Add to Notes

Action Description

This action adds custom notes to a family's record automatically when triggered. Use it to document anything important: special requests from parents, tour outcomes, enrollment status changes, or personal details that help personalize future interactions.

You can include dynamic information using the custom value picker (like family name, child's age, or tour date). Notes appear in the family's record under the "Notes" section where your entire team can see them.

Setting Up the Action

Follow these steps to add the "Add to Notes" action to your automation:

  1. Choose the Action Type: Select "Add to Notes" from the list of available actions.
  2. Name Your Action: Give it a clear name like "Log Tour Details" or "Note Enrollment Request."
  3. Write Your Note: Type the note content in the text editor. Keep it clear and useful for your team.
  4. Add Custom Values: Click the custom value picker to insert dynamic information like {{family.name}}, {{child.age}}, or {{appointment.date}}.
  5. Use Trigger Links (Optional): Add trigger links using the "Trigger Links" icon if you want to create clickable actions within the note.

Rich Text Formatting

The Add to Notes action uses the same rich text editor available throughout Enrollio. You can format your notes with:

  • Bold, italics, underline, and strikethrough
  • Bulleted and numbered lists
  • Hyperlinks
Pro Tip: Use formatting to make important information stand out. For example, bold the child's name or use bullet points for tour preferences.

Example: Log Tour Bookings

Scenario

You want to automatically add a note when a parent books a tour, capturing key details about the appointment for your staff.

Automation Setup

Trigger: Appointment Booked

Actions:

  1. Add to Notes
  2. Send Internal Notification

How It Works

Step 1 - Trigger: When a parent books a tour appointment, they enter the automation.

Step 2 - Add to Notes: The automation adds a note like this:

Tour scheduled with {{family.name}} for {{appointment.date}} at {{appointment.time}}.
Child: {{child.name}}, Age: {{child.age}}
Requested program: {{custom_field.program_interest}}

Step 3 - Send Internal Notification: Your team receives a notification about the new tour booking.

Outcome

Every tour booking is automatically documented in the family's record. Your staff can review these notes before the tour to personalize the experience and address the family's specific needs.

Pro Tip: Create note templates for common scenarios like tour follow-ups, enrollment confirmations, or waitlist updates. This ensures consistency across your team.

Related Articles

  • Automation Action - Create Parent/Family
  • Automation Action - Find Parent/Family
  • Automation Action - Update Family Field
  • Automation Action - Add Family Tag
  • Automation Action - Remove Family Tag