Back to Library
Workflow library

Higher Ed Student Check-In Reminder

Client Services
Operations

Remind a student to complete a support, advising, or success check-in.

Add this workflow to Outlook

Includes required fields, attachments, and recipients

Takes <30 seconds. No setup required.

What this workflow standardizes
Operational outcomes
  • Reminds a student to complete a success, advising, or support check-in.
  • Student success check-in
  • Midterm progress check
  • Advising follow-up
Fields your team can fill in
student_first_name
check_in_topic
check_in_due_date
check_in_link
support_resource
me::full_name
Workflow previewApplied workflow: Higher Ed Student Check-In Reminder
Preview only

Est. saved: 1 min 56 sec

To

Add recipients


Cc

Add recipients


Bcc

Add recipients


Subject

Student Check-In Reminder - check_in_topic

Hi student_first_name,

This is a quick reminder to complete your check_in_topic check-in by check_in_due_date.

You can complete it here: check_in_linkComplete your check-in.

The check-in helps us understand how the term is going and whether you would like support with classes, advising, financial questions, or campus resources. It should only take a few minutes.

If you would like help now, support_resource are available. Reply to this message and we can point you in the right direction.

Thanks,
me::full_name

How it works

Use this workflow inside Outlook without rebuilding the email manually

Standardize the full process, then let your team launch the same complete email whenever they need it.

01
Add this workflow

Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →

02
Open it in Outlook

Launch it from the compose window where your team already works.

03
Review, fill, and send

Review the remaining fields, then send with the right message already in place.

Explore Solutions By Role

Client Services

See how Toggles helps client services teams standardize repeatable client emails in Outlook.

Operations

See how Toggles helps operations teams standardize repeatable client emails in Outlook.

Customer Success

See how Toggles helps customer success teams standardize repeatable client emails in Outlook.

Roll out the standard

Standardize this process in Outlook

Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.

Helpful Resources

5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them) article graphic

5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)

Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.

Toggles for Outlook Quickstart Guide article graphic

Toggles for Outlook Quickstart Guide

A step-by-step guide for getting started with Toggles for Outlook.

Toggles Business Pro Quickstart Guide article graphic

Toggles Business Pro Quickstart Guide

A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.