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Onboarding Emails

Throughout onboarding, Equity Analytics sends you a few emails to let you know what is happening and when to act. This page shows each email you can expect, when it arrives, and what to do. An example is shown below each one (using a sample district name).

Some status emails go to our team, not you

Behind the scenes, when your data import starts, finishes, or fails, our team receives a notification. You will not get an "import started" or "import completed" email, so do not wait for one. The email that tells you to act after the import is the Verify your data email below.


Welcome

  • When: right after we open your onboarding.
  • What to do: click the link and begin the onboarding wizard.

Subject: Welcome to Equity Analytics!

We're excited to partner with you and support your team in turning data into actionable insights for student achievement. To get your site up and running quickly, we ask that you complete the onboarding process at the following link:

(your onboarding link)

If you have any questions or need assistance, please don't hesitate to submit a support ticket.

Thank you for choosing Equity Analytics!


Onboarding reminder

  • When: periodically, if your onboarding is still in progress and not yet submitted.
  • What to do: finish and submit your onboarding wizard.

Subject: Reminder: Complete your Equity Analytics onboarding for Example Public School District

Your onboarding is still in progress! We are excited to partner with you and can't wait to get your district up and running. Before we can do this, we need you to complete the onboarding process at the following link:

(your onboarding link)

If you have any questions or need assistance, please don't hesitate to submit a support ticket.


Verify your data

  • When: after your data import finishes and our team has reviewed it, when your access is restored.
  • What to do: review your imported data and confirm it looks correct. This is the email that tells you it is time to check your data.

Subject: Verify your email for Example Public School District

The onboarding process is almost complete! Before we open access to your entire district, we would like you to verify that the data on the platform is correct. Please verify the data by clicking the link below. If you'd like, we can set up a Zoom to review the data together.

(your verification link)

Only the district admins listed have access to the site for now. If everything looks right to you, we can move forward with completing the setup.


Onboarding complete

  • When: after you confirm your data is correct and we finish your setup.
  • What to do: nothing required. Your district's staff now have access. If your district uses custom or K–1 cut scores, follow the included link to review them.

Subject: Onboarding Complete for Example Public School District

The onboarding process is complete! Your district's employees now have access to the Equity Analytics platform.

(your login link)

(If your district uses custom benchmark ranges, this email also includes a link with instructions for reviewing and adjusting your cut scores.)

Thank you for choosing Equity Analytics!


Reminder: review your custom cut scores

  • When: after onboarding, only if your district uses custom or K–1 cut scores and has not yet edited them.
  • What to do: review your custom cut scores and adjust them from the defaults to your district's actual values.

Subject: Reminder: Review your custom cut scores for Example Public School District

We noticed that you have custom cut scores defined for your district, but you have not yet edited any of the benchmark ranges. Please review the custom cut scores and make any necessary adjustments.

(your custom cut scores link)

If you have any questions or need assistance, please don't hesitate to submit a support ticket.


Not sure something is right?

If you expected an email and did not receive it, or anything looks off, open a Helpdesk Ticket and we will help.