Student Contact Email Campaigns#

This functionality enables staff with permission to send emails with customised content to the parents/guardians of students in the school. Groups can be used to more easily identify the student contacts to communicate with.

Creating a New Email#

To create a new email select the Student Contacts option from the Emails section of the side bar.

The creation of the email is split up into a multi-step process to enable each step to be clear and concise.

You should start by entering a subject for your email and then entering the emails content. You can use the merge fields (available on the toolbar) to insert dynamic data into the messages content. The following merge fields are available:

  • Contact Forename

  • Contact Salutation (Title and Surname)

  • Contact Surname

  • Contact Title

  • Student Forename

  • Student Surname

If you’d like to record a copy of the email on the students record so it’s visible to other staff throughout the school, set the Create Notes option to Yes. Once selected, you’ll need to provide the category and sub-category for the note that’s going to be created. If you’d like to create a sensitive note then select Yes for that field as well.

Once you’ve completed the first step, click either the next button or the Recipients header to go to step 2.

This step allows you to select the recipients that you’d like to contact. You’ll need to select the priority of contacts to email, the schools default is pre-selected. You can then select either individual students or groups to make finding the right people easier. Once selected the list of students in the selected groups will be loaded on the right of the screen.

You can then make further selections of students allowing you to contact only those people you need to. Use the checkboxes to include or exclude a student, there are Select All and Select None buttons allowing you to select all or none of the students in the list. These selection options work with a filtered list when a search term is entered making selection of sub sets easier.

Once you’ve selected your recipients, move onto the final step by clicking the Next button or the Confirm & Send header.

This step is included to summarise the selections you’ve made to reduce the chance that you send an erroneous message to student contacts. These messages are sent on behalf of the school and as such represent the schools public image with student contacts. For that reason it’s worth you double checking the email and recipients are valid before sending. Once confirmed click the Send Message button to queue the email for sending.

Tip

Emails are queued for processing in the background so you don’t need to wait for it to complete. The emails will be processed and sent within a few minutes.

Permissions#

  • Send Custom Student Contact Emails