You can send out email communications individually or to an entire group, depending on your permissions. If you can't send communications, check your access following these instructions.
Creating the email
Go to School > Communications > Email > New Mail Merge Email to create a new draft, or to Email > Email Drafts to access past saved drafts. You can see more information about drafts here.
You have the option to use an email that has been created as a template, by clicking on the 'Load Email Template' button (top right) and choosing one from the drop-down list. You can see more information about templates here: Using Email/SMS/Letter communication templates
If you don't see this button, follow the tips in this article: Why can I not see the Load Template button for email/SMS/letters?
Sender and recipients
Select who to send the emails as by clicking the drop-down menu in the 'From' field.
For example if you are a permitted sender, you may be able to send the email in another staff member's name, your name, or on behalf of the school.
Select recipients by clicking the 'To' drop-down menu, or the plus button.
Here you can select who you will send your email to. This can be an individual, selected by scrolling through the list or typing the name and selecting the appropriate individual. You can also send to different groups, such as a student's teachers, all enrolled students or their guardians.
Top Tip: Can't select anyone in the 'To' box? Clear your current email draft by clicking the Discard Draft button at the bottom of the page.
In the 'Combine emails?' section, you can choose whether you want to combine emails. Take a look at this article for full details on what each option means.
Writing the email
Enter your 'Subject' in the appropriate box, followed by the body of your message in the message field.
The Merge Fields selection box may be used to customise each email to the appropriate individual as shown below.
Using the editor, the default font is PT Sans with a size of 14. It isn't possible to set this centrally, so you would need to amend it for each new draft or template. When returning to a draft, the settings already selected will remain applied, and won't revert to the default.
Don't see the fields you want? Follow these instructions: Creating a Mail Merge using data from a Custom Report Writer report
Any attachments can be uploaded to the email by 'Drag and Drop' or selecting 'Click to upload files' at the bottom of the 'Attachments' box.
The email signature will automatically populate using the school's printable logo and contact details if added to School > School Details. You can add your own signature if needed.
Sending or saving the email
At the bottom of the page, you can click Save Draft, or Proceed.
Preview the email
After clicking proceed, you can then see a preview of the email. In the Individual Recipients section, click the preview icon.
Please note that the recipients list here is in random order.
You can then see what the email will look like for the individual recipient. It's worth noting that separate emails will be sent to all the listed recipients, so you don't need to worry about recipients seeing each others' email addresses.
Edit the recipient's email addresses
If you have one of these permissions (depending on who you've chosen to email), you can edit email addresses before sending out the email: Staff Profile: Contact Details: Administer, Student Profile: Contact Details: Administer or Student Profile: Guardians: Administer.
Click into the Has Email Address? field you can click Edit in the slide over.
You can change the email address or delete it. Please note that this will change or delete the email address on the person's profile, not just for this email.
Sending the email
At the bottom of the page before sending you’ll see the total number of messages you’re about to send.
Once you are happy with the way the email looks:
- Click Send to send out the SMS now.
- Click Send later to schedule the communication for a later time/date.
To help prevent users from sending sensitive information to unintended recipients, we’ll ask you to confirm you’d like to share the attachment when sending emails to 3 or more people.