Contacts can be emailed in bulk from the system. You can also use merge fields in order to personalise the content somewhat.

Process #

1. In order to start the email process, you must go to Pupils > Current Pupils. From here, you can change the filters in order to narrow down to the pupils whose contacts you wish to send an email to. Select these pupils, or use the select all to select all the pupils in the current page of results.
2. In the bulk pupil 3-dot action menu in the right corner above the pupil list, select ‘Send Email’
3. This will take you to a page where you can select the contacts for the selected pupils. Only those with an email address will be listed. You can use the filters to narrow down the contacts that you wish to email out to.
4. In the next stage, you can write the content of the email, with a subject field, body, and attachments. You can also use the drop down next to the subject to select a merge field. This will put the field in the body, wherever the cursor is located. This will replace the merge tag with the relevant content based on the pupil or contact. Merge fields only work in the body of the email, not in the subject.

Sending #

Once the email is finalised, pressing the send button will send the email in a loop to all the selected contacts. You will get real-time feedback is to if an email has successfully left the system. Note that this is not confirmation of an email being successfully delivered or received but just that it has been accepted by the email relay and will be queued for delivery. Once all the emails have been sent, a successful toast notification will be shown and the progress bar will disappear.

Logging #

All sent emails will be recorded in the email log and be shown in the relevant pupil records under the Comms. History tab.