Overview
This article explains how to use a template to quickly send a message by email. Using a template can significantly simplify composing frequently sent emails with the same content, for example, a parents' evening notification message.
Prerequisites
You must have:
- Been granted permission to send messages by a user with the following roles / permissions: Account owner, Account Admin or Full Edit.
- Created an Email template for the message you want to send (see Comms Hub: How do I create an email message template?)
Instructions
- Either
- Select Communications, then select Templates.
- Or select Choose Template when composing a message.
- View the templates, and locate the template you want to select. Select Use template:
The Compose New Message window opens. The App Message fields are visible and populated with the template contents. Category, Subject and Send via are also populated. - Select your recipients:
- To add one or more pupils (or pupil-related contacts as recipients), select Add pupils and/or contacts:
- Select one or more Pupils / Groups.
- Select Next.
- Select one or more recipients (Contacts) for the selected pupils:
- Parental Contacts - send to contacts with parental responsibility.
- Non-Parental Contacts - send to contacts without parental responsibility.
- Emergency Contacts - send to contacts who should be contacted in the case of an emergency (sometimes referred to as P1s).
- Include pupils as recipients - send to the selected pupils (if you have a record of their email address).
- Select Continue.
- To add a member of staff, select Add staff:
- Select one or more members of Staff.
- Select Continue.
- To add one or more pupils (or pupil-related contacts as recipients), select Add pupils and/or contacts:
- Select Send.
Outcome
Your App Message (including attachments) will be sent to the pupils, contacts, and/or staff you selected. If a recipient doesn't have the Parent App, the message will not be sent to them. The status of sent messages can be viewed in Sent items (see Comms Hub: How do I know what I've sent?).
Related information
- Comms Hub: How do I create an App Message template?
- Comms Hub: Who can send messages?
- Comms Hub: How do I know what I've sent?
Updated