The email add-on allows you to send informational emails to active employees, families and students.
NOTE: The Email Add-on requires that companies verify their email address on Postmark in order to send mass emails. You can find the instructions to verify an email address here: Verifying Email Addresses for Sending.
Enabling the Add-on
Click on "Account" and then click on "Integrations & Add-ons".
Use the "Search" field at the top and enter "Emails".
Switch the toggle to "On" to enable the add-on.
Settings
Once the add-on has been enabled, you can click on the "Settings" link to enable the following setting:
Email a Class - When this setting is enabled, you will be able to email an entire class at once using the "Email" option in the pop-up after clicking on a lesson on the calendar.
Usage
You can send information emails to your active employees, families and students by following the steps below:
Click on "Email" and then click on "Send Email".
Choose from Employees, Students, Families or Family Contacts.
Individual Email - Select a recipient from one or more of the account types.
Bulk - Select multiple recipients or click on "Select All" to message all users of a specific account type.
Filter - Click the Filter link to select users based on specific criteria (Refer to the Filter Chart below for details).
Remove - Click the "X" next to a name or use Deselect All.
Enter a "Subject" and a message in the "Message" field to compose your email.
To save time, select a pre-made option from the Template dropdown.
To save your current message for future use, check the Save Template box.
Check the box to confirm that the email is non-commercial in nature and complies with anti-spam regulations.
Submit the form to send the email to the selected recipients.
You can view your email results in the "Notifications Log" by clicking the "Email Logs" button.
Filters
You can view the list of available filters for each user by clicking on the "Filter" link under each Recipient Type's field.
User Type | Filters |
Teacher | Lessons on Date - Select all of the teachers that have a lesson on the selected date. Type - Select between "Teachers" or "Administrative Staff". |
Students | Lessons on Date - Select all of the students that have a lesson on the selected date. Type - Select between emailing "Child" or "Independent" students. Grade - Select students that are in the specified grade level. School - Select students from the specified school. Student Group - Select students from the selected Student Group created through the Student Groups Add-on. |
Families | Lessons on Date - Select all of the families that have students with a lesson on the selected date. Grade - Select families that have students that are in the specified grade level. School - Select families that have students from the specified school. Student Group - Select families that have students from the selected Student Group. |
Family Contacts | Lessons on Date - Select all of the family contacts that have students with a lesson on the selected date. Grade - Select family contacts that have students that are in the specified grade level. School - Select family contacts that have students from the specified school. Student Group - Select family contacts that have students from the selected Student Group. |
NOTE: The "Lessons on Date" filter includes all lesson statuses except for "Cancelled". Any students in lessons that have been cancelled will be excluded.
Managing Templates
You can view, edit or delete saved templates by clicking the "Manage Templates" button in the sidebar of the Email page. As an example, you may want to create a template if you offer promotional material, such as free lessons.
Emailing a Class
You can generate an email to the people in a lesson or class by clicking on a lesson on the Calendar. When you click on the lesson, the Lesson Pop-Up Window will have an “Email” option that will redirect you to the Email page with the relevant student, family, and tutor information pre-filled in the recipients field.
Emailing by Lesson Date
You can generate an email to the teachers and students (as well as families and/or family contacts) that have lessons on a specific date by using the "Lessons on Date" filter. You can follow the steps below to use this filter:
Click on the "Filter" link under one or multiple fields for each account type.
Select the "Lessons on Date" option.
Select a date in the second field and then click on "Go".
All of the recipients that have lessons on the selected date will be added to the Recipient fields automatically.
NOTE: If you would like to send an email to clients with lessons in a specific date range, you can use the Schedule Confirmation Add-on.