Send emails to form assignee(s)
- Mike Priest
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Overview
This section covers how to communicate email to assignees (parents, students, staff) from the Review page.
Table of Contents
Email a single assignee
To send an email to a form assignee in the Review page:
Click the “
Actions“ dropdown button on a row
From the drop-down, click “Send Email”
A dialog will display; fill out the form using the email options provided
Click “Send”
Email selected assignees
On the Review page, you can action all forms matching your filter or specific forms based on user selection.
Email selected
Clicking the checkboxes in the table allows you to select specific forms to action at once
Once you are happy with your selection, click the “Actions with Selected” button
Click “Email”
A dialog will display; fill out the form using the email options provided
Click “Send”
Email all form assignees matching your filter
NOTE: the number displayed in this button will inform you how many forms will be affected.
Click “Action with All Filtered Forms (number)” to take action on all forms matching your search criteria.
Click “Email”
A dialog will display; fill out the form using the email options provided
Click “Send”
Email form options
The details below describe the options available to you when sending emails:
Field |
|
|---|---|
Use template | Templates are pre-created emails for specific purposes. They allow you to save time and provide consistent messaging for communications. |
Title | Enter the subject line you want for the email. |
Reply-to Address | Email address used if a user clicks reply in their email. |
Schedule send | Emails can be created and scheduled to be sent at a future date and time. This allows you to prepare communications in advance - SchoolEngage will send the email at the future date and time. |
Message | This is the email body to be sent to assignees. |
Attachments | Upload any files you wish to be attached to the email. |