Staff Email

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Staff Email

Allows for email to Staff based on numerous filtering options using Email Templates.

Applies To:    Enterprise    Plus    Basic

• Email Templates are required. Only email templates where Population = Staff will appear in the template list.
• The use of Embed Codes to integrate data into emails is supported.
• Preview Report displays the Staff that will and will not receive the email based on the search parameters selected.
• When sent, an automatic Staff Note record is recorded with the merge mail template name in the Notes field.
• Search parameter tips:
  • Return Email:  To use an alternate return rather than the Branch default.
  • All search fields except Staff will search based on the course section linked to the Staff where the Instructor field matches the Staff.
  • Prevent Duplicates: If yes, only one email per Staff will be sent regardless if the search results would return more than one record per Staff.
  • To send an email to one Staff without any client assignment data:
    • Search Criteria:
      • Staff = select one
      • Do not set any other search field
      • Report Options:
        • Merge Text = select one
        • Display Course Info = No
        • Prevent Duplicates = Yes
        • System Users = No
    • To send an email to System Users:
      • Step 1 (This step only needs to be performed once per system user)
        • Add a Staff record for the System User (Main menu >> Selects >> Staff) with a valid email address.
        • Link the System User to the Staff record (Admin Menu >> Settings >> Users) via the Staff Link field.
      • Step 2
        • Search Criteria:
          • Staff = select one or leave blank to send to all system users
          • Report Options:
            • Merge Text = select a merge template
            • System Users = Yes
            • All other search criteria and report options are ignored

Related Topics

Create Email Templates

Email Embed Codes