You can send an email or an SMS message to:
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Note: To email or SMS individual community members, see Sending emails or SMS messages to a community member selected from a grid.
To send an email or an SMS message to several community members listed in the grid:
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Send Emails window key fields, links and buttons
Compose Emails area fields
Field | Description |
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To | Recipients of the email or SMS. This is either:
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Subject | Summarise the reason for sending the email. Note: This field does not appear if you are sending an SMS. |
Attachments | Records the directory structure and file name of any additional attachments. |
Message | Enter your detailed message in the body of the email or SMS. |
Select Signature | Select a premade signature to apply to the email. |
Select Template | Select a premade email template to use. |
Message Type area fields
Field | Description |
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Message Type | Whether the message is sent as:
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Classification area fields
Field | Description |
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Classification | Select a document classification for the email. |
Email a copy to yourself area fields
Field | Description |
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Do not send a copy | Select if you do not want a copy of the email sent to your email address. |
Message only | Select if you want a copy of the message but not of the recipient list sent to your email address. |
With recipient list in message body | Select if you want a copy of the email sent to your email address with the recipient list included as part of the message body. |
With recipient list as an attachment | Select if you want a copy of the email sent to your email address with the recipient list as an attachment. |
Field Merging area fields
Field | Description |
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Send to Parents | Select to send the email or SMS to the parents or guardian instead, if the recipient is either a:
|
Paste into subject field | Select to include merge fields in the subject of the email. See Using replaceable fields in the body of emails. |
Paste the merge field into the subject or body of the email at the position of the cursor. |
Settings area fields
Field | Description |
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Use default email client | Select to use the default email client to send the email. |
Show settings | Select to expand the Settings area, displaying the Authentication settings and Advanced settings areas. |
Hide email options | Select to hide the Email a copy to yourself and Field Merging areas. |
Authentication settings area fields
This area appears after selecting the Show Settings field.
Field | Description |
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Authentication Type | You can select to use:
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Remember | Select to remember the username and password for future emails in the current session. Clear this field to forget the username and password. |
Login | User name for email authentication, if using Login authentication type. |
Password | Password for email authentication, if using Login authentication type. |
Sender Name | Name of the person the recipients receive as the sender's name. This defaults to your name. |
Sender Email Address | Email address of the person the recipients receive as the sender's email address. This defaults to your email address. |
Grid area fields
Field | Description |
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ID | Identification number of the community member. |
Name | Name of the community member. |
Email address of the community member. | |
Hide empty Email addresses/ Hide empty Mobile Phone Number(s) | Select to hide community members who do not have email addresses or a mobile phone number entered in the Synergetic database. |
Launch links
Link | Description |
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Configure Email & SMS server settings | Configure the email and SMS authentication settings. |
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Buttons
Button | Description |
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Search for a file to attach. | |
Click to add an extra line with:
| |
Click next to the attachment entry to remove the:
| |
Click next to the attachment entry to remove the attached file. | |
(Signature) | Launch the Edit Email Signature window to create or edit email signatures. See Maintaining email signatures. |
(Template) | Launch the Edit Email Template window to create or edit email templates. See Maintaining email templates. |
Load an HTML file into the email body. | |
Send the email to the recipients. | |
Send the SMS to the recipients. | |
Cancel the email or SMS and return to the previous page. |