Mass Email. General Use



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Transcription:

Mass Email The Q Mass Email application allows users to compose and mass email students and/or their contacts. The application will mass send emails based on the selected Sender and creation of a Recipients List. Tell me more about using Mass Email Accessing the Mass Email Application Mass Email Areas Composing Email Selecting Recipients Sending Email Download this document (PDF) General Use Step 1 Accessing the Mass Email Application The Mass Email application is located on the School menu. To access application, hover over the School menu and single click the Mass Email application. Q 2010 Aequitas Solutions, Inc. Mass Email 1

Step 2 Mass Email Areas The Mass Application will default to a blank form consisting of three areas: 1 3 2 1. Email Information allows users to select the Sender and compose an email. 2. Class Selection provides a list of class and student filter options to assist in creating a Recipients List. 3. Select Recipients allows the user to create a list of students, contacts, and relationship types whom the email will be sent to. Step 3 Composing Email From within the Email Information area, compose the email you would like to send. 1. Select a staff member that will be used as the Sender (From). 2. Enter the subject for the email. 3. Click the CC to Self checkbox if you would like a copy for each email being sent. 4. To add an attachment, click Browse and search for the desired file to attach. Q 2010 Aequitas Solutions, Inc. Mass Email 2

5. Create the body of the email using the Email Composer. Email Composer Features Include Bold, Italics, Underline, Strikethrough, Subscript or Superscript Font Styles Change Font Alignment to Left, Center, Right or Justified Insert Bulleted / Numbered List. Increase / Decrease included list. Format selected text as a Block Quote. Choose a Font and Font Size. Change Font / Background Color. Print Email Body. Insert or remove URL Link. Insert Current Date / Time Insert Special Character / Emoticon Insert table. View / Modify Row or Cell Table Properties. Insert / Delete Table Rows. Insert / Delete Table Columns. Split or Merge Table Cells Cut, Copy, Paste, Paste from Text Editor / Word Undo / Redo Remove any unwanted text caused by Paste function 6. Optional: Include Student Name by selecting format and clicking Insert Field. Doing so will include the student s name in the body of the email for each Mass Email Recipient. 7. Optional: Verify correct spelling by clicking Check Spelling. Q 2010 Aequitas Solutions, Inc. Mass Email 3

Step 4 Selecting Recipients After composing your email, a Recipients list must be created. 1. From the Class Selection area, filter your list using the available Class and/or Student Filters. 2. Click Refresh List, in the Select Recipients area, to generate your list. To select all students, contacts and relationship types, click the Student, Contact, and/or Relation checkbox located in the Recipient List header. To select an individual student, contact and/or relationship type, click on the individual checkbox. NOTE: The asterisk before a relation type indicates the contact is the primary contact for the student. Q 2010 Aequitas Solutions, Inc. Mass Email 4

Step 5 Sending Email Once you have created your Recipients List, review the list and send the email. 1. Click Review Selected Recipients to display the list of recipients to be sent the composed email. Click to print the list of email recipients. 2. Click Send Email to send email to list of email recipients. NOTE: The error message below is displayed above the Email Information and Selected Recipients areas if the Mass Email application attempted to send an email to an invalid address. After the Mass Email application has completed its task, you will see a Process Complete message. For technical assistance in configuring the Mass Email application for your School District, please contact Aequitas Solutions Inc. s Support Team. Q 2010 Aequitas Solutions, Inc. Mass Email 5