Emailing a Student
Emailing an Individual Student
- Search for and display the student's record.
- From the list of related items (just below the student's name and Salesforce Chatter bar) select the Activity History link.
- Click Send An Email. Your User Id email address and the student's name are pre-populated. The only required fields are email address and subject line.
- Enter your message.
- Add other recipients, if necessary.
- Click Send.
Sending an Email Using a Template
You can utilize a pre-existing email template rather than manually entering a message. Note that templates made in the new Builder cannot be edited using this method.
- Click Select Template and select an email template.
- If desired, you can edit the template.
- Any merge fields will be automatically populated with student data.
- Click Send.