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Emailing a Student

Emailing an Individual Student 

  1. Search for and display the student's record.
  2. From the list of related items (just below the student's name and Salesforce Chatter bar) select the Activity History link. 
  3. 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.
  4. Enter your message.
  5. Add other recipients, if necessary.
  6. 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.

  1. Click Select Template and select an email template.
  2. If desired, you can edit the template. 
  3. Any merge fields will be automatically populated with student data. 
  4. Click Send.

 

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