Merge Fields

Double click a merge field to add it at the cursor's current position. See Using merge fields in emails and SMS messages.

Note: This field is only displayed if the Enable Merge Fields field is selected.

Send to Parents

If this field is displayed, the email is to be sent to the parents or guardians of the listed recipients. See Sending emails from a grid.

To

Recipients of the email. This is either:

• the email address of the community member or staff member
• <Multiple Recipients> if there are several currently selected.

CC

Email address of others whom you want to send a copy of the email to.

Note: This field is not always displayed.

Subject

Summarise the reason for sending the email.

Message Type

Whether the message is sent as:

• plain text
• HTML.

If you choose HTML Raw (including tags), the button becomes available to allow you to preview the message in a web page layout.

Classification

Select the document classification from the drop-down list. See Communications Maintenance - DocMan tab in the Development manual.

ID Field to Use

If several ID fields are available, select which Synergetic ID field to use as the recipient.

For example, if emailing from the Relations tab of Current Student Maintenance, you can select to email either the student or their relations.

Note: This field is only displayed if there are multiple fields from which IDs could be selected.

Enable Field Merging

Select to include merge fields to personalise each email with the recipient or student's name. See Using merge fields in emails and SMS messages.

Select Signature

Select which signature to use on this email.

Disable Signature

Select to use no signature on this email.

Use Template

Select a template to prefill the Subject, Message Type and Message.

Message

Enter your detailed message in the body of the email.

Edit the list of people who will receive the email. If there are multiple recipients, you can:

• add a member of the Synergetic community
• add the parent of a student
• add a staff member
• delete anyone listed.

  Note: The Send to Parents field is not usable once you have edited the recipient list. You must take care to add the correct recipients.

Tip: Select Hide Empty Address(es) to only show people who have an email address listed.

Note: If you are sending an email to one person only, the Find Name on Community window is displayed. Search for the community member you want to email and click .

Preview the HTML message if the Message Type is HTML Raw (including tags) selected.

Note: The button is disabled if Plain Text is selected.

Manage the files attached to this email. See Attaching files to emails.

Note: The text on this button changes to reflect the number of files attached to the email. For example: .

Add, edit or delete email signatures. See Maintaining email signatures.

Add, edit or delete email templates. See Maintaining email templates.

Open the Email Authentication window to send the email to the recipients, along with any attachments. See Email Authentication window.

Note: Depending on your organisation's configuration and your user preferences, a spell check may be run. See Setting up Synergetic the way you want. Also see Spell check and spelling options in the System maintenance manual.