Email Add-on

The Email Add-on requires that companies verify their email address on Postmark in order to send mass emails.  You can find the instructions to verify an email address here: Verifying Email Addresses for Sending.

The email add-on allows you to send informational emails to active employees, families and students.

Enabling the Add-on

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Use the "Search" field on the right and enter "Emails".
3. Click on the "Enable" link.

Settings

Once the add-on has been enabled, you can click on the "Settings" link to enable the following setting:

1. Email a Class - When this setting is enabled, you will be able to email an entire class at once using the "Email" option in the pop-up after clicking on a lesson on the calendar.

Usage

You can send information emails to your active employees, families and students by following the steps below:

1. Click on "Email" and then click on "Send Email".
2. You can select the following recipient types:
   • Employees
   • Students
   • Families
   • Family Contacts
3. Select the recipients you would like to send an email to. You can select individual recipients by typing their name into one of the fields or you can select all recipients from an account type by clicking the "Select All" link. If you want to remove a recipient, you can click the "X" icon next to the recipient's name or deselect everyone by clicking on the "Deselect All" link. You can also use the "Filter" link to automatically select users that match the filters you've selected. Please refer to the table in the "Filters" section below to see a description of how each one works.
4. Enter a "Subject" and a message in the "Message" field. If you have saved templates previously, you can select a template in the "Template" field.  Selecting a template will populate the "Subject" and "Message" fields with the template contents automatically.
5. After entering the subject and message, if you would like to save the message contents for future use, check the "Save Template" checkbox.
6. Check the box to confirm that the email is non-commercial in nature and complies with anti-spam regulations.
7. Submit the form to send the email to the selected recipients.

You can view your email results in the "Notifications Log" by clicking the "Email Logs" link in the sidebar of the email page. 

Filters

You can view the list of available filters for each user by clicking on the "Filter" link under each Recipient Type's field.

User Type	Filters
Teacher	Lessons on Date - Select all of the teachers that have a lesson on the selected date. Type - Select between "Teachers" or "Administrative Staff".
Students	Lessons on Date - Select all of the students that have a lesson on the selected date. Type - Select between emailing "Child" or "Independent" students. Grade - Select students that are in the specified grade level. School - Select students from the specified school. Student Group - Select students from the selected Student Group created through the Student Groups Add-on.
Families	Lessons on Date - Select all of the families that have students with a lesson on the selected date. Grade - Select families that have students that are in the specified grade level. School - Select families that have students from the specified school. Student Group - Select families that have students from the selected Student Group.
Family Contacts	Lessons on Date - Select all of the family contacts that have students with a lesson on the selected date. Grade - Select family contacts that have students that are in the specified grade level. School - Select family contacts that have students from the specified school. Student Group - Select family contacts that have students from the selected Student Group.

NOTE: The "Lessons on Date" filter includes all lesson statuses except for "Cancelled". Any students in lessons that have been cancelled will be excluded.

Managing Templates

You can view, edit or delete saved templates by clicking the "Manage Templates" link in the sidebar of the Email page. As an example, you may want to create a template if you offer promotional material, such as free lessons.

Emailing a Class

You can generate an email to the people in a lesson or class by clicking on a lesson on the Calendar. When you click on the lesson, the Lesson Pop-Up Window will have an “Email” option that will redirect you to the Email page with the relevant student, family, and tutor information pre-filled in the recipients field.

Emailing by Lesson Date

You can generate an email to the teachers and students (as well as families and/or family contacts) that have lessons on a specific date by using the "Lessons on Date" filter. You can follow the steps below to use this filter:

1. Click on the "Filter" link under one or multiple fields for each recipient type.
2. Select the "Lessons on Date" option.
3. Select a date in the second field and then click on "Go".

All of the recipients that have lessons on the selected date will be added to the Recipient fields automatically.

NOTE: If you would like to send an email to clients with lessons in a specific date range, you can use the Schedule Confirmation Add-on.