2 November 2011

Hints & Help: Sending Emails from Paritor Software

Hello all and welcome to the return of the Hints & Help blog. The plan is to reinstate this as a regular feature keeping you up to date with the latest new features and tips with all of our Software.

The blog today is on a simple but important topic: Emails. Many of you already use the system to send out emails, but very few are aware of all the different ways it can be done.

Before we get started on the different ways you can send out emails, I first want to mention how you set them up. To send emails from the system. There are two older Hints & Help blogs that will help you out on this. To find out how to set your SMTP settings click here. And if you want to know how to add your Email signature click here.

Sending Basic Emails

You can send emails to anyone by going to the Ribbon Menu and selecting Tools –> Send Email.
Then simply enter the recipient and message text as you would with any email. It is important to note that any emails you send from here will not be logged in anyone’s Correspondence, even if they have the same email you have entered.

Sending Emails from a Record Card

You can send an email directly to a recipient from their Record Card. All you need to do is go to the Communicate tab at the top


and select the Email icon on the top left hand side. Anything sent from here will be logged in the Correspondence tab of that Record Card. Note that you can also send Texts, Letters, produce Mail Merges and print Labels from this tab. For more information about the Correspondence tab click here.

Emailing  a Selection from Paritor Insight

Once you have data in Paritor Insight, either from an Extract or selecting Email Selection you can filter and group the data in any number of ways; for example by School Year or Postcode, once you are happy that you have a list of people you would like to contact you can click the Email icon on the top right hand side of the menu.


You will then be able to send an email to a list of recipients, all of whom will have the email logged in their Correspondence tabs. When you use the system to multiple recipients it sends one email to each recipient which means that they will never see the other email addresses of the other people you contacted.

Sending Emails to Pupils in a Lesson

The final option I want to tell you about is how to Email all Pupils in a Lesson. This can be done from the lesson itself. Simply open up the lesson, select the Pupil view and click Email Pupils on the top left hand side


This will allow you to send an email to all the Pupils in that particular lesson.

I hope that you have found this week’s Hints & Help blog interesting, if you have any questions or thoughts please comment, call us on 01395 445092 or email us at support@paritor.co.uk for more information.

Thanks for reading this Hints & Help blog. Hopefully it will return next week, if you would like the Blog to stay please let us know!

No comments:

Post a Comment