Sending a Bulk Email

iSAMS has a hugely powerful bulk email function built in but it can be confusing if you are not used to using it.  Follow the steps in this guide to learn how to safely send a bulk email.

This guide is split into two parts, the first shows you how to choose and gather who will receive your email.  The second how to compose and then sent the email

Any emails sent through iSAMS will automatically appear in that pupils communication history

Part 1 - Gather your recipients

Step 1 - Open the Pupil Manager module

Step 2 - Use the normal search tools to filter the list of pupils that you are interested in.  The screen shot below I have searched for a specific year group.

Step 3 - Make sure your page size is set to All

Step 4 - Use the checkboxes to select all pupils or a selection of pupils.

Step 5 - Click on Selected pupils in the top right and choose Email Wizard

Step 6 - Decide if you are emailing the pupils or their contacts (parents, guardians etc...)

Step 7 - Choose your relation types.  It is important to go through this list carefully and watch out for uncommon options such as "Step Father" or "Father and Step Mother".  Do not rely on just "Parents"

Step 8 - Click on filter by Contact Type and select Correspondence

Correspondence is an important step that ensures only those parents that should receive correspondence about that pupil receive your email.  If you do not tick this then you risk sending sensitive information to the wrong person and could cause a data breach.

Step 9 - Click next to verify the list of recipients that will receive your email.  If you are happy you can then click Next again and then Click OK

Part 2 - Compose and Send your Email

Step 1 - You should now see the picture below.  You can now enter a subject, and write your email as you would normally in outlook or any other email client.

Try using the Select STUDENT Field or Select PARENT/CONTACT Field drop downs to insert merge fields like Letter Salutation or Preferred Name to personalise your email.

Step 2 - Use the Recipients tab to double check who your email is going to

Step 3 - Use the Attachments tab to upload an attachment with the email.  There is a file size limit of 10mb

Step 4 - Use the options tab to specify any CC or BCC recepients and modify who the email appears to come from.

Step 5 - Use Preview E-Mail to check how the recipients will see the email message.  Especially useful if you have added mail merge fields.

Step 6 - When you are happy, click Send E-Mail

Note that sending can take some time depending on the number of emails.  Please be patient and wait for the progress bar to complete before doing anything else on iSAMS