The Communicate menu on a student's contact record lets you send emails, text messages, generate letters, and generate labels for that individual contact without going through a list page or search.
💡Quick Answers
- How do I access the Communicate menu? Click the green Communicate button in the upper right corner of the contact record.
- What options are in the Communicate menu? Send Email, Send Text Message (PRO plan), Generate Letters, and Generate Labels.
- If I am on a parent's record and want to email them directly, which recipient option should I choose? Select 'Selected contacts' so the email goes to the parent you are viewing, not to the parents of a student record.
- Do communications sent from a contact record work differently from bulk sends? No, they work the same way; 'selected contacts' simply refers to the one record you are currently viewing.
How-To: Use the Communicate Menu
When you are viewing a specific contact record within Finalsite Enrollment, you can access the communication options by clicking on the green Communicate button in the upper right of the page.
From this menu, you can select the desired communication option and the appropriate window will open. Learn more about each option:
Communications sent on an individual basis work the same way as they do in bulk. Please note: Within the Send Email or Send Text Message window, 'selected contacts' refers to the contact record you are currently viewing. This means that if you are viewing a parent/guardian or consultant contact record and you want to send them an email or text message, you should choose the 'Selected contacts' option, as opposed to one of the 'parents/consultants of selected contacts' options.
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