Email Add-on: New Filters For Quick Recipient Selection

Teachworks’ Email Add-on makes it quick and easy to reach out to your students, parents and employees. We have recently added filters for each type of recipient to help you save even more time. By selecting certain filters, you can include recipients by lessons on a date, profile type, school and more. 

In this article, we’ll look at the Email Add-on briefly and explore the new filters in more detail.

The Email Add-on

Teachworks’ Email Add-on allows you to send informational emails to active employees, families, students and family contacts. You can easily save templates for emails that are sent regularly, include several merge tags, and attach files as needed.

If your company offers regular group lessons, you can enable the “Email a Class” setting. This setting allows you to open the Email form right from a lesson in the calendar and have the teacher, students and parents associated with the lesson pre-selected for quick communication.

For more information about the Email Add-on, you can visit our knowledge base: Email Add-on.

New Recipient Filters

When you open the email form, you will notice a “Filter” link below each recipient field. You can click the link to see the available filters for each type of recipient.

Below is a quick overview of the filters available for each type of recipient.

1. Employee Filters

• Lessons on Date – This option allows you to select all teachers that have lessons on a specific date (excluding cancelled lessons). Choosing this option will bring up a date picker. 

• Type – This option allows you to select employees by type. You can choose between Staff or Teachers.

2. Student Filters

• Lessons on Date – This option allows you to select students that have lessons on a specific date. The filter excludes cancelled lessons.
• Type – Here you can choose between “Child” or “Independent Students.
• Grade – This option allows you to enter a grade to select the relevant students.
• School – Choosing this option allows you to include students by school.
• Student Group – If you’re using the Student Groups Add-on, this option will allow you to select a group that you’ve created through the add-on.

3. Family & Family Contact Filters

The filters available for these recipients are the same and include Lessons on Date, Grade, School and Student Group. Selecting these filters will populate the recipient fields with families or family contacts whose associated child students meet the specified criteria. 

The filters that are currently supported for each type of recipient is based on feedback that we’ve gotten from our clients. If you would like to see additional filtering options on the Email Form, please reach out to our support team with your feedback!

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