Add Content and Send an Email

You can type an email or load an email template you created. You can send the email immediately or choose a date and time to send it.

Send a New Email

To send an email with new content, follow these steps:

1. Optional: Edit who the email is From.
2. Type a Subject for the email:
   
3. To add an attachment, click Attachment, and then do either of the following:

   Click	And Then
   Attach from Any Location	Click Select File, locate the file, and then click Open. Click Attach.
   Attach from Portfolio	Select the attachment, then click Attach.

4. Type the e-mail.

   If you are emailing recipients who were automatically added, you can add fields from the panel on the right to the email. These fields are placeholders for AdmissionsPlus prospect data and are replaced with the recipients' information when you send the email. You can drag the field into the email, or you can select the field and then click the arrow to put it where your cursor is placed. For more information about the fields, see Prospect Data Placeholders.

5. Optional: To save the email as a template, at the top of the page, click Template > Save. In the Save Template dialog box, type a name for the template, and then click Save.

   If you want to keep a record of this correspondence, at the top of the page, select the Save as PDF in Log and Portfolio check box. You can view saved correspondences on the Communication Log and Portfolio tabs of the Prospects page.
   

6. At the bottom of the page, next to When to Send, do one of the following:

   • Click Send Now to send the email immediately.
   • Click Send Later, and select a date and time to send the email.
     The calendar will pop out to select a date and time.
     

7.  At the top of the page, click Send.

8. In the View Recipients dialog box, verify the recipients, and then click Send.

Send an Email Using a Template

To send an email with content from a template, follow these steps:

1. Click Template > Load Template.
   
2. In the Which E-mail Template to Load dialog box, select the template you want to use, and then click Load.
3. Optional: Edit the template. If you want to save your changes, do either of the following:
   
   

   To	Do this
   Save your changes to the template	Click Template > Save.
   Create a template with your changes	Click Template > Save As. In the Save As New E-mail Template dialog box, type a name for the template, and then click Save.

   If you want to keep a record of this correspondence, at the top of the page, select the Save as PDF in Log and Portfolio check box. You can view saved correspondences on the Communication Log and Portfolio tabs of the Prospects page.
   

4. At the bottom of the page, next to When to Send, do one of the following:

   • Click Send Now to send the email immediately.
   • Click Send Later, and select a date and time to send the email.
     The calendar will pop out to select a date and time.
     
5. At the top of the page, click Send.
6. In the View Recipients dialog box, verify the recipients, and then click Send.