Send an Email

1. Click Search on the upper navigation bar, and then click Users.
2. Enter the search criteria of the email recipient, and then click Search.
   
   
3. Click the user's Last Name that will be emailed.
   
   
4. Click Email.
   • A new tab that shows all email templates in the site will open.
     
     
5. Click the envelope icon for the email template that will be used.
   • If no email template is necessary, click Send (No Template).
     
     
6. Review the email and make changes as needed, and then click Preview.
   • After previewing the email, click the X button to close the email preview.
     
     
7. Click Send Email.
   
   

When sending an email from the User Summary, any merge fields in the email template that are related to requests will be left blank.

Email Applicant of a Request

Emails can be sent to the applicant of a request at any point during the application period.

1. From the dashboard, click the applicable workload page that contains the requests.
   
   
2. Click the paper and pencil icon for the applicable request.
   
   
3. Click Email (Applicant's Name).
   • A new tab that shows all email templates in the site will open.
     
     
4. Click the envelope icon for the email template that will be used.
   • If no email template is necessary, click Send (No Template).
     
     
5. Review the email and make changes as needed, and then click Preview.
   • After previewing the email, click the X button to close the email preview.
     
     
6. Click Send Email.

Email Evaluators of a Request

Emails can be sent to evaluators of a request at any point during the evaluation period.

1. From the dashboard, click the Application Evaluation Assigned workload page.
   
   
2. Click the Score on the request to be emailed to evaluators.
   
   
3. Click Email Evaluators.
   • A new tab that shows all email templates in the site will open.
     
     
4. Click the envelope icon for the email template that will be used.
   • If no email template is necessary, click Send (No Template).
     
     
5. Review the email and make changes as needed, and then click Preview.
   • After previewing the email, click the X button to close the email preview.
     
     
6. Click Send Email.
   
   

1. Check the box next to each applicant that will be emailed.
   
   
   • Check the box next to ALL to send emails to all applicants located on that page. 
2. Click Batch Actions, and then click Email Applicants.
   • A new tab that shows all email templates in the site will open.
     
     
3. Click the envelope icon for the template that will be used.
   • If no email template is necessary, click Send (No Template).
     
     
4. Review the template and make changes as needed, and then click Send Email.
   • A separate email will be generated for each recipient.
   • If a Cc or Bcc address is included, that address will receive a separate copy of the email for each recipient.
     
     

When sending an email via batch actions, only one email will be sent per applicant. This is true even if a user is associated with multiple requests in the batch and as long as no process or request-specific merge fields are used in the email template. 

• If the email template does contain a process or request-specific merge field, users will receive an email for each request for which they are associated in the batch.
• If installment email merge fields are used in the email template, they will only populate when batch emailing from the Payment Tracking page.