Communication Tools | SchoolAdmin Help Center

General Information

SchoolAdmin Links to Use on Your Website

Learn how to link parents to your SchoolAdmin Parent Portal, Inquiry Form, or public calendar events.

Written by Cheyenne Rohmann
Updated over a week ago

Introduction to Communications Video Tutorial

Watch our full-length video tutorial on how to utilize emails, letters, labels, and text messages for your Admissions & Enrollment Process.

Written by Courtney Single
Updated over a week ago

Template Editor

Learn how to use the template editor in SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago

Using Images & Video in Templates

Learn how to add images and videos to your communication templates and the thank you pages within the Parent Portal.

Written by Courtney Single
Updated over a week ago

Parent Communications

Learn how to use automated and manual communications to personalize the parent and student journey!

Written by Courtney Single
Updated over a week ago

Automated Communication Plans

Automated Communication Plan Video Tutorial

Watch a video tutorial on what automated communication plans are and how to set them up within SchoolAdmin!

Written by Courtney Single
Updated over a week ago

Automated Communication Plan Setup

Learn how to set up automated emails and reminders to create a mission-focused communication plan!

Written by Ben Phenix
Updated over a week ago

Automated Communication Plan Best Practices

Learn about message types, touch points, and how to craft a communication plan as a team.

Written by Ben Phenix
Updated over a week ago

Inquiry & Admissions Automated Communication Plans

Learn about some useful communications to automate during the Inquiry and Applicant Process.

Written by Courtney Single
Updated over a week ago

Enrollment Automated Communication Plans

Learn how to automate key communications for contract completion and enrollment requirements.

Written by Courtney Single
Updated over a week ago

System Emails & Settings

Communication Setup

Learn how to manage basic email settings and turn automated system emails on and off.

Written by Courtney Single
Updated over a week ago

Email Template Categories

Email template folder management

Written by Ben Phenix
Updated over a week ago

Request Emails

Learn what Request Emails are and how to customize them.

Written by Courtney Single
Updated over a week ago

Authentication Emails

Learn what authentication emails are and how to customize them.

Written by Courtney Single
Updated over a week ago

System Emails

Learn what System Emails are and how to customize them.

Written by Courtney Single
Updated over a week ago

Sent Emails

Learn how to view and manage your school's history of sent emails.

Written by Ben Phenix
Updated over a week ago

Failed Emails

Learn how to manage failed emails and understand the different reasons for email failure.

Written by Ben Phenix
Updated over a week ago

Custom Emails

Sending Emails

Learn how to send emails in bulk to a select group of contacts.

Written by Courtney Single
Updated over a week ago

Email Best Practices

Learn about best practices for crafting and sending emails in SchoolAdmin to get the best look and increase engagement.

Written by Courtney Single
Updated over a week ago

Scheduled Email Management

Learn how to view and manage your school's scheduled emails.

Written by Braxton Smallwood
Updated over a week ago

Using Videos in SchoolAdmin Emails

Learn some best practices for working with video inside of your SchoolAdmin email templates.

Written by Cheyenne Rohmann
Updated over a week ago

Email HTML Limitations

Learn about common issues to avoid in your email designs, and what to use instead.

Written by Ben Phenix
Updated over a week ago

Letters & Labels

Creating & Editing Letter Templates

Learn how to create and edit letter templates in SchoolAdmin.

Written by Ben Phenix
Updated over a week ago

Generating Letters

Learn how to generate personalized letters to print and send to families.

Written by Ben Phenix
Updated over a week ago

Labels: How to Create, Manage, and Generate

Learn how to create and print labels for mailings, name tags, and folders in different Avery formats.

Written by Ben Phenix
Updated over a week ago

Text Messaging

Text Messaging Overview & Best Practices

Learn how text messaging works in SchoolAdmin and best practices for it's application.

Written by Courtney Single
Updated over a week ago

Setting the Text Messaging Send Window

Learn how to set the hours for sending text messages.

Written by Courtney Single
Updated over a week ago

Text Message Templates

Learn how to create templates for your text messages.

Written by Courtney Single
Updated over a week ago

Sending Text Messages

Learn how to send text message communications individually and in bulk!

Written by Courtney Single
Updated over a week ago

Text Message History

Learn how to view a history of text messages that sent with success, failed, or those that opted out.

Written by Courtney Single
Updated over a week ago

External Communication Tools & SchoolAdmin

Vidigami in Emails

Learn how to amplify your SchoolAdmin communications using personalized content from your Vidigami account!

Written by Courtney Single
Updated over a week ago

Vidigami in the Parent Portal

Learn how to add Vidigami content to the Parent Portal log-in page, summary page, student pages, or thank you pages.

Written by Courtney Single
Updated over a week ago

Technical Communication Components

Merge Fields / Tokens

Learn how merge fields / tokens allow you to dynamically insert contact data into emails, letters, labels, and the parent portal.

Written by Cheyenne Rohmann
Updated over a week ago

Basic HTML Overview

Learn how to use some basic HTML to customize your templates in SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago

Liquid Overview

Learn how to fully customize your templates, parent portal content, and contact record with the power of Liquid.

Written by Ben Phenix
Updated over a week ago

Merge Fields & Tokens

Merge Fields in Email

Learn how to use merge fields (tokens) to pull dynamic information into your SchoolAdmin emails.

Written by Cheyenne Rohmann
Updated over a week ago

Merge Fields in Letters

Learn how to use merge fields (tokens) to pull dynamic information into your SchoolAdmin letters.

Written by Cheyenne Rohmann
Updated over a week ago

Merge Fields in Labels

Learn how to use merge fields (tokens) to pull dynamic information into your SchoolAdmin labels.

Written by Cheyenne Rohmann
Updated over a week ago

Merge Fields in Calendar Invites

Learn how to use merge fields (tokens) to pull dynamic information into your SchoolAdmin calendar emails. 📅

Written by Cheyenne Rohmann
Updated over a week ago

Merge Fields on Forms

Learn how to use merge fields (tokens) to pull dynamic information into your SchoolAdmin forms.

Written by Cheyenne Rohmann
Updated over a week ago

Merge Fields on Parent Portal Content

Learn how to use merge fields (tokens) to pull dynamic information into the Parent Portal Content pages of your SchoolAdmin site.

Written by Cheyenne Rohmann
Updated over a week ago

Creating a Review Committee Read Sheet Summary

Learn how you can use merge fields (tokens) on letter templates to create a read sheet summary for your review committee.

Written by Cheyenne Rohmann
Updated over a week ago

Data from Student Record as Merge Fields

Learn about how to pull dynamic data from a student record into a merge field (token).

Written by Cheyenne Rohmann
Updated over a week ago

Parent Salutations Merge Fields

Learn about how to use merge fields (tokens) to create parent salutations.

Written by Cheyenne Rohmann
Updated over a week ago

Student Checklist Merge Fields

Learn about how to use merge fields (tokens) to easily pull a student's progress on their checklist items into your SchoolAdmin templates.

Written by Cheyenne Rohmann
Updated over a week ago

Direct Link to Forms Merge Fields

Learn how to use special merge fields (tokens) to link families directly to forms on a student's checklist.

Written by Cheyenne Rohmann
Updated over a week ago

School Information Merge Fields

Learn about how to use merge fields (tokens) to easily pull your school's information into SchoolAdmin templates.

Written by Cheyenne Rohmann
Updated over a week ago

Date Merge Fields

Learn about how to use merge fields (tokens) to easily pull the current date into your SchoolAdmin templates in a variety of formats.

Written by Cheyenne Rohmann
Updated over a week ago

Current & Entry Age Merge Field Tokens

Learn how to set and use the Current Age and Entry Age tokens in SchoolAdmin.

Written by Courtney Single
Updated over a week ago

Reading & Review Merge Fields

Learn about how to use merge fields (tokens) to easily pull information from the online review process into your SchoolAdmin templates.

Written by Cheyenne Rohmann
Updated over a week ago

Contract Merge Fields

Learn about how to use merge fields (tokens) to pull information about student contracts and amounts in SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago

Billing Merge Fields

Learn about how to use merge fields (tokens) to pull information relating to the Billing module in SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago