How to Email Students using the Companies Portal

Overview

The Companies feature of the SMS provide you with an option to allow your partner Companies (Employers, Host Employers, Agents, etc.) to have their own access to the SMS to allow them to view and manage enrolments related to their Company. 

Company contacts can view and manage their related student enrolments using the SMS Company portal. 

This tutorial will show users how to email students using the Company portal. This function provides Companies with a communication tool to connect with related students regarding their training, helping to increase satisfaction and engagement. 

Note: This function is available only when the Extended Companies feature is enabled in your SMS. This feature is a part of the Maximise plan. Contact our Support team if you would like to use this feature. 

Step Tutorial

For System Admin

Step 1. To ensure that your partner Companies can email students with enrolments associated to their Company, the "Allow Email Students" should be toggled to "YES." 

FOR COMPANIES

Step 1. Login to your Company Portal. 

Step 2. Go Student Page > Enrolments > Action Column. Select "Email"

Step 3. Create your email or use an existing template. Templates available here are the ones created within the system admin access. Companies cannot create email templates. 

Step 4. Users can preview the email before sending by clicking on the Preview Button. After preview, click on the "Send Email" button to send. 

Emails sent through the Company Portal is recorded and can be viewed in the System Admin access under Notes. 

This feature provides Company contacts with the ability to create and send emails to students related to their Company without using external communication tools and at the same time ensure that all student communications are kept in one place for management and record purposes. 

• Related Articles

• How to Manually Add Students in the SMS

  Overview There are multiple ways to add students in the SMS. Students can complete the external enrolment form and upon submission they will be added and enrolled to their related training programs. Bulk import features also allow users to add ...

• How to Use the Student Portal of the SMS

  Overview Your Student Management System allows for different portal access to different users depending on their role. Students can also access their version of the SMS, using the Student Portal. The Student Portal is an intuitive tool where students ...

• How to Update Student Information in the Student Portal

  Overview The management and accuracy of student information play a vital role in effective student administration. Accurate student data is essential for both reporting compliance and reliable data collection, helping institutions meet regulatory ...

• How to Pay for Student Invoice using Company Credit (Maximise)

  Overview This tutorial will introduce the function to pay for Student Invoices using Company Credit within the Student Management System (SMS). By leveraging Company Credit Invoices, companies can ensure a seamless and efficient enrolment process, ...

• How to View and Email Company Invoices? (Maximise)

  Overview This tutorial will introduce the function to view and send Company Credit Invoices via email within the Student Management System (SMS). Once these credit invoices are paid for by the company, they can be used to pay for student enrolments, ...