Set Up Email

Before sending group emails from Naviance, review the following set-up steps.

Assign Staff User Role Permissions

Assign the following permissions to school-level user roles so school staff can send group emails in Naviance.

Ensure Naviance Emails are Sent and Received

To ensure that you can send and receive emails from Naviance, you may need to contact your school or district email system administrator to:

• Whitelist these domains:
  • sender.email.naviance.com
  • email.naviance.com
• Confirm these email accounts are allowed senders:
  • mailer@email.naviance.com
  • noreply@email.naviance.com

Add an Email Signature

1. Navigate to Connections, then select Email.
2. Choose Edit My Email Signature.
3. Enter your signature text.
4. Click Save Signature. Your signature will be included in all emails sent from Naviance.

Manage Email Templates

Choose from Naviance-built templates or create an unlimited number of custom email templates.

Create a Template

1. Navigate to Connections, then select Email.
2. Choose Manage Email Templates.

3. Click Add New Template.

   

   Alternatively, click Save As Template after composing your email from the Send Email page.
4. Enter the template details.
5. Click Add Template.

Edit or Delete a Template

1. Navigate to Connections, then select Email.
2. Choose Manage Email Templates.
3. Select an email title from My Personal Templates.
4. Update the template details if needed.
5. Click Save Changes or Delete Template.

Customize a Naviance Template

1. Navigate to Connections, then select Email.
2. Choose Manage Email Templates.
3. Select an email title from Naviance Templates.

4. Select Copy this template.

   

   Alternatively, click Save As Template after editing the Naviance template from the Send Email page.
5. Update the template details.
6. Click Add Template.