Use the new email experience | PowerSchool SIS and CCLR

Use the updated Email experience to compose, review, and manage email in one workspace.

Turn the updated experience on or off

Select Connections and choose E-Mail.
Turn on the New email experience.

When enabled, you can access:

Inbox
Drafts
Sent history
Templates
Settings

You can turn the experience off at any time to return to the previous email workflow.

Navigate the email workspace

Use the email workspace to:

Review incoming email in Inbox
Continue working on saved drafts
Review previously sent email in Sent history
Create email from a template or blank message
Manage email preferences and signatures in Settings

Your email settings determine whether Compose opens a blank message or the templates gallery.

Compose and send an email

You can also open the email composer from the student roster after selecting multiple students. The selected students are automatically added to the recipient list.

Select Connections and choose E-Mail.
Select Compose.
Select Add recipients and, from Send to, choose the audience you want to email.
Optionally, apply filters to narrow the recipient list.
Optionally, select Add Cc to select recipients to receive a copy of the email.
Enter a subject and message. Alternatively, select a Template from the list.
- Select an option from Insert merge code to personalize the email for each recipient.
  Merge codes are resolved for each recipient when the email is prepared to send. Use the preview step to confirm how merge fields will appear for a sample recipient.
- Select an option from Insert signature if you have multiple signatures to choose from.
Optionally, attach files to the email.
Select Preview and send to send the email now or schedule it to be sent later. Alternatively, select Save as to save the email as a draft or template.
Follow the prompts to continue sending or saving the email.

Attachment requirements

Supported file types:

JPG
JPEG
PNG
SVG
ZIP
CSV

Each attachment must be 2 MB or smaller.

Image requirements

You can insert images using an image URL or copy and paste the image directly into the message.

Use email template

Templates help you create emails more quickly and consistently.

Create an email from a template

Select Connections and choose E-Mail.
Select Templates.
Browse available templates.
Select Use.

Preview or duplicate a template

Select Connections and choose E-Mail.
Select Templates.
Select more actions (three dots icon) and choose Preview or Duplicate.

Create a template

Select Connections and choose E-Mail.
Select Templates.
Select Create template to create a custom template.

You can also save an email as a template while composing it.

Review drafts

Naviance saves drafts automatically as you work. Select My Drafts to continue editing a saved draft or discard a draft you no longer need.

Select Connections and choose E-Mail.
Select Drafts.
Choose an email draft to continue editing.

You can also delete drafts no longer needed.

Review sent history

Select Connections and choose E-Mail.
Select Sent history.
Optionally, choose to Show all staff messages or review only those sent by you.
Optionally, search for a specific email, including those sent or received more than a year ago.
Review sent messages, recipients, and delivery details.

Manage email settings

Select Connections and choose E-Mail.
Select Settings.
From Settings, you can:
- Choose whether Compose opens a blank email or the templates gallery. By default, Compose opens the templates gallery.
- Create signatures.
- Edit signatures.
- Set a default signature.
- Delete signatures.