Configuring email conversations

Email conversations between either students or student contacts and school staff can be initiated and recorded within Ed:gen.

This feature is held within the Pupil Manager module but can be used in both the Pupil Manager module and the Parent Portal.

This functionality will be applied to other areas within Ed:gen in due course.

This functionality is only available to schools using SendGrid.

This feature allows the recipient of the email to reply directly to the sender, the sender will then receive the reply in their inbox. The conversation is logged in Pupil Manager and on the Parent Portal (if a student contact has been contacted). All further messages in the email chain are logged.

To ensure that this feature works as expected, a number of processes must be followed:

  1. The Email Manager applet must be configured appropriately for outbound emails and inbound emails.
  2. The history and conversation settings must be selected when composing an email from the Pupil Manager module.
  3. Email conversations can be viewed in either:
    • A student's Communication History in the Pupil Manager module.
      or
    • For email conversations with student contacts, the Parent Portal under My Notifications > Communication History: