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How to Send an Email Message
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Communicate with leads directly using the Messages feature on Schola!
Hover your mouse over the blue menu bar on the left-hand navigation in your Schola Admin profile. Once the menu pops out, click on Communication Hub and you’ll be taken to the Message Center, where you can send direct email and text messages to leads that are in the Relationship Manager.
Once you’re in the Communication Hub Message Center, you’ll see Stage and Sort By drop down options at the top.
The Stage dropdown defaults to All leads from the Relationship Manager. By clicking the drop down in the Stage category, you can select the specific lead category you wish to contact.
Click on any individual name to send a message to that Lead. The lead you are contacting will be highlighted in blue. You can see which Stage a Lead is in underneath their name.
You can also click the blue View Profile hyperlink to see the individual lead details without having to leave the Messages section.
To send an email message, click the purple Send Email button in the top right.
Emails can be personalized with any message you’d like to send the parent directly - remember you can send custom messages to any lead from any category. You can also include emojis or attach a file to your email message.
Click the gray arrow to open and view the body of any sent message.