In-Platform Email
Compose and send emails directly from within the system.
Finance & Administration
Email Integration
Send and track emails from inside the platform so that every conversation with parents, staff and prospects is saved on the right record. Teams stop switching between inboxes and always know what was said and when.
- Send mail from inside the platform
- Messages saved to the record
- Open and reply tracking
Live
Finance & Admin
Email Integration
In-Platform Email
Compose and send emails directly from within the system.
Record-Linked Messages
Email Templates
Attachments
Attach documents such as circulars or forms to outgoing messages.
Open Tracking
See whether a recipient has opened a message.
What You Get
Built to make Email Integration simple
Send and track emails from inside the platform so conversations stay on the record.
01
Write and Send Mail Without Leaving EduVision Pro
Staff can email from within the platform, using the contact details already stored for each person.
- Send mail from inside the platform
- Contacts pulled from existing records
- Reusable templates for common messages
Email Integration
Finance & Administration
- In-Platform EmailCompose and send emails directly from within the system.
- Record-Linked MessagesSave each email to the relevant student, parent, staff or lead record.
- Email TemplatesCreate reusable templates for fee notices, welcome messages and similar mail.
02
Keep Every Message on the Record
Sent messages are saved against the student, parent or staff profile, so history is never lost when someone moves on.
- Messages saved to the record
- Full conversation history in one place
- Easy for colleagues to pick up a thread
Email Integration
Finance & Administration
- Email TemplatesCreate reusable templates for fee notices, welcome messages and similar mail.
- AttachmentsAttach documents such as circulars or forms to outgoing messages.
- Open TrackingSee whether a recipient has opened a message.
03
Know Whether Your Message Was Seen
Track opens and replies so you can follow up only where it is needed.
- Open tracking
- Reply tracking
- Clear view of unanswered messages
Email Integration
Finance & Administration
- Open TrackingSee whether a recipient has opened a message.
- Reply TrackingSpot which emails have received a response and which are still waiting.
- Conversation HistoryReview earlier messages with a contact from their profile.
Key Capabilities
What you can do with Email Integration
Everything inside Email Integration, ready to use from day one.
Record-Linked Messages
Save each email to the relevant student, parent, staff or lead record.
Email Templates
Create reusable templates for fee notices, welcome messages and similar mail.
Attachments
Attach documents such as circulars or forms to outgoing messages.
Open Tracking
See whether a recipient has opened a message.
Reply Tracking
Spot which emails have received a response and which are still waiting.
Conversation History
Review earlier messages with a contact from their profile.
Role-Based Access
Control who can send mail and who can view message history.
Before & After
See what Email Integration changes at your institution
Before vs. after adding Email Integration to EduVision Pro.
- 1
Shared Record of Mail
SolvedMessages are saved to the profile, visible to authorised colleagues.
- 2
Single Workspace
SolvedContacts and email sit together, so no copying is needed.
- 3
Open and Reply Tracking
SolvedYou can see engagement and follow up where it matters.
- 4
Ready Templates
SolvedCommon messages are sent from templates with little rework.
FAQ
Email Integration questions answered
Not seeing your question? Ask our team during a demo and we will walk you through it.
Request a DemoDo emails get saved against the student or parent record?
Yes. Sent messages are saved to the relevant record so anyone with access can see the history.
Can we use templates?
Yes. You can prepare templates for frequently sent messages and reuse them whenever needed.
Can we see if an email was opened?
The module tracks opens and replies, so you can see which messages have been seen and which have not.
Who can send emails from the platform?
Only the roles you authorise. Permissions are role-based, so you control who can send and who can view history.
Can we attach files?
Yes. You can attach documents like circulars and forms to your messages.
Built For You
One platform, every kind of institution
Email Integration adapts to the way your institution works.
Works Together
Related features
Every module shares the same student and staff record, so nothing is entered twice.
Let's Build a
Brighter Future Together
Partner with EduVision to simplify education, empower people and create lasting impact for your institution.