If your school is billing on the student level, there are different options for you to send emails through Veracross's Composer Module. Below, we will show you how to build queries for Composer, how to launch Composer, and the different merge options with Composer.
Composer is a module that can be utilized across many different modules and departments. It can be used by Staff, Admissions, Development, Registrar and the Business Office. In order to successfully use the Composer module, please contact your school's communication department to set you up with the following:
- Channel specific to the Business Office or Billing
- Business Office Theme (if needed)
- Business Office Template (if needed)
Additionally, they will need to give you access to the Channel in order to send emails via Composer.
Building a Query
The Composer module needs to target a Person ID so it can target a specific email address to send too. This means, in any query that is built to launch composer, the Person ID field must be included.
Since your school is billing on the Student Level, the information you need can be located on the AR Invoice Header Record level. You can start building queries from the AR Invoice Header listing, the Comprehensive Unpaid Invoice Report, or a Find Person query.
The goal is to target the Student/Child that is being billed, and in the Composer module you will can then target the Parents/Guardians to actually receive the email.
Query Templates can be found in the System Workspace->Communications. Here you can find queries that you can use as a basis for your potential communications with parents.
To launch Composer, you will navigate to the Action Menu from a Query and choose Send an Email.
Recipient Person ID
To utilize Composer successfully, the recipient ID field should be the Person ID.
Default Merge Option
Composer has a set of default merge options that can allow you to take your email to the next level. Please review this documentation article to see all the available merge fields that can be entered into the text component of the email.
Query Results Merge Option
There is another option for merge fields in Composer and that is to merge in fields directly from the Query Results. Please review the set up in this documentation article. You will want to make sure any fields you want to display in the email will be displayed in the query.
Please review these resources on how to send an email once in Composer.