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Docs/Learner services & engagement/Send email, SMS and WhatsApp to learners

Send email, SMS and WhatsApp to learners

Pick recipients precisely, send, and read the actual result rather than trusting the button.

Staff portalWho: Managers and administratorsLast updated 3 September 2026
Flow

A send, honestly reported

Choose recipientsCompose (templateoptional)Send NowProvider outcomeper recipientSent / Failedcounts + audit log

Diagram: A send, honestly reported. Steps:

  • Choose recipients
  • Compose (template optional)
  • Send Now
  • Provider outcome per recipient
  • Sent / Failed counts + audit log

Connections:

  • Choose recipients → Compose (template optional)
  • Compose (template optional) → Send Now
  • Send Now → Provider outcome per recipient
  • Provider outcome per recipient → Sent / Failed counts + audit log
Staff actionPallara does this
  1. Open Learner services → Communications.
  2. Choose the recipients. Specific Students picks named learners; the programme, intake and status filters pick cohorts. Combine them only when you want the intersection.
  3. Choose the channel, enter a subject (email) and the message. Insert a saved template if you have one.
  4. Select Send Now. Read the resulting Recipients, Sent and Failed counts — a click is not delivery.
  5. If the provider rejects every recipient you will see Send failed and Email delivery failed for every selected recipient. Each outcome is kept in the communication audit log.
Communications: recipient selection on the left, message and channel on the right.
FIG. 1Communications: recipient selection on the left, message and channel on the right.
NoteEmail goes out through Postmark with a reply address that routes the learner's answer back to their record. SMS and WhatsApp go through the Twilio account configured for your provider under Administration → Integrations.
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