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Setup Text Templates

Access Communication Templates – > Settings Click on ‘New’ and select Text Template – Complete the relevant template details – There are various merge fields available that you can insert into the text template. These fields will be populated with the corresponding information you have saved in SELMA Once you have completed your template click …

Setup Email Templates

Access Communication Templates – > Settings Click on ‘New’ and select Email Template – Complete the relevant template details – There are various merge fields available that you can insert into the email template. These fields will be populated with the corresponding information you have saved in SELMA. In this case we have created a …

Create & Edit Contacts

On this Page – Create Contacts Edit Contacts Pre-defined contacts within SELMA – Contacts that are added to SELMA can be linked to relevant students. Additional Contact types can be added via your Look-Up Data – please refer to this article. Create and Edit Contacts To access your contacts in Selma, navigate to: Students -> …

Edit Student Details

Editing a Student Profile A Student Profile has sections of information pertaining to the student and their time spent studying at your institution. In this guide we will be covering what these sections are and how to edit them. Top Bar – Student Details Side Bar – Student Snapshot /Tags To edit information on the …

Merge Students

Students -> Merge Students If you wish to merge two students select the ‘Students’ Tab from the top nav bar, and then click on ‘Merge Students’ from the drop-down menu – You will be presented with the option to provide the details of the student you wish to merge (i.e. delete) – ‘From Student’ and …

Validate a Student

The Validation Manager allows you to set-up the rules that a student record must adhere to when it’s captured in SELMA. This is dictated by factors such as school policy, compliance requirements or course specifications. Setting-Up a Profile in Validation Manager To access the Validation Manager, click on Settings (cog, top right) -> Validation Manager …

Create a Student

Students in SELMA A student profile contains sections of important information pertaining to the student and their relationship with you, the education provider. Creating a Student Profile The required details to create the student profile depends on the Validation Profile you have set-up in the Validation Manager. Please refer to this article for information about …

Student Index & Search

In this Article: Grids are used often within SELMA and provides a functional, practical way of displaying large batches of information. “Search” is the fastest way to find specific Student records and will produce results that match your criteria the closest. Advanced Search The Advanced Search is hidden and will appear if you click on …