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Useful InformationUse this option to send an email or text message that does not relate to a trip, dinner money or an extended day club, |
Creating a General Email and Text Message
Click on the Communications tab
Select Create a message
Ensure Email and Text are both selected
(Email might be selected as default if this is the default option set in Communications - System Options)If you don't wish to send the messages straight away, select Schedule message and select the required date and time
Note that it is not currently possible to add attachments to Scheduled messagesClick on the address book to select the Recipients (select the individual recipients, or select via Classes, Year Groups, Cohorts, Staff)
Select Include leavers, if required
For an Email message (if you don't wish to send an Email message, deselect this option):
Enter an Email Subject
Type the Email Message
The Email message can be formatted using the Bold, Italics, Underline, Alignment, Bullet points or Font size
Use the Insert hyperlink button to insert links to web pages such as www.scopay.com
Click on the paperclip to attach a document. A warning will be displayed if the file you are attaching is too large.
For good practice we recommend the following:Save any attachments in pdf format
Reduce the file size by reformatting any large photos or other images
As a guide, try to keep the file size less than 2Mb
Attach up to a maximum of 5 files
Ensure that the total of all attachments is not greater than 20Mb, otherwise they will fail to send
Email contact priorities is set to Priority 1 only by default. To change the priority, click on Email contact priorities.
Select the required priority level
Click OK
8. For a Text message (if you don't wish to send a Text message, deselect this option):
a. Type the Text message (note that a warning message will be displayed if your Text message exceeds 150 characters. Messages of more than 150 characters may be charged as two texts.)
b. Click Text message contact priorities to select a particular priority of contacts that should receive this message (or leave the default as Priority 1)
c. Click OK
9. Click Send
10. A message will be displayed indicating how many Text message credits are available and how many text messages will be sent
11. The contacts with email or mobile numbers configured will be displayed
12. Click on any line to read the message, if required
13. Deselect any recipients in the Send column, if required
14. Click OK and click OK
15. The email and text messages will be sent and a list of any accounts without an email address or mobile number available for use will be displayed
16. If required, click the Export to Excel button to create a list of names in Excel
17. Click Done
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Note: if both Email andText messages are created, the recipient will receive either an email or a text message (not both) depending on the default import setting specified. |
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