Send a General Email and Text Message

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Useful Information

Use this option to send an email or text message that does not relate to a trip, dinner money or an extended day club,
for example to notify parents of a child's absence; advise parents that the school is closed due to snow; or to send a newsletter.
Note that emails and text messages can be scheduled to be sent at a future date and time.



Creating a General Email and Text Message

  1. Click on the Communications tab

  2. Select Create a message

  3. Ensure Email and Text are both selected
    (Email might be selected as default if this is the default option set in Communications - System Options)

  4. 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 messages

  5. Click on the address book to select the Recipients (select the individual recipients, or select via Classes, Year Groups, Cohorts, Staff)

  6. Select Include leavers, if required

  7. For an Email message (if you don't wish to send an Email message, deselect this option):

    1. Enter an Email Subject

    2. Type the Email Message

    3. The Email message can be formatted using the Bold, Italics, Underline, Alignment, Bullet points or Font size

    4. Use the Insert hyperlink button to insert links to web pages such as www.scopay.com

    5. 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:

      1. Save any attachments in pdf format

      2. Reduce the file size by reformatting any large photos or other images

      3. As a guide, try to keep the file size less than 2Mb

      4. Attach up to a maximum of 5 files

      5. Ensure that the total of all attachments is not greater than 20Mb, otherwise they will fail to send

    6. Email contact priorities is set to Priority 1 only by default.  To change the priority, click on Email contact priorities.

  1.  

    1.  

      1. Select the required priority level

      2. 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

image-20240223-201036.png

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



image-20240223-201017.png

 



Note: if both Email and Text messages are created, the recipient will receive either an email or a text message (not both) depending on the default import setting specified.
If unchanged during setup, the default import setting is that the message will be sent by Text to all contacts with a mobile telephone number in SCO. An email will only be sent to contacts without mobile telephone numbers in SCO.  
If you prefer Email to be the default option, you can check and change the priority of these settings through Communication configuration settings (see section On import default to).



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