Owners with Group Permissions to Add/Delete Groups

  • Click on the Dashboard icon
  • Select Groups
  • Click “+ New Group” in the upper-right
  • Choose the Type of Group - Public, Private or Private List


Public (anyone can follow) or Private (only visible to owners or members)

  1. Choose an Avatar
  2. Name the Group (Group Names cannot be duplicated) and add a description of the group’s purpose (optional)
  3. Add Owner(s) and Members by typing in the name and selecting from the populated list (Please note: The name population is dependent on where the group was created - district or site level).
  4. You can easily update from Public to Private by selecting the Action Menu (...) under the Group Title/Description
  5. From here, you can Edit the Group, Change the Status (Public or Private), or Delete altogether


Private List
Please note: Lists will not populate within the left-navigation under “Groups”. It saves within Data - Groups or populates when sending an announcement.

  1. Enter the List Name


Option 1: Smart Builder - choose as many or few from the following selections. Each choice will populate within “Recipients”.  Use the blue back arrow within the pop-out menu to view the list of all selections after making a choice within each:

  • Grade Level(s)
  • Gender (applies to students-only)
  • Roles (Admins, Staff, Teacher, Contact, Student)
  • Language Fluency (dependent if we pull from your SIS)
  • Languages
  • Schools
  • Click Create to Save this Group

 

Option 2: CSV

 

Download the template, fill out the details, and upload the CSV.


Requirements:

  • The imported file MUST BE in CSV (Comma Separated Values) format. This feature does not support Excel, Apple Numbers or any other spreadsheet format. If your source file is in one of these formats or applications, please "Save As" or "Export as CSV"  format.

  • Supported languages available here.  

  • Although additional metadata like First Name and Last Name are helpful for reporting purposes, the only requirement for CSV upload is that there must be at least one channel of communication per row OR one ID per row.

  • This feature is not available on smaller devices (< 767px wide) such as mobile phones or small tablets.


Usage:

  1. Set up your CSV file with 8 columns:  ID, ID_Type, First Name, Last Name, Mobile Phone, Land Line, Email, and Language. Alternatively, we have provided a CSV template for your reference.  The headers must be present in the CSV in order for a successful upload.

    • Sending to contacts and students pulled from the SIS

      • This set-up will utilize the data in the SIS and send to Gen/Emer contacts associated with the student, abiding by the contact and student notification preferences. (In some cases, students do not have notification preferences set within the SIS, so they would not receive the message if this is the case.)
      • If any content is added within the rows, it will be ignored to match the information within the SIS.
    • Sending to staff from the SIS
      • This set-up will utilize the data in the SIS and send to staff, abiding by the staff’s notification preferences. 
      • If any content is added within the rows, it will be ignored to match the information within the SIS.
      • Not available for Clever clients.
    •  Sending to a list of people
      • This set-up will send to the members and communications within the file.
  2. Click Create

  3. Once members upload, you can click the action menu to Remove or Make Owner

  4. Your Private List is now saved within Dashboard - Groups
    NOTE: If a member of the CSV is found to already have an account in our system (matching name and communications), we will abide by the notification preferences as determined by the account that’s already created.



Option 3: Community List

Community Lists are intended for email marketing and announcements to the general community. Community list members can only receive email announcements.

  1. Once a list has been created and saved, you can make it available for the community to become a member of this list without becoming a  “member” of the district by placing a sign up form on your website or uploading a CSV of recipients from another email marketing system.

  2. Click the action menu under the list name (...)

  3. Choose Community Settings

  4. From here, customize the welcome email that automatically sends to the members who sign up to receive emails from this particular list. (Ex. Welcome to the Sports List! You have signed up to receive emails regarding all things Sports within our district…)

  5. Then, copy and paste the code snippet into an element in your content management system. This will embed the sign up form for this Community List. You may have as many sign up forms on your website as you need.

  6. Select OK to confirm the community list

  7. Select Cancel to disregard the community option


Please note: 

  • Remove members by clicking the Remove button next to the name within the list
  • Members can request to be removed by clicking on the link within the email footer 
  • Lists will not populate within the left-navigation under “Groups”. It saves within Dashboard - Groups and will show as a recipient option when creating an announcement.
  • Recipients of this list are not members of the district and will not be included in any all-district or all-school general or emergency announcements. To include these recipients, the community list must be added as a separate recipient within the announcement creation.