Emails - How to send Bulk Emails to Families

This article will assist you with sending bulk emails to your Families.

Overview

Your may like to send out Bulk Emails to selected Families at your Service.

Some examples of bulk emails could be:

• Attaching new Vacation Care Holiday Schedules
• Sending out Newsletters
• Reminders to Families of Upcoming Events for a particular room or for the whole Service
• Overdue Account reminders with eg. The Services Fee Policy attached
• Permission forms for Excursions

What Screen can bulk emails be sent from?

Bulk Emails can be sent to your Families via:

Families screen

• Families Tab
• Guardians Tab
• Children Tabs

Bookings & Attendances Screen

• Rolls Tab
• Bookings Tab

Payments & Billing Screen

• Accounts Tab

Waiting List Screen

• Leads Tab
• Waiting List Tab
• Pending Enrolments Tab

How to bulk email

The process to bulk email is the same regardless of the screen or tab you have selected.

1. Use your Filters to select the required Family information
2. Select the Families to include in the bulk email
3. Select Bulk Action
4. Select Send Email

Example:

Bookings & Attendances Screen

In this example, we are filtering on BSC and ASC rolls only to send the new Vacation care Program out.

1. Select the Families Screen
2. Select the Children Tab
3. Select the Filter icon

Apply your required filters, example below:

4. Select the Status of the Children - Active/Inactive
5. If you are in Enterprise (multi-centre) select the Centre name

6. Select the Room/s to include
7. Select Update Search

The screen will show the updated/filtered information.

8. Select the Children's names
9. Select Bulk Action
10. Select Email from the drop-down menu

11. Select the Template if you have one created
12. Add the email subject
13. Add/Edit the body of the email information
14. Add Attachments (if required)
15. Select Send Email

Updated on: 29/07/2021