Custom automated messages

Custom automated messages let administrators create personalized messages delivered to a recipient list imported from a file, sent automatically on a repeating schedule you define.

💡Quick answers

What are custom automated messages? Administrator-created messages that send to recipients listed in an uploaded data file, automatically delivered on a configured schedule.
How do I create a custom automated message? Go to Messages > Custom Automated Messages, select Add, name the message, upload a recipient file, type the message text, and save.
What ID is required in the recipient file? Each row must include a student ID, parent ID, or staff ID for the import to process correctly.
How do I schedule the message to repeat? In Custom Automated Messages, select Click to Create for the message, set the time, frequency (days/weeks), and any exclusion windows.

Custom automated messages enable administrators to create and send personalized messages to recipients of various roles at a time of their choosing. Administrators can create, customize, schedule, or deactivate messages.

Create new message

Navigate to Messages, then select Custom Automated Messages.
Select Add found at the bottom to start creating a new message.
Enter a name for the new message.
In the file name field, begin typing the file name you want to add, and choose the file. Then select Add.
The recipient list appears.
1. Verify your fields are set up correctly.
2. Ensure your list contains one either a student ID, a parent ID, or a staff ID for the import to complete.
3. Use the dropdown buttons on the header to change or ignore fields, then select Done.
Next, type or paste the text in the text field.
You can preview your message, then select Save.

This message is now available in custom automated messages.

Schedule a message

You can schedule messages to send at a later time and also set it to repeat in any pattern you want.

Navigate to Custom Automated Messages.
Go to the message you want to schedule, then select Click to Create.
Set up the schedule for this message.
1. Set the time.
2. Select the number of days and weeks.
3. You can also set up an exclude schedule to stop sending this message only during this time.
4. Then, select Save.

The message is now scheduled. You can always edit the message recipient list, message, and the schedule of a scheduled message. Simply select the message to edit, then Save.

Outbox

Navigate to Messages > Outbox to view the status and progress of sent messages.

Message Tracking

To view a report on the messages status, go to Reports > Messages > Message Tracking.

💡Quick answers