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While this is usualy a task done by the KidSpirit Leadership Team, it is occasionally assigned to the Marketing Team. Below are the necessary steps to send a mass email in Ideal Logic if you are ever asked to do so!
How to Populate a Mass Guardian Email Across Programs
1. Click Messages link on the top menu bar to populate a new message
2. Click "Send a global mass email message"
3. Click "Email Minor Guardians" (this is will take a while)
You know this step is done when a new Minor Mass Email window opens
4. There are drop down filters in Step 1: Select People. Find the "Programs (Associated)" filter. Click and select the "Advanced..." option (this will take a while)
You know this step is done when a new menu opens with all the programs. Example below.
5. Select the programs you want to send a message to and then click Apply Filter
The time it takes the system to make this change will depend on the number of items in the programs selected. It could be quick or a minute or two.
You know this step is done when the program selector goes away and the To area in Step 3 shows a lower number of people. Example below.
Note that Step 4 will still show the full number of messages even though the number has changed. Step 4 is a simple message preview and does not always show recipient changes. The number of message in Step 3 is the accurate number of message that will be sent.
6. Select Skip [number of repeats] messages to be sent to the same person multiple times
The time it takes the system to make this change will depend on the number of messages the system needs to skip. It could be quick or a minute or two.
You will know this step is done when there is a new message under the To area of Step 3 that shows the number of skipped messages. Example Below.
7. Last, popualte the subject and body text you want sent and then click Send Emails when you are ready!
This made take a while depending on how many messages are being sent. You should get a Messages Sent box after the send is processed.
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