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📔 Overview

A step-by-step guide from ‘Dashboard’ to ‘Send’

  1. Select ‘Broadcasts’ from the panel on the left-hand side

  1. Select ‘Add New’

  1. Select the relevant Form Template by clicking the ‘Go’ button

  1. Update the title of the Broadcast, select relevant student lists to send the Broadcast to and advise what date/time you’d like the Broadcast to be sent via the appropriate sections

  1. Update the body of the Broadcast via the ‘Email’ Section and the relevant SMS version via the 'SMS section

Note: This will not be relevant if the Broadcast you have selected is ‘Locked by Head Office’ as it is a preset template.

  1. Click the blue ‘Next’ button

  1. The Broadcast will now resemble ‘Draft’ for review before being queued to sent. Use this opportunity to ensure the following details are correct:

- Audience/Recipients

-Spell Check & Wording

-Date and Time to Send

- Delivery Method (Email, SMS or both)

  1. After review, if the details are correct, click the green ‘Queue Broadcast to Send’ button

Note: If the Broadcast Template contains a workflow, the green button will advise ‘Send for Approval’ instead.

Please refer to our [Insert KB for site navigation]

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