Create a List

In order to send broadcasts (messages) in SchoolMessenger, you must first create a list of contacts (build an audience) whom you'd like to have SchoolMessenger send broadcasts (messages) to.

To create a list:

  1. Login to SchoolMessenger if you haven't already
     
  2. Click Broadcasts>Lists -  List Builder will appear
     
    Navigate tot he Lists Module

     
  3. Click the  button that appears in the upper right of the My Lists section.  
  4. Type a name into the "List Name" field that represents the audience (who) you will add to the list

    **Hint: Give your new list a meaningful name that will help you easily and accurately identify its recipients. For lists that will contain large quantities of contacts, begin your list name with the word “All”, because lists are sorted alpha-numerically, so lists that begin with “All” will automatically be at the top of the screen making them easy to find.  

    For example:
     
    • District Residents and Day Care Providers
    • All Contacts – Emergency
    • 12th Grade – District
    • High School Band

       
  5. (Optional) Type a useful description into the "Description" field - what you type here will appear on the may "Lists" screen when you visit the "List Builder" next time


     
  6. Scroll down and locate the "Select Recipients" area
     
  7. Specify a "Target Recipient" using the following as a guide:

    Important:  If your school/district does not use the "Guardian Data Model", you should just ignore the options under "Target Recipients".  Simply leave Target Recipients set to "Both" and Guardian Category Restrictions unchecked - this will ensure that all your recipients points of contact are included in broadcasts to this list
     
    Target Receipients

     

    • Mark "Contacts":  If you want the message to only go to the contacts you've selected themselves.  Note that in situations where the contacts you select includes students and those students have one or more "Guardians" related to them (i.e. their Mother, Father, Foster Parent), this setting forces the message to only go to the student themselves, and not also to the "Guardians" that are related to the student, unless you select guardians separately from students in later steps.
       

    • Mark "Associated Guardians":  If and only if you want just the Guardians (parents) of the contacts that you select to get messages when your list is used.  See note below.
       


      **Note:  Using either the option above or below, displays the "Guardian Category Restriction" list which can be used to narrow down the list of "Guardians" that receive the message, to target only Guardian with specific relationships to each contact in your list.

      Do this by first checking the "Restrict to these categories" checkbox, and then by checking applicable relationships from the list below.
       

      Guardian Restrictions



      For example: A list that will be used to send a message that contains only general information can be configured to be sent to just the primary guardians only (i.e. check just Mother and Father), while a list that will be used to send more urgent notifications can be configured to be sent to more relationship types, and for lists that will be used to send emergency notifications, you might choose to check all boxes (or leave all unchecked) to ensure that all of the guardians regardless of their relationship receive the message.


       

    • Mark "Both": If you want the message to go to both the contacts you've selected themselves (disregards if the contact is a student or not), and also to the guardians that might happen to be related to the contact if any (happens in situations where the contacts you're including are students).  See note above.


       
  8. Scroll down further and use the "Additional Lists" tool to specify exactly the contacts to include in the list - this can be done using any one or combination of the following options which are explained in detail by clicking the tabs that appear just below:
     
    Additional List Tools

 

After adding recipients using the Additional List Tools, their names will appear in the List Editor in a new “LIST ADD/SKIP” section. You have the option of removing these list additions from the List Editor page.

 

Save Your List

Once you have finished selecting all the contacts needed to create your list, and have targeted the appropriate recipients, click on the  button at the bottom of the List Editor.  You will be returned to the List Builder screen and will see your list has now been saved in "My Lists".

Any lists appearing in the My Lists section will be available to instantly select when setting up a Broadcast.  You will also find the options to "Edit", "Preview", "Publish" or "Delete" lists.

 

Note: For lists to which you have subscribed, the only options that will be available are "Preview" and "Un-Subscribe".  You cannot make edits or delete lists which were created by other users.

 

An Example

In the example below, the list being created is specifically for female students in the 10th grade:

Our first rule would be to only pull contacts in the 10th grade. The next rule would be to select a specific gender (female).  

You can narrow the criteria even more by searching for 10th grade students in a specific school or subject by continuing to add more rules.  

 

Note: Once you select a field as a rule, you can’t select it again to add a new rule in the same list. What you can do is create a new, separate list.

If all you need is that one rule to accurately select the contacts you need, you can move on to the Target Recipients instructions.

To add more rules:

1.    Use the "Field" menu to select a new value.

2.    Select the appropriate "Criteria":  "equals" to get an exact match, "does not equal" to get all records except those with a specific value... or use "contains" when a field could contain more than one entry.

3.    Once all your rule settings are correct, click "Add".

 

Review your contacts:

You can review your selected recipients by reviewing the Total number and by clicking the  button.

Clicking the  "Preview" button will show you all the contact records based on your list settings:

You can delete individual contact records within the list preview by removing the check to the left of their data record.