How To: Create and Send a Communication Campaign

Modified on Tue, 23 Jun at 1:09 PM

Overview

This article provides instruction on creating a Communication Campaign for bulk communications.

Bulk communications can be targeted to specific groups depending on the campaign conditions.

To send an individual communication, refer to: How To: Communicate with an Individual Family

How-To Video

Setup Guide

TABLE OF CONTENTS

Overview
How-To Video
Setup Guide

Before You Start

A message template needs to be created first to use in the Communication Campaign.

Refer to: How To: Create or Edit a Message Template

How to CREATE a Communication Campaign

1. Go to Administration → Communication Campaigns and click "Create Campaign".

2. Fill in the fields and click "Save new campaign".

Field	Response
Campaign Name	Name your campaign. This is for your reference (not visible to families).
Campaign Destination	Select the campaign type. If you want to send the same campaign via different methods, a separate campaign will need to be sent for each type.
Recipient Type	This depends on the message being sent. Recommended selection: "BOTH - Billing & Attendance Contacts" in case the family contact is different.
Message sent for each	Recommended selection: Family. Family = 1 message regardless of number of students Student = 1 message per student (3 students = 3 messages for the family)

3. Select the message template from the dropdown and click "Save Campaign Content".

4. Select the Campaign Conditions. The standard conditions can be kept, changed or removed. Additional conditions can be added from the dropdown. Click "Save Campaign Conditions".

TIP: Families need to meet every single condition to be included in the campaign. 
When multiple options need to be included (e.g. multiple teachers), select them in the same field, do not add multiple of the same condition.

Both the Campaign Content (top section) and Campaign Conditions (bottom section) must be saved to create the campaign. 

TIP: Click on "Preview Recipient List" to check who will receive the communication.

5. Click "Back to Campaigns". The Campaign is now ready to be sent or scheduled.

How to EDIT a Communication Campaign

1. Go to Administration → Communication Campaigns.

2. Click on the yellow edit folder in the Actions column for the campaign. Repeat the above steps in the Create Campaign section to edit.

How to SEND a Communication Campaign

1. Go to Administration → Communication Campaigns.

2. Click the white scroll with the green arrow (second action) next to the campaign to be sent.

3. Tick the box "Are you sure you wish to send?" and click "Send Campaign".

Further Information

To Schedule a Campaign to be sent at a later date / time, refer to: Scheduled Communication Campaigns

To troubleshoot campaigns, refer to: Troubleshooting: Communication Campaigns

Last updated 23 June 2026