Sending Text Messages

Individual vs. Mass Texts

Text messages can either be sent individually via the recipient's profile page, or in mass via an advanced report.

Profile Page

Initiate a text to an individual family or staff person via their profile page.

On their profile page, click the Action Menu and select to send a text message.

  1. Load a previously saved text message.
  2. Write the text message. Click + Add merge fields... to merge data from the recipient's profile page into the body of your message.
  3. Save this message to send again later. Save a copy of this message to send again later.
  4. Calculate how many credits this message will use (in regards to the number of character in the message and how many opted-in recipients are selected). Preview the message.
  5. Select which parents to send the text message to.
  6. View the recipients and note which parents in the family have opted in. Parents who have not opted in will not receive your text message (and no credit[s] will be used on parents not opted in).
  7. Send the text message.

Advanced Reports

To initiate a mass text, first create an advanced report that contains all of your desired recipients.

Text Messaging Dashboard

"Quick replies" to incoming messages can also be sent via the parent or staff Text Messaging Dashboard. Read our article on the Text Messaging Dashboard for more information. 

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