Sending a message to a parent

Sending a message to a parent

There are two ways of communicating with parents and employees on eymanage: Conversations and Campaigns. Conversations are better for quick, back-and-forth communication, in the form of direct messages. Campaigns are more akin to emails, and are ideal for sending official announcements and updates.

You can see a record of all campaigns for parents, employees, and enquiries by going to  Campaigns in the sidebar. Parents will receive campaigns through the parent app.

Sending a campaign to a single parent
  1. Click on  Campaigns in the sidebar.
  2. Make sure you’re in the Children tab.
  3. Click the  icon in the top right, next to the search bar.
  4. Under the To field, type in the name of the child/children whose parent you want to message, and select them from the list. Children with the same parents are grouped together.
  5. Type in the Subject, add an Attachment if necessary, and type your message into the text box.
  6. Click Send.
Sending a campaign to multiple parents
  1. Click on  Campaigns in the sidebar.
  2. Make sure you’re in the Children tab.
  3. Click the  icon in the top right, next to the search bar.
  4. Click on Select Multiple Recipients, just above the To field.
  5. In the pop-up window, click on the various fields to filter parents/children by Rooms, Tags, and Filters. Clicking on the Children field will let you pick children from the filtered list. 
  6. Check the boxes next to the names of the children to select them the parent you want to message, or select All. Children with the same parents are grouped together.
  7. Click Close.
  8. Type in the Subject, add an Attachment if necessary, and type your message into the text box.
  9. Click Send.
Sending a campaign to parents using a template
  1. Click on  Campaigns in the sidebar.
  2. Make sure you’re in the Children tab.
  3. Click the  icon in the top right, next to the search bar.
  4. Click Select Template in the top right.
  5. Fill in the details in the pop-up window:
    1. Process: This is essentially the type of template you’re using. Either a Debtors Letter or a Custom template. This is a required field.
    2. Template: The template you’re using. Which templates you can select depend on which Process you chose. This is a required field.
    3. Filters - Rooms: Click on this field to select which rooms you need the children to be a part of.
    4. Filters - Tags: Click on this field to select which tags children need to have.
    5. Filters - Parental Details: Click this field to select which details parents need to have checked on the Parental Details tab of the child profile.
    6. Children: Click on this field to choose which children’s parents you want to receive this email. You can see the name of the parents in square brackets. Who appears in the list depends on what Filters you set.
  6. Click Add.
  7. You can edit the template if required, then click Send.

    • Related Articles

    • Sending a message to a staff member

      There are two ways of communicating with parents and employees on eymanage: Conversations and Campaigns. Conversations are better for quick, back-and-forth communication, in the form of direct messages. Campaigns are more akin to emails, and are ...

    • Creating custom email templates

      For email templates that don’t have a specific function on the system, you can create custom templates. These can be selected when sending a message to a staff member or a parent. In the top right click on > Global Settings. Click on Email Templates ...

    • The communication tab on the child profile

      The Communication tab of a child’s profile keeps a record of all campaigns sent to that child’s parents. Use the buttons in the top left to sort between Sent (as in sent by a user on the system) and Received (by a user on the system) messages. ...

    • Children email template glossary

      What follows is a list of placeholders that can be used when creating custom email templates for children and parents in eymanage. Note that not every placeholder is usable by every template format, and that any placeholders without corresponding ...

    • Invoice email template glossary

      What follows is a list of placeholders that can be used when customising invoice emails in Invoice Settings. [[AmountDue]] - The outstanding amount remaining to be paid for this invoice. [[ChildName]] - The child’s first and last name as it appears ...