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title1. Create the Bulk List of Students as Recipients to the Communication Event

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Create the Bulk List of Students as Recipients to the Communication Event

There are three ways to create the bulk list of students that you want to be the recipients of the communication event, you have the option to choose either of these three possible ways in creating your bulk list:

(
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) Search Course screen (Student > Search Course)

You can search for students via this screen by Course Name, Enrolment Status, Institution, Funding Type, Start and End Date, Contact Mode and Hours, Order By, and Agent.

Refer to the instructions on this workflow How to ADD a List of Students to a Bulk List.

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) Upload Bulk List screen (Student > Upload Bulk List)

Upload a list from a CSV Source File. You can use this option if you have an existing (valid with all the required fields matching to Paradigm) CSV file with a list of students that you want to send the communication event to.

Refer to the instructions on this workflow Student > Upload Bulk List.

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) Report Builder screen (Report > Report Builder)

If you want to build a list of students to send your communication event using your existing saved report or generate a new report with your own criteria / conditions, then this is the best way for you to create the bulk list.

Refer to the instructions on this workflow Report Builder > Bulk Student Select.

After creating your bulk list, proceed to the

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Send Bulk Communications WITH Attachments instructions below if you want your communication event to have attachments, else jump to
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 Send Bulk Communications WITHOUT Attachments.

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title2. Send Bulk Communications WITH Attachments to the Bulk List of Students/Recipients

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Send Bulk Communications WITH Attachments

  1. Click on the Student tab from the menu.

  2. Click on the Communication Event option in the menu (or click on the Hat icon at the top left hand corner of the screen and then click on the Communication option)

  3. Enter the Communication Name, which will become the subject of the email, e.g. CAN - Semester 1 2018.

  4. Select the Communication Type, e.g. Email.

  5. Select a Communication Template Message for the body of the email

  6. Edit the Communication Description/Email Body field to add in any additional information or updates to the body of the message. You may choose to include options from Table 2 above (each wrapped inside curly braces eg. {email_first_name} {email_last_name} ), or add text that is to appear in the main body of your email.

  7. Set the Communication Status to Sent from the drop down menu.

  8. Click the Save New Communications for Loaded Students button.

  9. Click the Reports tab from the menu

  10. Click on the Letters option from the menu

  11. Scroll to the Commonwealth Assistance Notice report and click the Get Report button

  12. Check the parameters in the report section and click the Create Report for Communication Events button. This will take some time to complete, while each report is generated individually. The progress bar provides an indication of the rate of progress.

  13. Click on the Page icon to check the CAN notices are for the correct period and are attached for the correct person for a few of the records.

  14. Click on the tick boxes for the ones that are to be sent. 

  15. Click on the Email Selected Recipients with Attachments button. This will take time to complete.

  16. The emails have now been sent. 

  17. Check the status of the sent emails to verify whether any have not been successfully sent. These will need to be either resent or posted.

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title3. Send Bulk Communications WITHOUT Attachments to the Bulk List of Students/Recipients

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Send Bulk Communications WITHOUT Attachments

  1. Click on the Student tab from the side menu.

  2. Click on the Communication Event option in the side menu (Or click on the Hat icon at the top left hand corner then select the Communication option 

  3. Enter the Communication Name, this becomes the subject of the email, e.g. CAN - Semester 1 2018.

  4. Select the Communication Type, e.g. Email.

  5. Select a Template Message for the body of the email or options to type in the main body of your email.

  6. Add in any additional information or updates to the body of the message.

  7. Set the Communication Status to Sent from the drop down menu.

  8. Click the Save New Communication for Loaded students button

  9. Click the tick boxes next to the students to send the communication event to (alternatively click the select all box)

  10. Click the Email Selected Recipients button.

  11. The Emails have now been sent. 

  12. Check the Statuses of the sent emails to check if any failed sending. These will need to be either resent or posted.

Video Tutorial

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urlhttps://www.youtube.com/watch?v=-IV-T111GuE
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