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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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SAVE NEW COMMUNICATIONS FOR LOADED STUDENTSinstructions below to save a new communication for the currently loaded (bulk list) students.

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title2. SAVE NEW COMMUNICATIONS FOR LOADED STUDENTSSave a New Communication Event to Selected Recipients

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titlestep 2

SAVE NEW COMMUNICATIONS FOR LOADED STUDENTS

Save a New Communication Event to Selected Recipients

After creating the bulk list of students to whichever method you choose from the options above(

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titleSTEP 1
), you are now ready to proceed sending bulk communications save a new communication event to your selected recipients.

NOTE:

You should have a bulk list ready [following from the

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titleSTEP 1
instructions above] before you can proceed to following the instructions below. In the sample screenshot below, the Search Course screen is being used to generate the students' bulk list – this should be the initial screen prior to sending bulk communications.

You can also remove student(s) at this stage (by clicking the REMOVE button on the right – against the student record to be removed) whom you don’t want to include in the bulk communications.

Note

BE ADVISED:

Bulk actions are much harder to undo, please ensure only the required students are added to the bulk list.

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Choose Student > Communication menus on the side or click the (hat)🎓icon on the top left hand corner then select the Communication(✉) menu.

Tip

Refer to the tables above under the Key Terms and Concepts for a description of the required fields below and the available merge fields you can utilise for your email body.

Tip

To edit your Communication Templates, refer to the Search, Add and Edit Content (e.g. Email Templates)knowledge article.

(

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)-(
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) After filling out the required fields and the email body, set the (
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)Communication Status field to Sent, and click the (
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)SAVE NEW COMMUNICATIONS FOR LOADED STUDENTS button.

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Select all the students on the list by clicking on the checkbox header section. Remove the student from the list by removing the checkmark on the checkbox against the student or by clicking on the REMOVE button.

After saving your communication/email body from the 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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