Sending SMS and Email to Guardians via Automated Workflows

Source One Software


Step-by-Step Guide to Sending Group SMS and Emails to Parents using the child's contact record.


Use this as the step by step guide: 

  1. Understanding the Smart List
    Recognize that kids don’t have an email or phone number, but the primary account holder and often guardian number two do.

  2. Locate the Workflows
    There are two workflows Automations> Communication Workflows: send SMS and send email to primary account holder and guardian number two.

  3. Customize the Message
    Open the workflow action to type in your message and save it.

  4. Select the List of Kids
    Select all kids from your list, ensuring you capture all pages if there are multiple.

  5. Send the SMS
    Add the tag to send SMS to the primary account holder and guardian number two.

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