<<Training <<MarchingOrder Assistant

How to Send an Email

 

Overview

MarchingOrder Assistant provides two methods to email graduates. From the Communications module you can send emails using a Template or create your own ad-hoc message. Or, you can email directly from the Graduates module.

Sending email from the Graduates module

  1. From the Dashboard, click Graduates, then click Load All Grads. From here, select who you would like to send an email to by using the drop-down menu to select the desired graduate population.
  2. Click the box under Select All. This will select all the graduates in the population you want to send and an email to.

  3. Select grads

  4. From here you will:
    • Select Send Email from the Actions drop down menu. This will automatically take you to the Send Email tab in the Communications module
    • From the Load Template drop-down menu, click on the template you would like to send. This will automatically populate the Sender Email, Subject, and Message fields.
    • Click Review Recipient Total. You will see a pop-up window that will confirm the number of emails you are sending along with the option to enter an email to receive a notification when the emails have successfully been sent.
    • Select Send Now
    • Sending Complete

  5. To view the status of your email, select the View Sent Emails tab to see a timestamp of your email along with how many graduates have opened and viewed your email, along with any emails that bounced.
  6. To view specific emails that have been opened or bounced, select the icon under the Details column.

 

Sending email from the Communications module

  1. From the Dashboard, select Communications. From the Send Email tab, you will select what population you want to send an email to from the Standard Filter drop down menu. For more information on Custom Filters, contact your Client Success Manager. 
    • From the Load Template drop-down menu, click on the template you would like to send. This will automatically populate the Sender Email, Subject, and Message fields.
    • Click Review Recipient Total. You will see a pop-up window that will confirm the number of emails you are sending along with the option to enter an email to receive a notification when the emails have successfully been sent.
  2. Select Send Now
  3. To view the status of your email, select the View Sent Emails tab to see a timestamp of your email along with how many graduates have opened and viewed your email, along with any emails that bounced.
  4. To view specific emails that have been opened or bounced, select the icon under the Details column.