<<Training <<MarchingOrder Assistant
Send Emails to Filtered Lists of Graduates
Overview
MarchingOrder Assistant can send emails directly to graduates that appear in a customized filter view.
To begin, login to your administrator account at admin.marchingorder.com
Instructions
To send an email directly to the graduates that appear in a customized filter view, please follow these steps.
- Prepare your Email Template in the Communication Manager.
- Prepare your custom View according to the Using Graduate Views instructions.
- Open the Communication Manager. It will show the first tab: Send Email.
- Click the blue Custom Filters button next to the Standard Filters dropdown.
- Now you will see two dropdown menu options: School Wide Filters and Ceremony Filters.
(For School Wide Filters, choose your View from the dropdown and skip to Step 7.
- To send an email to a ceremony-specific group, first select the applicable ceremony from the Recipient Ceremonies dropdown list. A green checkmark box will indicate a selection.Next, click Ceremony Filters and choose the graduate view that includes the population you would like to email.
NOTE: Only one ceremony-specific filter can be loaded at a time.
- Click Load Template to select the email template you wish to send. Once loaded, you can make additional edits before sending.NOTE:: These changes will not be saved in the templates. Alternatively, you can create a new email from scratch.
- When you’re ready to send, click the green Review recipient total button. This will open a confirmation window. If everything is correct, click OK to send your email.