IN BRIEF
Emailing future class enrollments requires adjusting filters to include students whose enrollments have not yet started. By updating the Active On Date or using a Date Range, the System can display the correct group of students, families, or enrollments for your Email Blast.
Overview
This feature allows administrators to send Email Blasts to students who are enrolled in classes that begin in the future. By default, filters typically show currently active enrollments, so adjusting the date criteria is required to include future enrollments.
The key to this process is using the Active On Date filter (on the FAMILIES and STUDENTS pages) or the Date Range filter (on the ENROLLMENTS page) to display enrollments that have not yet started.
Accessing the Feature
- From the main navigation menu, go to one of the following pages:
- FAMILIES
- STUDENTS
- ENROLLMENTS
- Use the filters on the left-hand side to refine your results.
Step-by-Step Instructions
- Navigate to the FAMILIES, STUDENTS, or ENROLLMENTS page.
- Locate the filter panel on the left-hand side.
- Adjust the date filter based on your selected page:
- From FAMILIES or STUDENTS:
- Update the Active On Date to a date after the enrollment start date.
- From ENROLLMENTS:
- Set a Date Range that includes the future enrollment dates.
- From FAMILIES or STUDENTS:
- Apply additional filters as needed to refine your audience:
- Program
- Class
- Instructor
- Keywords
- Other available filters
- Review the filtered list to confirm it includes the correct students, families, or enrollments.
- Use the Email Blast feature to send your communication:
- Select the appropriate recipients.
- Compose or select your email template.
- Send the Email Blast.
Additional Details
- The Active On Date filter determines which enrollments are considered “active” for the selected date. Setting this to a future date allows future enrollments to appear in your results.
- On the ENROLLMENTS page, the Date Range filter provides more flexibility by allowing you to define a span of dates rather than a single date.
- After sending the Email Blast, you can verify delivery results through background tasks.
Troubleshooting & FAQs
-
Why are my future enrollments not appearing in the list?
- Ensure the Active On Date is set to a date after the enrollment start date, or use a Date Range that includes the future dates.
-
What is the difference between using “Active On Date” and “Date Range”?
- Active On Date shows enrollments active on a specific date, while Date Range allows you to view enrollments within a span of dates.
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Can I send Email Blasts from the CLASSES page for future enrollments?
- This article covers Email Blasts from the FAMILIES, STUDENTS, and ENROLLMENTS pages. For the CLASSES page, refer to the specific Email Blast documentation for that workflow.
-
How can I confirm who received the Email Blast?
- Check your background tasks for the Email Blast and select the drop-down arrow to view detailed results.