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Recipients Screen - Field Descriptions

This section provides field descriptions for the Recipients screen. Functionality for many of the fields is the same as Messenger 1.0. However, new fields are available to help simplify the message building process.

Field

Description

Delivery Mode

Allows you to select the delivery modes to which you want to send the message.

Option	Description
Inbox	This option places a note in the user's Message Center in Campus. Infinite Campus strongly recommends using this option to ensure delivery in case other delivery modes aren't available for some recipients.
Email	The Email option sends an email to the email address on record (entered in Census > People > Demographics).
Voice	The Voice option calls the phone number on record (entered in Census > People > Demographics).
Text	The Text option sends a text message to a mobile device. Recipients who have indicated a desire to receive text messages must have the Text (SMS) checkbox marked in the Personal Contact Information editor of the Demographics tab to receive text messages.

Messenger Settings allow you to select the delivery modes that are automatically selected each time you send a new message.

School Year

The default selection is the year selected in the Campus toolbar. If the current school year is selected in the toolbar, options for School Year will only include:

current school year
previous school year
future school year

Calendars

The calendar selected in the Campus toolbar is automatically selected unless All Schools and All Calendars is selected. Click the Select Calendars button to display the Calendars panel.

The Calendars panel gives you the option to mass select or individually choose which schools and calendars to include in the message. Only calendars to which you have calendar rights display in the list.

Tips
To quickly display all of the calendars you have selected, switch the Show Selected toggle to ON.
To quickly select all Calendars, mark the Select All checkbox.

Send To

Allows for a message to be sent to specific recipients: Students, Messenger Contacts and Staff.

Recipient		Sends the message to...
	Students	students who have an enrollment in the selected calendars. Students are not included if they have a past end date on their enrollment. Students with a future enrollment are included.
	Messenger Contacts	people who have a messenger relationship with the student. A "messenger relationship" means the Messenger checkbox (Census > People > Relationships) is marked. Click image to magnify
	Staff	district staff and/or school staff.

Student Filtering Options

The following filtering options are available under Select Students to limit who receives the message. A selection here is required for Student and Messenger Contacts messages.

Student Selection	Description
All Active Students	Includes all students in the selected calendar(s) who have an active enrollment in the current school year or who have a future enrollment but have not started yet.
All Students	Includes all students in the selected calendar(s) regardless of enrollment status.
Filter Students	Includes all active students by default with the ability to filter the student list with the following options: Grade Level Ad Hoc If you choose a Grade Level and an Ad Hoc filter, the message is only sent to students in that grade level AND students that meet the Ad Hoc criteria. Filter Operations When two or more Saved Filters (Ad Hoc filters) are selected, you must determine how Campus will combine these filters. You can select one of the following operations. Union Operation - This operation combines two or more filters by appending one to the other. An example of this would be all Baseball Team members and all 10th grade male students. The following diagram explains this union. Intersection Operation - This operation is used to find data that one or more filters have in common. An example of this would be all Baseball Team members who are also 10th grade male students. The following diagram explains this intersection.

Staff Filtering Options

The following filtering options are available under Select Staff to limit who receives the message.

All Staff
School Staff	Includes all staff who have an active District Assignment record at the school in a selected calendar.
District Staff	Includes any staff member with an active District Employment AND no active District Assignment This includes staff members who have an active District Assignment in schools where a calendar does not exist.
Filter Staff
Staff Role	Staff roles are identified on the staff member’s District Assignment tab.
Include District Staff	Option to include any staff member with an active District Employment AND no active District Assignment.
Ad Hoc	Sends the message to only staff who are included in the ad hoc. Only displays Data Type: Census/Staff Ad Hoc filters. If you choose a Staff Role and an Ad Hoc filter, the message is only sent to staff in that staff role AND staff that meet the Ad Hoc criteria. Filter Operations When two or more Saved Filters (Ad hoc filters) are selected, you must determine how Campus will combine these filters. You can select one of the following operations. Union Operation - This operation combines two or more filters by appending one to the other. An example of this would be all Varsity Coaches and all Harrison High School Teachers. The following diagram explains this union: Intersection Operation - This operation is used to find data that one or more filters have in common. An example of this would be all Varsity Coaches who are also Harrison High School Teachers. The following diagram explains this intersection.

Contacts Message Limit

When a Messenger Contact has a messenger relationship with multiple students, this field limits the number of messages a contact will receive.

One Message Total: Limits the Messenger Contact recipient to receive one message from this email campaign regardless of how many students with whom they have a Messenger relationship. If the message contains any Campus Fields, only one student’s information will display.
Message For Each Student: For the current email campaign, the Messenger Contact will receive one message per student with whom they have a Messenger relationship.

Total Recipients

Displays a current count of students and staff who have been selected.

Preferred Language

Filters the message to only send to recipients whose Preferred Language in the Personal Contact Information section of Demographics matches the language selection made here.

Cancel

Closes and reverts back to the Messenger home screen.

Recipients

Displays a side panel to review the recipient list. By default, all recipients are automatically selected to receive the message. Click the person's name to remove them as a recipient of the message.

A checkmark next to the person's name means they will receive the message.
No checkmark next to the person's name means they will not receive the message.

Recipient

Description

Students

When you send a message to Students only, the recipient list only displays the student names.

Messenger Contacts

When you send a message to Messenger Contacts, the recipient list displays the student's name. Click the expand button next to a student's name to display the people that have a messenger relationship with the student. By default, all people who have a messenger relationship with the student are automatically selected to receive the message.

Note: If you are also sending the message to students, the student's name displays when their name is expanded.

If it says NO CONTACTS next to the student's name, the student does not have a person with a messenger relationship set up to receive a message.

Tip: Switch the Show No Contacts toggle to ON to only display students that do not have any Messenger contacts.

Staff

When you send a message to Staff, the recipient list displays the Staff member's names.

Next

Select this button to proceed to the next screen in the message building workflow.

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Content Screen - Field Descriptions

This section provides descriptions for each of the fields in the Content screen of Messenger 2.0. Functionality for many of the fields has remained the same.

Fill out all required fields before navigating to the next screen.

Inbox

The following options display when you select the Inbox Delivery Mode on Step 1. Recipients.

Attachments are not sent with Inbox messages.

If you are also sending an Email message, the text you enter in the Message Body will be used for the email message too.

Field

Description

Message Subject

This field determines the text that displays in the Subject field of the email message. The Message Subject can also be used to search or filter results in the Sent Message Log.

Message Body

This field contains the text of the message. The message body uses a new WYSIWYG editor that handles copy/pasting from third party products better than past versions.

When copy/pasting from Microsoft Word, select Keep to retain the current format or Clean to get rid of it. Copying from Microsoft Word is the only time the WYSIWYG tool prompts you to Keep/Clean formatting when copy/pasting into the editor. See the WYSIWYG Editor - Field Descriptions & Tips for more information.

Inserting Campus Fields or Sub-Reports: Sub-Reports are only available for messages being sent to Students/Messenger Contacts and only when one calendar is selected.

Email

The following options display when you select the Email Delivery Mode on Step 1. Recipients.

Field	Description
Message Subject	This field determines the text that displays in the Subject field of the email message. The Message Subject can also be used to search or filter results in the Sent Message Log.
Reply to Email	This field displays the email address that is automatically included in the message body for message recipients to reference. To reduce the chance an email is flagged as spam, avoid using "no reply" or "do not reply" in the Reply to Email.
Sender Display Name	Entries to this field will display in the recipient's email inbox for easier sender identification.
Message Body	This field contains the text of the message. The message body uses a new WYSIWYG editor that handles copy/pasting from third party products better than past versions. If you are also sending a Voice message using Text-to-Speech, the Voice message will use the text entered in this field. If you are also sending an Inbox message, the Inbox message will use the text entered in this field. When copy/pasting from Microsoft Word, select “Keep” to retain the current format or “Clean” to get rid of it. Copying from Microsoft Word is the only time the WYSIWYG tool prompts you to Keep/Clean formatting when copy/pasting into the editor. See the WYSIWYG Editor - Field Descriptions & Tips for more information. Inserting Campus Fields or Sub-Reports: Sub-Reports are only available for messages being sent to Students/Messenger Contacts and only when one calendar is selected.
Attach Content	This field allows you to attach one file to an email message. This option only displays when the Allow Email Attachments option is marked in the Email Settings tool. See the Email Settings article for more information about this option and other options like setting size limits for email attachments.
Test
Email / Send Test Email	To view a message in the manner it will be delivered to recipients, enter a valid email address in the Email field and click Send Test Email. Infinite Campus strongly recommends testing messages before delivering them. A message is sent in the exact manner it is delivered to recipients.

Voice

Voice messages require a Caller ID number in CallerID Preferences.

The following options display when you select the Voice Delivery Mode on Step 1. Recipients.

Field

Description

Message Subject

The Message Subject can be used to search or filter results in the Sent Message Log.

Caller ID

This is the number shown to recipients of this phone message. This number is set up in CallerID Preferences and can only be modified on this screen if the Allow Custom Caller ID option is selected in the Voice Settings tool.

Voice Type

Option

Description

Upload

This option allows you to attach a pre-recorded .WAV file or record and attach a new WAV file.
Click the Record Wav button to use the Shoutpoint Voice Recorder. See the Shoutpoint Voice Recorder article for help using this tool.

Text-to-Speech

If text is entered in the Voice Message Body area on this screen, Campus converts the text to speech using the built-in text-to-speech engine.

Only English text can be converted.
Clicking the Campus Fields icon allows you to enter the current offering of Campus Fields (e.g.; Recipient First Name, Recipient Last Name, School Name, Student First Name, Student Last Name) in the message.
Infinite Campus recommends that this type of message be tested for pronunciation before any messages are sent.
If you are also sending an Email message, the Voice Message Body field will not be available. Text-to-Speech messages use the Message Body from the Email card.

Test

Phone
Send Test Voice

To hear a test message, enter a valid number in the Phone field and click Send Test Voice.

Infinite Campus strongly recommends testing messages before delivering them. A message is sent in the exact manner it is delivered to recipients.

Text

Text messages require a Caller ID number in CallerID Preferences.

The following option displays when you select the Text Delivery Mode on Step 1. Recipients.

Field	Description
Message Subject	The Message Subject can be used to search or filter results in the Sent Message Log.
Text Message Body	his field contains the text contained in the text message. Maximum of 1,000 characters Messages over 140 characters are sent as a short link
Test
Cell Phone Send Test Message	To view a test message, enter a valid cell phone number in the Cell Phone field and click Send Test Message. Infinite Campus strongly recommends testing messages before delivering them. A message is sent in the exact manner it is delivered to recipients.

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Send Screen - Field Descriptions

This section provides descriptions for each of the fields in the Send screen. This is the final step in the messaging process.

Best Practices

Wait for the message to finish processing before navigating away. This allows you to correct any errors that prevented the message from sending and Send Again.
Send test messages to an email account and or cell phone number to which you have access. This allows you to view how the message will display for recipients and identify any adjustments that might be needed

Field	Description
Send Now	Select this option for sending messages immediately. This is the default selection for email messages and text/voice messages during the district-wide dialing window. This option is not available if you are trying to send a text/voice message outside of the district-wide dialing window. The district-wide dialing window is the time during which a general message - either a voice message that is NOT an emergency message or text message - may be sent. The district-wide dialing window is set up in the Voice Settings tool.
Schedule	Select this option for sending messages at a future date/time. Enter the desired date/time you wish for your message to be sent and press ‘Send’.
Date	Today's date or a date in the future when the message should be sent. Schedule must be selected to enter a date.
Email Time	A time in the future the email message should be sent. Schedule must be selected to enter a time.
Voice/Text Message Time	A time in the future the text and/or voice message should be sent. Schedule must be selected to enter a time.
Confirmation Email	If selected, the sender will receive a confirmation email when the message processes successfully. The sender will always receive an email if the message did not process successfully.

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WYSIWYG Editor - Field Descriptions & Tips

Messenger 2.0 third-party tool for our WYSIWYG (What You See Is What You Get) Editor similar to the WYSIWYG Editor in the classic Messenger and other letter and messenger tools in Campus. Many of the same options and their functionality are available with ongoing development to Campus fields and subreports. All WYSIWYG editors have limitations with copy/paste/formatting due to differences in source programs.

Keep the following items in mind when using the WYSIWYG editor.

The WYSIWYG editor does not support copy/pasting from third-party programs, but it does handle some third-party programs more favorably than it previously did.
If you copy/paste from Microsoft Word, select Keep to retain the current format or Clean to remove formatting. We recommend using the Clean option as it typically produces better results.
If copying/pasting from other third-party products, highlighting the pasted text and selecting Clear Formatting can improve how the formatting is handled when the email is sent.
The WYSIWYG editor does not support copying/pasting from Google docs. When the Clear Formatting option is used, we have seen improvements. This includes using bullet points and numbered lists up to one level. However, when using bullet points and numbered lists beyond one level, we recommend composing the message inside of the WYSIWYG editor.

Button	Description	Button	Description
	Bold		More paragraph Expand for additional options
	Italic		Campus Fields and SubReports
	Underline		Insert Link
	More Text Expand for additional options		Insert Table
	Align Left		More Rich Expand to insert images and special characters
	Align Center		Undo and Redo
	Align Right		More Misc