Creating a Bulk Message Template

The Faria Team
  • Updated
Quick answer

On a roster, select Send Messages, then New Message. Choose the recipient, write the message with mail-merge fields and save it as a template to reuse.

Bulk message templates facilitate sending messages repeatedly to different sets of users.

Navigate to the Enquiries, Applicants, Students or Alumni roster, select Send Messages, and then select New Message from the dropdown menu.

Screenshot: Navigate to the Enquiries, Applicants, Students or Alumni roster, select Send Messages, and then select New

When you are on the editing page, first select the Recipient, then add a Subject and write the message.
Screenshot: Navigate to the Enquiries, Applicants, Students or Alumni roster, select Send Messages, and then select New

To customise the message for each family, use the available mail-merge values under the Legend of Values on the right side. Click on a mail-merge value to make it appear in the message.

To insert links and images, please click here for instructions. Use the Attach File button to include a file in your message.

Screenshot: To insert links and images, please click here for instructions

When you are done, scroll down and click Save as Template.

Screenshot: When you are done, scroll down and click Save as Template

Navigate back to the Roster and click on Send Messages, you will see the newly created template on the dropdown menu.

Screenshot: Navigate back to the Roster and click on Send Messages, you will see the newly created template on the dropdown
 
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