Send emails and SMS to a custom list

TABLE OF CONTENTS

• Introduction
• Create a list of community members
  • Sort the list alphabetically:
  • Clear the list and start again:
  • Save the list:
• Send list an SMS
• Send list an email

Introduction

In Quick list, you can create a custom list of community members – for example, a group or mixture of teachers, students and parents – and then send your list a message through SMS or email.

When you’ve created a list, you can save it to Zunia to use it again later.

Create a list of community members

First, you need to create a list.

To create a list, select the Quick list  icon. You can access it from wherever you are in Zunia.

When you’ve opened Quick list:

1. Select Staff to limit your list to staff, or select Students to limit it to students. To create a mix of people, select All.
2. Start to enter the names of people you want to add to your list in the Search and then when names display in the drop-down menu, select the people you want in the list.

Note: if the person’s name does not display in the drop-down menu, their profile does not exist in Zunia.

After you’ve created a list, you can sort, clear or save it.

Sort the list alphabetically:

• Select the sort icon  and from the drop-down select how you want to sort it.

Clear the list and start again:

• Select the three dots icon and select Clear List. Then select Clear.

Save the list:

• Select the three dots icon and select Save. Then, give the list a name and select Save.

Now that you’ve created your list, you can send the people in it an SMS or email.

Send list an SMS

1. Select the speech-bubble icon.

Note: If a person in your list does not have a mobile in their profile, the message SMS not available displays.

2. Enter your message.
3. Personalise your message with Mail merge.

For example, to address everyone by their given name, select Mail merge then from the drop-down list select givenName (this label might be slightly different for your school).

This is how it displays in the text editor:

If your school’s administrator has set up any templates in Zunia, select Templates and choose a template to use.

4. When you’ve entered your message, select Select classification to classify what type of message it is.
5. Finally, to send the SMS to your list, select Send.

Send list an email

1. Select the envelope icon

Note: If a person in your list does not have an email address in their profile, an Email not available message displays. 

Then, fill in your email as normal.

2. Enter a subject line for your email in Subject.
3. To add an attachment, select the paperclip icon  and then select a file from your computer.
4. Enter your message.
5. Personalise your message with Mail merge.

For example, to address everyone by their given name, select Mail merge then from the drop-down list select givenName (this label might be slightly different for your school). 

6. Format your message using the formatting toolbar.
7. When you’ve finished your message, select Select classification to classify what type of message it is.
8. Finally, to send the email to your list, select Send.