Videos

[Edlio Webinar] Contact Lists + Email Sender

Added Mar 24, 2021 •

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Check out this short webinar all about using Edlio's Contact Lists and Email Sender features! Our Edlio expert shows you how to build contact lists and then use those to send out a newsletter to your entire school community!

Show Transcript

thank you for getting me today we're going to be talking in today's webinar about contact list and email sender just give me a second yes I see you search oh hold on a second okay sorry about that so in this case is quite a few that we need to cover today when it comes to email sender you will definitely need contact list that's why we're starting with this topic first and we'll go through a brief key points then I will be toggling with our admin site so in this case when it comes to contact list you can use it and that's why it's very important and I want to emphasize the idea that if you need to take the time to set up your contact list if you do not set up right when you have a new phone there is no way that you can get around it or you would do the setup or you won't be able to use her phone properly so it's kind of the same thing when it comes to email sender and contact list once you do and take the time to do it then it's going to be very very easy and fast for you to use your contact list with not only email email Center but also for example if you're doing and news and announce and you know that you can push mass communitcation then is where you can also your as your contact list and of course with our one of our newest features which is broadcast when you will need them for sending voice text or email so take the time a lot easier for you if you do it once you do that then of course as what it comes to any data you need to keep organized and consistent you will see that it is possible to upload sort of the same information however when it comes you don't want to be sending information to the same parent one time again because you just forgot or you mistakenly is uploaded his, you know they just sure that while you're taking the time to create your list that information is of course updated relevant and it's one user per contact hopefully you can use for example one of our widgets which is formed if you want to start collecting data this webinar is not going to be talking about what you can do with SIS your student information system because you can definitely if you have powers school or aeries for even though or other you can connect them integrated with your Edlio site and then of course this that may not be necessary for you and this could be easier however you can use the sis integration plus any contact they want yes of course but for the moment in this webinar when we going to be focusing about many cases are schools do not want to integrate their sis that's why the second bullet organized and clean makes all the difference in the world when it comes to contact list you can have three types of them the personal wants which means that in this case for example your teachers even yourself of your web administrator you can have your own personal page been from the people that subscribe to your pages is The where you're going to be pulling this, when it comes to classes it's if you have for example a I don't know math class and you know that there is a subscription button there that information is going to be stored in that class and of course there are one or more to teachers responsible each one of them are going to receive their own information you may be using Custom because you can create it for any given purposes if you're going to be creating them per grade maybe for your staff only one for staff but if you want to have one for teachers and they want for your staff members the admin staff if you're going to create a specific event ticketing from what not any kind of list that you have in mind you can use it through customs time and basically go on to one of the time all the time and you understand what I mean by that so when it comes to adding you can do it before and also you can take advantage of doing bulk uploading in this case if you're going for the second option you will the csv template which we stand for, separated values favorite and I'm going to show you in this case I use an open source software but you will see you where I choose where to save it as a CSV if you don't you won't be able to upload the information now having this basic and brief best practices let me show you a little bit more about the CSV template in mind that the file size is maximum up by 5 MB and also as I've said before  probably unique users I've already mentioned why that would be important and then when it comes to for formatting for example on the left on will it be you have the type of formatting that we can ask for numbers sometimes if you have a blank spaces even though it may not seem too much for you trust me when you're talking about data and spreadsheets and see if it does matter even spaces definitely mattter on that side and on the right side you will see how it should look like a proper e-mail address again this may be obvious but trust me when it comes to data may have already seen a lot of many many things things along the way so that's why we off that you just let you know that it has two needs an email ID be of course sometimes parents did not fill it properly in the email domain it definitely needs to travel. Love the demesne loss of thought, or the thought anything that you say you so white having this it will be a lot easier here for you and you will see that definitely it matters because when it comes to reporting and we'll get into that then you will see that kind of if the data is clean and also you can deliver there for you that you can leave the field blank and the columns blank but never rename delete or swap the columns you do any of this thing's the csv will not upload properly and you're getting there And then also important for you to know that all the users are going to you have minimal privileges this are regular users my recommendation is now a little more about what a regular user you can learn more about it if you go on to our help center and look out for the article on how you will see the description of the super admin account the regular admin in the web admin and the new information there to look out for regular is there any way they can just need information is pretty much it. I want to show you what it looks on the admin site so now I'm on our test site as a college prep and when you want to access a contact list you know that on the dashboard is part of the quick access is and you it's on the right or also if you go to the up left on the hamburger menu and then go to announce the bottom you will see contact list either or you will get to the same point which is the main view of contact list from here what I want you to be our if you think you can the left and let me just try to do this for you if I can do so let them obviously you're not going to see any previous a however if I start clicking you will see because I'm right now I'm a web administrator you will see that who has created other personal pages and toothpaste I'm a web admin I'm able to see it if I logged in as a regular user I would only be seeing my information and in this case when it comes to classes I don't believe that we have any if we did the example I was given before that math class if I had any subscribers and that I would be able to see the contact information here custom remember that I mentioned that is this is going to be common one and you can see that many here are often you will see that's why the type of list is here how many contacts you have her list created it you see that this is my user I created this with my own user versus the administrator for example and if you click on the three dots you're going to be able to edit that list because you're doing a ticket Gathering and you want that information for all the purpose of download it and you can use it in any other spreadsheet that you can or you can delete it now very important if you delete it you can't undo it so be sure and you will the warning let me show you this one that is let me go back if I click you will have a warning and you will see you can't undo this if you're sure confirm and click delete and you're good to go when you go back to contact list you won't see at there anymore it's fine if there be careful with that but okay now showing you how you can if you click a new list it's going to be exactly the same thing as out if I just like I'm here because I want to use this example because you can see with your but I want to show you things one is if you click the new list how it would look but also how you can keep adding contacts to your previous list to so I'm going to click on a list if it was a new list by clicking on the pencil you were going to be able to put a title or in this case add it if you want it now in in this case and then I raining read in this new list don't do that because you will end up with a new list version 1 new list version 2 you know so just be mindful of the naming conventions that you used now this is previous information that I have the right if it was blank obviously you wouldn't remember that the intention is to show you how to keep information let's say for example from here I want to add bulk if you were creating it from scratch it would you would see the same you you would click on download to get the CSV you would see that it's on my bottom left and with a double click on it and from here let me show you drag-and-drop for my other monitor so you can see what it looks like to be sure where and you would see like second and you will see that I have already a csv that it has done somewhere that I can't open it. Don't worry I'll find it and she ready to the other side of the window here to fill in this case I already have information but if I didn't you would see only the first broke first name last name email wanted to 3 email phone contact that additional information when I mention about consistency it's important now that you have your information there when you click on file it's save as is there any title that you're interested in it depending on those software that you using in my case is at the bottom if I click on the drop-down menu you will see the different formats that I have to csv once you do that click save and it's already there I want to replace it yes let's replace it and we're good to go this csv once you have it remove it from there now that I already have it I'm going to take another look from here remember where you put your information like on it and open it in this case you can see that because I've already created some additional information it will prompt you you're going to be adding 5 contacts from in the name of list previously created if there are duplicated they're not going to they're going to be automatically removed not sure and you by mistake this is not the trash and you can delete it well now well it's processing you will see that is already here and now you can see how many still holds Donald Durant I have so that's why it's important that you want to edit the first Contact you can always have this option let's say that instead of 7/8 and was going to say as easy as that your contact is already also you can add single contest like on the blue bottom that we have at the top and you can start answering your own information and then click save you create contact list now that you have them this is where you can easily store all your information now by going back and now we're going to start talking about the email sender in this case I can send emails exactly any user that has or is marked as to school staff remember on edit profile of each user here's where you would did the school staff member they will be able to send an email an email sender like this one not only see all the emails that have been sent through email sender I also sent their own email addresses and also use the school's organization email we are email compliant but this is a routine work in this case that's why we need your help because on our end we have physical mailing addresses so people know that it's not our using your email School address so they know that it's for real they have an unsubscribe link and we automatically unsubscribe them if they want to is important to use a huge a proper from name email address and your subject lines keep it in a way that it's catchy to the eye but also you're not using words like free only for this time so those kind of phraces that are going to maybe they think that they're that it's right so careful with that when it comes to know the community it mean basically that you know you're right you know your parents you know your teachers do you know what type of information is important for them it's relevant and they are interested in so that's why it's important to know and don't spend them that's what I'm saying at the end of the day if you know what information they are needing than them in a timely and consistency manner that goes with Point number for as well because you can tell you have an open communication with your parents for example when is the best day for them to receive emails with it once a week twice a week put a time set for that so they know that every Sunday in I know they're going to receive an email from you with new information that's coming up that's what I mean by that always number 5 keep it short focus what is your email going to be talking about if you're going to be doing spring break temples are going to be doing right now only paid on that don't put everything on it and you will get them confused in that case instead use the news and email feature that we have many other information in there and the last thing that recommends that you read the article email sensor reports I'm going to take a nap so you can see what it is and why it's important we're going to go on to reports but if you want to understand what the what does mean here is where you can learn the statuses and the open rates we also have a very clear description about it okay so we'd that article when you have the time now let's go and create an email go to the main dashboard and you will see that you can have it in the center which email sender if you already know your way around it just begun you email that's always you can access it from the hamburger menu announce and you will have email sender so that's another way to get around so in this case and just to be sure let me show you that this is the main view of the email sender would you text your ex on the right you can manage setup was going to be sending the email and let me click on it here because I'm a remember that I mentioned that so in this case if we enter her a second and I knew he would want you in the email address in my profile the school information is correct you will see that is going to be pulling the school's name information in this case it's a dummy address but what your email School address and the logo okay please are what is the world for you to attend on the manage that just even though I didn't do any map the article but I mentioned you about in this case you see that I have warning versus this agreed that's why the recording if you click on it you will see that one was delivered one wasn't and what happened with them the recipients the box I can have on your left and you will see each the status of each one of them will the first one did go through in the second one didn't it's dropped reference to the article to understand a little bit more I'm here you can search any giving users if you want you will have the delivery information and you can download the report if you need to let me go back to the email sender and in this case we're ready let's do a new summer break example the list using this case you can use events you're going to talk about me if you want to talk about me or this the top two are the ones that most regularly you're going to be using more often or whatever and this case I want to create my own email because I want only let them know about summer break courses that we got you have the label on the different boxes you will see the section  you're going to be editing do in this case I'm going to start uploading a picture and let me go to my pictures and this one I'm going to be adding the pictures here in the big ones now what am I going to tell them I already have on this side and let's put summer break is here be part of here is where I'm inviting them I can put it in bold I have a few editing options including bulleting clearing format  copy-pasting from somewhere else you see that I just seen your the format again I'm going to put it bold you can put colors in it say be careful don't put so much color do it that it would just be like a rainbow right you don't want that let's change the size to header 2 so it's more prominent and that's it that's all I'm going to be saying this transaction I already created uploaded picture and for the rest of the content let's put it let's hear these are the courses that I'm going to be having this summer and the bullets courses and there you go from here let's preview how it looks after I see it I don't like it let's click on the and let's go back to or remember that you can clear the form at whatever works for you in this case I'm going to click on black preview yes. That's a lot better know my email is ready let me go back and check that everything yes that's how I like it and I can continue from here who is from which category you're going to be sending the information most of the times you're going to send it and get as general and who's going to be manage set up. That's why it's important in this case is only going to be and the contact list here is why it's important you can add from existing if you click here you're going to be able to start filtering information to find it a little bit more easier or if you want to just like look around for it you can do that in this case because I already know the name and spring break this is the list I was doing and if you start typing if you know the other users you can just add them as well like I just did and for the subject let's put idle and here's where you can program schedule your information you don't have to be working on Sundays right you don't want to do in that case here is where you would by selecting send later you will be able to say Okay I want this email to be sent on Sunday that you can create this like today Wednesday or Mondays or whatever other day that is best for you so this is where you could do that send it right now and while it's processing you will see that I want to see everyone sometimes it's easier like that to see the information that this the one that I've just sent previously and from here let me show you how it looks on the parent site I want you to see the option where they can unsubscribe the you see this is the email this is the email that I've just got earlier and you will see how it looks I send it to myself the picture is going to be pulling from your profile the pictures that I added the information and in that case I didn't add the courses however at the bottom is where parents are going to be able to see where they can answer once I click on it and let me show you because it's opening in another window this is what they will see the different schools in this case is Adler College Prep from here like in diesel if I don't want to receive information from broadcast or newsletter let's say that I don't want to receive information from the general category this is where the categories makes all of that if I unsubscribe from the general category I will still receive information from the other one but this is where communication comes so important to parents out and also that's why some for you to understand family community do they keep so that's pretty much what we have today for the email sender and contact list remember as always you have amazing resources on the top right here and you will find there the article bottom on the search bar you can write the article that I recommended you on this webinar and you will find it there also you have contact support if you want to be the case if you have any questions you can the phone number there and let me click on it so you can see it if you scroll down you will see the phone number and depending on your timezone you will see the timing year as well do any questions that you have please reach your client success specialist someone to tech support thank you very much for your time today I hope you enjoyed it and upload it on in our help center in a couple of days thank you very much have a good day

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[Edlio Webinar] Contact Lists + Email Sender

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