Send Scheduled Emails and Texts

Send Scheduled Emails and Texts

From the Communications module of the MarchingOrder Assistant website, administrators can email and text graduates, as well as schedule these communications to be sent at a specific date and time. Follow the instructions below to schedule your email and text communications.

Scheduling Emails

In the Communication module, start on the Send Email tab.
  1. Choose your audience from the Filters options:
    1. Standard Filters include “All Graduates (for selected ceremonies)”, “Graduates Who Have NOT Completed Their Registration” and others. 
    2. Custom Filter options will list your filtered views from the Graduates menu.
      Important: A recipient ceremony must be selected before Custom Filter options will be visible.
Note: Scheduled emails prepared with a filtered list will include the population that meets the criteria at the time of sending, not at the time of scheduling. For example, an email for “Graduates Who Have NOT Completed Their Registration” can be prepared weeks before the deadline, but only the graduates who haven’t completed their registration at the scheduled time will receive that message. 
  2. For instructions on preparing an email template, please review the How to Customize Email Templates training guide. 
  3. When you’re ready to schedule the email, click Review Recipient Total. This will open a confirmation window. 
  4. From there, click on Schedule email for later, then select the date and time for this email to go out. 
  5. Once everything is correct, click Apply and then Schedule now to schedule your email.
You can view your scheduled emails by clicking on the fourth tab: Scheduled Communications.

Scheduling Texts

To schedule text messages, follow these instructions:
  1. In the Communications module, select the Send Texts tab.
  2. Write your message, then click the green Review Recipient Total button.
  3. On the pop-up window, click Schedule to send later. Clicking inside the empty square will bring up the calendar.
  4. Select your preferred date and time. Click Apply, then click Schedule now.

You can view your scheduled texts by clicking on the fourth tab: Scheduled Communications.