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Parent Communication

 

These options put you in a good position to email, text, report on (e.g., Selected Labels) and export data related to parents. 

Turning a selection of kids into a selection of parents
  1. Create a selection of kids from any page. For example:
    • From the Group Participants page, search for 6th Grade Girls Yellow Group and select the returned results.
    • From the Event Participants page, search for 5th Grade Adventure Camp and select the returned results.
    • From the Group page, open the desired Group, select the Participants from the Participants sub-page, click Xfer to move the selection to the Group Participants page.
  2. Launch the Transfer Selection Tool and check the box to choose the selection's head of households. Create the new selection on the Contacts page.
  3. Close the tool and find your selection on the Contacts page.
  4. Use the selection for messages, labels, mail merge, etc.
Finding kids or parents based on attendance patterns
  1. From the Groups page, select one or more groups and launch the report titled Selected Group Attendee Search.
  2. Use the various parameters on this report to find kids within those groups based on their attendance patterns.
  3. Select Yes for the Print Head Info parameter.
  4. In the resulting report, click the link to create a selection of the Heads of Household for the listed individual.
  5. Close the report and find the newly created selection on the Participants page
  6. Use the selection for messages, labels, mail merge, etc.*
Communicating with the parents of kids in specific Groups
  1. From the Groups page, select the desired Groups. This works with your default (unsaved) Selection. It won't work if you save the Selection:
    • Review the currently selected groups to ensure no unintended groups are selected.
  2. From the Contacts page use the view titled Parents of Group Members. Note that if there are teachers or other adults in the Groups selected they, and their spouses, appear in the view.
    • Please Note:
      • If there are teachers or other adults in the Groups selected the adults as well as their spouses will appear in the view. 
      • Anyone with the Adult Child Household Position will not yield parent results.
  3. Use this view to select and communicate with parents of those in the groups selected.