Regroup. Table of Contents Create a Group... 2 Group Settings... 5 Upload CSV File... 8 Post to Group... 12

Transcription

1 Table of Contents Create a Group... 2 Group Settings... 5 Upload CSV File... 8 Post to Group Page 1 of 16

2 Create a Group 1. Login to at 2. Click Groups 3. Click Create Group 4. Type in your Group Name Note: This cannot be change after you save your group Page 2 of 16

3 5. Add the appropriate location of Financial Aid, Student Accounts, Admissions, Registrar s or Dual Credit 6. Choose a Category that is NOT Emergency 7. Enter a brief description 8. Choose a Group Type o Choose Announcements Only if you do not want anyone to reply via or text. Note: This does not prevent a reply, it only prevents it from being decipherable. This setting is not recommended. o Choose Open Discussion if you would like to allow students to reply via or text. Open Discussion is recommended. Page 3 of 16

4 9. Choose if you want to, Require all posts be approved by an admin. Note: If you select this check box, even as an admin for the group, you will be required to approve your own post. 10. Privacy o Public listed, open group where anyone can join, invite members, post etc o Private Listed but closed group. Anyone can see the group information but not posts and Admin s control who joins. Private is recommended. o Secret unlisted and only visible to the Admin 11. Click on Create Group Page 4 of 16

5 Group Settings 1. From your group, click Settings Page 5 of 16

6 2. You can adjust all settings you just set up for your group (except the name) if needed 3. Expand Member Settings and Hide members list from all members 4. Do not change RSS Settings and Settings. Change Custom Options o From: enter a From Name and address o Reply To: select Use a custom reply-to- address (Ex: helpdesk@nic.edu) o Subject Prefix: select Use a custom prefix and enter a custom prefix o Footer: select Use a custom footer and enter your footer Page 6 of 16

7 5. Expand Text Settings o Under Reply will be sent as select Sender or Admins of this Group 6. Expand CSV/Database Integration and select Active Roster processing 7. Click Save Page 7 of 16

8 Upload CSV File 1. Click Group Members Page 8 of 16

9 2. Click Add Members 3. Click Upload CSV and then Browse Page 9 of 16

10 4. Browse to your CSV file and click Open Note: Your CSV file header needs to be db_id and only include Colleague ID numbers. There is a limit of 4000 users that you can upload at a time. Example below: 5. Click Upload 6. Select databaseid 7. Click Submit Page 10 of 16

11 8. You will see a pop-up in the upper right-hand corner. Please try to read this! If this was a large list of users being added, you will receive an to confirm they were added to the group. 9. You will receive an once this process is complete. If it states, We have processed your CSV file for group Test. # member(s) have not been processed! The s and the reason they could not be processed are as follows: ,591152," : undefined method `split' for nil:nilclass it means the user is not in yet. Employees, Students and Prospective Students are updated daily at 6:30am in. Page 11 of 16

12 Post to Group 1. Click Post to Group Page 12 of 16

13 2. By default, it is set to only. You will need to select Text/SMS if you would like to include a text. Notifications will be sent with each Post Method that has a red check mark next to it. If you select Text/SMS, you will see additional options for phone and text settings populate on the screen. Page 13 of 16

14 3. If you set up your group settings, they will pull though when using the Post to Group option. Ensure that you have your Sender settings how you would like. 4. If you have selected Call (TTS/Voice), an area for Caller ID and Caller Name will populate. Note: Change the Caller ID and Caller Name to match your department or it will default to the main North Idaho College number. Page 14 of 16

15 5. Compose Message o Type in your subject and message. You will only see Text (SMS) Message if you have selected Text/SMS in step 2. Note: By default, Same as Message is checked. Anything you type into your message will also show up in your Text (SMS) Message. You can edit your text message once you are complete with your or uncheck Same as Message. Page 15 of 16

16 6. It is recommended that you preview your message. Select Preview and Preview or Send Test to Myself to get a copy of the and text message sent to you. 7. Go back and adjust settings as needed. Once ready, Post or Schedule for Later Page 16 of 16