Sending comms from a contact/delegate report
We frequently generate reports for contacts/delegates to facilitate email communication.
For instance, when a train strike means that our building will be closed on a specific date, we will run a delegate report to see who is due to attend on the dates affected, and then we will send an email from Outlook, copying/pasting the email addresses from the report.
This is because clicking into each event on the affected dates and selecting a communication template is very time consuming vs pulling data from a single report and sending a single BC email from Outlook.
It would be great if communications could be sent to all contacts/delegates from a report result, so as to maintain the audit trail.
I would imagine that the email history would be then added to each individual contact's screen.
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Official comment
Hey Matt, thanks for getting in touch.
Is there a reason you don't just email all the students directly from the event using the ad-hoc email function?
If you are unfamiliar with it, we have a Tip and Trick in Administrate University on it.
Let us know.
Comment actions -
Hey Gilles!
Purely because of the sheer amount of events we may have running on a given date, or across a date range.
We'd run an event report first of all to identify all the relevant events, then click through to each event, click the email icon, search for a comms template to send, then finally send the email.
We're finding it quicker to use a ready-made delegate report, identifying all delegates for a specific date, then send a single email from Outlook.
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