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How do I bulk email parents and guardians?

Describes how to send bulk emails to parents or guardians of children in a group or a segment.

Updated over a month ago

Users will need Reporting and Limited Email permissions, along with other appropriate settings to appear in the Query Builder, to perform this task


Version 7.0

Send an email to parents or guardians by going to "Reporting" in the left-hand navigation menu and selecting "Query Builder."

From there, set up the appropriate filters, then click the "Add subquery" button within the query section. When it says "No query selected. Choose one now.," click on that option.

Select a condition such as Is Parent Of, Is Family With, or Is Married/In a Relationship With. Then choose a query based on that relationship.

For example, with Is Parent Of, parents are considered family managers and their spouses. In this case, the query would typically return children. With Is In Family and the other two relationship options, adjust accordingly based on the desired data.

After selecting the appropriate query, review or edit it as needed, then save it. Scroll down and click "Run Query" to generate the list of parents or guardians.

Finally, go to "Bulk Actions" and choose "Send email." This would send the email to those parents or guardians.


Version 6.0

The system allows you to bulk email parents of children in a group or a segment that you create. Bulk emailing the parents can only be performed from the Reporting module.

From the left-navigation menu, select Reporting > Query Builder > People, then build your query.

After your query has been built scroll to the bottom of the page and select the "View Results" button. Then select the "Send Email" button from the "Actions" button dropdown.

The email builder client will then appear and you can select the box next to "Parent's email." Use this option if the query returns children and you want to reach the parents/guardians.

NOTE: This will email the family members who are married (or in a relationship) within the child's family. If none, then the family manager will be emailed.

TIP: When building your query, if emailing multiple parent groups, select "Group Name" under "Group" and change "equal to" by clicking the text > and change the search to "is in list," enter any groups you would like to email.

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