In this guide, we will show you how to send Email and SMS messages to External Contacts from Vision via the Master MIS.
IMPORTANT: Messages sent via this method from Vision will NOT be visible in the individual schools.
Note: Emails and SMS sent from Vision are displayed in the Vision > Comms > Communications Overview page, and in the Master MIS Modules > Communication > Overview.
Note: SMS and Email credits will come from the Master MIS.
Related guides:
- How to Send an SMS Message or Email
- How to send Email and SMS messages from the Student List in Vision
- How to send Email and SMS messages to Staff from the Staff List in Vision
Access: To carry out this task, you will need the following permission from within the Vision > Admin > Roles.
Vision > Comms > External Contacts List
Click on the Actions button and select Send Email – HTML, Send Email – Plain Text or Send SMS from the dropdown.
Note: You can select External Contacts from the table before this step, or select the External Contacts in the wizard.
Complete the four step wizard.
Step 1 Select Recipients – select the External Contacts from the dropdown lists. Click Next.
Step 2 Compose –
- Template: Select a Template from the dropdown (optional) if a Template has been created in advance. A preview of the template will appear in the Message box.
- Subject: Enter a Subject (populated if you select a Template).
- Compose the Message (populated if you select a Template). The message menu options are only available in Send Email – HTMl (not Send Email – Plain Text).
- Attachments can be added to Email messages.
Click Next.
Step 3 View Recipients
Click Preview.
Step 3 – Preview
Click Send.
Click Confirm.
Export as Excel and Close.
