Contact Preferences Batch

Tool Search: Contact Preferences Batch Wizard

The Contact Preferences Batch tool allows districts to set or update messenger contact preferences en masse. If parents have set preferences through the Campus Portal, this wizard may overwrite those settings.

Text message preferences cannot be set in the Contact Preferences Batch, as recipients could potentially be charged for text messages they do not want to receive.

screenshot of the contact preferences batch wizard

 Contact Preferences Wizard 

The Batch Tool updates based on the school and calendar selected in the Campus Toolbar. The tool looks for Enrollments in the selected school/calendar to determine the set of guardians which are updated. The guardians must also have a phone number or email address saved in order for the Contact Reason option(s) to be enabled. When updating Census/Staff, staff members must have a district assignment.

Preferences can be set for the following contact reasons.

Contact Reason

Description

EmergencyEmergency messages (See this page for Emergency Messenger 2.0) are sent to contacts based on the contact phone numbers and email addresses marked to receive emergency messages on Demographics.

Attendance

Attendance messages notify guardians when students are absent or tardy from class.

Behavior Messenger

Behavior messages notify guardians when a student is involved in a behavior incident.

Staff

Staff messages notify staff marked to receive notice of a resolution being added to a behavior event for Behavior Referrals. This is applicable only to those individuals who have a District Assignments record.

General

General messages are any messages labeled as general by the district or school.

Food ServiceFood Service messages notify guardians of current account balances and when food service accounts have low or negative balances.
Priority
Priority messages are messages that are labeled "High Priority" by the person who created the message.

Teacher

If given rights by the district or school, teachers can send messages to guardians regarding grades and missing assignments. They can also send general announcements.

Use the Contact Preferences Wizard

  1.  Select the Mode in which you want to run the wizard.

    Household phone preferences apply to all active members of this household. When using this tool, changes to the Household Phone affect all members of the household, regardless of the mode selected.

    • Student Messenger Contacts
    • Students
    • Census/Staff
  2. Select an Ad Hoc Student Filter (optional) for modes 'Student Messenger Contacts' and 'Students'.

    A filter is required in the Ad Hoc Census Filter dropdown list when the Census/Staff mode is selected
  3. Select one of the following options for the Contact Reason you are updating.

    • No Change. This option leaves the setting that is currently active.
    • On. This option means that contacts with the phone/email type on record in Campus will receive messages for the contact reason listed above.
    • Off. This option means that no messages will be sent to that contact type for the contact reason listed above.
  4. Click the Apply Changes button. Campus updates the messenger contact preferences and reports the number of updated preferences.

    Screenshot showing sample results. In a table, contact methods list on the left and each message type is across the top. Number of updated items in each cell.

    Example Results Page