Tool Search: Messenger

Recipients Screen - Field Descriptions

This section provides field descriptions for the Recipients screen. Functionality for many of the fields is the same as Messenger 1.0. However, new fields are available to help simplify the message-building process.

Screenshot of step 1 recipients

Field

Description

Delivery Mode

Allows you to select the delivery modes to which you want to send the message.

Option	Description
Inbox	This option places a note in the user's Message Center in Campus. Infinite Campus strongly recommends using this option to ensure delivery in case other delivery modes aren't available for some recipients.
Email	The Email option sends an email to the email address on record (entered in Census > People > Demographics).
Voice	The Voice option calls the phone number on record (entered in Census > People > Demographics).
Text	The Text option sends a text message to a mobile device. Recipients who have indicated a desire to receive text messages must have the Text (SMS) checkbox marked in the Personal Contact Information editor of the Demographics tab to receive text messages.

Messenger Settings allow you to select the delivery modes that are automatically selected each time you send a new message.

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School Year

The default selection is the year selected in the Campus toolbar. If the current school year is selected in the toolbar, options for School Year will only include:

current school year
previous school year
future school year

Calendars

The calendar selected in the Campus toolbar is automatically selected unless All Schools and All Calendars is selected. Click the Select Calendars button to display the Calendars panel.

The Calendars panel gives you the option to mass select or individually choose which schools and calendars to include in the message. Only calendars to which you have calendar rights display in the list.

Tips
To quickly display all of the calendars you have selected, switch the Show Selected toggle to ON.
To quickly select all Calendars, mark the Select All checkbox.

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Preferred Language

Filters the message to only send to recipients whose Preferred Language in the Personal Contact Information section of Demographics matches the language selection made here.

Add Recipients

Allows a message to be sent to specific recipients: Students, Messenger Contacts, Staff, Individual Recipients, and Non-Campus Recipients.

Recipient		Sends the message to...
	Students	students who have an enrollment in the selected calendars. Students are not included if they have a past end date on their enrollment. Students with a future enrollment are included.
	Messenger Contacts	people who have a messenger relationship with the student. A "messenger relationship" means the Messenger checkbox (Census > People > Relationships) is marked.
	Staff	district staff and/or school staff.

Student Filtering Options

The following filtering options are available under Custom Selection to limit who receives the message. A selection here is required for Student and Messenger Contacts messages.

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Student Custom Selection

Description

Active Students Only

Includes all students in the selected calendar(s) who have an active enrollment in the current school year or have a future enrollment but have not started yet. If this box is unchecked, the selection will include all students in the selected calendar(s) regardless of enrollment status.

This can be toggled off when messaging future and past calendars.

Filters

Includes the ability to filter the student list with the following options:

Grade Level
Ad Hoc
Transportation

If you choose multiple filters, the message will only be sent to students meeting each of the chosen criteria simultaneously.

Filter Operations

When two or more Saved Filters (Ad Hoc filters) are selected, you must determine how Campus will combine these filters. You can select one of the following operations.

Union Operation - This operation combines two or more filters by appending one to the other. An example of this would be all Baseball Team members and all 10th grade male students. The following diagram explains this union.

Intersection Operation - This operation is used to find data that one or more filters have in common. An example of this would be all Baseball Team members who are also 10th grade male students. The following diagram explains this intersection.

Staff Filtering Options

The following filtering options are available under Custom Selection to limit who receives the message.

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Staff Custom Selection
Include School Staff	Includes all staff who have an active District Assignment record at the school in a selected calendar.
Staff Role	Staff roles are identified on the staff member’s District Assignment tab.
Include District Staff	Option to include any district staff member. District staff qualify as staff who have a district employment, but do not have a district assignment or only have district assignment(s) at schools without a calendar in the active year.
Ad Hoc Filters	Sends the message to only staff who are included in the ad hoc. Only displays Data Type: Census/Staff Ad Hoc filters. If you choose a Staff Role and an Ad Hoc filter, the message is only sent to staff in that staff role AND staff that meet the Ad Hoc criteria. Filter Operations When two or more Saved Filters (Ad hoc filters) are selected, you must determine how Campus will combine these filters. You can select one of the following operations. Union Operation - This operation combines two or more filters by appending one to the other. An example of this would be all Varsity Coaches and all Harrison High School Teachers. The following diagram explains this union: Intersection Operation - This operation is used to find data that one or more filters have in common. An example of this would be all Varsity Coaches who are also Harrison High School Teachers. The following diagram explains this intersection.

Add Individual Recipients

These individuals exist within the Infinite Campus SIS product and have not been filtered by Calendars, School Year, or Preferred Language. Individuals can be filtered within the Add Individual Recipients side panel by School Year, School, Calendar, and Search Type. Once filtered, users can be clicked to be selected as recipients and added by clicking the Add Recipients button.

Add Non-Campus Recipients

The email addresses of people who do not have an account within the Infinite Campus SIS product can be added to messages via Add Non-Campus Recipients. These emails can be entered within the Add Non-Campus Recipients side panel. Multiple email addresses must be separated by a comma, semicolon, or line break.

Cancel

Closes and reverts back to the Messenger home screen.

Recipients

Displays a side panel to review the recipient list. By default, all recipients are automatically selected to receive the message. Click the person's name to remove them as a recipient of the message.

A checkmark next to the person's name means they will receive the message.
No checkmark next to the person's name means they will not receive the message.

Recipient

Description

Students

When you send a message to Students only, the recipient list only displays the student names.

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Messenger Contacts

When you send a message to Messenger Contacts, the recipient list displays the student's name. Click the expand button next to a student's name to display the people that have a messenger relationship with the student. By default, all people who have a messenger relationship with the student are automatically selected to receive the message.

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Note: If you are also sending the message to students, the student's name displays when their name is expanded.

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If it says NO CONTACTS next to the student's name, the student does not have a person with a messenger relationship set up to receive a message.

Tip: Switch the Show No Contacts toggle to ON to only display students that do not have any Messenger contacts.
Screenshot of show no contacts toggle

Staff

When you send a message to Staff, the recipient list displays the Staff member's names.

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Next

Select this button to proceed to the next screen in the message building workflow.

Content Screen - Field Descriptions

This section provides descriptions for each of the fields in the Content screen of Messenger 2.0. Functionality for many of the fields has remained the same.

Fill out all required fields before navigating to the next screen.

Screenshot of step 2 content

Prior to adding a hyperlink or URL to a message, clear the formatting of the message before adding the hyperlink or type the URL directly into the message body. Copying and pasting a hyperlink or URL can have varied results and may not send properly.

Inbox

The following options display when you select the Inbox Delivery Mode on Step 1. Recipients.

Attachments are not sent with Inbox messages.

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If you are also sending an Email message, the text you enter in the Message Body will be used for the email message too.

Field

Description

Message Subject

This field determines the text that displays in the Subject field of the email message. The Message Subject can also be used to search or filter results in the Sent Message Log.

Message Body

This field contains the text of the message. The message body uses a new WYSIWYG editor that handles copy/pasting from third party products better than past versions.

When copy/pasting from Microsoft Word, select Keep to retain the current format or Clean to get rid of it. Copying from Microsoft Word is the only time the WYSIWYG tool prompts you to Keep/Clean formatting when copy/pasting into the editor. See the WYSIWYG Editor - Field Descriptions & Tips for more information.

Inserting Campus Fields or Sub-Reports: Sub-Reports are only available for messages being sent to Students/Messenger Contacts and only when one calendar is selected.

Email

The following options display when you select the Email Delivery Mode on Step 1. Recipients.

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Field	Description
Message Subject	This field determines the text that displays in the Subject field of the email message. The Message Subject can also be used to search or filter results in the Sent Message Log.
Reply to Email	This field displays the email address that is automatically included in the message body for message recipients to reference. To reduce the chance an email is flagged as spam, avoid using "no reply" or "do not reply" in the Reply to Email.
Sender Display Name	Entries to this field will display in the recipient's email inbox for easier sender identification.
Message Body	This field contains the text of the message. The message body uses a new WYSIWYG editor that handles copy/pasting from third party products better than past versions. If you are also sending a Voice message using Text-to-Speech, the Voice message will use the text entered in this field. If you are also sending an Inbox message, the Inbox message will use the text entered in this field. When copy/pasting from Microsoft Word, select “Keep” to retain the current format or “Clean” to get rid of it. Copying from Microsoft Word is the only time the WYSIWYG tool prompts you to Keep/Clean formatting when copy/pasting into the editor. See the WYSIWYG Editor - Field Descriptions & Tips for more information. Inserting Campus Fields or Sub-Reports: Sub-Reports are only available for messages being sent to Students/Messenger Contacts and only when one calendar is selected.
Attach Content	This field allows you to attach one file to an email message. This option only displays when the Allow Email Attachments option is marked in the Email Settings tool. See the Email Settings article for more information about this option and other options like setting size limits for email attachments.
Test
Email / Send Test Email	To view a message in the manner it will be delivered to recipients, enter a valid email address in the Email field and click Send Test Email. Up to five email addresses can be entered and email addresses must be separated by a comma. Infinite Campus strongly recommends testing messages before delivering them.

Voice

Voice messages require a Caller ID number in CallerID Preferences.

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The following options display when you select the Voice Delivery Mode on Step 1. Recipients.

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Field

Description

Message Subject

The Message Subject can be used to search or filter results in the Sent Message Log.

Caller ID

This is the number shown to recipients of this phone message. This number is set up in CallerID Preferences and can only be modified on this screen if the Allow Custom Caller ID option is selected in the Voice Settings tool.

Voice Type

Option

Description

Upload

This option allows you to attach a pre-recorded .WAV file or record and attach a new WAV file.
Click the Record Wav button to use the Shoutpoint Voice Recorder. See the Shoutpoint Voice Recorder article for help using this tool.

Text-to-Speech

If text is entered in the Voice Message Body area on this screen, Campus converts the text to speech using the built-in text-to-speech engine.

Only English text can be converted.
Clicking the Campus Fields icon allows you to enter the current offering of Campus Fields (e.g.; Recipient First Name, Recipient Last Name, School Name, Student First Name, Student Last Name) in the message.
Infinite Campus recommends that this type of message be tested for pronunciation before any messages are sent.
If you are also sending an Email message, the Voice Message Body field will not be available. Text-to-Speech messages use the Message Body from the Email card.

Test

Phone
Send Test Voice

To hear a test message, enter a valid number in the Phone field and click Send Test Voice.

Infinite Campus strongly recommends testing messages before delivering them. A message is sent in the exact manner it is delivered to recipients.

Text

Text messages require a Caller ID number in CallerID Preferences.

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The following option displays when you select the Text Delivery Mode on Step 1. Recipients.

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Field	Description
Message Subject	The Message Subject can be used to search or filter results in the Sent Message Log.
Text Message Body	his field contains the text contained in the text message. Maximum of 1,000 characters Messages over 140 characters are sent as a short link
Test
Cell Phone Send Test Message	To view a test message, enter a valid cell phone number in the Cell Phone field and click Send Test Message. Infinite Campus strongly recommends testing messages before delivering them. A message is sent in the exact manner it is delivered to recipients.

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Send Screen - Field Descriptions

This section provides descriptions for each of the fields in the Send screen. This is the final step in the messaging process.

Best Practices

Wait for the message to finish processing before navigating away. This allows you to correct any errors that prevented the message from sending and Send Again.
Send test messages to an email account and or cell phone number to which you have access. This allows you to view how the message will display for recipients and identify any adjustments that might be needed

Screenshot of step 3 send

Field	Description
Send Now	Select this option for sending messages immediately. This is the default selection for messages during the district-wide dialing window. This option is not available if you are trying to send a text/voice message outside of the district-wide dialing window. The district-wide dialing window is the time during which a general or priority message - either a voice message that is NOT an emergency message or text message - may be sent. The district-wide dialing window is set up in the Voice Settings tool.
Schedule One-Time	Select this option for sending a message once at a future date/time. Enter the desired date/time you wish for your message to be sent and press ‘Send’.
Schedule Recurring	Select this option to schedule a message to be sent on a recurring basis. Enter the desired date/time you wish for your messages to be sent, choose which dates the messages will recur, and press ‘Send’.
Date	Today's date or a date in the future when the message should be sent. Schedule One-Time must be selected to enter a date.
Inbox/Email Time	A time in the future the email message should be sent. Schedule One-Time or Recurring must be selected to enter a time.
Voice/Text Message Time	A time in the future the text and/or voice message should be sent. Schedule One-Time or Recurring must be selected to enter a time.
Day(s) of the Week	Select this option for setting up a recurring message that will go out on each day in one, two, three, or four week increments during the chosen start and end dates. Schedule Recurring must be selected to enter days. Messages will begin sending on the first day that occurs on or after the selected Start Date.
Select Day(s)	Each day a message will be sent out based on the frequency that is selected.
Frequency	Choose the weekly increments the message will be sent on.
Start Date	A date the recurring period starts on and messages will begin being sent.
End Date	Messages in this series will no longer be sent after the End Date.
Custom Dates	Select this option for setting up a recurring message that will be sent on the individual dates that are selected. Schedule Recurring must be selected to choose dates.
Select Dates	Calendar tool used to select the custom dates a message will be sent.
Confirmation Email	If selected, the sender will receive a confirmation email when the message processes successfully. The sender will always receive an email if the message did not process successfully.

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WYSIWYG Editor - Field Descriptions & Tips

Messenger 2.0 third-party tool for our WYSIWYG (What You See Is What You Get) Editor similar to the WYSIWYG Editor in the classic Messenger and other letter and messenger tools in Campus. Many of the same options and their functionality are available with ongoing development to Campus fields and subreports. All WYSIWYG editors have limitations with copy/paste/formatting due to differences in source programs.

Keep the following items in mind when using the WYSIWYG editor.

The WYSIWYG editor does not support copy/pasting from third-party programs, but it does handle some third-party programs more favorably than it previously did.
If you copy/paste from Microsoft Word, select Keep to retain the current format or Clean to remove formatting. We recommend using the Clean option as it typically produces better results.
If copying/pasting from other third-party products, highlighting the pasted text and selecting Clear Formatting can improve how the formatting is handled when the email is sent.
The WYSIWYG editor does not support copying/pasting from Google docs. When the Clear Formatting option is used, we have seen improvements. This includes using bullet points and numbered lists up to one level. However, when using bullet points and numbered lists beyond one level, we recommend composing the message inside of the WYSIWYG editor.

Screenshot highlighting the fullscreen button.

Button	Description	Button	Description
	Bold		More paragraph Expand for additional options
	Italic		Campus Fields and SubReports
	Underline		Insert Link
	More Text Expand for additional options		Insert Table
	Align Left		More Rich Expand to insert images and special characters An image can be inserted by right-clicking an image on a publically hosted website, selecting "Copy image address" or "Copy Image Link" and pasting it within the http:// field.
	Align Center		Undo and Redo
	Align Right		More Misc

Campus Fields & Sub-Reports

A list of the most popular Campus Fields are available to help personalize messages.

Sub-Reports are only available for messages being sent to Students/Messenger Contacts and only when one calendar is selected.

Screenshot of Campus Fields or Sub-Reports page

Sub-Report Options

The following table lists the sub-report options for each area.

Area	Sub-Reports
Learner	Student Schedule Active and Dropped Student Schedule
Learner Planning	Course Requests Course Plan
Attendance	Period Mark Summary Course Mark Summary Whole/Half Day Summary Exact Day Summary Single Day Count Summary
Grading	Grade Detail Term GPA Summary
Behavior	Discipline Summary Behavior Summary
Student Portfolio	Cumulative GPA and Class Rank
Health	Immunization Health Screening Concussion Health Screening Dental Health Screening Hearing Health Screening Scoliosis Health Screening Vision
Point of Sale	POS Account Balance

When using sub-reports in letters, please note the following:

All behavior data is included when adding either of the sub-reports.
A field only displays if there is data for that field. If a field is chosen from the sub-report but there is no saved data for that student, information for that field does not display.
A sub-report option only displays if the district/school records that data.

Messenger Field Descriptions (Messenger 2.0)

Recipients Screen - Field Descriptions

Filter Operations

Filter Operations

Content Screen - Field Descriptions

Inbox

Email

Voice

Text

Send Screen - Field Descriptions

WYSIWYG Editor - Field Descriptions & Tips

Campus Fields & Sub-Reports

Sub-Report Options

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