Survey Messenger

Tool Search: Survey Messenger

Voice and text message features described in this article only apply to schools/districts that use Campus Messenger with Voice add-on functionality.

Survey Messenger allows users to send mass portal, email, voice or text notifications related to a survey created in the Survey Designer tool. Survey Messenger is often used in the following scenarios:

  • To notify intended survey recipients that the survey is available.
  • To request that survey recipients who have not yet responded complete the survey before the deadline.
  • To confirm reception of completed surveys.

screenshot of the survey messenger tool

Survey Messenger

Read - Allows the user to schedule messages for delivery with surveys. Write - Allows the user to schedule messages for delivery with surveys. Add - Allows the user to schedule messages for delivery with surveys. Delete - N/A

For more information about Tool Rights and how they function, see the Tool Rights article.

Field Descriptions

FieldDescription
User/Group

This dropdown list allows you to save message templates to your user account or a user group to which you belong.

You must have Tool Rights to User Group Formats under the Survey Messenger to save templates to user groups.

TemplateThis dropdown list displays a list of available templates. To create a new template, select <new> from this list.
Filter Criteria
Message Type

This field determines the type of message that is sent. The following options are available:

  • General Notification (Default)
  • Priority Notification
  • Attendance
  • Behavior
SurveyA comprehensive list of surveys created in Survey Designer.
Deliver To: 

The intended recipients of the message:

  • All respondents - Indicates the message is sent to all recipients of the survey.
  • Only not completed respondents - Indicates the message is only sent to recipients who have not completed the survey by the Messenger Start Delivery date and time.
  • Only completed respondents - Indicates the message is only sent to recipients who have completed the survey by the Messenger Start Delivery date and time.
Delivery Devices
InboxThe Inbox option is automatically selected. This option places a note in the inbox that a new message is available. Infinite Campus strongly recommends leaving this option marked to ensure delivery to Portal Accounts that have no other delivery device marked for messages.
EmailThe Email option sends an email to the guardian's email address on record (entered in Census > People > Demographics).
Voice

The Voice option calls the guardian's phone number on record (entered in Census > People > Demographics). This feature only applies to schools/districts that use Campus Messenger with Voice add-on functionality.

Text

The Text option sends a text message to the guardian's 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. This feature only applies to schools/districts that use Campus Messenger with Voice add-on functionality.

Message Details
Sender's Email

This field displays the email address that is automatically included in the message body for message recipients to reference.

If the "Use Sender's Email from Census as Sender's Email Address" checkbox is...Then this field displays the email address entered in....
selected on the Email Settings tab

Census > People > Demographics > Email

NOT selected on the Email Settings tabSystem Administration > Messenger > Messenger Preferences > Email Settings > Default Sender Email Address


This field can be changed if the Allow Custom Sender's Email Address checkbox is marked on the  Email Settings  tab.


Existing templates may display a different address if the the Allow Custom Sender's Email Address checkbox is marked and a user modified the Sender’s Email field.

Caller ID

This field displays the phone number that is automatically included in the message body for message recipients to reference.

If the "Use Sender's Work Phone from Census as Caller ID" checkbox is...Then this field displays the phone number entered in....
selected on the Voice Settings tabCensus > People > Demographics > Work Phone
NOT selected on the Voice Settings tabSystem Administration > Messenger > Messenger Preferences > CallerID Preferences

This field can only be changed if the Allow Custom Caller ID checkbox is marked on the Voice Settings tab.


Existing templates may display a different Caller ID if the Allow Custom Caller ID checkbox is marked and a user modified the Caller ID field.

Message SubjectThis field determines the text that displays in the Subject field of the email message.
Message Body

You can enter comments in the Message Body using  the WYSIWYG editor. For more information about using the options available with the editor, see the WYSIWYG Editors article.

The following fields may be inserted into the body of the message by clicking on the insert Campus Field icon.

  • Messenger Recipient
    • firstName
    • lastName
  • Survey
    • name
    • startTimestamp
    • endTimestamp
    • startDate
    • endDate
    • portalURL

Do NOT copy attribute fields from another Messenger tool in Campus. The attribute fields are not the same.

Message Body supports the use of Chinese characters for email messages only.

This option allows you to send a voice message. See the article Messenger with Voice - Setup and Details for more information about this feature.


You must click the Upload button after browsing for the attachment. When an attachment is properly uploaded, the Attach File message displays on the screen.

Browse and upload an email attachment

This option allows you to add an attachment to the email. See the article the Digital Repository Preferences for information about supported file types and sizes.


You must click the Upload button after browsing for the attachment. When an attachment is properly uploaded, the Attach File message displays on the screen.


This option is controlled by an email preference set by the District Administrator and may not display in all districts.

Text Message

The text message to be sent to the guardian's mobile device. Infinite Campus recommends not exceeding 140 characters as this may result in multiple messages being sent to recipients in random order.

 

There is a character limit of 400 characters for text messages.


Infinite Campus recommends not exceeding 140 characters as this may result in multiple messages being sent to recipients in random order. The maximum length of a text message is set to 400 characters. When a text message reaches this length, a warning message displays indicating such. The message cannot be saved until the character limit is met.


Existing text message templates still display in their entirety, but need to be modified to be within this limit before sending.

If users wish to stop receiving text messages, they can text STOP to the short code. This results in the user receiving no further text messages from Campus, even if the user has the Text option marked on their Contact Preferences. Users need to go through the opt in process again to start receiving texts at a later date.

Delivery Date:The day on which the message should be sent.
Send Inbox/Emails at:

The time inbox and/or emails are delivered.


The time saves with the templates. If messages should always go out immediately after Send is selected, this field should be left blank.

Dial Window

These fields create a dialing window during which a general voice message may be sent. The default values for these fields are set up on the Voice Settings tab System Administration > Messenger > Messenger Preferences > Voice Settings).


Dial Window times must be entered and save with templates. If the start time entered on the message is earlier than the start time on the template (and the start time on the template is after the start time entered on the Voice Settings tab), Messenger uses the start time on the template and does not send the message until that time is reached.


If the end time on the Dial Window is earlier than the end time entered on the Voice Settings tab, calls do not stop. Instead, they continue until the end time on the Voice Settings tab is reached. In addition, if a voice message is still delivering when the District end time is reached, message delivery is stopped and is not be completed.

Campus Fields and Sub-Reports for Survey Messenger

Campus Fields and Sub-Reports includes specific fields for use in the Message Body WYSIWYG. These fields are designed to pull the latest qualifying event, based on filter criteria. Other fields are available but they use ad hoc logic and may not return the most recent event data if there are multiple events in a year.

Any ad hoc fields that have been deactivated display in red. Use the Element Replacement tool to locate deactivated elements and replace them with the new field.

Campus Fields can also be added to Text Messages. Sub-Reports cannot be added to Text Messages.

screenshot of the insert campus field button and options available once selected

Survey Messenger Campus Fields

screenshot of the insert sub report button the sub reports available upon selection

Survey Messenger Sub-Reports Selections

Sub-Report Options

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

AreaSub-Reports
Learner

Student Schedule

Active and Dropped Student Sch

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 PortfolioCumulative GPA and Class Rank
Health

Immunization

Health Screening Concussion

Health Screening Dental

Health Screening Hearing

Health Screening Scoliosis

Health Screening Vision

Point of SalePOS 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.

Create a New Template

Templates allow you to create reusable messages that save time and standardize content.

  1. Select the <New> option from the Template dropdown list.
  2. Use the Field Descriptions to complete the Survey Messenger editor.

    The Message Body uses a WYSIWYG editor.

    Do NOT copy attribute fields from another Messenger tool in Campus. The attribute fields are not the same.

    For more information about using the options available with the editor, see the WYSIWYG Editors article.

  3. Click the Save button at the top message editor.
  4. Enter a name for the template in the pop-up box. The template appears in the Template dropdown list.

Delete a Template

  1. Select the template you want to delete from the Template dropdown list.
  2. Click the Delete button. A confirmation message displays.

  3. Click the OK button. The template is removed and it no longer displays in the Template dropdown list.

Create and Send Messages

  1. Select an existing Template from the Template dropdown list.
  2. Use the Field Descriptions to complete the Survey Messenger editor.

    The Message Body uses a WYSIWYG editor.

    Do NOT copy attribute fields from another Messenger tool in Campus. The attribute fields are not the same.

    For more information about using the options available with the editor, see the WYSIWYG Editors article.

  3. Browse and upload an email/voice attachment. (optional) 

    You must click the Upload button after browsing for the attachment. When an attachment is properly uploaded, the Attach File message displays on the screen.

    screenshot of the upload attachment field


  4. Click the Test button to review the message and its recipients.

    Infinite Campus strongly recommends testing messages before delivering them. A message is sent in the exact manner it is delivered to recipients. The Test Message screen confirms that the test message was sent.

  5. Click the Preview/Send Message button. The Preview Message screen displays.
    the preview message screen
  6. Click the Review Recipients button. The Review Recipients screen displays.

  7. Complete the following tasks on the Review Recipients screen. (Optional)

    TaskDescription
    To exclude recipients/phone numbersClear the checkbox next to a name or phone number.
    Preview the messageClick the page icon in the Preview column.
    To exit and return to the Message Preview screenClick the Save & Return button if changes have been made to the recipient list. Otherwise, if no changes have been made, click the Cancel button.
  8. Click the Send Message button on the Preview Message screen. The Preview Message screen displays. This screen confirms that the message tasks has been completely set up for delivery at the times entered in the Send Emails At and/or Dial Window fields of the main Message Builder screen. This screen does not indicate that the message is currently being sent.
    example of the preview message screen
  9. Click OK.