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How to Message Customers From Custom Reports

Sawyer
Updated

This feature is included in the Scale pricing plan. It is not included in the Launch and Grow plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.

If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.

Our new report messaging (beta) feature allows you to send email messages directly from our custom report builder.

Use this feature to send a message without clicking into multiple rosters, create a quick note or reminder for all registrants within a specific semester, or send reminders to your instructors! 

Note: If you want to message an individual class roster, you can use our messaging feature.

How to access report messaging

Any custom report that includes email will now display a Message option in the top options menu. 

  1. Navigate to Reports and click on Custom
  2. Click +New Report in the top right corner
  3. Select a prompt from the dropdown menu and drill down using the +and button to create your custom report.
    1. For example "I want a list of: Children > Who've Attended These Locations > (Check any or all applicable options)
  4. Click Get My Report to view the report
  5. To message the list, click the Message button toward the top right
  6. To favorite and save a report for easy access, click the star icon near the title of the report

Note: you will receive a copy of every message sent.

How to use this messaging feature from specific reports

We've put together resources to help you build common messaging lists. If you need help building a different list, please reach out to support@hisawyer.com 

Message all families in Sawyer

  1. Navigate to Reports and Click on Custom

  2. Click +New Report in the top left corner

  3. Filter by: "I want a list of: Members"

  4. Click Get My Report to view the report

  5. Click Message to message the list

Message families enrolled at a specific location

  1. Navigate to Reports and Click on Custom

  2. Click +New Report in the top left corner

  3. Filter by: "I want a list of: Children > Who've Attended These Locations > (specific locations)"

  4. Click Get My Report to view the report

  5. Click Message to message the list

Message multiple rosters at once

  1. Navigate to Reports and Click on Custom

  2. Click +New Report in the top left corner

  3. Filter by: "I want a list of: Children > Who've Attended These Scheduled Activities > (specific activity or select multiple)"

  4. Click Get My Report to view the report

  5. Click Message to message the list

Message students enrolled in specific activities

  1. Navigate to Reports and Click on Custom

  2. Click +New Report in the top left corner

  3. Filter by: "I want a list of: Children > Who've Attended These Schedules > (specific semester, camp, or event)"

  4. Click Get My Report to view the report

  5. Click Message to message the list

Message customers who made orders during specific date range

  1. Navigate to Reports and Click on Custom

  2. Click +New Report in the top left corner

  3. Filter by: "I want a list of: Orders" 

  4. Click Get My Report to view the report

  5. Use the  Calendar Filter on the report preview to Drill down orders for a specific date range

  6. Click Message to message the list

Message instructors by activity or schedule

  1. Navigate to Reports and Click on Custom

  2. Click +New Report in the top left corner

  3. Filter by: "I want a list of: Instructors > Who've Taught These Activities > use this and other filters options to send reminders to a specific list of instructors in specific schedules or activity."

  4. Click Get My Report to view the report

  5. Click Message to message the list

 

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