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Cody Whittaker

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  • Dynamic List

    Skip to about the 3:30 min mark to view the Dynamic List portion of this training video   Click on the Lists tab and then select the Create Contact List button. Select Dynamic from the drop down...

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  • Divisions

    Click on the Profile Icon and select Organization.   Select Divisions. This is where you will add your schools or other buildings/divisions. This will be useful for creating dynamic lists or for ...

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  • Contact Field Setup

    Click the Contacts tab and click the Contact Fields Setup link.  Contact fields allow you to group your contacts into specific fields. To set up the Contact Fields, click Contacts and then select t...

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  • Contacts

    If you are syncing with a Student Information System (SIS) your contacts will populate on this page automatically. If you have not yet set up your SIS with us, we partner with Global Grid for Lear...

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  • Channel Permissions

      Once your channels have been set up, you are able to set up who has the ability to send to that specific channel. Click the Options tab next to the channel you want to set up and then select Acc...

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  • Channels

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  • Block List

    Click on the Profile Icon and select Organization. Select Global Block List If an individual says they no longer would like to receive information you can add their information to the block list....

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  • Adding Prerecorded Voice Messages/Recording Voice Messages

    The Files section is where any file that is used in a message gets uploaded to. Click on the Files tab to go to this area of the system. This is also where you want to go to either upload already ...

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  • Adding Contacts using CSV

    Click the Contacts tab and  select Upload CSV File. Click Choose File or Browse, navigate to your CSV and then click Open. Click Upload File. There is no specific format needed for the CSV, the opt...

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  • Uploading a video to the video library (with video)

    The video player that is used is HTML 5 which will allow videos to be played on all devices including mobile.Acceptable video types include, but not limited to: AVI MOV FLV MP4 MP3 WMV Quicktime W...

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