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LineLeader Enroll - Group Communications
LineLeader Enroll - Group Communications

This article describes how to utilize group communications within your LineLeader Enroll platform.

Teddy Hook avatar
Written by Teddy Hook
Updated over a year ago

Group Communications

In LineLeader Enroll you have the ability to view and create lists of families. There are many different use cases for creating and viewing lists, one of which is sending out group communications to your families via email or text.

This article is broken down into three parts

  1. Viewing a Family List

  2. Customizing a Family List

  3. Reporting on Group Communications

Step 1: View a Family List

  1. Log into the LineLeader Enroll and navigate to "Families" on the left sidebar

  2. The system defaults four preset lists for you to view

    1. Active Families: All families in statuses before Enrolled

    2. Enrolled Children: All currently enrolled children

    3. Withdrawn Children: All currently withdrawn children

    4. Lost Opportunity: All families that are currently in Lost Opportunity

  3. Once you're viewing the appropriate list, click "Group Action" in the top right

    1. Upon first clicking the "Group Action" button, we will allow you to de-select any individual families you may not want to message in this specific situation.

    2. In the bottom right of your list click "Next" and then click "Send Text or Email"

  4. This final step is where you can choose to send a group text or email

Notes:

  • The best part about Family lists is they will always update to represent real time data within your CRM system

  • Don't worry if a family has unsubscribed, we will automatically prevent sending them content

  • When sending a text or email, you can select pre-built templates to populate your message and edit as desired

  • When sending a text or email, you can set delays if you wish to have the message go out at a later time and date

Step 2: Customize Family List

The system will provide a few standard lists, however, it's possible you want to better filter your criteria to curate a custom list of families to message.

  1. Return to the Family tab within your CRM system

  2. Click "Filters" in the top right corner

  3. The system will now provide a wealth of fields you can filter off

    1. Consider exactly what group you are looking to message, and then create a a family list based on that criteria

      1. I.e. Create a specific list of families in a "Waitlist" status who have children in a specific age range, if you are looking to fill spots for a classroom

  4. Once you've input all your filters, click "Apply Selected Filters" at the bottom of the screen

  5. At this stage, you have a new custom list, which you can then click "Group Action" and follow the steps above

Notes

  • You have the ability to save filters and come back to them via "Open Saved Filters" button

Step 3: Report on Group Communications

Once a Group Communication has been sent out, you can view it's performance. This is a key way to validate your messaging and the impact it's having with families.

  1. Login to the CRM system and go to "Reports" on the left sidebar

  2. Under reports, navigate to "Group Comms"

  3. Within this section, you will see all of your Group Comms, the date they were sent, and their status

  4. Once you open up a specific Group Comm, we will show it's performance and provide the list of families who received this message

  5. Here is a breakdown of what each performance statistic refers to:

    1. Families: This refers to the number of families this message attempted to send to

    2. Processed: This refers to the number of families the message successfully sent to

    3. Delivered: This refers to the number of families who successfully received the message

    4. Opened: This refers to the total number of times families opened your message

    5. Unique Opened: This refers to the specific number of families who opened your message

    6. Clicked: This refers to the number of families who clicked a link within the message

    7. Failed: This refers to the number of messages that failed to send

    8. Spam Reported: This refers to the number of messages that were reported as spam by your families

Notes:

  • The number of "Opens" will always be equal or higher than "Unique Opens" because a family can only record a "Unique Open" once, though they can open the message multiple times

  • The number of "Processed" messages may be below the number of families due to certain families being unsubscribed

  • The number of "Delivered" messages may be below the number of "Processed" messages due to bounces

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