Regroup Message Guidelines and Information
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Retrieve the Banner IDs of your target demographic of students from a report of your choice.
If you have the need for a specialized demographic of students, please submit a helpdesk ticket at least two weeks prior to when your regroup messages are requested to be sent out.
Navigate to the Regroup Banner ID Entry ARGOS report.
If you do not have access to this report, please submit a helpdesk ticket.
Paste up to 1000 Banner IDs in the box on the left section of the reportpage.
After you have inserted the Banner IDs of your target demographic, click the Run Report button at top of the report.just above where you entered in the Banner IDs. Your data should then show up in the large box on the right side of the page.
To export the report as a CSV file designed for Regroup imports, click the gear on the bottom (1) select the Regroup Import File option from the Reports dropdown on the top of the window and then (2) click the Run button just to the right of the reportdropdown menu.
Next, click ‘Export All to CSV’
In the “Export Data” Screen, make sure the “Write Headers” box is checked and Click “Apply”
You now have the This process will place a csv file formatted for to import into regroup Regroup in your downloads folder. Please proceed to the “Uploading students to Regroup” section of the documentation.
Uploading students to Regroup
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After all students have been imported into your Regroup Group, Click the “New Message” button at the top of the page.
Select the appropriate message type. For most messages you will select “Ad Hoc Message”. If you have a predefined message saved as a template, you can choose that and access the saved quick messages from the “Select from a Quick Message…” dropdown.
Select the recipients for your message by selecting the group you wish to send to using the “Add a Group” dropdown. You can search for your group then click the checkbox next to your group and continue down the form.
Select the delivery methods you wish to use. For most messages, you will likely choose Email and sometimes Text/SMS as this will provide the largest coverage. If you choose Text/SMS, you should select the Phone Type of “Cell”.
Select the sender profile already defined for your group or you can use the ADHOC Email Sender Profile. If you like, you can define a custom profile. If you want to display the values set in the profile, you can click the “Show Profile Info” link to expand that section and see the values.
Enter the message contents by either choosing a template if you have built one, or by entering the message content in the message body section of the screen. If you are sending via Email and Text/SMS, by default Regroup will use the same message content for both or you can click the “Custom content for each delivery method” checkbox and enter in separate text for each delivery method by clicking on each method in the left pane of the message body window. If you wish to use the same content in each method, please check the “Include Lind to Full Post in SMS/Text Message” checkbox so the SMS/Text will not send multiple messages if the text goes over the character limit.
Look over each of the settings and change them as needed.
If you wish to save your message as a template, or schedule for later, select those options at the bottom of the form.
If you schedule a message for later, you cannot change the group members until that message has been sent or it may be sent out to an unintended demographic of students.
When you are ready to send out your regroup message, click the “Preview” dropdown and select “Send Test to Myself”. After you have verified your message is formatted correctly, click the “Send Now” button and your message will be sent out to the recipients you selected.
NOTE: The “Send Now” button has no confirmation screen and will send out your message to all members of the group. Only click it when you are certain your message is ready to be sent!!!