Regroup Documentation

Regroup Message Guidelines and Information

1. If a student wishes to opt-out of any general regroup messages. They can reply “Stop” to the text message. This will block regroup from sending messages to them.
   

2. When sending Text Messages, start the text with something along the lines of “Hello Giants” or anything that allows the student at a glance to see the message is related to COS.
   

3. If you wish to send out a message to all students, contact Lauren Fishback to send out that message. This will not require a helpdesk ticket as she is an authorized sender for the campus groups.
   

4. If you do not have access to Regroup, you will need to be approved for regroup access from Michele Brock and Lauren Fishback.
   

5. If your department has need for a reoccurring demographic of students, please submit a separate helpdesk ticket requesting an Argos report to fulfill this need at least two weeks prior to a regroup message needing to be sent out.
   

6. If you would like more information that this documentation does not include, please submit a helpdesk ticket.

Preparing your target students for upload

1. Retrieve the Banner IDs of your target demographic of students from a report of your choice.

   1. 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.
      

2. Navigate to the Regroup Banner ID Entry ARGOS report.

   1. If you do not have access to this report, please submit a helpdesk ticket.
      

3. Paste up to 1000 Banner IDs in the box on the left of the report
   

   

   
   

4. After you have inserted the Banner IDs of your target demographic, click the Run Report button at top of the report.
   

5. To export the report as a CSV for Regroup, click the gear on the bottom right of the report.
   

   

   
   

6. Next, click ‘Export All to CSV’
   

   

   
   
   

7. In the “Export Data” Screen, make sure the “Write Headers” box is checked and Click “Apply”
   

   

8. You now have the csv file for to import into regroup in your downloads folder. Please proceed to the “Uploading students to Regroup” section of the documentation

Uploading students to Regroup

1. Navigate to the Regroup Icon in My Giant.

   1. If you do not have access to this icon, please submit a helpdesk ticket.

   2. If prompted to login, please click the “ADMIN LOGIN” button.
      

      

2. Click “RECIPIENTS” at the top of the navigation bar.
   
   

   

3. Select your designated group which has you listed as an Admin or Sender.

   1. If you do not have a group where your status is Admin, please submit a helpdesk ticket for a new group or to be admin of a preexisting group.
      

      

4. If your group is associated with a campus location in Regroup, it may be listed underneath that location. In the example above, the groups associated with Visalia will be listed underneath that location. You can click the + sign to toggle the list of groups on that location open and closed.

   

5. Once you have your group selected, click “Contacts” on the left pane of the page under Group Members.
   

   

6. If there are currently any students from a previous run, Check the box to select all contacts then click the “Remove” link.
   

   

7. After clicking Remove, you need to confirm by typing Yes on the confirmation page and clicking the Ok button.
   

   

8. After all students have been removed from this group, click the “Add Members” button
   

1. Select “Upload CSV” from the top of the pop up screen
   

   

   
   

2. Browse to your regroup upload csv that you download from the previous section and click “Upload”
   

3. Match the fields in regroup to the CSV as shown bellow:
   

1. Please allow 5 min. per 1000 students being uploaded to be imported into the regroup.
   

2. Please continue to the “Sending a Regroup message” after all students have been imported.

Sending a Regroup message

1. After all students have been imported into your Regroup Group, Click the “Post to Group…” button.
   

   

   
   

2. Select the contact methods from the “Post Method” section on the left side of the screen. For this demo, I will be selecting Email and Text/SMS
   

   

   
   

3. Look over each of the default settings and change them as needed. These should be set up to your specifications when a group is created.
   
   
   
   
   
   
   
   
   
   
   

4. When sending a Text Message, uncheck “Same as Email Message” and “Include Link to Full Post”
   

   

   
   

5. Type out your message in both the Email and Text Fields.
   

6. If you wish to save your message as a template, or schedule for later, select those options at the bottom of the form.

   1. If you schedule a message for later, you can not change the group members until that message has been sent or it may be sent out to an unintended demographic of students.

1. When you are ready to send out your regroup message, click the preview button and select “Send Test to Myself”

   1. The “Post” 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!!!

After you have verified your message is formatted correctly, click the “Post” button and your message will be sent out to your target demographic.