Start with a Found Set

This article will detail how to send a broadcast email to a found set of records. Your found set can be from PORTAL, KEYSTONE, GENERATIONS or SANDBOX.To access BROADCASTER from each of our core solutions (scroll to find your solution):

Accessing BROADCASTER from PORTAL

1. Create your found set of records.

2. Click the New Broadcast button to open.A dialog box will appear confirming the number of recipients in your broadcast.

3. Click OK in the dialog box to proceed.

Accessing BROADCASTER from KEYSTONE

1. Create your found set of records.

2. Click the Broadcaster button to open.A dialog box will appear confirming the number of recipients in your broadcast.

3. Click OK in the dialog box to proceed.

Accessing BROADCASTER from GENERATIONS

1. Create your found set of records.

2. Click the Email button to open.A dialog box will appear confirming the number of recipients in your broadcast.

3. Click OK in the dialog box to proceed.

Accessing BROADCASTER from SANDBOX

1. Create your found set of records.
2. Click the Email button. The Email button is visible only from the Overview tab, not from the List tab.

A dialog box will appear confirming the number of recipients in your broadcast.

3. Click OK in the dialog box to proceed.

Gathering a Found Set for a broadcast if you do not want parents who have multiple students enrolled to receive multiple emails

In some instances, you will want a family to receive only one copy of an email, even if they have multiple students enrolled at the school. Examples might be a snow day announcement, a general Open House announcement, a newsletter, or a letter from the Head of School.

Instead of beginning your broadcast from the INQUIRIES tab (PORTAL) or ksSTUDENTS, you need to get a found set of FAMILIES.

1. Get a Found Set of INQUIRIES or STUDENTS.
2. Go to the Inquiries menu (PORTAL 4), or the Scripts menu (KEYSTONE, PORTAL 3, SANDBOX) and choose
   • Show Related P1 Families, or
   • Show Related P2 Families, or
   • Show All Related Families.

3. The FAMILIES window will become active, and your found set will change to reflect the relevant FAMILIES.

4. Click on the NEW Broadcast button or the Email button, depending on your solution to start the broadcast.

Next Step for All Products:Choose a Template

The BROADCAST Assistant screen will open. You are in the Choose step as displayed in the Process-Status Area.

Next you will choose a template. Continue to the next article.