Contacts

Email Campaigns

Overview

💻 CRM > Contacts

This page allows you to add and manage a list of additional contacts that aren't parents/carers/guardians, emergency contacts, enquiries, waitlists, or staff.

Add Contacts

  1. Click the + button
  2. Enter the first name
  3. Enter the surname
  4. Enter the email address
  5. Enter the phone numner (optional)
  6. Select Tags (optional)
  7. Click Add Contact

Contact Tags

  1. Go to 💻 Configure > Manage Tags
  2. Enter the tag name
  3. Select Contacts as the Category
  4. Select the tag colours (optional)
  5. Click Create Tag

Email Contacts

Use the Email Campaigns to send bulk communications to all contacts or only specific tags via email.

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