Watch how it works
Short videos recorded on the real dashboard with made-up sample data. No sound; the captions explain each step.
1What this page is for
What this page is for
Sending the same message to a group of people — or one person — without leaving the dashboard, with the name, program and start date filled in per person.
Audience
Choose a type, then a target: One person, By stage, By program, By cohort, Graduates, All open leads. The count shows first; press Show recipients to list names.
Compose
Channel (Text or Email), a template or a blank message, subject (email only), the message. Merge tags fill in per person when sent: {{first_name}}, {{program}}, {{start_date}}.
The twelve templates
Requested info confirmation, Application encouragement, Abandoned application follow-up, Deposit request, Enrollment confirmation, Missing documents, Class approaching, Payment due, Payment missed, Clinical instructions, Completion congratulations, Certification follow-up. Pick one and edit the words freely.
What happens on Send
- Each message is saved to the Outbox as queued.
- Texts are sent at once from (940) 312-5305 to the phone on each person's record. People with no valid phone or who opted out are skipped and the Outbox says so.
- Emails are sent at once from info@alliswellhca.com to the email on each record, in a simple branded layout. People with no email address are skipped.
- The result line reports sent / failed / skipped.
- Every text appears on the person's profile under Texts and follow-ups.
2The number cards
The cards across the top of the page, left to right.
| Card | What it counts |
|---|---|
| Recipients | How many people the audience contains (count only; names on request). |
| Channel | Text or Email, as chosen. |
3Audience
Type, target, the count, and Show recipients for the names. Parked people are excluded from stage and program audiences.
4Compose
Channel, template, subject (email only), message, and the button: Send text now or Send email now.
5Outbox
Every message queued from this page, newest first: when, to whom, channel, template, status (queued / sent / failed / skipped — with the reason).
6Step by step
Text everyone in a class about the start date
- Audience: By cohort, choose the class.
- Channel: Text. Template: Class approaching.
- Read the message; the start date fills in per person.
- Press Send text now. Read the result line.
Text one person
- Audience: One person, choose the name (or press Text on their profile, which lands here with them selected).
- Write the message and send.
7If something looks wrong
8Flip-book edition
The same subject as a page-turning flip-book. Opens in a new tab.
