Send Message to Cohort Category

This article applies to the following role permissions: ConexED Administrator - Director - Group Manager - Faculty/Staff

Send customized Multiple-Channel Notifications or Rich Text Emails to all students within a selected Cohort Category through the CRM Messaging Center.

Select a Cohort Category and Send Notification to All

1. Navigate to the CRM & Cohorts Center tab on the left side navigation bar
2. Click on the Messaging Center dropdown and select Cohort Notifications
3. Under the Search Filters section, select a Cohort Category and click "Search" to return a list of students assigned to a Cohort in the selected Cohort Category
4. Click the "Send Notification to All" button

Once you click "Send Notification to All", you can select the Notification Type from the popup

Send a Multiple-Channel Notification to a Cohort Category

1. From the Notification Type popup, click the "Multiple-Channel Notification" button
   
2. Add a Notification Title, Message, select the Notification Type(s), choose if you want to Override Opt-Outs*, and choose if you want to send the notification at a later date
3. Once you are finished creating your notification, click the "Send Notification" button to send the Notification you created to all students in the selected Cohort Category

*When "Override Opt-Outs" is selected, students who have opted out of email or text notifications will still receive the notification

Send a Rich Email Text to a Cohort Category

1. From the Select Notification Type popup, click the "Rich Email Text" button
2.  You will be redirected to the Send Email Notification Page where you can enter an Email Subject and Email Body
3. Once you have finished creating your Email Notification, click the "Send Email" button to send the email you created to all students in the selected Cohort Category