How does a Staff Carer send an email to members of a Group or an eForm? (Community Edition) – Operoo

For Community Edition

Staff Carers (i.e., teachers, club coaches, team managers, supervisors, etc.) can send emails to all members of a group or an eForm, customise the message and attach a PDF file if needed. Please follow the steps below on how to do this.

SENDING EMAIL TO A GROUP

1. Log in to Operoo.

2. Click on the Group Name. Or you may click the "View XX Members" button.

3. Click on Send Email.

4. Select the profiles that you wish to receive your message.

Select from All, Profiles Received, Profile Pending, Custom.
Select from the list of members.

NOTES:

For Care Profile Owners that have more than one member included in this group, you may tick the Unique (only send once for parents with multiple members)box. This will send one email to the profile owners.
To ensure that the secondary email added on the profile will also receive the email that you are sending, tick the box for "Send to Secondary Contact".
You are allowed to attach up to 3 files per email.

5. Click Preview once you're done.

6. Confirm the email by clicking on Send.

7. You will be directed to the group page and will see the banner that the email is queued for delivery.

SENDING EMAIL TO EFORM MEMBERS

1. Log in to Operoo.

2. Click on the eForm Name. Or you may click the "View XX Members" button.

3. Click on Send Email.

4. Select the profiles that you wish to receive your message.

Select from Responded or Not Responded.

NOTES:

For Care Profile Owners that have more than one member included in this group, you may tick the Unique (only send once for parents with multiple members)box. This will send one email to the profile owners.
To ensure that the secondary email added on the profile will also receive the email that you are sending, tick the box for "Send to Secondary Contact".
You are allowed to attach up to 3 files per email.

5. Click Preview once you're done.

6. Confirm the email by clicking on Send.

7. You will be directed to the group page and will see the banner that the email is queued for delivery.

NOTE: If the Staff Carer cannot see any groups or eForms on their Operoo account, kindly get in touch with the Organisation's Administrator and ask him/her to check access to the profiles or eForms has been given to the Staff Carer.

How does an administrator assign staff carers to a group or eForm?

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