Using tags and broadcasts not only helps you maintain personal connections with families through thoughtful gestures like birthday messages, but it also builds rapport and enhances client satisfaction.
To effectively organize students and parents by their birthday month, please follow these steps:
- Go to any Student Record > Click the pencil to open the Student Profile
- Expand the Administrator Banner
- Enter something in the "tags" section and click enter.
Schedule Monthly Broadcast Messages
- Go to Settings > Broadcasting Station > Create Broadcast > Email > Fill in all the necessary information like Tags > Craft a personalized birthday message > Click Save
