Overview
Communicating effectively with parents or guardians is pivotal in nurturing a successful enrollment funnel. This article covers the process of sending Campaigns to parents or guardians as well as important things you should know, especially if you don't have separate parent records/profiles.
📙 Note: As a prerequisite to this article, we recommend reviewing Family Members and Relationships.
Email Campaigns
Option 1: Send To Email from a Token
If you do not store parent/guardian on separate contacts, you might consider using the Email from a Token in the "Send To" field. However, it is important to note the Send To field supports only a single email address. As a result, only one family member with an email address in the student record will receive the Campaign. This approach is straightforward but might not be able to meet your comprehensive outreach needs.
When using this method, email activity (received, opened, clicked) is tracked on the student profile but you can see the email address the message was sent to by viewing the activity detail.
Option 2: Send To Student Email + CC Email from a Token
A more inclusive alternative is to utilize the student's email in the "Send To" field and place the Guardian Token in the CC (or BCC) field. Unlike the "Send To" field, the CC and BCC fields can accommodate multiple email addresses, ensuring all listed family members receive the Campaign. This method ensures a broader reach, though the student is the primary recipient, and therefore, any tokens used (first name....)
Option 3: Create Separate Family Records
For a more direct and inclusive approach, consider using a Rule to generate separate records for each family member with data stored on the student's record. This option works best when your message targets only parents or guardians—perhaps starting with "Dear [Parent's Name]" or sharing specifics exclusively relevant to them.
This method guarantees that if a student has more than one parent with independent records, they will each receive the personalized Campaign.
Once a parent/guardian has a separate record, the process mirrors sending Campaigns to student records:
Create a parent/guardian Segment using the filters of your choice, but you must use the Profile Type to exclude student and other record types.
Use that Segment as your audience in your Campaign (one-time) or Workflow (ongoing).
Configure your Campaign 'Send To' setting to the Primary Email of the family record.
SMS Campaigns
To send text message Campaigns to parents or guardians, you need to create separate records for them. You can follow the same steps as outlined in Option 3 for sending an email Campaign. Once you have separate records created, you can then create/select a segment of family records as your SMS audience. For the steps to create a parent segment, see the next section below.
Create a Segment for Parent Communication
Navigate to Contacts > People
Click Add Filter
From the Type dropdown, select Relationships
A new window will open, where you will configure your Segment.
Click the Relationship is dropdown to select your relationship type. For this case, we will want to choose the Parent-Child.
Additional configurations will appear. Since we are segmenting parent records, we will keep the default selection of Parent.
Click Add Filters and choose the related student filter(s). Even though you're targeting parent records, select filters related to student data. For example, to target parents of students interested in a specific major, you could use the filter intended major = accounting.
Once you're finished adding filters, click Submit. You will be returned to the People list, where your new Relationship filter should be visible.
Click Apply to apply your Relationship filter.
You should now see your segmented parent records associated with students who match the specified filter (e.g., students with an intended major in accounting).
You can then click Save As New Segment to retain your Segment for future use and the ability to load it into a Workflow. If you want the Segment to automatically update as data changes on records, be sure to convert it to a calculated segment.