Communicate with Participants Using the Communications Portal

TABLE OF CONTENTS

• Walkthrough
• Communicating with Participants Using the Communications Portal
• Communications History (Outbound) Panel

Walkthrough

Communicating with Participants Using the Communications Portal

Follow these steps to send e-mail and text messages to your participants and staff members:

1. On the left, in your Mission Control, click Communications Portal.
   
   
2. Select to whom your message should be sent:
   
   Participants
   
   

   Options for Participants to Message	Definition of Option
   All Enrolled Participants at My Service Sites	Message all participants at your Service Sites who are enrolled.
   All Active Participants at My Service Sites	Message all enrolled participants at your Service Sites marked as Active.
   All Deactivated Participants at My Service Sites	Message all enrolled participants at your Service Sites marked as Deactivated.
   Participants by Association	Message participants at your Service Sites based on a given Type 1 Association (tag).
   Participants by Service Site	Message participants at a given Service Site.
   Participants by Name	Message selected participants at your Service Sites  by name.
   Participants at my service sites who completed the following participant feedback:	DO NOT USE
   Participants at my service sites who did not complete the following participant feedback:	DO NOT USE

    
   Staff
   
   
   

   Options for Staff to Message	Definition of Option
   Staff by Service Site	Message all staff assigned to a given site.
   Staff by Name	Message staff by name.

   
   
3. In the new Message Type section, select the E-mail or Text button.
   

4. When sending e-mails, you may attach up to four files.  These files are saved in the Communications History (Outbound) panels for recipients.
   
   

5. To send your message, click Send Now.
   
   

For more information on where text and email messages are sent from, check out this article: where the messages are sent from

Communications History (Outbound) Panel

Follow these steps to see emails sent from the Communications Portal to participants:

1. On the left, in your Mission Control, click Participants, Staff, & Service Sites.
   
   
2. On the right, click Manage participant accounts.
   
   
3. Click the relevant participant’s name.
   
   
4. Scroll to the Communications History (Outbound) panel and click to open it. 

Here's an example of what you can expect in this panel for participants. 

NOTE: Only emails sent through the Communications Portal will appear here. 

Automated emails/texts will not appear here. For example, the Welcome/Password Setup Email will not appear in the Communtions History (Outbound) Panel.