InstantConnect TrainingManual

tableofcontents WhatisInstantConnect?
Loggingin Navigatingtheplatform Howtosendamessage Howtocreateacustomlist
ifyouhavecontactinformation ifyoudon'thavecontactinformation
Howtocreateasubsetlist Howtodeletealist Aboutreports

WhatisInstantConnect?

InstantConnectisthemassnotificationsystem usedtosendoutemails,phonecalls,andtext messagestoyourschoolcommunity.

LoggingIn

Howtologin:

Username:yourCUSDemailaddress UsetheLONGversion: kendraburt@clovisusd.k12.ca.us

Password:yourCUSDpassword Sameasyouremail,computer

DashboardLayout

1.Menu	2. Quick access links to common pages	3. Current messages sending out

4. Scheduled messages	5. Total number of messages sent over the last week, by day

"MyLists"Layout

1.Main Menu	2. Select an Action menu

3. List information (list names, contacts, last updated, last message sent, etc.)

MenuLayout
"SelectanAction" Createalist

Startanewmessage Editanexistingmessage

Stopacurrently-sendingmessage

Copyanexistinglist Createalistfromanexistinglist

Deletealist

SendingaMessage

1.Click the name of the list you want to send a message to.

2.Click "Create Message". then, click "OK" if you are creating a brand-new message.

a.If you have a message you want to save and send periodically (attendance calls, etc.), simply choose "Edit Message" instead of "Create Message".

SendingaMessage

3. Choose the type(s) of message you want to send. 4. Name your message (optional).
5. Choose your message priority (informational or emergency)

a. Informational: for sending information to your families (i.e. upcoming events)

b. Emergency: used to reachall parents, even those who only consent to emergency messages (school lockdown, urgent information, etc.)

SendingaMessage-Email

6-8:

6. From name: who is the message coming from?

7. From email: should be pre-set already, no need to change. 8. Subject: the subject line of your message.

9. Add attachments/images with these buttons. 10. Write your message here.

Thesewillcarryoverfromthe previousmessagesent,somake suretocheckandupdatethese
everytimeyousendamessage!

SendingaMessage-TextMessage

6. Character count: While there is no limit on text message characters, any message over 160 characters will be converted into a link for the user to click on to view the entire message in a web browser on their mobile device.

7. Write your text message here.

8. This will pull the text content of your email into a text message.It will not pull over any images or attachments in your email to the text message!

SendingaMessage-VoiceCall

6. Choose howto record your message: record it yourself or use a computer voice (we recommend recording your own message).

7. Click the “Record” button to open the recording options menu.

8. Choose your recording method.*Messages can be no longer than 2 minutes!

9. Remember to click “Apply” to save your changes.

SendingaMessage

11. Choose to Send MessageNow, Save your progress, or Schedule the Message to send later.

12. You can also Preview your message to the email address/phone number of your choosing.

EmergencyLists

Alistwiththeword"EMERGENCY"inthenamewill AUTOMATICALLYapplytheemergency-prioritysettings:
Fasterdialspeed Prioritysending
Sendingtoemergency-onlycontactsaswellasthosewho agreetoallmessaging

CreatingaList(withcontactinfo)

1.Create an Excel sheet with the contact information.
a.Include Student IDs, first name, last name, phone numbers and email addresses in their own columns
2.Click "Create a List" from the "Select an Action" menu.

CreatingaList(withcontactinfo)

3.Nameyourlist. 4.Click"Import/Export"toimportyourExcelfile.

CreatingaList(withcontactinfo)

5.Chooseafiletoimport(yourExcelfile). 6.Click"ImportFile".IfyouhavemultiplesheetsinyourExcelfile,selecttheoneyou'd
liketoimport.

CreatingaList(withcontactinfo)

7.Ensureeachcolumnisproperlylabeledusingthedrop-downs.

8.Whendone,click"AcceptandProceed".

CreatingaList(withnocontactinfo) 1.CreateanExcelsheetwiththeIDnumbersofthe
studentsyouwanttoinclude. 2.Createyournewlist(followthestepsforCreatinga
List,uptoStep3). 3.SendyourExcelsheettoKendraBurt@cusd.com
alongwiththenameofthelistyoucreated. a.IcanimportthecontactsandlinktheIDnumbers
withthemasterAllStudentslistthatsyncs nightlywithQ.

CreatingaSubsetList Helpfulforcreatingalist

fromasmallselectionof alargerlist:
i.e.Gradelevellists

1.Checktheboxnext tothelistyouwant topullinformation from.(Useyour"all students"listthat syncsnightlywithQ.
2.Click"Createa SubsetList"fromthe menu.

CreatingaSubsetList

3.Nameyourlist. 4.Makesure"Keeplinkedtosourcelist"ischecked!Thismakessureyourinformationstays up-to-date.
5.Chooseyoursourcelist(itshoulddefaulttothelistyouselectedinStep1).

CreatingaSubsetList

Building:yourschoolsite(shouldonlybeonenumber)

Grade:gradelevelsofstudents

Language:homelanguagenotedbyparentinQ

BusRoute:(ifstudentridesthebus)routenumber

HmRoom:N/A

Gender:genderofstudent

Custom1:N/A

6.Setthefilterthatwilldeterminewhofromthe sourcelistjoinsyoursubsetlist.
a.Field:categoryyouusetofilteryour students.
b.Value:theoptionsavailableinthe category.
c.Onceyourfilterisset,click"Add"to activatethefilter.Itwillfillintotheempty
boxontheright.Click"OK"whendone.

DeletingaList

1.Checktheboxbythelistyouwanttodelete.

2.Clickon"SelectanAction".

3.Click"DeleteaList".Confirmyouwanttodeletethelist.

ViewingReports

1.Open the main menu (3-line menu button in top left corner). 2.Click on "Reports".
3.Click on the message you want to learn more about. A report will open with the date created, message type(s), who sent it, and a list of each contact on the list, if the message delivered, contact information it was sent to, etc.

KendraBurt DigitalMediaSpecialist

KendraBurt@cusd.com x79030