Creating a distribution list of candidates that have not signed their contract.

Richard Pan

Anyone know how to do this?? We want to email parents that have not signed their contract and give them a little nudge?

Barbara V Glass

@Richard You can run a contract list. Use filters to identify contracts that have a status indicating they have not been received. Look for statuses like "Pending" or "Saved."

2. Make sure to include fields for the parent’s email address along with any other relevant details, such as the parent's name and contract details.

3. After applying the filters and selecting the appropriate fields, generate the report or list. You may need to export the data to a CSV or Excel file for easier manipulation.

4. Once the list is generated, review it to ensure all necessary information is included, and then export it to your preferred format.

5. With this list, you can reach out to the parents whose contracts have not been received.

Hope this helps.

Richard Pan

@Richard Pan
Thank you, yes but can I create an email distribution list out of it?

Richard Pan

@Barbara V Glass So it sounds like I can't create an internal list to be used with Blackbaud Pushpages??

Richard Pan

@Barbara V Glass Ok thanks so you're basically saying that Blackbaud pushpages cannot do this job.

Troy Burki 3

@Richard Pan you can create an advanced list to pull students with a contract status of none or started and their parent information, which you can use to set up a distribution group. Here is an example list setup (none of the contract fields need to be displayed for the purposes of the distribution group, I just add them to use for reporting):

Once you have the list set up and add it to the distribution group, you would just specify that the recipient is User Base [1].

Coco Parham

@Richard Pan I use the lists under “Contracts Lists” and filter for contracts with for “none” or “saved”, include the parents emails (responsible signers) and send out through our Commincations Office (since do not use pushpages). Hope this helps!

Elaine Pettit

@Troy Burki @Richard Pan We usually create an Advanced List exactly how Troy laid out here. Great post Troy. Once your list is all set then you can do a Pushpage and point the Distribution List to your Adv. List.