Tip for: 03.05.18
When you have students graduating for good, you want to make sure they return all their items and pay their fines and take care of business before they graduate. Because once they’ve graduated, they’re gone, and you’d be lucky to get a “howdy-do” at the bus stop, let alone one of your books back.
One of the ways you can reach out to those students is by using the Send Email report in v7, or the Account Information - Email report in v6.
Note that you will need your Email settings configured in Administration: /admin or Tools > Administration (v7) or Edit > Administration (v6).
Send Email (v7):
- Open Reports and go to the Patrons category.
- You will see the Email subcategory. That’s new! It only has one report.
- Click on the Send Email report.
- Make Selections for your Graduating patrons (by policy, grade, or other criteria).
- Go to the Options tab.
- Enter a Subject line for your email.
- In the Body, enter the text for your notice. If you have standard letter content (in your Circulation > Letters preference), you can insert that using the button below the field.
- At any point, click Create Saved Report to save your progress (after which, you will access it under the Saved tab instead of the Quick tab).
- When the email is ready, Run the report!
The Send Email report is also good for “The library will be closed” and “Construction in the parking lot” and other notices to your patrons!
Account Information - Email (v6):
- Open Reports and go to the Patrons category, and the Status subcategory.
- Click on the Account Information - Email format report.
- Add Selections to select by your graduating patrons (by policy, grade, etc.).
- In the Letter Text, enter your lovely reminder to return their items.
- At any point, click Create New Saved Report to save your progress (after which, you will access it under the Saved tab instead of the Reports tab).
- When the email is ready, run the report!
Recent Posts
Blog Posts
-
Help!—Training your patrons
created by
yesterday at 11:03 AM
-
Help!—New reports documentation
created by
Nov 19, 2019
-
What does it look like?—Patron Details Cover Art
created by
Nov 11, 2019
-
"Elehpants?"—Spell Check for Researcher
created by
Nov 06, 2019
-
Using Study Programs in Researcher
created by
Oct 30, 2019
-
"But what if...?"—Policy Exceptions
created by
Oct 23, 2019
-
Customize Your Researcher Pane
created by
Oct 16, 2019
-
Help!—Workshops
created by
Oct 09, 2019
-
I've hit my record limit!—Patron Cleanup
created by
Oct 02, 2019
-
Which volumes am I missing?
created by
Sep 25, 2019
Want more tips?
Sign up for the emails!
Add Comment