Overview
Many roster and form actions can be performed on the entire roster or a filtered roster. This article will explain what they are.
Click on Programs then click on the program name. Then click on the Roster tab.
Roster Actions
The following Roster Actions can be performed on the entire roster or filtered roster by navigating to the Roster page for the program, filtering if desired, then clicking on the Roster Actions button:
- Print Attendance Sheets
- Print Consolidated Attendance Sheet - includes all dates on the schedule
- Print Daily Attendance Sheet - includes lines for signing in and out
- Print Roster Reports
- Print Simple Roster - contains basic information
- Print Detailed Roster - contains basic information plus emergency contact information and answers to Custom Form Questions
- Emailing
- Option 1: Email All Participants (as To) or (as Bcc) - This will open up your default email client (i.e. Outlook, Outlook Express) and pre-fill the To: list with the email addresses of all filtered participants as well as all household members that are designated as Head of Household. Type email and send as you normally would. See an important Tip here.
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Option 2: Display/Copy Email Addresses - This will open a pop-up with the email addresses of all filtered participants and all household members designated as Head of Household. You can then copy/paste this list as required.
- SMS/Texting
- Option 1: Text (SMS) All Participants - This will open up your default email client (i.e. Outlook, Outlook Express) and pre-fill the To: list with the Text/SMS addresses of all filtered participants as well as all household members that are designated as Head of Household who have opted-in to Receive Text Messages. Type text message and send as you normally would send an email. See some important Tips here.
- Option 2: Display/Copy Text/SMS Addresses - This will open a pop-up with the Text/SMS addresses of all filtered participants as well as all household members who are designated as Head of Household who have opted-in to Receive Text Messages. You can then copy/paste this list as required.
- Exporting Roster Information to Excel
- Export Basic List to Excel - contains basic roster information
- Export Full Detail to Excel - includes ALL of a registrant's profile information plus Names, Phone Numbers and Email Addresses of those individuals in their household marked as Head of Household. It also contains registration information including fees, answers to Custom Form Questions, and League information if program is associated with a League.
Form Actions
Tips:
- If you need to email more than 50 people at once and nothing happens, we highly recommend you use your bulk email feature to target that group. See How do I send a Bulk Email Campaign? and use the Advanced Member Search to filter the participants for that one program/membership.
- SMS Text Messages will only be sent to Members who opt-in for Text Message Alerts on Member profile
Notes:
- Attendance Sheets and Roster Reports (Simple and Detailed) can be printed or exported to PDF or Word
- Default for SMS Text Messages is Email so be sure not to include images in signature. See other premium SMS options here: SMS Text Settings