Banner Communication Management has options to send emails using the populations and templates created in previous steps. These Communication Jobs can be one-time (sent immediately or scheduled in the future) or recurring.
1. Create a Communication Job
1. Create Job.
- Select Communications from the main menu.
- Click Create Message.
2. Create Message Details
- Create a unique Communication Job Name.
- Select the appropriate Organization from the drop-down menu.
- Select your Population Name.
- Select the Template to be used.
3. Schedule Communication
- Choose Schedule option
- Send Now will send the communication immediately upon submission.
- One Time Scheduling will send a communication one time at a specified date and time.
- Recurring Scheduling will send communications on a schedule.
NOTE: If you chose to Send Now, no further steps are required. Skip to step 6.
4. Schedule One Time Future Communication
- Choose One Time Scheduling in the Schedule section.
- Choose the Date to send the communication.
- Choose the Time to send the communication.
- Optionally, select the box next to Regenerate Population on Send to have the population regenerated prior to sending the communication.
*The option to 'regenerate population on send' is only available when the user creating the communication is utilizing a population for which they are the owner.
5. Schedule Recurring Communications
- Choose Recurring Scheduling in the Schedule section.
- Choose the Start Date to send the communication.
- If the schedule should stop after a certain period, choose End Date or Number of Occurrences.
- Set the schedule using the Daily, Weekly, or Monthly tabs.
- Optional, but recommended: Check the Regenerate Population on Send option to regenerate the population before sending.
*The option to 'regenerate population on send' is only available when the user creating the communication is utilizing a population for which they are the owner.