To the Parent/Legal Guardian of Admitted Students

Navigation: Tools > Smart Search

Scenario: Identify the parents/guardians of all Fall 2023 admitted students that have an email. The goal is to send an email inviting the parents/guardians to attend the fall orientation parent session.

 

Define your Smart Search criteria

• Relationship = Parent/Legal Guardian
• Relationship Email Criteria: Email is not empty
• Student Type = N/A
• Student Status = Admitted
• Student Status Entry Terms = Fall 2023

 

Build your Smart Search 

1. Group 1
   
   
   1. Match Type: Match All
   2. Condition 1: Relationship – Relationship Type In
   3. Operator: Contains any of
   4. Condition Value: Select appropriate relationship (i.e., Parent/Legal Guardian) from dropdown menu
   5. Field: Active
   6. Click to add a Condition
   7. Condition 2: Email – Email Address
   8. Operator: Is not empty
   9. Field: Active
   10. Primary: Yes
       
       
       
       
       
2. Add a Relationship Group
   
   
   1. Click
   2. Select Relationship Group. A Relationship Group 1 will display.
      
      
      
      
      
3. Add the criteria for Relationship Group 1
   
   
   1. Condition 1: Student Status – Student Status
   2. Operator: Contains any of
   3. Condition Value: Select Student Status (i.e., Admitted – Admitted) from the dropdown menu
   4. Field: Active
   5. Primary: Yes
   6. Click to add a Condition
   7. Condition 2: Student Status – Student Status Entry Term
   8. Operator: Contains any of
   9. Condition Value: Select appropriate entry term (i.e., Fall 2023)
   10. Field: Active
   11. Primary: Yes
       
       
       

 

Results

Tip: The Smart Search Results identifies the parent or legal guardian of admitted Fall 2023 students. Right-click the Full Name to open the record and verify the results.

 

Final Smart Search