When using the Juniper Website Add-on Tools, most of our clients use the option to integrate their school's MIS data with their website, to allow them to synchronise student, parent and staff recipients with their website. However, information can also be manually added to the system either individually or by uploading a data import csv. This enables organisations without an MIS system, to use the Email & Text Messaging tools, and also provides the flexibility, for those who do, to add additional contacts who are not stored in their MIS.
Additional groups can be added to the system through the Data Dashboard, and students or staff can be added to them. This is great for things like school trips or breakout groups, which may not be set up within the school's MIS.
TIP: When importing CSV files please import the files in the following order.
5. Adding Staff
We have provided some templates that can be used to import your data, at the end of this article.
1. Adding Groups
To create a group, click the Data Dashboard in the Add-ons area. Select Groups from the menu on the left and click on the plus symbol at the top right of the page. You will then need to enter a Name, Description and Type for your group before clicking Submit.
TIP: Setting the Group Type - The same type can be used for multiple groups so that they can be found under the same heading when selecting recipients within the communication tools. You may for example set the type to 'School Trips' so that you can easily identify those groups.
Once you have created a group, you can then allocate students and staff. If you choose to allocate a student, their contacts will also be linked to the correct group.
TIP: If you need to create lots of Groups at once, you can Import the list of groups. To do this you will need to click the Import Group CSV button.
Use the Groups Import template file to import the data. Copy and paste the data from the template to the CSV box and then select next.
Map the data as required using the drop-down menu and then select next.
Now it will display the data that will be imported.
Once you have confirmed that the data is correct select Add Records and you will then see a list of groups that have been created.
2. Adding Classes
To create a class, click the Data Dashboard in the Add-ons area. Select Classes from the menu on the left and click on the plus symbol at the top right of the page. You will then need to enter a Name, Description and Type for your group before clicking Submit.
Once you have created classes, you can then allocate students and staff. If you choose to allocate a student, their contacts will also be linked to the correct Class.
TIP: If you need to create lots of Classes at once, you can Import the list of classes. To do this you will need to click the Import Class CSV button.
Use the Classes Import template file to import the data. Copy and paste the data from the template to the CSV box and then select next.
Map the data as required using the drop-down menu and then select next.
Now it will display the data that will be imported.
Once you have confirmed that the data is correct select Add Records and you will then see a list of classes that have been created.
3. Adding Students
To add a student, click the Data Dashboard in the Add-ons area. Select Students from the menu on the left and click on the plus symbol at the top right of the page.
- Enter the first name & Surname of the student.
- Optionally, you can add an email and telephone number here if you wish to be able to send emails or text messages to students directly.
- In Group Memberships, start typing the name of the group(s) the student needs to be part of. Select the group from the drop-down when it appears.
- Click Submit to save the student.
TIP: Allocating a synchronised student to a group
If you need to add a student who has been synchronised from your MIS System to a manually added group, you can do this by clicking on MIS Data, from the Add-ons menu.
- Select Students from the menu on the left
- Click on the student drop-down at the top of the page. Scroll down and select the option to 'Select Imported student'.
- Once the list has refreshed, choose a student from the drop-down.
- You will see their details, and Group Memberships will show any groups they are already linked to.
- Begin typing the name of the additional group you would like to add the student to and select from the list.
- Click Submit to save the group allocation
TIP: If you need to add multiple students at once, you can import a list. To do this you will need to click the Import Student CSV button.
Use the Student Import template file to import the data. Copy and paste the data from the template to the CSV box and then select next.
Map the data as required using the drop-down menu and then select next.
Now it will display the data that will be imported, to assign the student to a group and class, fill in the highlighted fields in the screenshot below. Once you have confirmed that the data is correct select Add Records.
Once completed you will see the list of students that have been created.
4. Adding Contacts
To add a contact, click the Data Dashboard in the Add-ons area. Select Contacts from the menu on the left and click on the plus symbol at the top right of the page.
- Enter the First name & Surname of the contact.
- Optionally, you can add an email and telephone number here if you wish to be able to send emails or text messages to students directly.
- In Linked Students, start typing the name of the student(s) the contact needs to be allocated to. Select the student from the drop-down when it appears.
- Click Create Contact to save the contact.
TIP: If you need to create multiple contacts at once, you can import a list. To do this you will need to click the Import Contact CSV button.
Use the Contacts Import template file to import the data. Copy and paste the data from the template to the CSV box and then select next.
Map the data as required using the drop-down menu and then select next.
Now it will display the data that will be imported, Please leave the field for Students empty (see field highlighted in the image, below). Once you have confirmed that the data is correct select Add Records.
Once completed you will see the list of students that have been created.
Once imported you will need to manually allocate the student to the contact. To allocate students to the contacts, follow the steps below.
Select the contact and select the edit button, this will open the Contacts record.
Once the record is open scroll to the bottom to Linked Students and type the students name, then select Save Changes.
Once saved the student will be allocated to the contact.
5. Adding Staff
To add a contact, click the Data Dashboard in the Add-ons area. Select Staff from the menu on the left and click on the plus symbol at the top right of the page.
- Enter the Title, First name & Surname of the staff member.
- Add an email address and/or telephone number.
- Enter the staff member's Role.
- In Group Memberships, start typing the name of the group(s) the staff member needs to be part of. Select the group from the drop-down when it appears.
- Click Add Staff Member to save.
TIP: If you need to add lots of staff at once, you can Import a list. To do this you will need to click the Import Staff CSV button.
Allocating synchronised Staff to a Group
If you need to add a staff member who has been synchronised from your MIS System to a manually added group, you can do this by clicking on MIS Data, from the Add-ons menu.
- Click on the staff drop-down at the top of the page. Scroll down and select the option to 'Select Imported staff'.
- Once the list has refreshed, choose a staff member from the drop-down.
- You will see their details, and Group Memberships will show any groups they are already linked to.
- Begin typing the name of the additional group you would like to add the student to and select from the list.
- Click Submit to save the group allocation.
Related to
- Contact Import.xlsx10 KB
- Classes Import.xlsx9 KB
- Student Import.xlsx10 KB
- Group Import.xlsx9 KB
- Staff import.xlsx10 KB
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