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Grabs are a way of sending Students or Contacts Ad-Hoc Comms, usually from within a specific app, such as Rapid Response. This is different from Campaigns based on Segments, as Segments are usually performed in the Student Database, or using a limited set of search criteria for your selected app.
In this example, we're going to use Rapid Response, but you can also do Grabs in other apps, such as Prospectus request, Pre-App Open Days or Mobile Event Capture.
To build an Ad-hoc using Grab
Click into the tab with the Student records, such as Requests Tab, and select the filters you want to use to target specific students or groups of students (leave filters blank to grab all students)
Click the triple dots to bring up the more options menu and click the Grab button
Enter the details of your Ad-hoc:
Enter an Activity Name - Each name must be unique
Select a Type - Pick from Email, SMS, Letter, Label, Download or Send to App. Send to App allows you to move records from one app to another, for example, to invite Students to a Pre-App Open Day.
Select a Type of Communication - Transactional means you're contacting a student with Legitimate Interest, and they will receive the comms regardless of their consent pack, topics, or opt-in preferences. Marketing means the consents, topics, and opt-in preferences will be honoured, so if a student isn't opted-in to emails, for example, they won't receive one.
Select a schedule (Immediate or a specific Date and Time)
Click the Next button
Enter your content / choose a label type
Click the Next tab, then review your campaign and click Confirm.
Your campaign will now be active.
How to find your Letter or Label Campaign
If you created a letter or set of labels, you will find these in the PDF Log tab.
How to find a partly-completed Ad-hoc
If you stopped creating your campaign and visited another page your campaign will now be in the Drafts section of the Ad-hocs Tab.
