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Mass Communication Settings Guide

Configure outbound email sender addresses and Caller ID phone numbers for Mass Communication. Understand self-serve setup vs. Technical Support setup, district inheritance for child school sites, and user role capabilities.

Mass Communication Settings allow site administrators to manage outbound sender identities for email broadcasts and outbound Caller ID for automated phone calls. Configuring these settings ensures that messages delivered to families and staff display recognizable phone numbers and authenticated email addresses.

Self-Serve vs. Support Capabilities at a Glance:

  • Caller ID Setup (Self-Serve): Clients can initiate and complete Caller ID setup directly in the dashboard via automated phone verification.

  • Email Domain Authentication (Support Setup): Custom sending domains require technical DNS configuration (SPF, DKIM, DMARC) and must be set up by Technical Support. Contact your Project Manager or reach out to Technical Support via Eddy to configure your domain.

💡 Best Practice Recommendation for Mass Comms Users:
Always instruct your staff and message authors to actively check and select their "Send As" email address when drafting a new message. This ensures they choose whether an email is delivered from their personal staff email address (for direct replies) or from the school's general sender address (such as [email protected]).

Navigating to Mass Communication Settings

Settings access is available to Website Administrators and District Administrators with administrative privileges for Mass Communication:

  1. From your CMS Dashboard or mobile app administration portal, navigate to Mass Communication.

  2. Select Settings from the navigation menu or options bar.

What Mass Communication Settings Mean by User Role

Depending on your assigned administrative level, permissions and operational responsibilities differ:

  • District Administrators: Establish district-wide default communication profiles. District admins configure the main district Caller ID number and authorize district-wide sending domains. They decide whether child schools inherit these central defaults or instruct school administrators to establish their own distinct school-level settings.

  • School Administrators (Website Admins): Manage settings for their specific school site. If the school is part of a district, admins can choose to inherit district configurations or uncheck inheritance to establish a school-specific Caller ID (such as the school's main office line) and select custom verified sender addresses.

  • Staff & Message Authors (Teachers / Senders): Do not manage the settings panel directly, but utilize the configured addresses in the message composer. Authors must choose their desired "Send As" address when composing emails to control where recipient replies are routed.

Understanding "Inherit District Settings" for Child School Sites

In Edlio, individual schools within a district are organized as child school sites under the district parent account. The "Inherit settings from district" option governs how configurations flow between levels:

  • When Enabled (Checked): The child school site automatically uses the district's centralized Caller ID phone number and district email sender pool. Any automated calls or broadcast emails sent from the school will display the district's name and contact number.

  • When Disabled (Unchecked): The child school site overrides the district defaults with its own local configuration. School administrators can designate their school's dedicated phone number so that families see the school's direct front office number on caller ID instead of the central district office.

  • Administrative Recommendation: District administrators should configure their primary district settings first, and then explicitly coordinate with school leaders to either maintain district inheritance or set school-level numbers so outbound calls come from the intended school phone number.

Configuring Email Sender Addresses

The Email Addresses section manages the available "From" addresses displayed in the message composer.

Mass Communication Email Settings with annotations showing Inherit Settings, Add Email button, Verification status, and Save button

  1. Inherit settings from district (Badge 1): Check this box if your school uses the district's centralized email addresses. To add custom school addresses, uncheck this box.

  2. Add a New Sender Address (Badge 2): Click the green + (Add) button in the upper-right corner of the table to add a new address.

  3. Name and Email Address: Enter the display name (such as Lincoln Office) and the email address.

  4. Domain Verification Status (Badge 3): Custom sending domains require technical DNS authentication (SPF, DKIM, DMARC) to guarantee deliverability. A green Verified badge indicates the domain is authenticated. Note: Email domain authentication must be set up by Technical Support—contact your Project Manager or submit a ticket through Eddy to authenticate a new domain.

  5. Default Sender: Choose which address will be selected automatically as the default sender for new broadcasts.

  6. Save Changes (Badge 4): Click Save in the lower-right corner to apply all email configuration changes.

Configuring Outbound Caller ID for Voice Calls

Voice broadcasts are delivered from a standard system pool of numbers by default. Configuring Caller ID allows outbound calls to display your school or district's recognizable telephone number on recipient devices. Clients can initiate and complete Caller ID setup directly in the dashboard.

Mass Communication Caller ID Settings with annotations showing Inherit Checkbox, Phone Input, Delete button, and Extension delay tip

  1. Inherit settings from district (Badge 1): Uncheck this box to define a custom school Caller ID number instead of the district default.

  2. Enter Phone Number (Badge 2): Type your school's 10-digit primary phone number into the input field. This number will appear on recipient caller ID displays.

  3. Extension & Dialing Delay (Badge 4): If your phone system uses an automated attendant or extension, enter it in the Ext. field. To insert a pause before the extension is dialed, enter one or more lowercase w letters (each "w" adds a 0.5-second delay). For example, ww101 pauses for 1 second before dialing extension 101.

  4. Remove Custom Number (Badge 3): Click the red trash can button to remove a custom phone number and revert to default delivery.

⚠️ Verification Phone Call: When initiating setup for a new custom Caller ID, the system places an automated verification call to that telephone number to confirm authorization before outbound calling is activated.

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