Mailing lists let you quickly target messages to the right audience in the portal – for example, all Year 7 parents, a specific sports team, staff groups, or selected individuals. Once created, mailing lists can be reused whenever you send a message using the Communications tool.
Create A New Mailing List
Log in to the portal as an Admin user.
Open the Admin Control Panel.
Click the Communications drop-down.
Click Mailing Lists.
Click Add New Mailing List.
In the Name field, enter a clear name for the list (for example, “Y8 Parents – Trips”, “All Staff”, or “PTA Committee”).
Add Labels (Optional)
Labels help you organise and filter your mailing lists.
In the Label field:
Select an existing label from the drop-down, or
Type a new label name in the labels field to create it (for example, “Trips”, “Whole School”, “Events”).
This step is optional but recommended for long-term organisation.
Choose Recipients
Under Recipient options, choose the type of users you want to include (e.g. Parents, Students, Staff).
To view additional user types (such as Governors, PTA, or Admin users), click + Show Additional User Types.
Select the appropriate user type(s) as needed.
Choose The Source
Under Source, select how you want to build the list (for example, by school, year group, group, or specific users).
Click Continue.
🤓Tip: Hover over the question mark icon next to each source to see more information about what that source includes and how it works.
Select Categories Or Specific Users
Depending on the Source you selected:
By category (e.g. schools, year groups, groups):
Tick the category or categories you want to include in the mailing list.
If there are many options, use the Search box to filter by specific categories or user names.
Specific Users:
Choose Specific Users as your source.
Select the email addresses for the users you want to include.
Use the Search box to quickly find individuals by name or email.
iSAMS schools – Restrict by Guardian Type
If your portal uses the iSAMS API:
To select specific guardian types, use the Restrict by type? drop-down.
This lets you narrow the list to particular guardian roles (for example, only those tagged as primary contacts).
Review Recipients
You can review who will receive messages sent to this mailing list:
Click the Selected tab to see the items you have chosen (such as year groups, groups, or users).
Or click View Recipients to see a full list of individual recipients included in the mailing list based on your selections.
Make any adjustments as needed by adding/removing categories or users.
Save The Mailing List
When you are happy with the mailing list name, labels, sources, and recipients, click Save Changes.
Your new mailing list is now ready to use in the Communications tool when creating messages.