To email parents with failed payments follow the steps below:
  1. Create View Failed Payments Report 
Note: See related article View Failed Payments Report
  1. Click User-added image to export as a CSV
  2. Open the file
  3. Delete all columns besides CustomerFirstName and CustomerLastName
  4. In cell C2 type =CONCAT(A2, " ", B2)
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  1. Click the bottom right hand corner of the cell and drag it down to the end of the column
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  1. Export Registration Report for desired program
  1. Delete all columns except: Parent First Name, Parent Last Name, Parent Email
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  1. In C2 type =CONCAT(A2, " ", B2)
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  1. Click the bottom right hand corner of the cell and drag it down to the end of the column
  2. Insert a new column next to column C
  3. Copy the parent full names from failed payments report
  4. Right Click cell D2
  5. Click Paste Special
  6. Click Paste Values 123
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  1. Select Column C
  2. Click Conditional Formatting
  3. Click New Rule
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  1. Click Use a formula to determine which cells to format
  2. Type  =COUNTIF($D:$D,$C1)
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  1. Click Fill
  2. Select a color
  3. Click OK
  4. Click OK again
  5. All parent's with a failed payment will now be highlighted
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  1. Create a new CSV file
  2. In Cell A2, type Email
  3. Copy all parent's emails who are highlighted to the new CSV file in Column A starting with Cell A2
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  1. Save the file
  2. In Swim Manager, click on Communications
  3. Click Create Email
  4. Click Add
  5. Click Import CSV
  6. Click Choose File
  7. Select the CSV file
  8. Enter list name
  9. Click OK
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  1. Click Import
  2. Edit and send email
Note: See related article Send Emails
Note: It is highly recommended to send the parents the following article Add Payment Plan on Swim Portal