Lakisha Sanders Financial Aid Director Clayton State University Banner Mass E-mails Presented by: Lakisha Sanders Financial Aid Director Clayton State University Dustin McDaniel Financial Aid Director Athens Technical College 2017 GASFAA Winter Workshop 2016-2017 GASFAA Software Programs Committee

Agenda Overview Setup Processing

What are Mass E-mails? There are 2 options to e-mail students through Banner. 1. Banner allows you the option to send e-mails to a group of students through the Banner ROREMAL process. 2. Banner allows you the option of using the Letter Generation steps and Microsoft Mail Merge

Overview of ROREMAL Easy e-mail notifications Award notice Requirements tracking document notice Specific tracking document requirements Entrance interview needed Direct loan right to cancel notice FAFSA completion reminder Satisfactory Academic Progress

Requirements E-mail Address Financial aid student record These requirements are populated during the ISIR dataload

Banner E-mail Setup GLRSLCT – Population Selection Definition Rules Form RTVELTM - E-Mail Letter Module Validation Form GTVLETR – Letter Code validation Form RORELTR - E-Mail Letter Rules Form RORELTF– E-Mail Letter Format Rules Form

GLRSLCT Write a rule to find the students awarded aid

RTVELTM E-Mail Letter Module Validation

RORELTR E-Mail Letter Rules Form

RORELTF– E-Mail Letter Format Rules Form

RORELTF– E-Mail Letter Format Rules Form

RORELTF– E-Mail Letter Format Rules Form

ROREMAL Process 1718 FA_AWARD_1718 Enter your College Email Preference FINAID AWARDED_BY_DATE Enter Creator ID Enter User ID

ROREMAL Process cont. Your 2017-2018 Award Notification financialaid@universityname.edu Office of Financial Aid Enter Mail Host from IT Department

RUAMAIL Applicant Mail Form Student Example: Aid Year: 1718 ID: 900123123 Lisa Smith System: R, Aid Year: 1718, Module: R, Letter: FA_AWARD_1718, Initiated: 22-FEB-2017, Print Date: 22-FEB-2017, Originator: S

Mass E-mails with Letters Generation & Handout 1 Setup GTVLETR Letter Code Validation GTVPARA Paragraph Code Validation GUALETR Letter Process GUAPARA Paragraph Process Process GLBDATA Population Selection Extract GLBLSEL Letter Extract GLRLETR Letter Generation Print Report

GTVLETR

GTVPARA Paragraph Code Validation Form

GUALETR Letter Process Form

GUAPARA Paragraph Process Form

GLRVRBL Variable Rules Definitions Form Reference Letter Generation Process Handout 2

GLBDATA and GLBLSEL GLBDATA Population Selection Extract or GLAEXTR (manual pop sel) GLBLSEL Letter Extract Enter Creator ID Enter User ID

GLRLETR Letter Extract

Microsoft Mail Merge Handout 3 https://support.office.com/en- us/article/Use-mail-merge-to-send-bulk- email-messages-0f123521-20ce-4aa8- 8b62-ac211dedefa4?ui=en-US&rs=en- US&ad=US https://support.office.com/en- us/article/Use-mail-merge-to-create-and- send-bulk-mail-labels-and-envelopes- f488ed5b-b849-4c11-9cff-932c49474705

Tip - Use GLRVRBL for Reporting

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