---
title: "Admin: Contact Manager Set Up Notification Flags"
description: This guide provides step-by-step instructions on setting up and configuring trigger emails, adding vendors, managing contact policies, and uploading data into the Contact Manager.
---

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March 15, 2025

# Admin: Contact Manager Set Up Notification Flags

## This guide provides step-by-step instructions on setting up and configuring trigger emails, adding vendors, managing contact policies, and uploading data into the Contact Manager.

#### **Table of Contents**

1. Trigger Emails
2. Setting Up Vendors
3. Sending Notifications to Students/Parents
4. Customizing Contact Manager Policies
5. Uploading Data into Contact Manager
6. Sample CSV Upload Format

---

#### **Trigger Emails**

### **Accessing Trigger Emails**

1. Navigate to **Administration \> Settings \> Trigger Emails**.![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-08-59-46-4208-PM.png?width=408&height=345&name=image-png-Nov-11-2022-08-59-46-4208-PM.png)
2. Click on the **Notification Flags** tab.
   
   ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-01-56-2890-PM.png?width=400&height=385&name=image-png-Nov-11-2022-09-01-56-2890-PM.png)

### **Editing or Creating New Flags**

- To edit an existing flag, click **Edit** on the default flags available.![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-03-34-3637-PM.png?width=633&height=238&name=image-png-Nov-11-2022-09-03-34-3637-PM.png)
- **To create a new flag:**
  
  ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-04-22-2337-PM.png?width=638&height=235&name=image-png-Nov-11-2022-09-04-22-2337-PM.png)
  
    1. Enter a **Flag Description**.
    2. Select a **Color**.
    3. Click **Save Flag Settings**.
    4. Fill in any blank areas as necessary.
    5. Click **Save Flag Settings** again to confirm the changes.
  ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-05-28-5215-PM.png?width=992&height=272&name=image-png-Nov-11-2022-09-05-28-5215-PM.png)

---

#### **Setting Up Vendors**

1. Navigate to **Administration \> Portal Management \> Vendors**.
2. Vendors can be added to provide services to students, allowing staff with **Contact Manager** access to enter vendor session details![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-15-06-7025-PM.png?width=653&height=546&name=image-png-Nov-11-2022-09-15-06-7025-PM.png)

### **Adding a New Vendor**

1. Click the **Pencil Icon** to **Add New Vendor**.
2. Enter all necessary information.
3. Click **SAVE**.

![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-20-03-9136-PM.png?width=655&height=302&name=image-png-Nov-11-2022-09-20-03-9136-PM.png)

You can set-up vendors that will be providing services to students, so that staff that have access to Contact Manager for student can enter information related to the Vendor Session with the student(s). Once vendor names are entered, they will be available for selection from a drop down box when entering contact information.

### **Adding Staff to a Vendor**

1. Click **Show Staff**.
2. Click **Add Staff**.
3. Enter the name of the staff member providing vendor services.![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-22-54-4783-PM.png?width=629&height=258&name=image-png-Nov-11-2022-09-22-54-4783-PM.png)

---

### **Sending Notifications to Students/Parents**

When a school enters a message in the **Contact Manager** and chooses to send it to a parent via email, the following information will be included in the email:

- **Your Area/Subject of Focus**: This will appear as the subject of the email.
- **Notes**: The message entered in Contact Manager will be sent as the main body of the email.
- **Title and Notification Flag Type**: The email will also include the selected title and flag type next to the **Send Notification** option.
- **Time and Date**: The exact time and date of the notification will be included.
- **Student Name**: The email will display the student's name to ensure clarity.

#### **Example Notification Email:**

> **The following notification was sent on 03/15/2025 at 12:45 AM by Pathways, School regarding:**
> 
> **Student:** Rivera, Nathaniel  
> **Subject:** Monthly Mtg #1 (Attendance Issues)  
> **Message:** Please contact me ASAP regarding this.
> 
> Please contact Pathways, School for additional information regarding your student and this notification.

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-07-2022-08-04-45-6778-PM.png?width=686&height=554&name=image-png-Nov-07-2022-08-04-45-6778-PM.png)**  
![Screenshot 2025-03-15 at 12.52.07 AM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202025-03-15%20at%2012.52.07%20AM.png?width=635&height=334&name=Screenshot%202025-03-15%20at%2012.52.07%20AM.png)

---

#### **Customizing Contact Manager Policies**

1. Navigate to **Admin \> Settings \> Policies \> Contact Manager**.![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-27-03-7168-PM.png?width=647&height=195&name=image-png-Nov-11-2022-09-27-03-7168-PM.png)
2. Click to **Show Policies**.
3. Customize the policies as needed.![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-27-50-6942-PM.png?width=1864&height=786&name=image-png-Nov-11-2022-09-27-50-6942-PM.png)![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-30-57-4168-PM.png?width=665&height=223&name=image-png-Nov-11-2022-09-30-57-4168-PM.png)

---

#### **Uploading Data into Contact Manager**

### **Uploading a CSV File**

1. Navigate to **Reports \> Students \> Contact Manager Upload**.![](https://schoolpathways.com/knowledgebase/lib/exe/fetch.php?w=500&tok=52bf79&media=plsis:contact_manager26.png)
2. Prepare a CSV file with the required column headers.
3. Required fields are highlighted in **red**, while optional fields may be included.
4. Once the file is ready:
   
     - Click **Choose File**.
     - Locate the file on your computer and select it.
     - Click the **blue Import button**.
   ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-09-32-32-0382-PM.png?width=1878&height=454&name=image-png-Nov-11-2022-09-32-32-0382-PM.png)

### **General CSV Header Guidelines**

- **Student ID**: Local ID or Student Number - Legacy/External ID
- **Contacted By**: Username of the person uploading the file (e.g., jdoe)
- **Contacted For**: Staff member assigned to the contact (formatted as **Last Name, First Name**)
- **Duration vs. Time Entries**:
  
    - If **Duration** is entered, **Finish Time** is not needed.
    - If **Duration** is not entered, both **Start Time** and **Finish Time** must be included.

### **Upload Results**

After import, a **Results Page** will display:

![](https://schoolpathways.com/knowledgebase/lib/exe/fetch.php?w=700&tok=4c206e&media=plsis:contact_manager25.png)

- **Successfully loaded records**
- **Errors encountered** during the load (if any)

---

#### **Sample CSV Upload Format**

![](https://schoolpathways.com/knowledgebase/lib/exe/fetch.php?w=600&tok=29004f&media=plsis:contact_manager27.png)

---

**Last Updated: 03/15/2024**

 

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- [Staff Dashboard](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#main-content)

    - [Personal Account Settings for Admin/Teachers](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#personal-account-settings-for-admin-teachers)
    - [Dropdowns](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#dropdowns)
    - [Tabs/Icons](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#tabs-icons)
- [Special Programs](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#main-content)

    - [Special Programs Basics](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#special-programs-basics)
    - [CERS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#cers)
    - [How to Upload an IEP File into Student Notes](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#how-to-upload-an-iep-file-into-student-notes)
    - [NPS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#nps)
- [Student/Parent Portal](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#main-content)

    - [Guides for Teachers](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-teachers)
    - [Guides for Parents/Students](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-parents-students)
    - [Admin/Staff User Guides](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#admin-staff-user-guides)
- [Testing](https://help.schoolpathways.com/knowledge/testing?hsLang=en#main-content)

    - [Reports (SSRs)](https://help.schoolpathways.com/knowledge/testing?hsLang=en#reports-ssrs)
    - [PFT Submissions Manual 2018-2019](https://help.schoolpathways.com/knowledge/testing?hsLang=en#pft-submissions-manual-2018-2019)
    - [NWEA](https://help.schoolpathways.com/knowledge/testing?hsLang=en#nwea)
    - [Test Module](https://help.schoolpathways.com/knowledge/testing?hsLang=en#test-module)
- [Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#main-content)

    - [Staff Process for Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#staff-process-for-tiered-reengagement)
    - [Admin/Teacher Guides](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#admin-teacher-guides)
- [Settings & Security](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#main-content)

    - [School Policies](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#school-policies)
    - [Trigger Emails](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#trigger-emails)
- [System Updates & Release Notes](https://help.schoolpathways.com/knowledge/system-updates-release-notes?hsLang=en)
- [Bottom Toolbar Features](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#main-content)

    - [Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies)
    - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector)
    - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs)
- [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content)

    - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars)
    - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video)
    - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos)
- [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content)

    - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports)
    - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2)
    - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1)
    - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin)
- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

    - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour)
- [AI Tools](https://help.schoolpathways.com/knowledge/ai-tools?hsLang=en)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```