Appointment Campaigns

For Advisors

Overview

A campaign is a great way to organize groups of students and responsibilities. Once a campaign is created, you can quickly take actions that apply to all students within a campaign, such as assigning a task or creating an appointment campaign.

Create a Campaign

  1. Navigate to the “Student Success Hub” application. This might be the app shown by default, but if it is not, use the ‘App Launcher’ (the 9 dots at the top-left of the page) to select it.
  2. Use the dropdown list next to the App Name to navigate to the Campaigns object.
  3. You will see a list view of campaigns. Click the New button in the right-hand corner to start creating a new campaign 
    • Note: The default view is “Recently Viewed” list, but this can be changed by pinning one of the other titles listed in the dropdown menu located next the the “Recently Viewed” title.
  4. Enter the following information in the “New Campaign: Appointment” screen:
    • Campaign Name – limit of 69 characters
    • Active – check the box
    • Parent Campaign – optional – if you want to create a series of campaigns and hold them in one parent campaign, you are able to do this, but it’s not necessary
    • Status – default is ‘Planned’, but should switch to ‘In Progress’ when you are ready to use the campaign
    • Start Date – enter the start date of your campaign
    • End Date – enter the end date of your campaign
      • Note: These dates will be used to track if students have scheduled a meeting as part of this campaign
    • Schedule for Deletion? – if you don’t need to keep this campaign for re-use at a later date, then check this box – the campaign will automatically be deleted 6 months after the creation of the campaign record
    • Do not enter data at the bottom of the input page. This will be done in a later step.
  5. After entering the above information, click save
    • Note: Upon Save, the campaign will automatically be renamed as follows:
    • Term (F22, W22, S22, U22, F23, etc.) + Your Salesforce Alias (a short name to identify you) + {Campaign Name that you entered initially} Example: F22_mdavis_My First Campaign

 

Add students to a Campaign

Once a campaign has been created, students can be added to it as “Campaign Members.” This can be done in three different ways:

Add from the campaign

  1. Within the campaign, locate the dropdown arrow next to the title “Campaign Members.” From here, select “Add Contacts.”
  2. Enter and select the names of individuals you would like to add to the campaign using the search box.
  3. At the prompt when adding to a Campaign, you can find and select the appropriate campaign. You should set the “Member Status” to “Not Sent” initially.
  4. Select “Submit”
  5. After you’ve added the appropriate students to your ‘Campaign Members’, you will see the number of members in the ‘Campaign Members’ component within your Campaign. From here, you can click the ‘View All’ button to see a list of your students/campaign members.

Add from List view

  1. To add contacts in a list view, navigate to the Contacts object from the Student Success Hub menu.
  2. Select the check box next to the individuals you would like added to your campaign.
  3. Within a contact list view, on the top right click Add to Campaign
  4. At the prompt when adding to a Campaign, you can find and select the appropriate campaign. 
  5. Leave “Member Status” set to “Not Sent” initially
  6. Click Submit
  7. You will see the number of members in the ‘Campaign Members’ component within your Campaign. From here, you can click the ‘View All’ button to see a list of your students/campaign members.

Add from a report

  1. To use a report for adding contacts to a campaign, navigate to the Reports object using the Student Success Hub menu. Select and Run a report. 
  2. In the top right corner, select the down arrow drop-down next to the Edit button to see and click Add to Campaign
    • Note: You cannot select which students to add – all students in the report will be added to the Campaign. You can then use the Campaign Member tools to delete those not needed.
  3. At the prompt when adding to a Campaign, you can find and select the appropriate campaign.
  4. Leave “Member Status” set to “Not Sent” initially
  5. Click Submit
  6. You will see the number of members in the ‘Campaign Members’ component within your Campaign. From here, you can click the ‘View All’ button to see a list of your students/campaign members.

Assign a task

Now that you have the Campaign created and the appropriate Contacts/Students added to your Campaign, you may now proceed to create a task to assign to all the students within this campaign.

  1. Navigate to the Campaigns object in the Student Success Hub.
  2. Locate and select the desired Campaign you’ve created and populated.
  3. Click on the Create Student Task button at the top-right of the campaign. 
  4. You will be prompted to enter information regarding the task (as shown below). Fill out the details of the task – a ‘due date’ is not required, but you may enter one by moving the toggle switch to “Yes.”
  5. Once you’ve finished entering the information for the task, click Submit
  6. Click Finish to end the process. 
  7. For each student in the list, a single task should be created on the Advisee Record and assigned to the student for completion

Appointment Campaign

First, create a Campaign as described above, then you can follow these steps to send an Appointment Campaign to the students

  1. Navigate to the Campaigns object in the Student Success Hub.
  2. Locate and select the desired Campaign you’ve created and populated.
  3. At the top-right of the screen, click Appointment Campaign
  4. This will invoke an action that allows you to input certain specifics to be sent to the students within the email:
    • Enter a Title or Subject for the email
    • Delete the instructions at the top of the ‘Compose text’ section and edit the provided template text to fit your narrative.
    • If you have a deadline for this task to be completed, please enter it in the [enter date here] area provided in the text.
    • Note: You do not need to enter an appointment link or Closing Signature. These are already provided as part of the Email Template.
  5. Once the email is ready, click Submit
  6. A prompt will show that your emails have been sent. 
  7. Click Finish to complete the process. 
  8. The Campaign Members’ Status field will be updated from “Not Sent” to “Sent.”
  9. When a student books an appointment with you based on this campaign, the student’s Member Status will be updated from “Sent” to “Complete.”
    • Note: you can monitor the status of the campaign by viewing the pie chart on the Campaign (the darker portion shows the number of students with “Complete” status and the lighter portion shows the number of students with “Sent” status)
  10. If you want to send another note or reminder to those students who have not booked an appointment with you, click the Appointment Campaign button again and craft a follow-up or new message to them. The action will only send emails to those in the Campaign Membership who have a Status that is NOT equal to “Complete”

Clone a Campaign

You may need to clone a campaign to launch a new appointment campaign to the same list of students with new dates.

  1. Navigate to the Campaigns object in the Student Success Hub
  2. Locate and select the desired Campaign you’ve created and populated
  3. At the top-right of the screen, click Clone Campaign and Members
  4. On the left, select CampaignMember
  5. On the bottom, click Copy Selected Objects
  6. At the top of the screen, click Edit
  7. Rename the campaign name
    • Note: Leave the first term & username (ex: F22_jsmith_)
  8. Select new start and end dates
  9. Click Save
  10. Reset the contact status
    • On the right, under Campaign Members, click View All
    • Select all 
    • On the upper right, click Update Status
    • Select Not Sent
    • Click Save

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