Appointment Campaigns are used for directed outreach to a specific, known, cohort of students to request that they make an appointment with one or more staff for a specific reason.
Campaigns can be configured with custom email messages for the initial outreach and subsequent manual reminders.
Campaigns cannot be sent to unknown groups of students and are not “open” such that anyone can join a campaign. Students must be specifically added to campaigns.
Campaign appointment registration links are unique for each student and are generated by the system as part of the email. THE UNIQUE LINKS CANNOT BE SHARED WITH STUDENTS AND SHOULD NEVER BE FORWARDED TO OTHERS.
Campaign appointments will not obey certain restrictions:
Assigned Staff restrictions are ignored: any campaign student can schedule with any campaign staff.
Max Appointments Limit: the campaign creator defines the max number of appointments
Appointment Duration: the campaign creator defines the default duration
Campaigns can be used by most users with existing appointment functionality access, including advisors.
Getting Started
For a successful campaign, a few pieces of information are needed:
Student Cohort
Who is targeted by this campaign? You can always add or remove students from a campaign, even after sending it, but starting with a clean list is important.
Staff Organizers
Which staff will be included in the campaign for scheduling? Remember that any staff included will be schedulable by any students in the same campaign
Custom Message
Part of the campaign is an initial invitation that can be customized, including basic formatting.
Campaign Settings
What’s the name of the campaign, location and service, the start and end dates, etc.?
Campaign Setup
Campaign Parameters
What’s the campaign name? Use a distinct and descriptive name that includes the term and your department, as well as the campaign cohort. Students don’t see this.
Campaign Care Unit? Is this for Academic Advising, or something else?
Location? What’s the location that has the service to be used for this campaign.
Service? What is the service used to track appointments for this campaign?
