Appointment Campaigns

Proactive advising is the process of anticipating the needs of students, identifying students with these needs, and conducting targeted outreach to address concerns early and often.

Appointment campaigns offer a tool to promote proactive advising. In addition to providing students with a unique quick schedule link, appointment campaigns provide advisors a tool to manage student compliance with appointments and send reminders to students still needing to schedule.

Campaigns also allow advisors to dedicate time specifically to campaign type appointments within appointment availability.

Identify the Target Student Group: There are several starting points and options. Select the option that best meets your needs and services.

  1. Upload student ID’s to create a watch list/student tags, then send a campaign using the watch list/student tags
  2. Used the "Notification Hub" to identify students meeting a specific criterion, then send a campaign to the list
  3. Utilize an assigned advisee list displayed on the advisor home page
  4. Conduct an advanced find with "Notification Hub"

Campaign Options

  • Registration advising
  • Re-enrollment for the upcoming term
  • Major declaration (for exploratory track or pre-major students)
  • Academic standing (probation, returning from suspension, etc.)
  • Students with a downward trending GPA
  • Lack of advising interaction for the semester
  • Senior check-ins / graduation threshold
  • Exchange/Transfer students who are preparing to return
  • Mandatory group meetings / group advising
  • Early alert campaign students
  • Students who mapped courses but are not yet registered for them

Campaign Management Hub


Our campaign management hub allows you to target all kinds of groups of students with our filters and save those students lists for future appointment campaigns. Students can be contacted via text, email, or both. Broaden your reach for appointment booking and reach students that are otherwise difficult to get a hold of.


Appointment Campaign FAQ

A campaign is a way to reach a specific group of students and help them to schedule appointments. Students in a campaign receive an email with a link directly to your availability (which you can designate specifically for the campaign). Campaigns also allow you to track which students have completed appointments and resend the invitation only to those who have not scheduled an appointment.

Yes, the goal of any campaign is to create a focused way for students to schedule appointments within specific constraints set by the advisor. Designating specific times for a given group of students for an appointment would be a typical use of the campaign functionality.

Yes, you can text or email prospective students who made an appointment or came for a walk-in session.