Appointment Campaign

Proactive Advising & Appointment Campaign Management

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.

Examples of Appointment Campaigns :

  • Registration advising
  • Re-enrollment for the upcoming term
  • Major declaration (for exploratory track and pre-major students)
  • Academic standing (probation, returning from suspension, etc.)
  • Downward trending GPA
  • Lack of advising interaction for the semester
  • Senior Check-ins / Graduation Threshold
  • Exchange/transfer students preparing to return
  • Mandatory group meetings/group advising
  • Early alert campaign
  • Mapped but not registered - Outreach campaign

Sending an Appointment Campaign

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

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

Appointment Campaign

  • What is a campaign?
  • 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.

  • Can an advisor set up a campaign for each student’s registration appointment by academic standing?
  • 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 would be a typical use of the campaign functionality.

  • Can we send campaigns to prospective students?
  • Yes, the users can initiate text/email communication with prospective students who made an appointment or came for a walk-in session.