Summary
What & Who: Email Campaigns let staff reach out to specific student populations on specified dates and encourage them to take certain actions.
Conditions: In order for Email Campaigns to work successfully, you must have ability to create Email Campaigns. You will also need to have access to Advanced Search to create a list of students for your campaign.
How-To
Task: Create Email Campaigns within EAB Navigate in order to target a specific group of students to carry out a specific action.
Instructions
1 - Open Email Campaigns by going to the Campaigns page using the left side navigation bar
2 - Click the "Add" button to create a new campaign and use the Campaign Name field to give your campaign a name, Click Continue. Campaign Name is visible to the person creating the campaign and any other users who have access to view campaigns, but not visible to the student.
- Tracking URL
- The URL you want students to click. This can be any URL, but you probably want it to take students directly to a registration site.
- Tracking URL Display Value
- The text students will see in the email message encouraging them to enroll. When students click the text, they go to the Tracking URL
3. Add Students to Campaign, perform a search to find recipients for the campaign. Set your criteria and perform the Advanced Search. The search results page appears.
4. Select the students to add to the campaign and click Continue.
5. Review the students on the next page. If a student should not be in the campaign, select the box next to their name and choose Remove Students from Campaign from the Actions menu. Click Continue
6. Click Add Nudge to create your first nudge. You must create at least one nudge per campaign; however, you can create more. There are no limits on how many nudges you can send. Nudges allow for more communication from your school to students during an Email Campaign. Each nudge is an email sent to your campaign list. Welcome messages send immediately after starting the campaign. Other nudge emails are sent the morning of the date chosen when you create the nudge. As with any email, some may be slightly delayed.
- Enter a subject line and customize the message. The available Merge Tags are listed under the Message text box. You can see a preview of the message in a panel right of the composition panel. You can also attach a file to this message.
- Fields used in the message composition are:
- Email Subject The subject of the nudge email going to the student. Message The customized email message going to the student. Merge tags are available for this message and are shown beneath the message field. Send Date The date the email nudge is sent. The nudge with the earliest date starts your Email Campaign.
- After creating a nudge, click Save Welcome Message/Save Nudge to continue. You may continue creating nudges after this.
- Important. Your Email Campaign "ends" when your last message is sent. You can continue to add Nudges after the last message is sent, if this is helpful to your Email Campaign.
7. Confirm and Send - Review your campaign details, nudges, invitees, and advisors on this page.
8. Click Start Campaign when you are ready to email the invites to the selected students.
Reporting on an Email Campaign
After creating an Email Campaign, you track student engagement through the Email Campaigns page.
1. Select your Email Campaign’s name to open a report with statistics about the performance of the campaign.
2. The following metrics are available in the Email Campaigns detail page.
Students in Campaign
The number of students who were sent the campaign email.
Click to Open Rate
The click-to-open rate (CTOR) compares the number of unique clicks to unique opens.
Emails Sent
The number of emails sent by the Email Campaign. This number may not be the same as the number of students in your original list.
Emails Opened
The number of emails sent by the campaign that were opened.
Links Clicked
The number of times the link in the campaign email was clicked.
3. Beneath the metrics is a table called Students in Campaign. The list may be exported as a CSV file from the Options sidebar.
Outcome
Users should be able to create, access and see metrics associated to an Email Campaign
Need additional help?
Please fill out the EAB (Navigate) web form with as much information as possible, or contact the Technology Help Desk on your local campus. For password issues you must call or visit the Help Desk in person.