EAB Navigate360: Enrollment Campaigns

Summary

Enrollment campaigns are intended to be used by staff for outreach that helps enroll more students on time. Enrollment Campaigns allow staff to identify students that have not yet enrolled in an upcoming term, send those students a personalized message, track click to open rate, and track if those students are enrolled in the upcoming term.

How-To

Instructions

1. To begin, open the Campaigns page and click the Add New button in the  Enrollment Campaigns section. The New Enrollment Campaign page opens.
2. Define the Enrollment Campaign much as you would other student-facing campaign types. Enter the Campaign Name, Desired Enrollment Term, Tracking URL, Tracking URL Display Value, and the Campaign Launch and End Dates.

Campaign Name:  Campaign Name is visible to the person creating the campaign and any other users who have access to view campaigns, but is not visible to the student. Make sure that you adhere to your institution’s naming policy, otherwise other users will not be able to evaluate the impact of your campaigns.
Desired Enrollment Term:  The Term you are trying to enroll students in.
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
Campaign Launch Date:  The date the Enrollment Campaign starts.
Campaign End Date:  The date the Enrollment Campaign ends.

3. After entering all the Define Campaign information, click Continue.
4. Adding students via a search, set your criteria and perform the Advanced Search. The search results page appears. The term selected in the Define Campaign step is pre-selected by default for the search.

5. Select the students to add to the campaign and click Continue. (You may also save this search if you want.)
6. Review the students on the next page. To add more students to the campaign, click Add More Students.
7. 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.
8. Once finished, click Continue.

Compose Nudges

1. Each nudge is an email or SMS sent to your campaign list. Welcome messages send immediately after starting the campaign or after a student is added to the campaign manually or via an automation. Other nudge message are sent the morning of the date chosen when you create the nudge.   Welcome messages are the first nudge sent to students. They send at the start of the campaign or immediately after a student is added to the campaign
2. To create your nudges, go to the Compose Nudges page.
3. Click Add Welcome Message to create your first nudge.
4. You must create at least one nudge (the Welcome Message) per campaign. The nudge can be either an email or an SMS. There are no limits on how many nudges you can send. Only one nudge type (email or SMS) can be sent per day.
5. For email messages, select the Email nudge type. 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.

Email Subject:  The subject of the nudge email going to the student. It is Enroll Today by default.
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 nudge is sent. This field does not appear when creating the Welcome Message, as the nudge will send immediately after starting the campaign. If you set the campaign start date for the next day or after, the first nudge sends at 10 AM Central Time of the date set. If you add students later, the send date will be immediately after they are added to the campaign. For non-Welcome Message nudges, you can send a message on a Specific Date or a Relative Date.

6. After creating a nudge, click Save Welcome Message/Save Nudge to continue. You may continue creating nudges after this.
7. For nudges that are sent after the welcome message, you can send the nudge on a specific date or a relative date.

8. The Optional Add Success Message page is like the Add Nudge page; however, there is no Send Date because the Success Message only sends after the student completes the objective. You may also use merge tags when writing your Success Message if the success message is an email.
9. After you finish creating Nudges, click Continue to go to the Confirm & Send page.
10. The last page is a Confirm and Send page. You can review all elements of your Enrollment Campaign and once you are satisfied it’s correct, send the campaign to your students. If there is an error preventing you from sending the campaign, an error message appears on this page.

Outcome

Users should be able to complete building and sending enrollment campaigns

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 additional Training visit the TLT Docs & Training site.