Appointment Campaigns enable the advisor to request that specific students select a specific date and time in which to schedule an appointment instead of the advisor creating appointments for each and every student. This feature is commonly used when an advisor must meet with all of their students at least once per term. To begin, click on Campaigns tab then under Actions, click on the Appointment Campaigns link and follow the setup steps.
Once the Campaign Details are created and the selections are defined, the next step is adding students to the campaign. You can click Invite All My Assigned Students to add all of those assigned to you. Or, you may also use the Advanced Search options to narrow down your selections by course, major, classification and more.
For example, if you selected Invite All My Assigned Students, you would see a list of those students appear as shown below.
To remove a recipient from the list, just simply select the checkbox next to their name and click the Actions dropdown. Then, click Remove Selected Users. Once the list is complete you may proceed by clicking Continue.
Next we need to select the Advisors or Tutors that will be part of the campaign. You can select them by selecting the checkbox next to their name and clicking Continue. Note: Advisors or Tutors have the ability to designate availability times just for campaigns. They can set these by navigating to their profile and selecting the My Availability Tab.
For convenience, a selection box is located in the top right of the screen that allows the creator of the campaign to also Include Appointment Availabilities. This is helpful if you want to show all the available times for scheduling and not just the times for campaigns.
Now we need to add a Subject for the campaign.
Email Subject. The topic will be the subject of the email going to the student.
Instructions or Notes. This will be your message to the student.
An email preview will show at the bottom of the page. Once you are finished, click Continue.
Please make sure that you review your selected options before you send the campaign. Once you click the Send button, emails will be sent to all your selected students.
This next section gives you several tools to help manage your Appointment Campaign after you create and send it.
This tab will let you see which students have made appointments. Not only can you view those students, but you can also Send a Message, Add Note, and/or Add Tag for those students.
This tab will display those students who have not yet made their appointment(s).
This tab will display all advisor reports that were created for the appointments made during this campaign.