GradesFirst 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 Appointment Campaigns under Options > Create a New Campaign and follow the setup steps.
Once the Campaign Details are created and the selections are defined, the next step is adding recipients. Click Continue to select students to invite. Here you can use the tabs to search for recipients in several ways.
You have two ways to search for and select your students.
Once you select students, you will go to a page where you can review your selection. You will have the option to continue adding other students or move forward in creating the campaign. Click continue to choose the staff that will be included in the campaign.
You will need to select yourself as the advisor for the campaign. You may also have the option to select additional advisors to make them available for appointments based on the campaign. Advisors will need to have availability defined before they can be added to an appointment campaign.
Note: If your school does not use Campaign Availabilities you can check the box to Include Appointment Availabilities to show available advisors. This section will default to search for campaign availabilities first.
Compose the message that you will send to students in the invitation to schedule a tutoring appointment through the campaign.
Note: This screen will also give you a preview of what the invite will look like.
Please make sure that you review your selected options before you start the campaign. Click Send when you are ready to email the invites to the selected students.
Below is an example of the email your students will receive.
GradesFirst 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.