Appointment Campaigns

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Appointment Campaigns in Navigate


​​​​​​What is an Appointment Campaign?

An appointment campaign is an easy way to invite a group of students to schedule an appointment with advisors. The email sent from an appointment campaign includes a unique scheduling link to schedule the appointment with the advisors who are part of the campaign. The campaign tracks who has and hasn't made appointments. The campaign owner can resend the invitation (and update the email if they wish) to students who have not yet scheduled.

In smaller departments, advisors generally create the campaign under their own account, and the campaign email is from their email address. Some departments use "role accounts" that are not attached to one individual, such as To do this, the person creating the campaign will need to log in to Navigate with that account. 

The main benefits of appointment campaigns are:

  • Email includes a scheduling link that associates the appointment with the campaign (and campaign reason)
  • Advisor's availability can be different for campaigns vs. regular appointments (advisors may want to have special availability for a campaign)
  • Tracks the students: which students have scheduled, which students still need to schedule, and which appointments have had reports (appointment summaries) created.
  • The campaign owner can resend (and update the email)to those who haven’t yet scheduled.
  • The campaign owner can add/remove students as necessary
  • Easy copy and paste list of student IDs from Excel or search directly in Navigate by major, assigned advisor, course, class level, etc.

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Creating an Appointment Campaign

It can be helpful to have this page open in one window and have Navigate open in another window, to follow along.

  1. Confirm Campaign Availability
    ​​​​​​Have advisors set up campaign availability for the service (reason) that will be used in the campaign. If the advisors already have appointment availability set up for a service that will be used for the campaign, they do not need to set up additional availability. Students will not see this service. If advisors want the campaign to offer unique days/times for appointments, create a new availability record(s) just for campaigns with the matching service.
  2. Search for and Add Students
    To use "My Assigned Students" list for the campaign (note - this will include UG and GR if applicable), start on Navigate home, check the ALL box above the list of students, and then click Actions > Appointment Campaign  (skip to step 3 below).

    To do an Advanced Search for students in Navigate, or if you have a list of IDs from an external source, go to Advanced Search (magnifying glass on left) in Navigate, select the search criteria (or paste in the list of IDs from Excel), and click Search. Common search criteria include major (Area of Study > Major (In Any of these), minor (Student Information > Category > "minor - [minor]"), class level (Classification (In Any of these), assigned advisor (Assigned To > select Advisor > type Staff name. Click Search and then Save (the button to the right of "Unsaved Student Search").

    Now, check the box next to ALL to select all students on the list. Or, select which students you want from the list. Click Actions > Appointment Campaign to create the campaign. 
  3. Define Campaign
    You will set the criteria for your Appointment Campaign. Note that if other advisors are going to be included in this campaign, the reason/location/date range must align with Campaign Availability for the advisor(s) that are going to be included in the campaign.
    1. Campaign Name is internal use only, and only visible to the person creating the campaign and any other users who have access to view campaigns, but it is NOT visible to the student. Please be sure to include the term name/code, your department/unit, and the topic. For example:  202001 SPED Admits Schedule Planning
    2. Care Unit = Academic Advising for most of campus
    3. Location = your department
    4. Service = select service that will be associated with the campaign. This is not visible to the student. Advisors can add additional services to the appointment summary when the appointment occurs.
    5. Begin and End Dates = These are the dates that you want students to start and stop making appointments for the campaign. You can always extend the campaign. 
    6. Appointment Limit = How many appointments you wish for the student to schedule during the campaign. The link in the email will stop working for the student once they schedule this number of appointments. 
    7. Appointment Length = How long the appointment will be (remember to include time for typing up notes/transition; 20 minute appointments might be 30 for actual appointment length in order to include notes and transition time)
    8. Slots per Time = Appointments can be individual or group. Usually, this is 1. By adding more than one "slot per time" more than one student can schedule at the same time (group appointments - this is less common).
    9. Be sure to check the "Allow scheduling over courses" box. Otherwise, the students will not be able to schedule an appointment if they have a class scheduled at that time. Since we are all currently remote, check this box. 
  4. Review Students
    Remove/Add students if necessary > then Continue
  5. Add Staff
    Check the "Include Appointment Availabilities box", add advisors who should be included for appointment scheduling for this campaign (only advisors who have availability set up for this campaign service will appear), and then click Continue.
  6. Compose Your Message
    Navigate displays a template email. Edit the subject line and email text. Considerations:
    - Be sure to leave the {4schedule_link} in the email – this is the unique scheduling link they will receive that will associate the appointments with this campaign
    {$student_first_name} is also a merge field to add the student's first name - this is optional but does add a personalized touch to the email
    - Include why they are being asked to schedule an appointment
    - Include how the appointment will take place (advisor will call on Teams, send a Zoom link, etc.)
    - Adding an attachment to the email is optional; this will work if the attachment is the same for all students in the campaign

    Be sure to add your email signature as it will not automatically be added. Review the email preview, make changes as necessary, and then click Continue.
  7. Confirm & Send
    This page summarizes your campaign information and settings. Attendee Reminders default to E-mail for Organizer (advisor) and both E-mail and SMS (text) for Non Organizer (student). When ready, click Send. You should see a Congratulations! message. The campaign email with a scheduling link will be sent to all students in the campaign. 

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Campaign Screenshots

Example of a campaign email:

campaign email example

Example of scheduling page and confirmation page student sees when scheduling a campaign email:

campaign scheduling landing page

campaign scheduling confirmation page

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Managing an Appointment Campaign

  1. From your Navigate home page in the Quick Links box to the right, click on Appointment Campaigns.
  2. Click on the name of the campaign you wish to edit. (Or, if you're still in the process of setting the campaign up, click the Resume button.)
  3. In the Options box to the right, click on Edit Campaign Details
  4. Click Edit next to the section you wish to edit. Once you are editing a section, such as Student Select, you can click the links across the top to navigate to other parts of the campaign setup. 
  5. To add more students to your campaign, go to the Review Students section. 
  6. At the bottom click on Add More Students. This will load the Advanced Search page within your campaign.
  7. Paste in the ID numbers in Keywords, or select your search criteria, and click Search
  8. Then select ALL or select the students to add to the campaign > then click Actions > Add Selected Users and Search For More, and then click Continue at the bottom.
  9. You should see a full list of students in the campaign, including the students you just added. You do not need to check any boxes. Click Continue.
  10. You will see the Add Staff page. Just click Continue.
  11. Then you will see the email. You can edit if you wish and then click Send. You will see a pop-up message - you can choose to Invite Only New Students, or Re-send All Student Invitations, which will go to all students in the campaign, including the ones you recently added. 
  12. You should now see a Congratulations! message. The campaign email with a scheduling link will be sent to all students in the campaign. You will not receive a copy of this email. You can go to a student's profile in Navigate who is part of the campaign and then click on the Conversations tab if you wish to view the email. 

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Navigate Help

Please reach out with questions! I am available to meet individually or as a group. We can explore any Navigate topics you are interested in reviewing and/or exploring further and consult on workflow and processes for your unit as well as best practices. 

Erin McKercher
Advising Technology Manager


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