Appointment Campaigns are an important feature that allows staff members to reach out to specific populations of students to encourage them to schedule appointments.  

In order for your students to be able to create an appointment with you through a campaign, you must first make sure that your Outlook calendar is synced with Navigate 360 (Navigate 360: Microsoft Outlook 365 Sync) and that you have set your availability within Navigate 360 to include campaigns (Navigate 360: Setting up availability).

1. To start, click the Appointment Campaigns Link from your the left hand toolbar.

2. From the Campaigns Menu, under Appointment Campaigns, select "Add New".

3. Define your campaign

Click Continue

4. Add Students to your Campaign

You can use various searches to narrow down students to add to your campaign. First, under Enrollment History select the current term. If you are just looking to add all of your assigned students to the campaign, select the "My Students Only" box at the bottom of the page. When you have selected various search criteria, click the Search button.

The next page will display students that meet the search criteria you selected. Select the box next to each student's name you wish to add to the campaign, or check the top box to select all.

*If your search has resulted in more than 100 students, and you wish to add them all to your campaign, watch for the message at the top of the student list that will allow you to select all:

Click Continue

Review the list of students for accuracy on the next page.

If you find students that you wish to remove, click the box next to their name, and then under the Actions menu, select "Remove from campaign."

If you wish to add additional students, click "Add more recipients" at the bottom of the page, and return to search for more students.

Click Continue

Add organizers to your campaign. This is most likely, yourself, but could also be other advisors in your department.

Click Continue

5. Compose Nudges (messages) that your students will receive.

First, you must add a Welcome Message, this is the message students will receive as the initial request to schedule an appointment. There will be pre-populated text in the message, but you are able to change the messaging including the subject line of the email. 

Example Welcome Message:

Hello {$student_first_name}:

Please remember that registration for Summer 2024 begins on March 28. Registration for Fall 2024 begins on April 4. You have a specific registration day and time for both Summer 2024 and Fall 2024. You can view those dates on your WINGS on March 9. 

 If you still need to schedule your advising meeting with me, please do so by using the link below. 

{$schedule_link}

Thank you!

As you make changes, you will see a preview of your message on the right side of the page.

You have the option to use Merge Tags which will pull in the student's name and/or schedule into your messaging. You can also include attachments.

Select the date you want this message to be sent.

Click Save Nudge

You have the option to add more than one nudge to your campaign. For example, you may want to send an initial request for an appointment, and then one week later send a reminder to those students who have not yet scheduled an appointment. Navigate 360 will NOT send the reminders to those students who have already scheduled an appointment.

For your follow-up Nudges, you can elect to send them via email or Text Message. Please only use text message towards the end of your campaign, to catch those students who have not responded to the previous messaging.

The process to create further email nudges is the same as composing your welcome message. To send a text message nudge, select SMS as your nudge type:

The menu will change to allow you to set up a text message.

You are limited to 160 characters, as you type your message in the Compose SMS text box, the message will show a preview on the right side. You can include a link for the student to schedule their appointment, but it is not required.

Select the date that you wish to send the nudge.

Click Save Nudge

5. Compose a Success Message (Optional)

You may wish to send a final message to a student after they have scheduled an appointment. If so, click "Add success message."

Just like in the nudge, you can make any changes to the message, and see a preview message on the right side of the page.

Click Save Success Message

Confirm that you have composed all of the messages you wish to. Click Continue.

Verify that all of your campaign information is correct. 

When you are satisfied with the settings of your campaign, you can send it out to your students. Click "Start Campaign."

You are able to make changes to your campaign even after it has been sent: Navigate 360: Edit an appointment campaign. You can check the progress of your campaign: Navigate 360: Monitor an appointment campaign.