Navigate: Monitor a Campaign

How to edit a previously created campaign in Navigate.

To view a previously created campaign, locate the Campaign Icon along the left tool bar.

ToolbarCampaign.png

You will then see a quick snapshot view of all campaigns that you have ran previously.

CampaignsOverview.PNG

You can monitor your campaign to see how many students have scheduled appointments, attended appointments, and how many reports have been created within the campaign.

To view more specific details on each campaign, select a campaign from the list by clicking the name of the campaign.

The first tab will show you appointments made within the campaign, including the date and time.

CampaignDetailsMade.png

The second tab will students that are part of the campaign that have not yet scheduled appointments.

CampaignDetailsNotMade.PNG

You can select certain students, and then by using the Actions menu, you can resend the appointment request, or message those students.

CampaignDetailsNotMadeActions.PNG

The third tab will allow you to easily access reports that you have created after meeting with students.

CampaigndetailsSummaries.PNG

Finally, the fourth tab will display all eligible appointments that have been scheduled outside of the campaign link. This happens when a student schedules an appointment with you not using the campaign link. Eligible appointments only include appointments containing the same location, service, and students selected as are included in the campaign.

If you wish for this appointment to be associated with the campaign, use the Actions menu.

CampaignDetailsAssociatedAppointments.PNG




Keywords:Navigate Monitor Campaign Appointment   Doc ID:107631
Owner:Jamie S.Group:UW-La Crosse
Created:2020-12-07 11:35 CDTUpdated:2021-02-26 17:53 CDT
Sites:UW-La Crosse
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