Navigate: Edit a campaign

How to edit a previously created campaign in Navigate.

1) Click the campaigns link from the toolbar.
ToolbarCampaign.png

2) A list of campaigns you have previously created (Navigate: Creating a campaign) will appear, click the title of the campaign you wish to edit.
CampaignsOverview.PNG

3) A summary of your campaign will appear. Click "Edit Campaign Details" under the options menu.

EditCampaignDetails.PNG

4) You can then edit individual areas of your campaign from this menu, always make sure to click the 'Save' button when 
EditCampsignDetailsOptions.PNG

5) Click Edit next to 'Define Campaign' to edit dates, appointment limit, appointment length, or slots per time.

6) Click Edit next to 'Student Select' to add or remove students from your campaign.

  • To add students, click the 'Add more students', you can then search for students to add to your campaign.
    Addmorestudents.PNG
    • When you have added students, click Save and Exit, Navigate will prompt you to send an invitation to the students you have added
      SendInvitationtoAddedUsers.PNG
  • To remove students, click the box next to the name of the students who you wish to remove then click Actions-Remove students.
    Removestudents.PNGRemoveselectedusers.PNG

7) Click Edit next to 'Staff Select' to add or remove advisors from your campaign.

8) Click Edit next to 'Message Details' to change anything about the messaging students receive from your campaign.

9) Click Edit next to 'Confirm & Send' to review information.

10) Click SAVE to save all changes to your campaign.




Keywords:Navigate Edit Campaign Appointments   Doc ID:112208
Owner:Jamie S.Group:UW-La Crosse
Created:2021-07-08 14:38 CDTUpdated:2021-07-08 15:51 CDT
Sites:UW-La Crosse
Feedback:  0   0