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Liaison

Working with Campaigns

In Admissions by Liaison, Campaigns are Communication Plans for interacting with a specific audience or purpose. Through Campaigns, you can:

  • create and foster relationships with prospective contacts.  
  • generate interest and build attendance for specific events.
  • send reminders regarding deadlines.

For example, you can create a Campaign to encourage applicants to apply, or one to guide them in completing their application.

Marketing-view-legend.png

  1. Create Campaign Button: Click Create Campaign to start building a new campaign.
  2. Search Bar: Use the Search bar to search for existing campaigns.
  3. Navigation Panel: Use the navigation panel to view Campaigns, Email Templates, or Print Templates.
  4. Grid Header: Click the desired column header to sort the grid by that header. The grid includes the name of the campaign, the number of tracks in the campaign, and the schedueled end date. This column is blank if there is no end date.
  5. Active / Inactive Toggle: Use this toggle to switch between your active and inactive Campaigns.
  6. Campaign Analytics: Click the Campaign Analytics icon to review performance metrics for one of your campaigns.

To perform bulk actions on your campaigns, use the appropriate checkboxes to select them individually, or use the top checkbox to select them all.

campaigns-checkbox-options.png

Bulk actions include:

  • Copy: Create a new campaign using the settings of your existing campaign(s).
  • Deactivate: deactivate the existing campaign(s).
  • Delete: remove the existing campaign(s).

Creating Campaigns

To create a new campaign:

  1. Navigate to the Campaigns section from the Marketing view.
  2. From here, you can review your existing campaigns or click Create Campaign to design a new campaign.
  3. Enter a name and description for your campaign.
    create-campaign-window.png
  4. Select an end date, or use the No End Date checkbox.
  5. Click Save Changes at the top of the page. This causes a Campaign Tracks section to appear.
  6. Click Add Track to begin associating Tracks with your Campaign.

Creating Tracks

Campaign Tracks are individual Communication Plans within a Campaign. Using tracks you can establish a flow and cadence for all of the messages you intend to send to the applicable applicants. For example, within a Drive to Apply Campaign, you can have one track for foreign applicants, and another for domestic.

Within each track there are tiers. Tiers are the steps included in a track. For example, within a track for international applicants, your first tier might be a welcome message, while your second tier could be a message to remind applicants of missing materials. Each tier can also have multiple messages. For example, you may wish to create an email, text message, and voice message to go out to all applicants at the same time. Or, you may have alternate initial messages for different Segments of applicants.

There are two Track types to select from:

  • Scheduled Tracks: these tracks send each tier's messages at their predetermined date and time.
  • Triggered Tracks: these tracks start sending your Tier 1 message at a specified date and time, and send your following tiers' messages a specified number of days after the previous tier's message was received.

To create a track:

  1. From the Campaign Tracks page, click Add Track.
    add-track-campaign.png
  2. Name the track, select whether it applies to Applications or Contacts, select which Segment of Applications or Contacts it should be sent to, and set whether the track should be scheduled or triggered.
    add-track-page.png
  3. Click Add.
  4. Your track is now listed on the Campaign Setup page.
    one-track-added.png
  5. From here, you can click the track to configure other options, including what type of communication it will send, and when it will begin sending messages.
  6. To begin creating tiers, or the progression of messages to be sent for this track, click Add Item. Then choose which media type you want to send. Your options may include:
    • Email:  This option allows you to select which of your Email Templates you'd like to send.
    • Text: This option allows you to select the text messages of your choice to your recipients.
    • Print: This option allows you to select which of your Print Templates you'd like to send. Print pieces are customized materials to be physically printed.
    • Voice: This option allows you to send a prerecorded message to each recipient's phone. You can use a recorded voice message, or use text-to-speech. Messages arrive as phone calls, and upon answering the call the recipient hears your message.

      tier-type.png
  7. After making your selection, configure your message:
    • For Emails, select which Segment the message should be delivered to and which delivery address should be used. Select which of your Email Templates you'd like to use, and make any needed edits to it. The On/Off toggle at the top right allows you to disable a message so that it won't send, even its track calls for it.
      tier-1-message.png
    • For Texts, select which Segment the message should be sent to, choose which delivery address to use, and type the content of your text message.
      sample-text-message-campaign.png
    • For Print Messages, select your desired Segment, Delivery Address, and Template.
    • For Voice Messages, select your Segment and Delivery Address. Then, select which Message Type. You can type a message and have it converted to audio, or record your voice. If you're using speech-to-text, select which language you're voice should be converted to, and select the voice you'd like to use. Click Listen to my message to review it.
  8. Click Save Changes.
  9. Continue adding Tier 1 messages as desired. For example, you can send a Text Message as a follow up to your Email. Or, you can send different emails to different Segments.
  10. To establish what messages should be sent after your Tier 1 message, click the plus sign to begin configuring your Tier 2 message.
    add-new-tier.png
  11. Tier 2 messages are only sent after your Tier 1 message has been received.
    • If you're working with a scheduled track, set the date and time the Tier 2 message should be sent. Also, select how often this Tier should repeat. A repeated message is sent to all qualifying recipients who have not yet received the message in question. For example, when your Tier 2 messages are sent, applicants who do not yet meet the criteria for your selected Segment will not receive your messages. If any of these applicants later meet the criteria, the messages are sent to them at the time you set your tier to repeat.
    • If you're working with a triggered track, use the dropdown to establish how many days after your Tier 1 message the software should wait before sending your Tier 2 messages. Also select what time on that day the messages should be sent.
      select-days-after-tier1.png
  12. Configure Tier 2 as desired, and continue adding more tiers and messages.
    tier-2-and-3-sample.png
  13. Click Save Changes at the top right to save your track.
  14. From the Edit Campaign page, click Add Track to continue adding tracks as desired.
    add-new-track.png
  15. When ready, click Save Changes at the top right to save your Campaign.

Managing Your Tracks

From the Edit Campaign page, you can manage your tracks:

manage-tier-legend.png

  1. Click the Chart icon to view the analytics of this track, including a summary, message totals, and email performance information.
  2. Click the Plus icon to copy this track.
  3. Click the Delete icon to remove this track.

 

 

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