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Liaison

Release 7 – October 2022

New Enhancements & Features

 

Quick Glance Campaign Metrics and Conversions 

EMP understands the importance of having a quick view of how your campaigns are performing. We have added immediate visibility into the status of your campaigns. Of all the metrics that EMP tracks and analyzes, we identified three metrics as key metrics that can be absorbed with just a glance:

  • Open rate

    • The percentage of the total number of sent emails that were opened at least once for all tracks in the campaign.

  • Click-thru rate

    • The percentage of the total number of opened emails that had at least one link click for all tracks in the campaign.

  • Conversions

    • The summed total of all conversions in the tracks of the campaign.

We have placed open rate, click-thru rate, and conversions in an easy-to-read format for all nurture, blast, and event tracks and campaigns.


Nurture and blast campaigns​

Below is the view of how you can view the open rate, click-thru rate, and conversions at the campaign level:

To the right of the campaign name "Search Campaign 2023" and entry year of 2023, you will see three icons for all campaigns. These icons will always appear in this order:

  • Open rate (Eye icon)

  • Click-thru rate (Hand icon)

  • Conversions (Check icon)

You can also view the open rate, click-thru rate, and conversions for individual tracks as well. Under the "Stats" column in the "Search Emails" track, you can see the open rate, click-thru rate, and conversions appear:

If your campaign has more than one track, the campaign-level stats will sum together all of the total emails sent, total emails opened, total emails opened with at least one link click, and the total conversions for all tracks.

Below, you can see how the "Drive to Apply 23" campaign takes the total, not the average, of the open rate, click-thru rate, and conversions from the "Drive to Apply - In-State" and the "Drive to Apply - Out of State" tracks:


 

What do conversions mean?

It is impossible to know what qualifies as conversions for your campaign without knowing what type of campaign you are running. We have solved this problem while creating a level of organization into our campaigns. You can assign what we have created, Campaign Objectives, to nurture and blast campaigns so you can choose what type of conversion will be the primary conversion of that campaign.

To qualify as a conversion in a blast or nurture, the student must receive a communication item in the campaign and perform the track's Objective conversion action.

The Objectives that we have added and their respective conversion actions are below:

Campaign Objective

Campaign/Track to add Objective to

Conversion Action

Inquiry Drive

Search

Changes to the stage of inquiry (or higher)

Applicant Drive

Drive to Apply

Application Deadline

Changes to the stage of applicant (or higher)

Enrollment Drive

Yield, Drive to deposit

Changes to the stage of enrolled

Transfer Drive

Transfer campaign

Entry year change

Engage Inquiries

Inquiry engagement campaign/track

An email link click or a QR code scan

Engage Applicants

Applicant engagement campaign/track

An email link click or a QR code scan

Engage Accepts

Accepted engagement campaign/track

An email link click or a QR code scan

Engage Enrollments

Enrolled engagement campaign/track

An email link click or a QR code scan

Engage Transfer

Transfer engagement campaign/track

An email link click or a QR code scan

Engage Parents

Parent engagement campaign/track

An email link click or a QR code scan

Financial Aid

Financial aid campaigns

Changes to the stage of enrolled

Other

Miscellaneous campaigns or tracks

An email link click or a QR code scan

Users can now assign a Campaign Objective to a blast or nurture campaign and/or track.

When creating a new campaign, you will see the field "Campaign Objective" appear. The example below is creating a Search campaign, so the Campaign Objective to choose is Inquiry Drive.

All tracks for blast and nurture campaigns will by default inherit the tag that the campaign is using. However, the capability to switch the track setting to a different tag is available.

After saving the Search campaign in the example above, by default, the Campaign Objective has "Inherit Objective from Campaign" checked off. The user can, uncheck "Inherit Objective from Campaign" and choose a different tag if needed.

Thus, a conversion for this track is an inquiry stage conversion.

 


Event campaigns

We have added in a data layer to our event campaigns as well. It is now possible to assign event campaigns with the type of event that you are running the campaign for. This level of organization has never been possible! This is helpful in analyzing different metrics of the same (or different!) event types. You can also get an idea of how your campaigns performed year over year, and use lessons learned from last year's campaign to make next year's campaign stronger.

This feature affects event campaigns slightly differently in comparison to blast or nurture campaigns.

The event campaign conversion icon is a ticket, and the only type of conversion for all event campaigns are registrations for the event:

The Campaign Objective is renamed to Event Type:

 

The four tracks of the event campaign will automatically pull in the event type from the campaign. No conversion icons will populate for event tracks - event tracks will only have the icons for open rate and click thru rate.

 

The list of the event types are below:

Event Type

Conversion Action

Campus Visit

Registration to the event

Open House

Registration to the event

Virtual Information Session

Registration to the event

Accepted Students

Registration to the event

Interview

Registration to the event

Sports Visit

Registration to the event

Financial Aid

Registration to the event

Other

Registration to the event


Export your Campaign Objective or Event Type

We understand the need to have Campaign Objectives and Event Types as an exportable option to properly analyze your campaigns engagement rates and conversions.

We have added an option in the exporter to include Campaign Objective and/or Event Type as a column if your interactions csv file:


FAQ:
If I have different Campaign Objectives for each track of my campaign, how will my campaign conversions total up?

Regardless of what the campaign-level and track-level Objective's are, the campaign-level conversions will sum up the total conversions for all tracks.

For example, if you have three tracks:

  • Inquiry drive

  • Engage enrollments

  • Transfer drive

Then the campaign-level conversion total will the total conversions from the inquiry drive, engage enrollments, and transfer drive.

What if a prospect in my inquiry drive campaign goes straight to the stage of applicant?

That will still count that as an inquiry drive conversion. If you are running an inquiry drive conversion and a prospect bypasses the inquiry stage and goes straight to either applicant, accepted, or enrolled, we will still count that as a conversion.

Apply your Global Sending Limit to all active emails 

On 8/30/22, we released the Intuitive Email Volume Sending feature. We have expanded upon this feature in a way that makes it very easy and intuitive to apply your Global Sending Limit to all active emails.

In the example below, this client's GSL for each email item's send is 200. We have provided a second checklist, called "Apply GSL to all active email items that have no limit and that aren't using the GSL.":

If the user selects this checkbox and presses "Save", the following module appears:

The module informs the user of the current number of active emails that exist without a limit and allows the user the ability to Apply the GSL to all of those emails.

NOTE: This is a one time action. If, the next day, you create more emails that do not have a limit but want to assign them all to your GSL, you can do so in bulk by using this checkbox.


Other changes the EMP team has made
  • We have changed the field type and field name from Gender to Sex.

  • We have fixed a bug with event banners not scrolling to view upcoming events.

 

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