Campaign
Appointment Campaigns enable advisors or faculty to request that specific students select a specific date and time in which to schedule an appointment or hold an event. This contrasts with the advisor creating appointments for each student. This feature is commonly used when an advisor must meet with all their students at least once per term.
Appointment Campaign
Define the Campaign
In this step, you will set the criteria for your Appointment Campaign. The fields that must be filled out are listed and defined below. Note that if other staff or faculty are going to be included on this campaign, the reason/location/date range must align with Campaign Availability for the advisor (s) or faculty that are going to be included in the campaign.
Define Campaign
1. Campaign Name:
Name
is visible to the person creating the campaign and any other users who have access to view campaigns, but not visible to the student. We recommend adding your name to the campaign name to make it easier for other staff to know who created the campaign if they are included.
2. Care Unit:
Care Unit
Select the area(unit) i.e Academic Advising etc. for the campaign
3. Location:
Location
Select the location of where the appointment(s) will be held.
4. Service
Service
Select the service one will obtain from the campaign.
5. Begin and End Date:
Date
These are the dates that you want students to start and stop making appointments for the campaign.
6. Appointment Limit:
Appointment Limit
This will determine how many appointments you wish for the student to schedule during the campaign.
7. Appointment Length:
Appointment Length
This is where you define exactly how long the appointment will be. Durations begin at a 5-minute length and will be determined by your configuration.
8. Slots per Time:
Slots Per Time
Appointments can be individual or group. By adding more than one "slot per time", you can have a group appointment.