Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Current »

For new administrations, you will need to set up an email campaign for both students and instructors (but not if you’ve only added classes to existing administrations).

Always make sure that the dates at the top of the message are correct and update accordingly. This is the only place the dates appear and the only item that typically needs to be updated.

Set up “campaigns” from the administrator portal

Create a campaign

  • From the “Campaigns” tab, select “Create Campaigns”

    • kb_mail02.PNG
  • Name the campaign and identify the audience

    • For student emails, name it “Student Session” plus the session number (e.g., Student Session 4)

      • session number should correspond with the administration number

      • under “Audience,” select “Student”

      • kb_mail03.PNG
    • For faculty emails, name it “Faculty Session” plus the session number (e.g., Faculty Session 4)

      • session number should correspond with the administration number

      • under “Audience,” select “Instructor”

      • kb_mail04.PNG
  • Under “Audience Filters,” select term and set rules

    • Term is just the current term (do not leave blank!)

    • DO NOT select “All students/instructors in the term”

      • Always select “Students/Instructors that meet the following conditions”

    • Rules for student campaign (Response Status and Administration Name)

      • Response Status: Either click “Incomplete Evaluations” shortcut or manually setup through the dropdown options: Response Status, Does Not Equal, Completed

      • Click “Add Rule”

      • Administration Name: From the dropdown options, select Administration Name, Equals, and select each campus session

    • kb_mail05.PNG
    • Rules for instructor campaign (Administration Name)

      • Administration Name: From the dropdown options, select Administration Name, Equals, and select each campus session

    • kb_mail06.PNG
  • Under “Content,” select “Template” to autofill fields and update the date

    • For students, select “Student” template

      • kb_mail07.PNG

    • In “Message” field, scroll down to “Deadline” field and update with the administration’s closing date

      • kb_mail08.PNG
    • For faculty, select “Faculty” template

      • kb_mail09.PNG
    • In “Message” field, update with the administration’s closing date

      • kb_mail10.PNG
  • Under “Delivery,” set dates and time

    • Weekly administrations (Monday - Friday)

      • Students: 11 a.m., Monday, Tuesday, Thursday, Friday

      • Faculty: 11 a.m., Monday, Wednesday, Friday

    • Final administrations (Monday - Tuesday)

      • Students: 11 a.m., Monday, Wednesday, Friday, Monday, Tuesday

      • Faculty: 11 a.m., Monday, Thursday, Monday, Tuesday

    • kb_mail11.PNG
    • Click “Schedule”

When in doubt, refer to previous campaigns for formatting

  • No labels