Tools-Manage Communications

Overview:

Meet your incoming students, no matter where they are, over the phone, through snail mail, by email and via a range of social media channels including Twitter, Facebook and YouTube.

Enrollment Manager offers integrated, multi-channel communication capabilities that support you from student search through yield enhancement.

Objectives:

  • Create and save Advanced Finds
  • Create and populate an Outreach List
  • Create a mail merge file
  • Create and send an email message to a group
  • Create a Quick Campaign

Reading Assignments:

Tasks:

  • Create an Outreach List. Give the list a Name and Activity Posting and save (but do not close). 
  • Add Members to the Outreach List using Advanced Find, then Remove Members from the Outreach List using Advanced Find.
  • Do an export for a standard Mail Merge, then an extended Mail Merge. Save each export locally. Open and compare the two files.
  • Create a second Outreach List and populate using Person records with email addresses for you and other staff members.
  • Create a Mailing Template.
  • Create a Mailing. Send a test message to your email address, then send the Mailing to the Outreach List with the staff member emails.
  • Create an Advanced Find on the Person entity. Use these Advanced Find results to create a Quick Campaign for phone calls, assigning each to you. Find and open the campaign in the Quick Campaigns area.
  • Save the phone calls from your Quick Campaign as completed, either by opening them in the campaign itself, or by viewing them on the list of your Activities in Workplace.
Subpages (1): Advanced Find
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